Kosmos Energy Ltd. (KOS) vs Tamboran Resources Corporation (TBN)

Kosmos Energy Ltd. and Tamboran Resources Corporation are both Oil & Gas E&P companies. Kosmos Energy Ltd. is the larger, with a market value of $1.7B against $1.3B — 1.3× the size. Tamboran Resources Corporation has the higher net margin (0.00% vs −34.0%) and the lower return on invested capital (−4.13% vs 2.91%). Across the 13 metrics below, Tamboran Resources Corporation leads on 9 and Kosmos Energy Ltd. on 4.

Valuation

Metric KOS TBN Oil & Gas E&P median
P/E n/m n/m 10.57
P/S 0.99 n/m 1.80
P/B 2.23 1.44 1.27
Price to free cash flow 14.14 n/m 9.99
EV/EBITDA 6.00 n/m 5.08
EV/Sales 2.58 n/m 2.39
Earnings yield (44.91%) (5.32%) 6.06%
Free cash flow yield 7.07% (20.60%) 6.17%

Profitability

Metric KOS TBN Oil & Gas E&P median
Gross margin 47.27% — 80.41%
Operating margin 9.48% 0.00% 21.39%
Net margin (33.98%) 0.00% 14.17%
Free cash flow margin 6.97% 0.00% 9.71%
Return on equity (62.95%) (7.89%) 10.05%
Return on assets (11.39%) (6.53%) 5.81%
Return on invested capital 2.91% (4.13%) 6.32%

Growth

Metric KOS TBN Oil & Gas E&P median
Revenue growth (TTM) 7.13% — 9.94%
EPS growth (last fiscal year) (467.50%) (8.62%) —
Revenue growth, 5-year CAGR 7.58% — 18.67%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric KOS TBN Oil & Gas E&P median
Debt to equity 3.79 0.10 0.28
Current ratio 0.59 2.00 0.96
Net debt to EBITDA 10.18 0.91 0.91

Dividend

Metric KOS TBN Oil & Gas E&P median
Dividend yield — — 4.93%
Payout ratio 0.00 — 0.07

Size

Metric KOS TBN Oil & Gas E&P median
Market cap 1.66b 1.29b 923.59m

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