Talos Energy Inc. (TALO) vs Vermilion Energy Inc. (VET)

Talos Energy Inc. and Vermilion Energy Inc. are both Oil & Gas E&P companies. Talos Energy Inc. is the larger, with a market value of $2.5B against $1.6B — 1.5× the size. Talos Energy Inc. grew revenue faster over the last twelve months: 13.5% against −5.20%. Talos Energy Inc. has the higher net margin (−18.4% vs −24.5%) and the lower return on invested capital (−0.18% vs 5.93%). Across the 20 metrics below, Talos Energy Inc. leads on 11 and Vermilion Energy Inc. on 9.

Valuation

Metric TALO VET Oil & Gas E&P median
P/E n/m n/m 9.67
P/S 1.16 1.24 1.76
P/B 1.28 1.04 1.19
Price to free cash flow 5.23 2.74 8.37
EV/EBITDA 4.08 3.62 4.59
EV/Sales 1.64 2.09 2.27
Earnings yield (15.50%) (19.79%) 7.55%
Free cash flow yield 19.11% 36.44% 3.98%

Profitability

Metric TALO VET Oil & Gas E&P median
Gross margin 100.00% 62.13% 79.54%
Operating margin (0.39%) 18.12% 24.01%
Net margin (18.37%) (24.50%) 14.11%
Free cash flow margin 22.79% 45.31% 7.72%
Return on equity (18.08%) (18.15%) 8.99%
Return on assets (6.85%) (7.23%) 4.63%
Return on invested capital (0.18%) 5.93% 6.33%

Growth

Metric TALO VET Oil & Gas E&P median
Revenue growth (TTM) 13.47% (5.20%) 13.60%
EPS growth (last fiscal year) (540.91%) (1,281.82%) (10.17%)
Revenue growth, 5-year CAGR 25.32% 8.21% 18.67%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric TALO VET Oil & Gas E&P median
Debt to equity 0.72 0.63 0.29
Current ratio 1.15 1.00 0.92
Net debt to EBITDA 1.37 1.30 0.93

Dividend

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

Size

Metric TALO VET Oil & Gas E&P median
Market cap 2.45b 1.61b 953.29m

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