OPAL Fuels vs GeoPark

OPAL Fuels Inc and GeoPark Limited are examined to help readers understand their business models, financial performance, and market context. This page presents an objective, accessible comparison without speculation, highlighting each company's approach to operations, capital structure, and strategy. It remains neutral and informative. Educational content, not financial advice.

OPAL Fuels Inc and GeoPark Limited are examined to help readers understand their business models, financial performance, and market context. This page presents an objective, accessible comparison with...

About The Companies

OPAL Fuels (OPAL)

OPAL Fuels Inc (ticker: OPAL) is a smaller-cap energy company focused on producing lower‑carbon fuels as alternatives to traditional fossil products. With a market capitalisation of about $450.8 million, the company seeks to benefit from growing demand for emissions reductions across transport and industrial sectors. Investors should note OPAL operates in a capital‑intensive industry where revenues can be influenced by feedstock availability, commodity price movements and regulatory incentives or changes. Potential strengths include exposure to decarbonisation trends and niche markets for renewable fuels; potential weaknesses include operational scaling risks, supply‑chain complexity and the typical liquidity and volatility of small‑cap stocks. This summary is for educational purposes only: it outlines themes and risks rather than providing investment advice. Prospective investors should carry out their own research, consider how this stock fits their risk profile and, if needed, consult a regulated financial adviser.

GeoPark (GPRK)

GeoPark Limited (GPRK) is a Latin American-focused oil and gas explorer and producer with a market capitalisation of about $306.3m. Investors should know it is exposed to upstream commodity cycles: revenues and cash flow depend heavily on oil and gas prices, production levels and reserve quality. GeoPark’s operations span several countries in Latin America, bringing both diversification across basins and added geopolitical and regulatory complexity. The company is capital intensive — exploration and development spending, plus the need to replace reserves, affect free cash flow and balance-sheet strength. Environmental and transition risks are relevant as energy markets gradually shift. For investors, key things to watch are production trends, realised commodity prices, operating costs, reserve reports, and debt metrics. This summary is educational only: values can rise or fall, returns aren’t guaranteed, and this is not personal investment advice.

Comparison Snapshot

Key Financial Metrics

OPAL

Metric

GPRK

$450.83M

Market Cap

$367.89M

52.16%

Potential Profit

79.38%

Hold

Analyst Rating

Buy

Which Baskets Do They Appear In?

Energy Markets On Edge: The Tariff Threat

President Trump's ultimatum to Russia, threatening tariffs on buyers of its oil, has sent shockwaves through energy markets. This creates a potential investment opportunity in non-Russian oil and gas companies poised to benefit from supply disruptions and higher prices.

Published: July 30, 2025

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Which Baskets Do They Appear In?

Energy Markets On Edge: The Tariff Threat

President Trump's ultimatum to Russia, threatening tariffs on buyers of its oil, has sent shockwaves through energy markets. This creates a potential investment opportunity in non-Russian oil and gas companies poised to benefit from supply disruptions and higher prices.

Published: July 30, 2025

Explore Basket

Investment Analysis

OPAL Fuels

OPAL

Pros

OPAL Fuels is a fully integrated leader in production and distribution of low-carbon intensity renewable natural gas across the U.S.
The company’s revenue increased by over 17% in 2024, reflecting solid growth in its core RNG market.
OPAL is expanding into hydrogen fueling station development, diversifying its clean energy infrastructure offerings.

Considerations

Its net income is very low relative to revenue, with a net profit margin under 1%, indicating thin profitability.
Analyst consensus rates OPAL stock as a 'Sell' with a modest average price target upside of around 12%.
The company’s P/E ratio is quite high compared to average utilities, suggesting valuation concerns amid limited earnings.

GeoPark

GPRK

Pros

GeoPark is an independent Latin American oil and gas producer with diversified upstream assets across multiple countries.
The company benefits from strong oil price exposure, typically delivering significant cash flow in rising commodity cycles.
GeoPark has a history of operational efficiencies and asset optimisation initiatives to improve profitability.

Considerations

GeoPark’s revenues and profitability are highly sensitive to oil price volatility, exposing investors to commodity risk.
Its operations span multiple jurisdictions, which can introduce geopolitical and regulatory uncertainties.
Oil and gas upstream sector faces long-term transition risks due to global decarbonisation trends and ESG pressures.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Energy Markets On Edge: The Tariff Threat

Which Baskets Do They Appear In?

Energy Markets On Edge: The Tariff Threat