International Seaways vs Viper Energy
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KIRA’s take AI analyst
I put International Seaways and Viper Energy side by side, using each one’s latest annual report. Here is what stands out:
- Viper Energy is the larger business, with $1.4B of revenue in fiscal 2025 against $843M for International Seaways, about 1.7 times as much.
- Viper Energy grew revenue faster (62.0%, against −11.4%).
- International Seaways kept more of each dollar of sales as operating profit (41.0% operating margin, against −10.0%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
International Seaways
INSW
6/8
Operating marginNet marginReturn on equityPiotroski F-scoreNet debt / EBITDAShare count change
Viper Energy
VNOM
2/8
Revenue growth5-year growth
Side by side
Best in the row
| Latest fiscal year | INSW FY25 | VNOM FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.5B | $9.1B |
| Revenue | $843M | $1.4B |
| Free cash flow | $379M | — |
| Net income | $309M | −$68.0M |
| Growth | ||
| Revenue growth | −11.4% | 62.0% |
| 5-year growth | 14.9% | 41.0% |
| Share count change | −0.2% | 51.7% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 41.0% | −10.0% |
| Net margin | 36.7% | −4.9% |
| FCF margin | 44.9% | — |
| Return on capital | — | −1.3% |
| Return on equity | 16.0% | −2.2% |
| Balance sheet | ||
| Net debt | $400M | $2.2B |
| Net debt / EBITDA | 0.8x | 4.7x |
| Dividends and buybacks | $145M | $328M |
| Valuation & quality | ||
| P/E | 7.1x | — |
| Piotroski F-score | 6 | 3 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.