NGL Energy Partners vs Kosmos Energy

This page compares NGL Energy Partners LP and Kosmos Energy Ltd., examining how their business models, financial performance, and market context differ. The text offers neutral, accessible information to help readers understand each company’s landscape and factors shaping potential outcomes. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

NGL

Metric

KOS

$1.24B

Market Cap

$578.78M

78.22%

Potential Profit

71.09%

Buy

Analyst Rating

Buy

Investment Analysis

NGL Energy Partners

NGL

Pros

NGL Energy Partners has a diversified business model involving transportation, storage, blending, and marketing of crude oil, natural gas liquids, and water solutions in the U.S.
Recent quarterly earnings exceeded expectations with revenue of $674.68 million and positive earnings per share of $0.02, indicating operational improvements.
The stock has shown potential for significant long-term price appreciation with forecasts indicating growth to $44.95 by 2035 and up to $147.43 by 2050.

Considerations

The company reported a net loss of approximately $54.47 million in the trailing twelve months, showing ongoing profitability challenges.
NGL Energy Partners faces low or falling trading volume which increases stock liquidity risk and could lead to higher price volatility.
Current valuation metrics indicate negative or non-applicable traditional earnings multiples, reflecting uncertainty and risks in near-term earnings potential.

Kosmos Energy

KOS

Pros

Kosmos Energy has a strategic focus on exploration and production in highly prospective offshore regions, potentially yielding substantial growth from new discoveries.
The company has been actively engaging in expanding its asset base with recent offshore developments and promising exploration results.
Kosmos benefits from operational expertise in frontier oil plays, allowing it to navigate complex environments and unlock value in underexplored areas.

Considerations

Kosmos Energy faces exposure to oil price volatility which directly impacts its revenue and profitability given its upstream focus.
Exploration and development projects carry high execution risks and require substantial capital investment, leading to potential cash flow constraints.
The company operates in politically sensitive regions, exposing it to geopolitical risks and regulatory uncertainties that could affect operations.

About The Companies

NGL Energy Partners (NGL)

NGL Energy Partners LP is a US-based master limited partnership (MLP) operating within the energy sector. As an MLP, it's structured to pass income directly to investors, known as unitholders. The company's operations are divided into three main segments. Its Water Solutions division manages the large volumes of wastewater generated during oil and natural gas production, operating a network of pipelines and disposal facilities. The Crude Oil Logistics segment focuses on purchasing, transporting, and storing crude oil via its significant pipeline systems and terminals. Finally, the Liquids Logistics segment handles the supply operations for natural gas liquids (NGLs). By providing these essential midstream services — the link between energy production and end-users — NGL plays a key role in the North American energy infrastructure. An investment in an MLP may have different tax implications than a typical stock, which is something potential investors may wish to research.

Kosmos Energy (KOS)

Kosmos Energy Ltd (KOS) is an upstream oil and gas exploration and production company focused on offshore acreage, notably in West Africa and the Gulf of Mexico. Investors should know Kosmos pursues exploration-led growth—seeking new discoveries and developing existing fields in partnership with national oil companies and majors. That strategy can deliver high upside when discoveries succeed, but it also brings exploration and operational risk, significant capital expenditure requirements, and exposure to oil and gas price swings. With a market capitalisation of around $689m, Kosmos is a smaller-cap E&P player, which can mean greater relative volatility than larger peers. Key things to watch include exploration results, production updates, project sanction decisions, commodity prices and the company's balance-sheet position. This summary is for general education only and not personal financial advice; suitability depends on your circumstances and risk tolerance.

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Comparison Snapshot