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Employees: 87
Size InPlay Oil (IPO.TO) is a Canada Energy company (Integrated Oil) with a market value of $346M, the 397th largest of 420 Canada companies the cockpit tracks. Shares closed at C$17.56 on 6 Nov 2026.
Performance Over six months the shares gained 2.8%, against -13.9% for the median peer and +5.2% for the Canada market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 78.7% over the last twelve months (peer median +5.7%); the operating margin is 12.4% (peer median 23.1%).
Valuation It trades at 8.8× forward earnings against a peer median of 8.0× (8th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about 9% a year for seven years (Req g). Recent delivered growth is +45%, so the hurdle is -36 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.0 points below its cost of capital (7.0% WACC).
Next results Next results expected around 17 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | C$318M | C$252M | C$134M | C$157M | C$200M |
| Revenue growth | — | +88% | -15% | -22% | — |
| Gross profit | C$64.8M | C$31.0M | C$29.6M | C$51.2M | C$107M |
| EBITDA | C$159M | C$121M | C$68.1M | C$88.3M | C$140M |
| Net income | -C$13.5M | -C$7.84M | C$9.47M | C$32.7M | C$83.9M |
| Free cash flow | C$25.3M | -C$172M | C$11.7M | C$1.32M | C$45.6M |
| Capital expenditure | C$71.0M | C$255M | C$63.1M | C$84.8M | C$77.6M |
| Total debt | C$258M | C$226M | C$67.0M | C$51.3M | C$29.5M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | IPO.TO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.8% | -7.6% | 4th highest of 21 |
| 6-month return | +2.8% | -13.9% | 7th highest of 21 |
| Distance from 52-week high | -16.1% | -30.3% | 6th highest of 21 |
| Revenue growth (TTM) | +78.7% | +5.7% | 4th highest of 18 |
| Operating margin | 12.4% | 23.1% | 4th lowest of 19 |
| Forward P/E | 8.8× | 8.0× | 8th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | 9.0% | -10.0% | most demanding of 8 |
| Growth delivered (Del g) | +45.2% | +13.3% | 3rd highest of 8 |
| Hurdle (Req g minus delivered) | -36.2 pp | -22.0 pp | 4th least demanding of 8 |
| ROIC minus cost of capital | -2.0 pp | +2.3 pp | 6th lowest of 19 |
| EV / EBITDA | 4.6× | 5.3× | 8th cheapest of 15 |
| Net debt / EBITDA | 1.6× | 0.8× | 3rd most indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| InPlay Oil IPO.TO | Canada | $346M | +3% | +79% | 12% | 8.8× | 9.0% | +45.2% |
| Antelopus Selan Energy ANTELOPUS.NS | India | $333M | +33% | +83% | 56% | n/a | n/a | n/a |
| Sable Offshore SOC | United States | $370M | -85% | n/a | -293% | 3.1× | n/a | n/a |
| Presidio Production FTW | United States | $321M | -7% | n/a | n/a | 8,050.5× | n/a | n/a |
| Coelacanth Energy CEI.V | Canada | $299M | -20% | +409% | 18% | 44.0× | n/a | n/a |
| Deutsche Rohstoff DR0.DE | Germany | $427M | -18% | -6% | 23% | 1.5× | n/a | n/a |
| Panoro Energy PEN.OL | Norway | $441M | -16% | -23% | 16% | 11.1× | n/a | n/a |
| CITIC Resources 1205.HK | Hong Kong | $481M | -13% | -29% | 4% | n/a | n/a | n/a |
| Hankook Shell Oil 002960.KS | South Korea | $500M | +3% | +4% | 16% | 17.1× | -10.0% | +11.5% |
| Okea OKEA.OL | Norway | $513M | +19% | +2% | 36% | 4.8× | n/a | n/a |
| Logan Energy LGN.V | Canada | $726M | +61% | +64% | 28% | 9.3× | n/a | n/a |
| TXO Partners, L.P TXO | United States | $728M | +7% | +50% | 23% | 6.9× | -13.3% | +36.9% |
| Infinity Natural Resources INR | United States | $811M | -17% | +75% | 44% | 4.5× | n/a | n/a |
| China Risun 1907.HK | Hong Kong | $841M | -45% | -2% | 3% | 9.0× | n/a | n/a |
| Riley Exploration Permian REPX | United States | $913M | +24% | +23% | 39% | 4.2× | -7.1% | +164.3% |
| Saturn Oil & Gas SOIL.TO | Canada | $941M | +13% | +6% | 28% | 3.0× | -13.8% | +161.8% |
| Shanxi Blue Flame 000968.SZ | China | $961M | -28% | -1% | 14% | n/a | -6.8% | +7.9% |
| Tamboran Resources TBN | United States | $1.01B | -19% | n/a | n/a | n/a | n/a | n/a |
| Sino Geophysical 300191.SZ | China | $1.10B | -47% | +136% | 14% | n/a | n/a | n/a |
| Sino Prima Gas Technology 300483.SZ | China | $1.11B | -15% | +40% | 24% | 12.5× | -8.7% | +13.3% |
| Totalenergies EP Gabon EC.PA | France | $1.14B | -5% | -13% | 25% | n/a | -10.7% | -0.6% |