WallStSmart

Diamondback Energy Inc (FANG)vsKosmos Energy Ltd (KOS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Diamondback Energy Inc generates 925% more annual revenue ($16.25B vs $1.58B). FANG leads profitability with a 9.0% profit margin vs -34.2%. FANG earns a higher WallStSmart Score of 69/100 (B-).

FANG

Strong Buy

69

out of 100

Grade: B-

Growth: 9.3Profit: 6.0Value: 5.3Quality: 4.5
Piotroski: 2/9Altman Z: 1.28

KOS

Hold

49

out of 100

Grade: D+

Growth: 4.7Profit: 4.0Value: 5.0Quality: 2.0
Piotroski: 1/9Altman Z: -0.62
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FANGUndervalued (+47.0%)

Margin of Safety

+47.0%

Fair Value

$318.64

Current Price

$204.97

$113.67 discount

UndervaluedFair: $318.64Overvalued

Intrinsic value data unavailable for KOS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FANG6 strengths · Avg: 9.2/10
Operating MarginProfitability
48.5%10/10

Strong operational efficiency at 48.5%

Revenue GrowthGrowth
52.5%10/10

Revenue surging 52.5% year-over-year

EPS GrowthGrowth
179.5%10/10

Earnings expanding 179.5% YoY

Market CapQuality
$57.40B9/10

Large-cap with strong market position

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.59B8/10

Generating 2.6B in free cash flow

KOS3 strengths · Avg: 9.3/10
Operating MarginProfitability
53.8%10/10

Strong operational efficiency at 53.8%

Revenue GrowthGrowth
54.6%10/10

Revenue surging 54.6% year-over-year

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Areas to Watch

FANG4 concerns · Avg: 3.0/10
P/E RatioValuation
39.0x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
4.2%3/10

ROE of 4.2% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
25.242/10

Expensive relative to growth rate

KOS4 concerns · Avg: 2.5/10
Market CapQuality
$1.68B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Return on EquityProfitability
-158.2%2/10

ROE of -158.2% — below average capital efficiency

EPS GrowthGrowth
-50.0%2/10

Earnings declined 50.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : FANG

The strongest argument for FANG centers on Operating Margin, Revenue Growth, EPS Growth. Revenue growth of 52.5% demonstrates continued momentum.

Bull Case : KOS

The strongest argument for KOS centers on Operating Margin, Revenue Growth, Price/Book. Revenue growth of 54.6% demonstrates continued momentum.

Bear Case : FANG

The primary concerns for FANG are P/E Ratio, Return on Equity, Piotroski F-Score.

Bear Case : KOS

The primary concerns for KOS are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 3.91 is elevated, increasing financial risk.

Key Dynamics to Monitor

KOS carries more volatility with a beta of 0.73 — expect wider price swings.

KOS is growing revenue faster at 54.6% — sustainability is the question.

FANG generates stronger free cash flow (2.6B), providing more financial flexibility.

Monitor OIL & GAS E&P industry trends, competitive dynamics, and regulatory changes.

Bottom Line

FANG scores higher overall (69/100 vs 49/100) and 52.5% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Diamondback Energy Inc

ENERGY · OIL & GAS E&P · USA

Diamondback Energy is a company engaged in hydrocarbon exploration and headquartered in Midland, Texas.

Kosmos Energy Ltd

ENERGY · OIL & GAS E&P · USA

Kosmos Energy Ltd., an independent deepwater oil and gas exploration and production company, focuses on the Atlantic margins. The company is headquartered in Dallas, Texas.

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