Kosmos Energy vs Northern OIL & GAS
Northern OIL & GAS is the larger business, with $2.48bn of revenue in fiscal 2025 against $1.29bn for Kosmos Energy (1.9 times as much). Northern OIL & GAS grew faster (11.2% against -23.1%). Northern OIL & GAS kept more of each dollar of sales as profit: a net margin of 1.6% against -54.3%. Northern OIL & GAS carries less debt relative to equity (114.0% against 586.5%).
| Latest fiscal year | Kosmos EnergyKOS, 2025 | Northern OIL & GASNOG, 2025 |
|---|---|---|
| Revenue | $1.29bn | $2.48bn |
| Revenue growth | -23.1% | 11.2% |
| Net income | −$700m | $38.8m |
| Operating margin | — | 9.9% |
| Net margin | -54.3% | 1.6% |
| Return on equity | -80.9% | 1.7% |
| Free cash flow | $134m | $1.50bn |
| Cash | $91.5m | $14.3m |
| Total debt | $3.10bn | $2.42bn |
| Debt to equity | 586.5% | 114.0% |
| Dividend per share | — | — |
| Dividend yield | — | 6.5% |
| Share buybacks | — | $57.0m |
| Employees | 216 | 64 |
| Market value | $1.55bn | $2.69bn |
| Price vs our value range | Below our value range | Below our value range |
| Moat score | 36 (Weak) | 55 (Moderate) |
| Insider trades, 12 months | 4 buys, 15 sales | 3 buys, 0 sales |