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MTDR vs NE

MTDR
Matador Resources Company
NEUTRAL
Price
$62.90
Market Cap
$7.82B
Sector
Energy
AI Confidence
80%
NE
Noble Corporation plc
NEUTRAL
Price
$51.03
Market Cap
$8.14B
Sector
Energy
AI Confidence
85%

Valuation

P/E Ratio
MTDR
10.33
NE
35.69
Forward P/E
MTDR
7.63
NE
20.61
P/B Ratio
MTDR
1.38
NE
1.78
P/S Ratio
MTDR
2.14
NE
2.7
EV/EBITDA
MTDR
4.81
NE
9.45

Profitability

Gross Margin
MTDR
79.73%
NE
35.73%
Operating Margin
MTDR
24.06%
NE
18.59%
Profit Margin
MTDR
20.76%
NE
7.59%
ROE
MTDR
15.03%
NE
4.96%
ROA
MTDR
6.8%
NE
3.37%

Growth

Revenue Growth
MTDR
-12.5%
NE
-10.8%
Earnings Growth
MTDR
-9.6%
NE
11.9%

Financial Health

Debt/Equity
MTDR
0.59
NE
0.42
Current Ratio
MTDR
0.79
NE
1.99
Quick Ratio
MTDR
0.53
NE
1.86

Dividends

Dividend Yield
MTDR
2.38%
NE
3.92%
Payout Ratio
MTDR
21.55%
NE
139.86%

AI Verdict

MTDR NEUTRAL

MTDR presents a complex profile with a stable Piotroski F-Score of 4/9 and a defensive valuation indicated by a Graham Number of $78.99, which sits above the current price. While the company maintains superior profitability margins and ROE compared to sector averages, it is currently battling significant negative growth trends in both revenue and earnings. The stock trades at a significant premium to its growth-based intrinsic value ($42.63), suggesting the market is pricing in a recovery or acquisition-led expansion. Despite strong analyst 'Buy' ratings, the technical trend is severely bearish (10/100), indicating a potential short-term peak or trend reversal.

Strengths
Strong profitability with a 20.76% profit margin and 15.03% ROE, significantly outperforming sector averages
Attractive valuation metrics with a P/E of 10.33 and Forward P/E of 7.63
Conservative leverage with a Debt/Equity ratio of 0.59, well below the sector average of 1.33
Risks
Negative growth trajectory with YoY revenue down 12.50% and EPS growth down 52.5%
Liquidity concerns indicated by a Current Ratio of 0.79 and Quick Ratio of 0.53
High sensitivity to commodity price volatility for oil and natural gas
NE NEUTRAL

Noble Corporation exhibits a paradoxical profile: a perfect Piotroski F-Score of 9/9 indicates exceptional short-term financial health and balance sheet strength, yet the stock is fundamentally overvalued. Trading at $51.03, it sits significantly above its Graham Number ($30.35) and Intrinsic Value ($35.54). This valuation premium is unsupported by negative revenue growth and a highly unsustainable dividend payout ratio of 139.86%. While the balance sheet is pristine, bearish insider activity from the CEO and CFO, combined with a poor earnings surprise track record, suggests limited upside at current levels.

Strengths
Perfect Piotroski F-Score (9/9) indicating peak financial health
Very low Debt/Equity ratio (0.42) compared to sector average (1.30)
Strong liquidity with a Current Ratio of 1.99 and Quick Ratio of 1.86
Risks
Significant overvaluation relative to Graham Number and Intrinsic Value
Unsustainable dividend payout ratio (139.86%)
Negative YoY and Q/Q revenue growth (-10.80% and -10.15%)

Compare Another Pair

MTDR vs NE: Head-to-Head Comparison

This page compares Matador Resources Company (MTDR) and Noble Corporation plc (NE) 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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