Loading…
US independent oil and gas producer focused on the Eagle Ford and Austin Chalk in South Texas.
US independent oil and gas producer focused on the Eagle Ford and Austin Chalk in South Texas.
Sells oil, gas and natural gas liquids at market prices, so earnings follow commodity prices, and it plans drilling to spend within cash flow with low debt. It was formed in 2018 when a listed shell company combined with assets from EnerVest, an energy investor.
Moat: narrow (cost advantage, scale). Low-cost, low-leverage South Texas acreage generates strong per-well returns versus higher-cost shale peers.
Headquarters: Houston, Texas, US · Founded: 2018 · Employees: 262
Size Magnolia Oil & Gas (MGY) is a United States Energy company (Oil & Gas Production) with a market value of $6.34B, the 1022nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $23.67 on 6 Nov 2026.
Performance Over six months the shares fell 14.9%, against -2.8% for the median peer and -1.1% for the United States market (cap-weighted) — 4th lowest of 21 in its peer set.
Growth Revenue grew 11.3% over the last twelve months (peer median +10.0%); the operating margin is 38.2% (peer median 22.3%).
Valuation It trades at 7.4× forward earnings against a peer median of 10.3× (6th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is -16 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 9.2 points above its cost of capital (8.2% WACC).
Short interest Short interest is 9.6% of the free float (15 Oct 2026).
Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.48B | $1.31B | $1.32B | $1.23B | $1.69B |
| Revenue growth | — | 0% | +7% | -28% | — |
| Gross profit | $752M | $613M | $673M | $693M | $1.24B |
| EBITDA | $1.03B | $884M | $933M | $879M | $1.32B |
| Net income | $420M | $321M | $362M | $384M | $886M |
| Free cash flow | $352M | $332M | $266M | $41.6M | $741M |
| Capital expenditure | $685M | $546M | $655M | $814M | $555M |
| Total debt | $413M | $420M | $410M | $410M | $399M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Magnolia Oil & Gas MGY | $6.34B | -15% | +11% | 38% | 7.4× | 3.4% |
| EOG Resources EOG | $77.2B | +13% | +17% | 35% | 8.3× | -13.5% |
| Devon Energy DVN | $46.4B | -7% | +18% | 24% | 7.6× | 0.9% |
| Diamondback Energy FANG | $50.0B | -5% | +21% | 39% | 7.9× | -5.6% |
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 | MGY | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -3.3% | -1.7% | 10th lowest of 21 |
| 6-month return | -14.9% | -2.8% | 4th lowest of 21 |
| Distance from 52-week high | -27.8% | -20.7% | 7th lowest of 21 |
| Revenue growth (TTM) | +11.3% | +10.0% | 10th highest of 21 |
| Operating margin | 38.2% | 22.3% | 6th highest of 21 |
| Forward P/E | 7.4× | 10.3× | 6th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 3.4% | -2.0% | 5th most demanding of 15 |
| Growth delivered (Del g) | +19.4% | +16.5% | 7th highest of 15 |
| Hurdle (Req g minus delivered) | -16.0 pp | -19.7 pp | 6th most demanding of 15 |
| ROIC minus cost of capital | +9.2 pp | +1.9 pp | 5th highest of 21 |
| EV / EBITDA | 8.0× | 5.3× | 8th most expensive of 20 |
| Net debt / EBITDA | 0.1× | 1.1× | 2nd least indebted of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Magnolia Oil & Gas MGY | United States | $6.34B | -15% | +11% | 38% | 7.4× | 3.4% | +19.4% |
| Harbour Energy HBR.L | United Kingdom | $6.17B | -8% | +17% | 40% | 5.1× | n/a | n/a |
| Vista Energy SAB de CV Sponsored ADR VIST | United States | $6.91B | -12% | +84% | 40% | 4.6× | -13.4% | +55.3% |
| Seplat Energy SEPL.L | United Kingdom | $7.14B | +56% | +25% | 27% | 19.7× | -7.1% | +38.0% |
| Murphy Oil MUR | United States | $5.16B | -3% | +8% | 22% | 8.6× | -0.7% | +9.0% |
| CNX Resources CNX | United States | $4.99B | -2% | +8% | 40% | 9.3× | -5.8% | +14.6% |
| Comstock Resources CRK | United States | $3.94B | -5% | +17% | 19% | 43.4× | n/a | n/a |
| Patterson-UTI Energy PTEN | United States | $3.76B | -13% | 0% | 0% | 26.0× | 42.6% | +33.8% |
| Antero Resources AR | United States | $11.1B | 0% | +22% | 23% | 7.8× | -4.1% | +15.1% |
| Range Resources RRC | United States | $11.4B | +20% | +18% | 33% | 12.1× | -1.7% | +10.9% |
| Topaz Energy TPZ.TO | Canada | $3.17B | -9% | +22% | 60% | 22.8× | 5.9% | +29.4% |
| Jiangxi Jovo Energy 605090.SS | China | $3.02B | -37% | -7% | 9% | 11.8× | -0.6% | +17.9% |
| International Petroleum Corp. (British Columbia) IPCO.TO | Canada | $2.85B | 0% | +11% | 19% | 11.2× | n/a | n/a |
| Origin Energy ORG.AX | Australia | $14.4B | +5% | -10% | 8% | 16.2× | 10.9% | +5.0% |
| Gulfport Energy GPOR | United States | $2.65B | -16% | +27% | 42% | 6.3× | -13.4% | +10.6% |
| Talos Energy TALO | United States | $2.48B | -1% | +13% | 14% | 7.9× | -5.0% | +25.3% |
| Northern Oil and Gas NOG | United States | $2.43B | -2% | -3% | 30% | 4.9× | n/a | n/a |
| Tourmaline Oil TOU.TO | Canada | $17.5B | -3% | +4% | 1% | 11.9× | n/a | n/a |
| Santos STO.AX | Australia | $19.2B | +11% | -8% | 21% | 8.1× | 11.7% | +9.3% |
| Select Water Solutions WTTR | United States | $2.09B | -4% | -2% | 4% | 28.9× | n/a | n/a |
| Energean ENOG.L | United Kingdom | $1.72B | -19% | +9% | 27% | 4.2× | -2.4% | +126.8% |