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 $2.5B against $1.8B — 1.4× 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 (4.49% vs 2.93%). 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 10.57
P/S 1.29 1.37 1.80
P/B 1.24 1.14 1.27
Price to free cash flow n/m 3.01 9.99
EV/EBITDA 15.25 3.62 5.08
EV/Sales 2.70 2.09 2.39
Earnings yield (22.03%) (18.02%) 6.06%
Free cash flow yield (11.93%) 33.17% 6.17%

Profitability

Metric NOG VET Oil & Gas E&P median
Gross margin 66.68% 62.13% 80.41%
Operating margin (24.10%) 18.12% 21.39%
Net margin (25.35%) (24.50%) 14.17%
Free cash flow margin (15.34%) 45.31% 9.71%
Return on equity (22.05%) (18.15%) 10.05%
Return on assets (8.43%) (7.23%) 5.81%
Return on invested capital (6.22%) 5.93% 6.32%

Growth

Metric NOG VET Oil & Gas E&P median
Revenue growth (TTM) (25.62%) (5.20%) 9.94%
EPS growth (last fiscal year) (92.41%) (1,281.82%) —
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 0.28
Current ratio 0.80 1.00 0.96
Net debt to EBITDA 2.07 1.30 0.91

Dividend

Metric NOG VET Oil & Gas E&P median
Dividend yield 4.49% 2.93% 4.93%
Payout ratio 0.09 0.05 0.07

Size

Metric NOG VET Oil & Gas E&P median
Market cap 2.51b 1.82b 923.59m

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