Mach Natural Resources LP (MNR)vsWoodside Energy Group Ltd (WDS)
MNR
Mach Natural Resources LP
$14.01
+0.79%
ENERGY · Cap: $2.36B
WDS
Woodside Energy Group Ltd
$23.66
-2.79%
ENERGY · Cap: $46.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Woodside Energy Group Ltd generates 1142% more annual revenue ($12.98B vs $1.05B). WDS leads profitability with a 20.9% profit margin vs 13.7%. MNR trades at a lower P/E of 12.8x. MNR earns a higher WallStSmart Score of 66/100 (B-).
MNR
Strong Buy66
out of 100
Grade: B-
WDS
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.3%
Fair Value
$47.00
Current Price
$14.01
$32.99 discount
Margin of Safety
-94.1%
Fair Value
$9.66
Current Price
$23.66
$14.00 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 30.6%
Revenue surging 36.8% year-over-year
Attractively priced relative to earnings
Earnings expanding 22.7% YoY
Reasonable price relative to book value
Keeps 21 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
Weak financial health signals
Negative free cash flow — burning cash
ROE of 7.2% — below average capital efficiency
Weak financial health signals
Revenue declined 11.1%
Earnings declined 14.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : MNR
The strongest argument for MNR centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 36.8% demonstrates continued momentum.
Bull Case : WDS
The strongest argument for WDS centers on Price/Book, Profit Margin, P/E Ratio. Profitability is solid with margins at 20.9% and operating margin at 19.1%. PEG of 1.33 suggests the stock is reasonably priced for its growth.
Bear Case : MNR
The primary concerns for MNR are Piotroski F-Score, Free Cash Flow.
Bear Case : WDS
The primary concerns for WDS are Return on Equity, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
MNR profiles as a growth stock while WDS is a declining play — different risk/reward profiles.
WDS carries more volatility with a beta of -0.03 — expect wider price swings.
MNR is growing revenue faster at 36.8% — sustainability is the question.
WDS generates stronger free cash flow (417M), providing more financial flexibility.
Bottom Line
MNR scores higher overall (66/100 vs 53/100) and 36.8% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Mach Natural Resources LP
ENERGY · OIL & GAS E&P · USA
Monmouth Real Estate Investment Corporation, founded in 1968, is one of the oldest public equity REITs in the world.
Visit Website →Woodside Energy Group Ltd
ENERGY · OIL & GAS E&P · USA
Woodside Energy Group Ltd is engaged in the exploration, evaluation, development, production, marketing and sale of hydrocarbons in Oceania, Asia, Canada, Africa and internationally. The company is headquartered in Perth, Australia.
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