Riley Permian vs Gevo

Riley Permian and Gevo Inc are compared on this page, detailing business models, financial performance, and market context in clear, neutral language suitable for readers in a British-English context. Educational content, not financial advice.

Riley Permian and Gevo Inc are compared on this page, detailing business models, financial performance, and market context in clear, neutral language suitable for readers in a British-English context....

Comparison Snapshot

Key Financial Metrics

REPX

Metric

GEVO

$609.86M

Market Cap

$450.69M

91.06%

Potential Profit

163.44%

Strong Buy

Analyst Rating

Buy

Investment Analysis

Riley Permian

REPX

Pros

Riley Permian has achieved significant production growth, with oil production up 21% quarter-over-quarter and 19% year-over-year in Q3 2025.
The company maintains a strong operational margin of 59% Adjusted EBITDAX despite a slight decline from the prior quarter.
Riley Permian is expanding its midstream operations and power generation projects, diversifying its revenue streams beyond upstream oil and gas.

Considerations

The company missed earnings per share expectations in Q3 2025, reporting $0.77 versus an expected $1.16.
Cash flow margins have declined from 66% to 59%, indicating some pressure on operational efficiency.
An increased capital expenditure budget for 2025 adds execution risk, especially given the integration of the recent Silverback acquisition.

Gevo

GEVO

Pros

Gevo is a renewable fuels company focusing on sustainable biofuels and has strategic importance in low-carbon energy transition trends.
The company benefits from growing governmental and regulatory support for decarbonisation and green energy mandates.
Gevo has partnerships and off-take agreements with major corporations emphasizing sustainable fuel supply, enhancing its market reach potential.

Considerations

Gevo continues to face execution risks related to scaling up commercial production from pilot and demonstration projects.
The company’s financials reflect ongoing capital intensity with negative or low profitability amid high development costs.
Market volatility in carbon credit prices and regulatory uncertainties could impact near-term revenue visibility and cash flows.

Related Market Insights

OPEC+ Supply Squeeze: Could Shale Stocks Surge?

OPEC+ limits oil output, creating a surge opportunity for US shale producers. Explore this energy investment theme with Nemo's commission-free platform.

Aimee Silverwood | Financial Analyst

October 10, 2025

Read Insight

Energy Consolidation Wave: The Supermajor Acquisition Catalyst

Chevron's Hess deal sparks an energy consolidation wave. Discover top acquisition targets & beneficiaries in the sector. Invest in the Energy Consolidation Wave Neme on Nemo.

Aimee Silverwood | Financial Analyst

July 21, 2025

Read Insight

Related Market Insights

OPEC+ Supply Squeeze: Could Shale Stocks Surge?

OPEC+ limits oil output, creating a surge opportunity for US shale producers. Explore this energy investment theme with Nemo's commission-free platform.

Aimee Silverwood | Financial Analyst

October 10, 2025

Read Insight

Energy Consolidation Wave: The Supermajor Acquisition Catalyst

Chevron's Hess deal sparks an energy consolidation wave. Discover top acquisition targets & beneficiaries in the sector. Invest in the Energy Consolidation Wave Neme on Nemo.

Aimee Silverwood | Financial Analyst

July 21, 2025

Read Insight

About The Companies

Riley Permian (REPX)

Riley Exploration Permian (REPX) is a small-cap energy company focused on exploration and production activities in the Permian Basin. With a market capitalisation around $580 million, the company’s performance is closely tied to oil and gas prices, operational execution and drilling success. Investors should be aware of the cyclical nature of the sector — revenues and cash flow can swing with commodity cycles — and the capital-intensive nature of upstream operations. Environmental and regulatory considerations, plus well performance and cost control, are important drivers of returns. Riley may offer growth potential if it can convert reserves into production efficiently, but it carries typical sector risks: commodity volatility, operational setbacks and financing needs. This summary is educational only and not investment advice; any decision should follow your own research and, if needed, professional financial guidance.

Gevo (GEVO)

Gevo Inc (ticker: GEVO) is a renewable fuels and chemicals company focused on producing sustainable aviation fuel (SAF), renewable gasoline, diesel and biochemical feedstocks from renewable electricity and plant sugars. The firm develops integrated biorefineries designed to convert low-carbon feedstocks into liquid hydrocarbons that can replace fossil fuels in hard-to-electrify sectors. With a market capitalisation of roughly $590.09M, Gevo sits in the small-cap space where growth potential coexists with execution and financing risk. Key drivers include commercial rollout of SAF, offtake agreements, regulatory incentives for low-carbon fuels and scale-up of production capacity. Investors should note the business is capital intensive and subject to feedstock availability, commodity cycles, technology scale-up challenges and policy changes. Financial results can be lumpy during expansion phases and equity dilution is a possibility if additional capital is needed. This summary is educational only and not personal investment advice; consider your objectives and risk tolerance and consult a financial adviser before investing.

Which Baskets Do They Appear In?

OPEC+ Supply Squeeze: Could Shale Stocks Surge?

OPEC+ has decided to limit its oil production increase, causing a climb in global oil prices. This creates a potential investment opportunity in oil and gas companies, especially U.S. shale producers, who can benefit from the higher prices.

Published: October 10, 2025

Explore Basket

Energy Consolidation Wave: The Supermajor Acquisition Catalyst

This carefully selected group of stocks represents companies positioned to benefit from the energy sector consolidation triggered by Chevron's $53 billion Hess acquisition. Our expert analysts have identified these opportunities across the energy value chain as potential targets or beneficiaries of this industry-transforming trend.

Published: July 21, 2025

Explore Basket

Which Baskets Do They Appear In?

OPEC+ Supply Squeeze: Could Shale Stocks Surge?

OPEC+ has decided to limit its oil production increase, causing a climb in global oil prices. This creates a potential investment opportunity in oil and gas companies, especially U.S. shale producers, who can benefit from the higher prices.

Published: October 10, 2025

Explore Basket

Energy Consolidation Wave: The Supermajor Acquisition Catalyst

This carefully selected group of stocks represents companies positioned to benefit from the energy sector consolidation triggered by Chevron's $53 billion Hess acquisition. Our expert analysts have identified these opportunities across the energy value chain as potential targets or beneficiaries of this industry-transforming trend.

Published: July 21, 2025

Explore Basket

Discover More Comparisons

Riley Permian vs ARKO

Riley Permian vs ARKO: a stock comparison

Riley Permian vs Ardmore Shipping

Clean Energy Fuels vs Gevo

Riley Permian vs Gevo

Comparison Snapshot