Riley Permian vs Ardmore Shipping

Riley Permian and Ardmore Shipping are the focus of this comparison page. This page compares business models, financial performance, and market context to help readers understand how each company operates within its sector. The information is presented in a neutral, accessible manner, without advocacy or unverified claims. Educational content, not financial advice.

Riley Permian and Ardmore Shipping are the focus of this comparison page. This page compares business models, financial performance, and market context to help readers understand how each company oper...

Comparison Snapshot

Key Financial Metrics

REPX

Metric

ASC

$596.68M

Market Cap

$478.20M

92.24%

Potential Profit

43.06%

Strong Buy

Analyst Rating

Buy

Investment Analysis

Riley Permian

REPX

Pros

Reported strong production growth in Q3 2025 with a 21% quarter-over-quarter increase in oil production to 18.4 MBbls/d and 38% year-over-year total production growth.
Raised Q4 2025 oil production guidance by 4% at the midpoint, demonstrating confidence in continued operational expansion.
Maintains a relatively low breakeven cost and is diversifying into midstream and power generation ventures which may provide additional cash flow streams.

Considerations

Missed earnings expectations in Q3 2025 with EPS of $0.77 versus an anticipated $1.16, indicating potential earnings volatility.
Adjusted EBITDAX margin declined from 66% in the previous quarter to 59%, suggesting some margin pressure despite revenue growth.
Increased capital expenditure budget for 2025 including $35 million addition, which may pressure cash flow despite growth investments.

Ardmore Shipping

ASC

Pros

Declared a $0.10 per share dividend in Q3 2025 reflecting steady shareholder returns.
Operates in shipping sector which can benefit from global trade recovery and demand for tanker services.
Reported Q3 2025 earnings which indicate continuing operational performance and financial reporting transparency.

Considerations

Exposed to cyclicality and volatility linked to global shipping demand and freight rates, which are influenced by macroeconomic factors.
Industry faces regulatory and environmental compliance costs that could impact profitability due to shipping emissions and fuel regulations.
No strong growth catalysts reported recently, making future growth dependent on market conditions and commodity cycles.

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.

Ardmore Shipping (ASC)

Ardmore Shipping Corp. specialises in the ownership and global operation of product and chemical tankers. The company transports refined petroleum products and chemicals for a diverse client base, including major oil corporations, national oil companies, and traders. Its business operates through a modern fleet of mid-size tankers, offering services via voyage charters, time charters, and participation in commercial pools. This flexible chartering strategy allows Ardmore to adapt to changing market conditions. As a prominent name in seaborne logistics, the company plays a significant part in the worldwide energy and chemical supply chain. For potential investors, it's important to understand that the value of shipping companies can be influenced by global trade volumes, freight rates, and oil prices, all of which can be volatile. Returns are not guaranteed and the value of investments can go down as well as up.

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Comparison Snapshot