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BKV vs NOG

BKV
BKV Corporation
NEUTRAL
Price
$28.17
Market Cap
$2.73B
Sector
Energy
AI Confidence
65%
NOG
Northern Oil and Gas, Inc.
BEARISH
Price
$27.16
Market Cap
$2.87B
Sector
Energy
AI Confidence
85%

Valuation

P/E Ratio
BKV
58.69
NOG
--
Forward P/E
BKV
13.47
NOG
6.57
P/B Ratio
BKV
1.41
NOG
1.24
P/S Ratio
BKV
3.32
NOG
1.49
EV/EBITDA
BKV
13.11
NOG
5.87

Profitability

Gross Margin
BKV
54.27%
NOG
74.58%
Operating Margin
BKV
41.31%
NOG
-128.17%
Profit Margin
BKV
5.51%
NOG
-32.36%
ROE
BKV
2.72%
NOG
-29.77%
ROA
BKV
1.47%
NOG
1.25%

Growth

Revenue Growth
BKV
49.2%
NOG
-7.1%
Earnings Growth
BKV
400.0%
NOG
--

Financial Health

Debt/Equity
BKV
0.28
NOG
1.43
Current Ratio
BKV
0.85
NOG
0.53
Quick Ratio
BKV
0.77
NOG
0.5

Dividends

Dividend Yield
BKV
--
NOG
6.63%
Payout Ratio
BKV
0.0%
NOG
461.54%

AI Verdict

BKV NEUTRAL

The company exhibits a weak Piotroski F-Score of 4/9, indicating borderline financial health, while the absence of an Altman Z-Score prevents a full distress risk assessment. Despite strong recent earnings and revenue growth, elevated valuation metrics, declining insider sentiment, and weak technicals suggest caution. The stock trades significantly above both the Graham Number ($14.69) and intrinsic value ($14.16), implying a premium priced on future growth. While analyst consensus is strong_buy, insider selling and deteriorating short-term EPS momentum present countervailing risks.

Strengths
Exceptional year-over-year revenue growth of 49.20% outpaces sector average of 2.20%
Outstanding operating margin of 41.31% and gross margin of 54.27% reflect strong pricing power and cost control
Low debt/equity ratio of 0.28 indicates conservative capital structure relative to sector average of 0.65
Risks
Piotroski F-Score of 4/9 suggests weak financial health, particularly concerning for a capital-intensive energy firm
Current ratio of 0.85 and quick ratio of 0.77 indicate potential near-term liquidity pressure
Stock trades at a steep premium: current price $28.17 vs Graham Number $14.69 and intrinsic value $14.16
NOG BEARISH

NOG exhibits severe financial distress as evidenced by a critical Piotroski F-Score of 1/9, indicating a systemic decline in operational health. While the forward P/E of 6.57 and PEG of 0.65 suggest a valuation discount, this is offset by negative profit margins (-32.36%) and a dangerously low current ratio of 0.53. The dividend is fundamentally unsustainable with a payout ratio of 461.54%, suggesting the yield is not supported by earnings. Despite bullish analyst targets, the combination of negative ROE and bearish technical trends points to a high-risk profile.

Strengths
Low forward P/E ratio (6.57) suggesting potential value if operations stabilize
Attractive PEG ratio (0.65) relative to projected earnings
Consistent history of beating quarterly earnings estimates (3/4 last 4 quarters)
Risks
Critical liquidity risk with a current ratio of 0.53
Unsustainable dividend payout ratio of 461.54%
Severe deterioration in financial health (Piotroski F-Score 1/9)

Compare Another Pair

BKV vs NOG: Head-to-Head Comparison

This page compares BKV Corporation (BKV) and Northern Oil and Gas, Inc. (NOG) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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