WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Diamondback Energy Inc generates 955% more annual revenue ($14.46B vs $1.37B). FANG leads profitability with a 2.0% profit margin vs -59.5%. FANG earns a higher WallStSmart Score of 41/100 (D).

FANG

Hold

41

out of 100

Grade: D

Growth: 4.7Profit: 4.0Value: 4.7Quality: 4.5
Piotroski: 2/9Altman Z: 1.28

KOS

Hold

37

out of 100

Grade: F

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FANGUndervalued (+40.7%)

Margin of Safety

+40.7%

Fair Value

$284.82

Current Price

$199.13

$85.69 discount

UndervaluedFair: $284.82Overvalued

Intrinsic value data unavailable for KOS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FANG2 strengths · Avg: 8.5/10
Market CapQuality
$57.11B9/10

Large-cap with strong market position

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

KOS2 strengths · Avg: 8.0/10
Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
27.7%8/10

Revenue surging 27.7% year-over-year

Areas to Watch

FANG4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
4.2%4/10

4.2% revenue growth

Return on EquityProfitability
1.1%3/10

ROE of 1.1% — below average capital efficiency

Profit MarginProfitability
2.0%3/10

2.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

KOS4 concerns · Avg: 2.5/10
Market CapQuality
$1.56B3/10

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 Market Cap, Price/Book.

Bull Case : KOS

The strongest argument for KOS centers on Price/Book, Revenue Growth. Revenue growth of 27.7% demonstrates continued momentum.

Bear Case : FANG

The primary concerns for FANG are Revenue Growth, Return on Equity, Profit Margin. A P/E of 205.1x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.

Bear Case : KOS

The primary concerns for KOS are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 5.80 is elevated, increasing financial risk.

Key Dynamics to Monitor

FANG profiles as a value stock while KOS is a growth play — different risk/reward profiles.

KOS carries more volatility with a beta of 0.71 — expect wider price swings.

KOS is growing revenue faster at 27.7% — sustainability is the question.

FANG generates stronger free cash flow (895M), providing more financial flexibility.

Bottom Line

FANG scores higher overall (41/100 vs 37/100). Both earn "Hold" 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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