Tamboran Resources Corporation (TBN) vs Vermilion Energy Inc. (VET)

Tamboran Resources Corporation and Vermilion Energy Inc. are both Oil & Gas E&P companies. Vermilion Energy Inc. is the larger, with a market value of $1.8B against $1.3B — 1.4× the size. Tamboran Resources Corporation has the higher net margin (0.00% vs −24.5%) and the lower return on invested capital (−4.13% vs 5.93%). Across the 13 metrics below, Tamboran Resources Corporation leads on 8 and Vermilion Energy Inc. on 5.

Valuation

Metric TBN VET Oil & Gas E&P median
P/E n/m n/m 10.57
P/S n/m 1.37 1.80
P/B 1.44 1.14 1.27
Price to free cash flow n/m 3.01 9.99
EV/EBITDA n/m 3.62 5.08
EV/Sales n/m 2.09 2.39
Earnings yield (5.32%) (18.02%) 6.06%
Free cash flow yield (20.60%) 33.17% 6.17%

Profitability

Metric TBN VET Oil & Gas E&P median
Gross margin — 62.13% 80.41%
Operating margin 0.00% 18.12% 21.39%
Net margin 0.00% (24.50%) 14.17%
Free cash flow margin 0.00% 45.31% 9.71%
Return on equity (7.89%) (18.15%) 10.05%
Return on assets (6.53%) (7.23%) 5.81%
Return on invested capital (4.13%) 5.93% 6.32%

Growth

Metric TBN VET Oil & Gas E&P median
Revenue growth (TTM) — (5.20%) 9.94%
EPS growth (last fiscal year) (8.62%) (1,281.82%) —
Revenue growth, 5-year CAGR — 8.21% 18.67%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric TBN VET Oil & Gas E&P median
Debt to equity 0.10 0.63 0.28
Current ratio 2.00 1.00 0.96
Net debt to EBITDA 0.91 1.30 0.91

Dividend

Metric TBN VET Oil & Gas E&P median
Dividend yield — 2.93% 4.93%
Payout ratio — 0.05 0.07

Size

Metric TBN VET Oil & Gas E&P median
Market cap 1.29b 1.82b 923.59m

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