Northern Oil and Gas, Inc. (NOG) vs Vermilion Energy Inc. (VET)

Northern Oil and Gas, Inc. and Vermilion Energy Inc. are both Oil & Gas E&P companies. Northern Oil and Gas, Inc. is the larger, with a market value of $2.4B against $1.6B — 1.5× the size. Vermilion Energy Inc. grew revenue faster over the last twelve months: −5.20% against −25.6%. Vermilion Energy Inc. has the higher net margin (−24.5% vs −25.4%) and the higher return on invested capital (5.93% vs −6.22%). Both pay a dividend; Northern Oil and Gas, Inc. yields more (8.04% vs 3.66%). Across the 20 metrics below, Vermilion Energy Inc. leads on 15 and Northern Oil and Gas, Inc. on 5.

Valuation

Metric NOG VET Oil & Gas E&P median
P/E n/m n/m 9.67
P/S 1.24 1.24 1.76
P/B 1.19 1.04 1.19
Price to free cash flow n/m 2.74 8.37
EV/EBITDA 14.96 3.62 4.59
EV/Sales 2.65 2.09 2.27
Earnings yield (22.92%) (19.79%) 7.55%
Free cash flow yield (12.41%) 36.44% 3.98%

Profitability

Metric NOG VET Oil & Gas E&P median
Gross margin 66.68% 62.13% 79.54%
Operating margin (24.10%) 18.12% 24.01%
Net margin (25.35%) (24.50%) 14.11%
Free cash flow margin (15.34%) 45.31% 7.72%
Return on equity (22.05%) (18.15%) 8.99%
Return on assets (8.43%) (7.23%) 4.63%
Return on invested capital (6.22%) 5.93% 6.33%

Growth

Metric NOG VET Oil & Gas E&P median
Revenue growth (TTM) (25.62%) (5.20%) 13.60%
EPS growth (last fiscal year) (92.41%) (1,281.82%) (10.17%)
Revenue growth, 5-year CAGR 35.00% 8.21% 18.67%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric NOG VET Oil & Gas E&P median
Debt to equity 1.37 0.63 0.29
Current ratio 0.80 1.00 0.92
Net debt to EBITDA 2.07 1.30 0.93

Dividend

Metric NOG VET Oil & Gas E&P median
Dividend yield 8.04% 3.66% 3.76%
Payout ratio — — 0.33

Size

Metric NOG VET Oil & Gas E&P median
Market cap 2.36b 1.61b 953.29m

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