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Mach Natural Resources LP (MNR) vs Talos Energy Inc. (TALO)

Mach Natural Resources LP and Talos Energy Inc. are both Oil & Gas E&P companies. Talos Energy Inc. is the larger, with a market value of $2.8B against $1.8B — 1.6× the size. Talos Energy Inc. has negative trailing earnings, so its P/E is not meaningful; Mach Natural Resources LP trades at 18.4×. Mach Natural Resources LP grew revenue faster over the last twelve months: 34.4% against 2.44%. Mach Natural Resources LP has the higher net margin (7.44% vs −20.5%) and the higher return on invested capital (4.09% vs −5.85%). Across the 19 metrics below, Mach Natural Resources LP leads on 13 and Talos Energy Inc. on 6.

Valuation

Metric MNR TALO Oil & Gas E&P median
P/E 18.38 n/m 11.01
P/S 1.37 1.50 1.98
P/B 1.00 1.46 1.30
Price to free cash flow 7.39 8.87 10.68
EV/EBITDA 5.47 4.27 5.09
EV/Sales 2.26 1.84 2.63
Earnings yield 5.44% (13.28%) 5.78%
Free cash flow yield 13.54% 11.27% 4.91%

Profitability

Metric MNR TALO Oil & Gas E&P median
Gross margin 56.26% 100.00% 80.41%
Operating margin 14.40% (12.70%) 21.39%
Net margin 7.44% (20.46%) 14.17%
Free cash flow margin 18.51% 17.52% 8.18%
Return on equity 0.00% (17.79%) 10.05%
Return on assets 3.35% (7.13%) 5.81%
Return on invested capital 4.09% (5.85%) 6.32%

Growth

Metric MNR TALO Oil & Gas E&P median
Revenue growth (TTM) 34.42% 2.44% 9.94%
EPS growth (last fiscal year) (42.63%) (540.91%) (10.50%)
Revenue growth, 5-year CAGR — 25.32% 18.67%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric MNR TALO Oil & Gas E&P median
Debt to equity 0.63 0.60 0.28
Current ratio 0.88 1.61 0.96
Net debt to EBITDA 2.03 1.37 0.89

Dividend

Metric MNR TALO Oil & Gas E&P median
Dividend yield — — 3.29%
Payout ratio — — 0.35

Size

Metric MNR TALO Oil & Gas E&P median
Market cap 1.81b 2.84b 1.04b

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