Northern Oil and Gas, Inc. (NOG) vs Talos Energy Inc. (TALO)

Northern Oil and Gas, Inc. and Talos Energy Inc. are both Oil & Gas E&P companies. Northern Oil and Gas, Inc. and Talos Energy Inc. are of similar size ($2.5B and $2.4B). Talos Energy Inc. grew revenue faster over the last twelve months: 13.5% against −25.6%. Talos Energy Inc. has the higher net margin (−18.4% vs −25.4%) and the higher return on invested capital (−0.18% vs −6.22%). Across the 19 metrics below, Talos Energy Inc. leads on 16 and Northern Oil and Gas, Inc. on 3.

Valuation

Metric NOG TALO Oil & Gas E&P median
P/E n/m n/m 9.67
P/S 1.24 1.16 1.76
P/B 1.19 1.28 1.19
Price to free cash flow n/m 5.23 8.37
EV/EBITDA 14.96 4.08 4.59
EV/Sales 2.65 1.64 2.27
Earnings yield (22.92%) (15.50%) 7.55%
Free cash flow yield (12.41%) 19.11% 3.98%

Profitability

Metric NOG TALO Oil & Gas E&P median
Gross margin 66.68% 100.00% 79.54%
Operating margin (24.10%) (0.39%) 24.01%
Net margin (25.35%) (18.37%) 14.11%
Free cash flow margin (15.34%) 22.79% 7.72%
Return on equity (22.05%) (18.08%) 8.99%
Return on assets (8.43%) (6.85%) 4.63%
Return on invested capital (6.22%) (0.18%) 6.33%

Growth

Metric NOG TALO Oil & Gas E&P median
Revenue growth (TTM) (25.62%) 13.47% 13.60%
EPS growth (last fiscal year) (92.41%) (540.91%) (10.17%)
Revenue growth, 5-year CAGR 35.00% 25.32% 18.67%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric NOG TALO Oil & Gas E&P median
Debt to equity 1.37 0.72 0.29
Current ratio 0.80 1.15 0.92
Net debt to EBITDA 2.07 1.37 0.93

Dividend

Metric NOG TALO Oil & Gas E&P median
Dividend yield 8.04% — 3.76%
Payout ratio — — 0.33

Size

Metric NOG TALO Oil & Gas E&P median
Market cap 2.36b 2.45b 953.29m

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