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

Kosmos Energy Ltd. and Vermilion Energy Inc. are both Oil & Gas E&P companies. Kosmos Energy Ltd. and Vermilion Energy Inc. are of similar size ($1.8B and $1.7B). Kosmos Energy Ltd. grew revenue faster over the last twelve months: 7.13% against −5.20%. Vermilion Energy Inc. has the higher net margin (−24.5% vs −34.0%) and the higher return on invested capital (5.93% vs 2.91%). Across the 20 metrics below, Vermilion Energy Inc. leads on 17 and Kosmos Energy Ltd. on 3.

Valuation

Metric KOS VET Oil & Gas E&P median
P/E n/m n/m 10.57
P/S 0.99 1.37 1.80
P/B 2.23 1.14 1.27
Price to free cash flow 14.14 3.01 9.99
EV/EBITDA 6.00 3.62 5.08
EV/Sales 2.58 2.09 2.39
Earnings yield (44.91%) (18.02%) 6.06%
Free cash flow yield 7.07% 33.17% 6.17%

Profitability

Metric KOS VET Oil & Gas E&P median
Gross margin 47.27% 62.13% 80.41%
Operating margin 9.48% 18.12% 21.39%
Net margin (33.98%) (24.50%) 14.17%
Free cash flow margin 6.97% 45.31% 9.71%
Return on equity (62.95%) (18.15%) 10.05%
Return on assets (11.39%) (7.23%) 5.81%
Return on invested capital 2.91% 5.93% 6.32%

Growth

Metric KOS VET Oil & Gas E&P median
Revenue growth (TTM) 7.13% (5.20%) 9.94%
EPS growth (last fiscal year) (467.50%) (1,281.82%) —
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 3.79 0.63 0.28
Current ratio 0.59 1.00 0.96
Net debt to EBITDA 10.18 1.30 0.91

Dividend

Metric KOS VET Oil & Gas E&P median
Dividend yield — 2.93% 4.93%
Payout ratio 0.00 0.05 0.07

Size

Metric KOS VET Oil & Gas E&P median
Market cap 1.66b 1.82b 923.59m

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