Riley Exploration Permian, Inc. (REPX) vs Tamboran Resources Corporation (TBN)

Riley Exploration Permian, Inc. and Tamboran Resources Corporation are both Oil & Gas E&P companies. Tamboran Resources Corporation is the larger, with a market value of $1.3B against $923.6M — 1.4× the size. Tamboran Resources Corporation has negative trailing earnings, so its P/E is not meaningful; Riley Exploration Permian, Inc. trades at 7.2×. Riley Exploration Permian, Inc. has the higher net margin (24.5% vs 0.00%) and the higher return on invested capital (13.2% vs −4.13%). Across the 13 metrics below, Riley Exploration Permian, Inc. leads on 10 and Tamboran Resources Corporation on 3.

Valuation

Metric REPX TBN Oil & Gas E&P median
P/E 7.24 n/m 10.57
P/S 1.75 n/m 1.80
P/B 1.34 1.44 1.27
Price to free cash flow 16.01 n/m 9.99
EV/EBITDA 3.71 n/m 5.08
EV/Sales 2.26 n/m 2.39
Earnings yield 13.81% (5.32%) 6.06%
Free cash flow yield 6.25% (20.60%) 6.17%

Profitability

Metric REPX TBN Oil & Gas E&P median
Gross margin 100.00% — 80.41%
Operating margin 38.43% 0.00% 21.39%
Net margin 24.53% 0.00% 14.17%
Free cash flow margin 10.96% 0.00% 9.71%
Return on equity 19.94% (7.89%) 10.05%
Return on assets 10.30% (6.53%) 5.81%
Return on invested capital 13.20% (4.13%) 6.32%

Growth

Metric REPX TBN Oil & Gas E&P median
Revenue growth (TTM) 23.16% — 9.94%
EPS growth (last fiscal year) 78.17% (8.62%) —
Revenue growth, 5-year CAGR 164.32% — 18.67%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric REPX TBN Oil & Gas E&P median
Debt to equity 0.42 0.10 0.28
Current ratio 0.45 2.00 0.96
Net debt to EBITDA 0.99 0.91 0.91

Dividend

Metric REPX TBN Oil & Gas E&P median
Dividend yield 6.30% — 4.93%
Payout ratio 0.16 — 0.07

Size

Metric REPX TBN Oil & Gas E&P median
Market cap 923.59m 1.29b 923.59m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack