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KOS

BEARISH
$2.96 Live
Kosmos Energy Ltd. · NYSE
Target $2.73 (-7.8%)
$0.84 52W Range $3.17

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 29, 2026
Market cap
$1.76B
P/E
N/A
ROE
-80.9%
Profit margin
-54.3%
Debt/Equity
5.8
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
95%
KOS exhibits severe financial distress, anchored by a weak Piotroski F-Score of 2/9 and a critical liquidity profile. The company is burdened by extreme leverage with a Debt/Equity ratio of 5.80, far exceeding the sector average of 1.30, and a Quick Ratio of 0.34 indicating an inability to meet short-term obligations. Despite a recent speculative price surge, the fundamental trajectory is sharply negative, characterized by crashing revenue growth (-25.8%) and catastrophic earnings misses. The disconnect between the current price ($2.96) and the analyst target price ($2.73), coupled with C-suite insider selling, suggests a high-risk profile.

Key Strengths

Strong 6-month price momentum (+93.5%)
Positive Gross Margin (45.02%)
Analyst consensus remains a 'Buy' despite fundamental decay
Significant 1-year price recovery (+73.1%)
Market capitalization provides some scale ($1.76B)

Key Risks

Extreme leverage (Debt/Equity 5.80 vs Sector 1.30)
Severe liquidity risk (Quick Ratio 0.34, Current Ratio 0.75)
Deeply negative profitability (Operating Margin -108.26%, ROE -80.95%)
Rapidly declining revenue and earnings growth
Consistent earnings misses (0/4 beats in last 4 quarters)
AI Fair Value Estimate
Based on comprehensive analysis
$2.45
-17.2% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
12
Weak
Value
20
Future
10
Past
25
Health
5
Dividend
0
AI Verdict
High Risk / Speculative
Key drivers: Critical Debt/Equity levels, Negative ROE/ROA, Severe earnings surprises, Liquidity crunch
Confidence
90%
Value
20/100

Forward P/E 44.85; Graham Number N/A due to negative earnings

Positives
  • P/S ratio is relatively low at 1.36
Watchpoints
  • Forward P/E of 44.85 is expensive for a distressed energy firm
  • Price/Book of 2.68 is high given negative earnings
Future
10/100

Growth metrics are in freefall across all timeframes

Positives
  • Analyst target price suggests some perceived floor
Watchpoints
  • YoY Revenue Growth -25.80%
  • YoY EPS Growth -2533.3%
  • Recent Q/Q EPS growth -426.7%
Past
25/100

Historical trend shows a pattern of volatility and fundamental deterioration

Positives
  • Recent 6-month price recovery
Watchpoints
  • 3-year return is -53.8%
  • Average earnings surprise of -310.24% over last 4 quarters
Health
5/100

Severe solvency and liquidity risks; Piotroski score indicates poor financial health

Positives
No standout positives identified.
Watchpoints
  • Piotroski F-Score 2/9 (Weak)
  • Debt/Equity 5.80
  • Quick Ratio 0.34
Dividend
0/100

Company is not in a position to return capital

Positives
No standout positives identified.
Watchpoints
  • No dividend paid
  • 0/100 Dividend Strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$2.96
Analyst Target
$2.73
Upside/Downside
-7.8%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for KOS and closest competitors.

Updated 2026-04-28
KOS
Kosmos Energy Ltd.
Primary
5Y
+1.4%
3Y
-53.8%
1Y
+73.1%
6M
+93.5%
1M
0.0%
1W
+11.7%
FLN
FLEX LNG Ltd.
Peer
5Y
+368.6%
3Y
+32.5%
1Y
+50.9%
6M
+31.2%
1M
+2.4%
1W
+0.4%
INV
Innovex International, Inc.
Peer
5Y
-8.7%
3Y
+3.2%
1Y
+77.0%
6M
+36.1%
1M
+16.1%
1W
+5.9%
APC
ARKO Petroleum Corp.
Peer
5Y
+4.3%
3Y
+4.3%
1Y
+4.3%
6M
+4.3%
1M
-4.1%
1W
+2.3%
HLX
Helix Energy Solutions Group, Inc.
Peer
5Y
+124.2%
3Y
+37.0%
1Y
+61.5%
6M
+48.4%
1M
-1.7%
1W
+8.8%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
44.85
PEG Ratio
N/A
P/B Ratio
2.68
P/S Ratio
1.36
EV/Revenue
3.41
EV/EBITDA
9.59
Market Cap
$1.76B

Profitability

Profit margins and return metrics

Profit Margin -54.27%
Operating Margin -108.26%
Gross Margin 45.02%
ROE -80.95%
ROA -5.24%

Growth

Revenue and earnings growth rates

Revenue Growth -25.8%
Earnings Growth N/A
Q/Q Revenue Growth -25.89%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
5.8
High debt
Current Ratio
0.75
Weak
Quick Ratio
0.34
Poor
Cash/Share
$0.19

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.3B
Gross Margin
0.2%
Op. Margin
-56.4%
Net Margin
-128.0%
Total Assets
$4.7B
Liabilities
$4.2B
Equity
$0.5B
Debt/Equity
7.89x
Operating CF
$0.0B
CapEx
$-0.1B
Free Cash Flow
$-0.0B
FCF Yield
-99%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-05
$N/A
2026-03-02
$-0.79
-802.9% surprise
2025-11-03
$-0.15
-11.9% surprise
2025-08-04
$-0.19
-115.9% surprise

Energy Sector Comparison

Comparing KOS against 117 companies in the Energy sector (11 bullish, 38 neutral, 68 bearish)
Return on Equity (ROE)
-80.95%
This Stock
vs
2.59%
Sector Avg
-3227.1% (Below Avg)
Profit Margin
-54.27%
This Stock
vs
5.41%
Sector Avg
-1103.1% (Weaker)
Debt to Equity
5.8
This Stock
vs
1.34
Sector Avg
+331.3% (Higher)
Revenue Growth
-25.8%
This Stock
vs
19.47%
Sector Avg
-232.5% (Slower)
Current Ratio
0.75
This Stock
vs
2.15
Sector Avg
-65.1% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

INGLIS ANDREW G
Chief Executive Officer
Buy
2026-03-10
315,790 shares · $761,054
STICE J MICHAEL ED.D.
Director
Buy
2026-03-10
52,631 shares · $126,841
SHAH NEALESH D.
Chief Financial Officer
Buy
2026-03-10
157,894 shares · $380,525
OGUNLESI ADEBAYO O
Director
Buy
2026-03-10
3,157,895 shares · $7,610,527
INGLIS ANDREW G
Chief Executive Officer
Sell
2026-02-04
148,182 shares · $205,241
GLASS RONALD W
Officer
Sell
2026-02-04
22,598 shares · $31,125
SHAH NEALESH D.
Chief Financial Officer
Sell
2026-02-04
79,124 shares · $109,634
MARION JOSH R.
General Counsel
Sell
2026-02-04
22,940 shares · $31,592
INGLIS ANDREW G
Chief Executive Officer
Stock Award
2026-02-03
118,539 shares
GLASS RONALD W
Officer
Stock Award
2026-02-03
7,732 shares
SHAH NEALESH D.
Chief Financial Officer
Stock Award
2026-02-03
65,567 shares
MARION JOSH R.
General Counsel
Stock Award
2026-02-03
7,661 shares
INGLIS ANDREW G
Chief Executive Officer
Stock Award
2026-01-30
297,660 shares
GLASS RONALD W
Officer
Stock Award
2026-01-30
55,000 shares
SHAH NEALESH D.
Chief Financial Officer
Stock Award
2026-01-30
163,350 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-04-16

KOS filed a definitive proxy statement (DEF 14A) on April 16, 2026, providing shareholders with necessary information to vote on corporate matters at the upcoming annual meeting.

8-K
FORM 8-K
2026-03-12
8-K
8-K
2026-03-02

Koss Corporation filed a Form 8-K, likely to announce its annual financial results or provide a notification regarding its annual report.

10-K
10-K
2026-03-02

KOS filed its annual 10-K report on March 2, 2026. The provided excerpts do not contain specific financial highlights or detailed risk factors.

8-K
8-K
2026-02-25

Koss Corporation filed an 8-K on February 25, 2026, likely to announce its annual financial results or year-end earnings.

8-K
FORM 8-K
2026-01-29

Koss Corporation filed a Form 8-K on January 29, 2026, likely to announce its quarterly or annual financial results.

8-K
8-K
2026-01-26

Kosmos Energy Ltd filed an 8-K on January 26, 2026, likely to report preliminary financial results or a material corporate update.

8-K
8-K
2026-01-12
8-K
8-K
2026-01-02

Kosmos Energy Ltd filed an 8-K on January 2, 2026, likely to report year-end financial results or a material corporate update.

10-Q
10-Q
2025-11-04

KOS faces significant risks from macroeconomic pressures, including inflation and potential recessions, alongside geopolitical instability in Ukraine and the Middle East that drives volatility in oil, natural gas, and LNG prices. The company also notes operational risks related to its ability to acquire and successfully develop new discoveries and prospects. No specific financial highlights were provided in the available excerpts.

8-K
8-K
2025-11-03
8-K
8-K
2025-09-30
8-K
FORM 8-K
2025-08-22
10-Q
10-Q
2025-08-04
8-K
8-K
2025-08-04
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
9 analysts
Johnson Rice
2026-03-25
up
Accumulate Buy
Goldman Sachs
2026-01-30
Maintains
Neutral Neutral
Bernstein
2026-01-05
Maintains
Market Perform Market Perform
Mizuho
2025-12-12
Maintains
Neutral Neutral
Johnson Rice
2025-12-05
down
Buy Accumulate
B of A Securities
2025-12-05
down
Buy Underperform

Past News Coverage

Recent headlines mentioning KOS from our newsroom.

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