Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
KOS
HOLDKosmos Energy Ltd. · Energy · United States · $1.6B · Avg Vol: $45M/d
COMPANY DESCRIPTION
Kosmos Energy Ltd. is an independent deepwater oil and gas exploration and production company focused on the Atlantic Margin, with key assets in West Africa, the U.S. Gulf of Mexico, and offshore Mauritania and Senegal. The company's competitive advantage lies in its proven track record of world-class frontier discoveries and its focus on low-cost, lower-carbon-intensity production assets. By partnering with global supermajors on large-scale LNG and oil developments, Kosmos mitigates capital risk while maintaining significant upside potential.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.2B | 1.7B | 1.7B | 1.3B | -16.9% | 1.4B | 1.7B | 1.6B | 10.7% |
| EPS | 0.50 | 0.46 | 0.40 | -1.47 | -10.6% | -1.74 | — | — | — |
| Shares | 455.9M | 460.1M | 471.9M | 478.3M | +4.9% | 593.2M | — | — | — |
| Debt | 2.2B | 2.4B | 2.7B | 3.1B | 11.1% | 3.0B | — | — | — |
| Equity | 787.8M | 1.0B | 1.2B | 528.6M | -12.5% | — | — | — | — |
| Op CF | 1.1B | 765.2M | 678.2M | 134.0M | -50.9% | 241.5M | — | — | — |
| Inv CF | -703.9M | -994.9M | -966.1M | -401.2M | — | — | — | — | — |
| Fin CF | -414.7M | 141.6M | 274.3M | 299.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of KOS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| KOS | Kosmos Energy Ltd.(you) | $1.6B | 40 | HOLD |
| BKV | BKV Corporation | $2.8B | 42 | HOLD |
| NOG | Northern Oil and Gas, Inc. | $2.3B | 52 | HOLD |
| HPK | HighPeak Energy, Inc. | $967M | 52 | HOLD |
| WTI | W&T Offshore, Inc. | $545M | 40 | HOLD |
| GRNT | Granite Ridge Resources, Inc. | $640M | 46 | HOLD |
| VTS | Vitesse Energy, Inc. | $659M | 30 | SELL |
| EGY.L | VAALCO Energy, Inc. | $591M | 30 | SELL |
| CRC | California Resources Corporation | $4.7B | 33 | SELL |
| CRK | Comstock Resources, Inc. | $4.0B | 26 | SELL |
Peer medians: ROE 9.9% · P/E 19.3x · Gross margin 41.8%