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BKV vs Mach Natural Resources LP

BKV and Mach Natural Resources LP are similar in size: $1.14bn and $1.18bn of revenue in their latest fiscal years. Mach Natural Resources LP grew faster (21.2% against 9.9%). BKV kept more of each dollar of sales as profit: a net margin of 15.7% against 12.2%.

Latest fiscal yearBKVBKV, 2025Mach Natural Resources LPMNR, 2025
Revenue $1.14bn $1.18bn
Revenue growth 9.9% 21.2%
Net income $179m $143m
Operating margin 26.6% 20.8%
Net margin 15.7% 12.2%
Return on equity 10.3% —
Free cash flow −$24.7m $245m
Cash $248m $42.6m
Total debt $1.33bn $1.14bn
Debt to equity 66.9% —
Dividend per share — —
Dividend yield — —
Share buybacks — —
Employees 452 840
Market value $2.18bn $1.75bn
Price vs our value range — Below our value range
Moat score — —
Insider trades, 12 months 0 buys, 16 sales 16 buys, 2 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.