Northern Oil and Gas vs Talos Energy

This page compares Northern Oil and Gas Inc and Talos Energy Inc, providing an objective view of their business models, financial performance, and market context. It highlights the factors shaping their operations and positions, presenting information in a neutral, accessible manner. Educational content, not financial advice.

This page compares Northern Oil and Gas Inc and Talos Energy Inc, providing an objective view of their business models, financial performance, and market context. It highlights the factors shaping the...

Comparison Snapshot

Key Financial Metrics

NOG

Metric

TALO

$2.16B

Market Cap

$1.89B

41.94%

Potential Profit

13.64%

Buy

Analyst Rating

Buy

Investment Analysis

Northern Oil and Gas

NOG

Pros

Northern Oil and Gas is the largest publicly traded non-operated upstream energy asset owner in the U.S., with a diversified portfolio across multiple prolific basins.
The company uses extensive proprietary data and a seasoned engineering team to drive capital allocation and operational efficiency, achieving a top-tier return on capital employed of 19.6% in Q2 2025.
Northern Oil and Gas has a history of accretive acquisitions since 2018, having completed over $5 billion in bolt-on strategic purchases to expand its asset base.

Considerations

The company reported a net loss of $129.1 million in Q3 2025, largely due to a significant $318.7 million impairment charge.
As a non-operator, Northern Oil and Gas relies on third-party operators, which may create execution risks beyond its direct control.
Despite operational efficiency, the company remains exposed to commodity price volatility, which can materially impact profits and cash flow.

Talos Energy

TALO

Pros

Talos Energy has a strong focus on Gulf of Mexico projects and carbon capture, utilisation, and storage (CCUS), aligning with energy transition trends.
The company maintains a solid financial health score with a moderate debt-to-equity ratio around 49%, supporting resilience amidst market conditions.
Talos Energy has generated a high gross margin of over 72% in the trailing twelve months, reflecting efficient cost management.

Considerations

Talos Energy posted a net loss of $172.14 million in the trailing twelve months, indicating ongoing profitability challenges.
The company has a zero score on future growth and past performance metrics, suggesting limited expansion visibility and historical underperformance.
Operations are concentrated in the Gulf of Mexico and Mexico, which adds geographic and regulatory risk exposure that may increase volatility.

About The Companies

Northern Oil and Gas (NOG)

Northern Oil and Gas Inc (NOG) is a US-focused upstream company that acquires and manages producing oil and gas assets. With a market capitalisation around $2.09 billion, it aims to generate cashflow from existing production while pursuing selective acquisitions and operational optimisation. Investors should know NOG’s performance is closely tied to commodity prices, production volumes and the costs of drilling and maintenance. The company has historically returned cash to shareholders through distributions or dividends at times, though payments depend on cashflow and board decisions. Key risks include commodity price volatility, operational setbacks, regulatory and environmental compliance, and leverage or financing constraints. For many investors, NOG represents a play on onshore US hydrocarbons and asset-level operational gains, but it can be cyclical and higher risk than diversified energy names. This summary is educational only and not personal financial advice; investors should carry out their own research and consider suitability for their risk profile.

Talos Energy (TALO)

Talos Energy Inc. is an independent energy firm that concentrates on exploring and producing oil and natural gas. Its primary operations are located in the United States Gulf of Mexico and offshore Mexico, where it aims to maximise the long-term value of its assets. The company is involved in the full upstream lifecycle, from acquiring and exploring new sites to producing oil, natural gas, and natural gas liquids (NGLs). Talos emphasises maintaining safe and efficient operations, with a stated commitment to environmental responsibility and positive community impact. This focus on key geological trends in well-established regions defines its strategic approach. As with any energy company, its performance can be influenced by commodity prices, exploration success, and regulatory changes. Potential investors should consider that the value of investments can go down as well as up.

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