Kosmos Energy vs Talos Energy
Talos Energy is the larger business, with $1.78bn of revenue in fiscal 2025 against $1.29bn for Kosmos Energy (1.4 times as much). Talos Energy grew faster (-9.8% against -23.1%). Talos Energy kept more of each dollar of sales as profit: a net margin of -27.8% against -54.3%. Talos Energy carries less debt relative to equity (57.7% against 586.5%).
| Latest fiscal year | Kosmos EnergyKOS, 2025 | Talos EnergyTALO, 2025 |
|---|---|---|
| Revenue | $1.29bn | $1.78bn |
| Revenue growth | -23.1% | -9.8% |
| Net income | −$700m | −$494m |
| Operating margin | — | -31.5% |
| Net margin | -54.3% | -27.8% |
| Return on equity | -80.9% | -20.1% |
| Free cash flow | $134m | — |
| Cash | $91.5m | $363m |
| Total debt | $3.10bn | $1.25bn |
| Debt to equity | 586.5% | 57.7% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | $119m |
| Employees | 216 | 700 |
| Market value | $1.55bn | $2.73bn |
| Price vs our value range | Below our value range | Above our value range |
| Moat score | 36 (Weak) | 26 (Weak) |
| Insider trades, 12 months | 4 buys, 15 sales | 0 buys, 22 sales |