Analyzing Kosmos Energy (NYSE:KOS) and Tamboran Resources (NYSE:TBN)

Kosmos Energy (NYSE:KOS) and Tamboran Resources (NYSE:TBN) are both small-cap energy companies, but which is the superior stock? We will compare the two businesses based on the strength of their dividends, valuation, institutional ownership, analyst recommendations, profitability, risk and earnings.

Earnings & Valuation

This table compares Kosmos Energy and Tamboran Resources”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Kosmos Energy	$1.68 billion	0.63	$213.52 million	$0.39	5.68
Tamboran Resources	N/A	N/A	-$21.92 million	N/A	N/A

Kosmos Energy has higher revenue and earnings than Tamboran Resources.

Profitability

This table compares Kosmos Energy and Tamboran Resources’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Kosmos Energy	12.21%	31.08%	6.53%
Tamboran Resources	N/A	N/A	N/A

Insider and Institutional Ownership

95.3% of Kosmos Energy shares are held by institutional investors. 2.0% of Kosmos Energy shares are held by insiders. Comparatively, 5.1% of Tamboran Resources shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of current recommendations and price targets for Kosmos Energy and Tamboran Resources, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Kosmos Energy	0	3	3	0	2.50
Tamboran Resources	0	1	4	0	2.80

Kosmos Energy currently has a consensus price target of $5.27, suggesting a potential upside of 137.77%. Tamboran Resources has a consensus price target of $36.60, suggesting a potential upside of 52.18%. Given Kosmos Energy’s higher possible upside, analysts plainly believe Kosmos Energy is more favorable than Tamboran Resources.

Summary

Kosmos Energy beats Tamboran Resources on 7 of the 10 factors compared between the two stocks.

About Kosmos Energy

Kosmos Energy Ltd., together with its subsidiaries, engages in the exploration, development, and production of oil and gas along the Atlantic Margins in the United States. The company’s primary assets include production projects located in offshore Ghana, Equatorial Guinea, and the U.S. Gulf of Mexico, as well as gas projects located in offshore Mauritania and Senegal. It undertakes a proven basin exploration program in Equatorial Guinea and the U.S. Gulf of Mexico. Kosmos Energy Ltd. was founded in 2003 and is headquartered in Dallas, Texas.

About Tamboran Resources

Tamboran Resources Corporation, a natural gas company, focuses on developing unconventional gas resources in the northern territory of Australia. Its assets include a 25% non-operated working interest in EP 161; a 38.75% working interest in EPs 76, 98, and 117; and a 100% working interest in EPs 136 and 143, as well as EP (A) 197, located in the Betaloo Basin. Tamboran Resources Corporation was founded in 2009 and is headquartered in Sydney, Australia.