Magnolia Oil & Gas
MGY Β· Oil & Gas Exploration & Production
$26.15
3.5%Talos Energy
TALO Β· Oil & Gas Exploration & Production
$18.39
4.1%The short version
- Talos Energy is the larger business, with $1.8B of revenue in fiscal 2025 against $1.3B for Magnolia Oil & Gas.
- Magnolia Oil & Gas grew revenue faster (β0.3%, against β9.8%).
- Magnolia Oil & Gas kept more of each dollar of sales as operating profit (33.5% operating margin, against β31.5% operating margin).
- Magnolia Oil & Gas earned a higher return on the capital invested in it (16.8%, against β12.4%).
| Latest fiscal year | MGY Β· FY25 | TALO Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $4.8B | $3.1B |
| Revenue | $1.3B | $1.8B |
| Free cash flow | β | β |
| Net income | $325M | β$494M |
| Growth | ||
| Revenue growth | β0.3% | β9.8% |
| 5-year growth | 19.4% | 25.3% |
| Share count change | β0.5% | β0.3% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | 33.5% | β31.5% |
| Net margin | 24.8% | β27.8% |
| FCF margin | β | β |
| Return on capital | 16.8% | β12.4% |
| Return on equity | 16.4% | β20.1% |
| Balance sheet | ||
| Net debt | $127M | $975M |
| Net debt / EBITDA | 0.1x | 2.0x |
| Dividends and buybacks | $113M | $120M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 6 | 5 |
FY16
MGY β
TALO $259M
FY17
MGY $403M
TALO $413M
FY18
MGY β
TALO $891M
FY19
MGY $942M
TALO $908M
FY20
MGY $541M
TALO $576M
FY21
MGY $1.1B
TALO $1.2B
FY22
MGY $1.7B
TALO $1.7B
FY23
MGY $1.2B
TALO $1.5B
FY24
MGY $1.3B
TALO $2.0B
FY25
MGY $1.3B
TALO $1.8B
MGY
TALO
FY16
MGY β
TALO β31.2%
FY17
MGY 47.1%
TALO 11.0%
FY18
MGY β
TALO 28.4%
FY19
MGY 13.5%
TALO 23.5%
FY20
MGY β355.8%
TALO β73.2%
FY21
MGY 55.9%
TALO 30.1%
FY22
MGY 63.4%
TALO 44.6%
FY23
MGY 43.6%
TALO 14.4%
FY24
MGY 38.9%
TALO 8.8%
FY25
MGY 33.5%
TALO β31.5%
MGY
TALO
FY16
MGY β
TALO β
FY17
MGY β
TALO β
FY18
MGY β
TALO β
FY19
MGY β
TALO β
FY20
MGY β
TALO β
FY21
MGY β
TALO β
FY22
MGY β
TALO β
FY23
MGY β
TALO β
FY24
MGY β
TALO β
FY25
MGY β
TALO β
MGY
TALO
FY16
MGY β
TALO β
FY17
MGY β
TALO β
FY18
MGY β
TALO 27.2%
FY19
MGY β
TALO 12.8%
FY20
MGY β76.6%
TALO β17.8%
FY21
MGY 56.4%
TALO 16.3%
FY22
MGY 84.6%
TALO 41.0%
FY23
MGY 25.9%
TALO 8.1%
FY24
MGY 20.8%
TALO 3.7%
FY25
MGY 16.8%
TALO β12.4%
MGY
TALO
Add another company
Compare up to four at once.
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.