Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
NOG
HOLDNorthern Oil and Gas, Inc. · Energy · United States · $2.3B · Avg Vol: $75M/d
COMPANY DESCRIPTION
Northern Oil and Gas is an independent energy company focused on acquiring and managing non-operated minority working interests in oil and natural gas properties across prolific basins like the Williston and Permian. It operates a unique business model that allows participation in high-quality drilling programs without direct operational risk or capital-intensive development, reducing direct cost exposure. Northern Oil and Gas is a distinctive player in the energy sector, offering a pure-play approach to non-operated interests.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.0B | 1.9B | 2.2B | 2.1B | 1.8% | 1.9B | 1.6B | 2.0B | -2.2% |
| EPS | 9.26 | 10.09 | 5.21 | 0.40 | -64.9% | -6.33 | 0.34 | 0.37 | -3.4% |
| Shares | 85.2M | 100.8M | 99.1M | 97.3M | +14.2% | 108.8M | — | — | — |
| Debt | 1.5B | 1.8B | 2.4B | 2.4B | 16.2% | 2.6B | — | — | — |
| Equity | 745.3M | 2.0B | 2.3B | 2.1B | 41.8% | — | — | — | — |
| Op CF | 928.4M | 1.2B | 1.4B | 1.5B | 17.5% | 1.4B | — | — | — |
| Inv CF | -1.4B | -1.9B | -1.7B | -1.3B | — | — | — | — | — |
| Fin CF | 467.4M | 684.7M | 266.8M | -247.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of NOG are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| NOG | Northern Oil and Gas, Inc.(you) | $2.3B | 50 | HOLD |
| BKV | BKV Corporation | $2.8B | 40 | HOLD |
| MUR | Murphy Oil Corporation | $5.6B | 50 | HOLD |
| HPK | HighPeak Energy, Inc. | $967M | 49 | HOLD |
| KOS | Kosmos Energy Ltd. | $1.6B | 39 | HOLD |
| CRGY | Crescent Energy Company | $3.7B | 60 | HOLD |
| GPOR | Gulfport Energy Corporation | $2.8B | 66 | BUY |
| TALO | Talos Energy Inc. | $2.5B | 72 | BUY |
| MNR | Mach Natural Resources LP | $2.1B | 73 | BUY |
| KRP | Kimbell Royalty Partners, LP | $1.6B | 74 | BUY |
Peer medians: ROE 9.9% · P/E 19.3x · Gross margin 41.8%