CNX Resources vs Magnolia Oil & Gas

This page compares CNX Resources Corp. and Magnolia Oil & Gas Corp - A, presenting a neutral view of their business models, financial performance, and market context. It aims to be accessible, outlining how each company operates, drives revenue, and positions itself within the energy sector. Educational content, not financial advice.

This page compares CNX Resources Corp. and Magnolia Oil & Gas Corp - A, presenting a neutral view of their business models, financial performance, and market context. It aims to be accessible, outlini...

Comparison Snapshot

Key Financial Metrics

CNX

Metric

MGY

$4.94B

Market Cap

$4.27B

-6.86%

Potential Profit

14.03%

Hold

Analyst Rating

Buy

Investment Analysis

CNX Resources

CNX

Pros

Low-cost natural gas production in the Appalachian Basin supports competitive operational efficiency and positions CNX Resources well for growing global demand.
Strong gross margin of over 71% indicates efficient cost management in production activities.
A diverse portfolio including shale and coalbed methane segments provides operational flexibility.

Considerations

The company shows weak financial health metrics and faces potential earnings volatility due to Appalachian gas oversupply squeezing margins.
High debt-to-equity ratio around 63% indicates elevated leverage, which could constrain financial flexibility in adverse market conditions.
Analyst consensus is predominantly a hold/reduce rating with a modest downside price target, reflecting market caution on growth prospects.

Magnolia Oil & Gas

MGY

Pros

Magnolia Oil & Gas displays strong profitability with normalized returns: ROE above 21%, ROIC near 18%, and ROA over 14%, signalling efficient capital usage.
Market capitalization near $4 billion allows a mid-size footprint with growth potential and investor recognition.
Operational focus benefits from the stable underlying fundamentals typical of oil and gas producers with focus on capital allocation.

Considerations

The stock has limited recent volume compared to larger peers, which could impact liquidity and trading dynamics.
Exposure to commodity price cycles in oil and gas can introduce earnings volatility, typical for the sector.
Potential execution risks exist given the competitive and capital-intensive nature of the energy production industry.

About The Companies

CNX Resources (CNX)

CNX Resources Corporation (CNX) is a US-focused natural gas producer with a strong footprint in the Appalachian Basin, chiefly the Marcellus and Utica shale plays. With a market capitalisation around $4.5bn, the company emphasises low-cost production, free cash flow generation and returning capital to shareholders via dividends and buybacks, while also building a midstream and royalty presence. CNX has publicly committed to methane reductions and is exploring low‑carbon opportunities such as renewable natural gas, which may appeal to investors interested in lower‑carbon gas exposure. Key investment considerations include sensitivity to natural gas prices, regional pipeline capacity and takeaway constraints, reserve and production performance, and regulatory or environmental developments. This summary is educational and not personalised investment advice; values can rise or fall and past performance is no guarantee of future returns. Suitable only for investors comfortable with commodity volatility and sector-specific risks.

Magnolia Oil & Gas (MGY)

Magnolia Oil & Gas is an independent energy company focused on the exploration, development, and production of oil and natural gas. Its primary operations are strategically located in South Texas, within the productive Eagle Ford Shale and Austin Chalk formations. The company holds significant acreage in two key areas: Karnes and Giddings. This geographical focus allows it to concentrate its expertise and resources on these well-established oil and gas fields. As an upstream energy firm, its financial performance is often linked to the broader cycles of global energy markets and commodity prices for oil and gas. Investors might watch companies like Magnolia for their role in the US energy sector, but it's important to remember that the value of such investments can fluctuate, and past performance doesn't guarantee future returns.

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Which Baskets Do They Appear In?

Natural Gas Drilling Revival Play

A carefully selected group of stocks poised to benefit from the recent upturn in U.S. natural gas drilling activity. Our professional analysts have identified companies across the entire natural gas value chain that could see improved performance as drilling rebounds for the first time in twelve weeks.

Published: July 20, 2025

Explore Basket

Political Donors: Team Red

This collection showcases companies with significant financial ties to the Republican party. These carefully selected stocks, primarily from energy and industrial sectors, may benefit from favorable legislation if their supported political agenda succeeds.

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Comparison Snapshot