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Talos Energy vs Viper Energy

Talos Energy is the larger business, with $1.78bn of revenue in fiscal 2025 against $1.40bn for Viper Energy (1.3 times as much). Viper Energy grew faster (62.0% against -9.8%). Viper Energy kept more of each dollar of sales as profit: a net margin of -4.9% against -27.8%. Viper Energy carries less debt relative to equity (49.1% against 57.7%).

Latest fiscal yearTalos EnergyTALO, 2025Viper EnergyVNOM, 2025
Revenue $1.78bn $1.40bn
Revenue growth -9.8% 62.0%
Net income −$494m −$68.0m
Operating margin -31.5% -10.0%
Net margin -27.8% -4.9%
Return on equity -20.1% -2.2%
Free cash flow — —
Cash $363m $13.0m
Total debt $1.25bn $2.19bn
Debt to equity 57.7% 49.1%
Dividend per share — —
Dividend yield — —
Share buybacks $119m —
Employees 700 —
Market value $2.73bn $8.66bn
Price vs our value range Above our value range —
Moat score 26 (Weak) —
Insider trades, 12 months 0 buys, 22 sales 0 buys, 0 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.