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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 $2.5B against $1.7B — 1.5× the size. Talos Energy Inc. has negative trailing earnings, so its P/E is not meaningful; Mach Natural Resources LP trades at 11.4×. Mach Natural Resources LP grew revenue faster over the last twelve months: 36.8% against 13.5%. Mach Natural Resources LP has the higher net margin (10.5% vs −18.4%) and the higher return on invested capital (5.30% vs −0.18%). Across the 19 metrics below, Mach Natural Resources LP leads on 11 and Talos Energy Inc. on 8.

Valuation

Metric MNR TALO Oil & Gas E&P median
P/E 11.42 n/m 9.67
P/S 1.19 1.16 1.76
P/B 0.90 1.28 1.19
Price to free cash flow 5.97 5.23 8.37
EV/EBITDA 4.44 4.08 4.59
EV/Sales 2.06 1.64 2.27
Earnings yield 8.75% (15.50%) 7.55%
Free cash flow yield 16.74% 19.11% 3.98%

Profitability

Metric MNR TALO Oil & Gas E&P median
Gross margin 0.00% 100.00% 79.54%
Operating margin 17.91% (0.39%) 24.01%
Net margin 10.47% (18.37%) 14.11%
Free cash flow margin 42.01% 22.79% 7.72%
Return on equity 0.00% (18.08%) 8.99%
Return on assets 3.91% (6.85%) 4.63%
Return on invested capital 5.30% (0.18%) 6.33%

Growth

Metric MNR TALO Oil & Gas E&P median
Revenue growth (TTM) 36.75% 13.47% 13.60%
EPS growth (last fiscal year) (42.63%) (540.91%) (10.17%)
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 0.72 0.29
Current ratio 0.79 1.15 0.92
Net debt to EBITDA 2.03 1.37 0.93

Dividend

Metric MNR TALO Oil & Gas E&P median
Dividend yield — — 3.76%
Payout ratio — — 0.33

Size

Metric MNR TALO Oil & Gas E&P median
Market cap 1.66b 2.45b 953.29m

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