WallStSmart

Northern Oil & Gas Inc (NOG)vsPetroleo Brasileiro Petrobras SA ADR (PBR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Petroleo Brasileiro Petrobras SA ADR generates 25772% more annual revenue ($498.09B vs $1.93B). PBR leads profitability with a 21.6% profit margin vs -32.4%. NOG appears more attractively valued with a PEG of 0.56. PBR earns a higher WallStSmart Score of 66/100 (B-).

NOG

Hold

43

out of 100

Grade: D

Growth: 2.7Profit: 3.0Value: 6.0Quality: 4.0
Piotroski: 4/9Altman Z: 1.05

PBR

Strong Buy

66

out of 100

Grade: B-

Growth: 2.7Profit: 8.5Value: 7.3Quality: 5.5
Piotroski: 4/9Altman Z: 2.08
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for NOG.

PBRUndervalued (+89.6%)

Margin of Safety

+89.6%

Fair Value

$176.60

Current Price

$17.75

$158.85 discount

UndervaluedFair: $176.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NOG2 strengths · Avg: 9.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

PEG RatioValuation
0.568/10

Growing faster than its price suggests

PBR6 strengths · Avg: 9.5/10
P/E RatioValuation
5.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
32.0%10/10

Strong operational efficiency at 32.0%

Market CapQuality
$117.55B9/10

Large-cap with strong market position

Return on EquityProfitability
23.9%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
21.6%9/10

Keeps 22 of every $100 in revenue as profit

Areas to Watch

NOG4 concerns · Avg: 2.3/10
Debt/EquityHealth
1.433/10

Elevated debt levels

Return on EquityProfitability
-29.8%2/10

ROE of -29.8% — below average capital efficiency

Revenue GrowthGrowth
-7.1%2/10

Revenue declined 7.1%

EPS GrowthGrowth
-26.5%2/10

Earnings declined 26.5%

PBR3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
0.4%4/10

0.4% revenue growth

PEG RatioValuation
4.572/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.2%2/10

Earnings declined 7.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : NOG

The strongest argument for NOG centers on Price/Book, PEG Ratio. PEG of 0.56 suggests the stock is reasonably priced for its growth.

Bull Case : PBR

The strongest argument for PBR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 21.6% and operating margin at 32.0%.

Bear Case : NOG

The primary concerns for NOG are Debt/Equity, Return on Equity, Revenue Growth.

Bear Case : PBR

The primary concerns for PBR are Revenue Growth, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

NOG profiles as a turnaround stock while PBR is a value play — different risk/reward profiles.

NOG carries more volatility with a beta of 0.77 — expect wider price swings.

PBR is growing revenue faster at 0.4% — sustainability is the question.

PBR generates stronger free cash flow (3.3B), providing more financial flexibility.

Bottom Line

PBR scores higher overall (66/100 vs 43/100), backed by strong 21.6% margins. 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.

Northern Oil & Gas Inc

ENERGY · OIL & GAS E&P · USA

Northern Oil and Gas, Inc., an independent energy company, is engaged in the acquisition, exploration, exploitation, development and production of crude oil and natural gas properties in the United States. The company is headquartered in Minnetonka, Minnesota.

Petroleo Brasileiro Petrobras SA ADR

ENERGY · OIL & GAS INTEGRATED · USA

Petrleo Brasileiro SA - Petrobras produces and sells oil and gas in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.

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