CNX Resources vs Talos Energy
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KIRAβs take AI analyst
I put CNX Resources and Talos Energy side by side, using each oneβs latest annual report. Here is what stands out:
- CNX Resources is the larger business, with $2.2B of revenue in fiscal 2025 against $1.8B for Talos Energy.
- CNX Resources grew revenue faster (76.8%, against β9.8%).
- CNX Resources earned a higher return on the capital invested in it (11.8%, against β12.4%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
CNX Resources
CNX
6/8
Revenue growthNet marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDA
Talos Energy
TALO
2/8
5-year growthShare count change
Side by side
Best in the row
| Latest fiscal year | CNX FY25 | TALO FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.8B | $3.2B |
| Revenue | $2.2B | $1.8B |
| Free cash flow | $534M | β |
| Net income | $633M | β$494M |
| Growth | ||
| Revenue growth | 76.8% | β9.8% |
| 5-year growth | 12.2% | 25.3% |
| Share count change | 6.0% | β0.3% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | β | β31.5% |
| Net margin | 28.3% | β27.8% |
| FCF margin | 23.9% | β |
| Return on capital | 11.8% | β12.4% |
| Return on equity | 15.0% | β20.1% |
| Balance sheet | ||
| Net debt | $2.5B | $975M |
| Net debt / EBITDA | 1.6x | 2.0x |
| Dividends and buybacks | $524M | $120M |
| Valuation & quality | ||
| P/E | 6.2x | 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.