Kosmos Energy Ltd. (KOS) vs Vermilion Energy Inc. (VET)

Kosmos Energy Ltd. and Vermilion Energy Inc. are both Oil & Gas E&P companies. Vermilion Energy Inc. is the larger, with a market value of $1.6B against $1.3B — 1.2× the size. Kosmos Energy Ltd. grew revenue faster over the last twelve months: 21.6% against −5.20%. Vermilion Energy Inc. has the higher net margin (−24.5% vs −27.2%) and the lower return on invested capital (5.93% vs 7.39%). Across the 20 metrics below, Vermilion Energy Inc. leads on 15 and Kosmos Energy Ltd. on 5.

Valuation

Metric KOS VET Oil & Gas E&P median
P/E n/m n/m 9.67
P/S 0.77 1.24 1.76
P/B 1.96 1.04 1.19
Price to free cash flow 4.23 2.74 8.37
EV/EBITDA 4.30 3.62 4.59
EV/Sales 2.23 2.09 2.27
Earnings yield (45.55%) (19.79%) 7.55%
Free cash flow yield 23.63% 36.44% 3.98%

Profitability

Metric KOS VET Oil & Gas E&P median
Gross margin 56.05% 62.13% 79.54%
Operating margin 21.85% 18.12% 24.01%
Net margin (27.21%) (24.50%) 14.11%
Free cash flow margin 18.27% 45.31% 7.72%
Return on equity (58.80%) (18.15%) 8.99%
Return on assets (9.86%) (7.23%) 4.63%
Return on invested capital 7.39% 5.93% 6.33%

Growth

Metric KOS VET Oil & Gas E&P median
Revenue growth (TTM) 21.64% (5.20%) 13.60%
EPS growth (last fiscal year) (467.50%) (1,281.82%) (10.17%)
Revenue growth, 5-year CAGR 7.58% 8.21% 18.67%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric KOS VET Oil & Gas E&P median
Debt to equity 3.87 0.63 0.29
Current ratio 0.54 1.00 0.92
Net debt to EBITDA 10.18 1.30 0.93

Dividend

Metric KOS VET Oil & Gas E&P median
Dividend yield — 3.66% 3.76%
Payout ratio — — 0.33

Size

Metric KOS VET Oil & Gas E&P median
Market cap 1.31b 1.61b 953.29m

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