Magnolia Oil & Gas vs Talos Energy
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KIRAβs take AI analyst
I put Magnolia Oil & Gas and Talos Energy side by side, using each oneβs latest annual report. Here is what stands out:
- 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%).
- Magnolia Oil & Gas earned a higher return on the capital invested in it (16.8%, against β12.4%).
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Magnolia Oil & Gas
MGY
8/9
Revenue growthOperating marginNet marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDAShare count change
Talos Energy
TALO
1/9
5-year growth
Side by side
Best in the row
| Latest fiscal year | MGY FY25 | TALO 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 |
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.