Open contest
11 companies value 95 bn revenue 42 bn margin 23.0% free cash flow 11 bn avg. score 5.6
EQT holds 36.0% of the group's value, 1.6x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EQT | EQT Corporation United States · score 7.3 | 36% | 34 bn | 9.5 bn | 28.4% | 3.8 bn | 11.0% | 1.2% | Largest Appalachian natural gas producer, vertically integrated · Largest US natural gas producer; low costs in Appalachia | |
| 2 | EXE | Expand Energy United States · score 7.7 | 23% | 22 bn | 14 bn | 20.5% | 2.7 bn | 12.5% | 3.6% | Largest independent natural gas producer in the United States · Born from the Chesapeake–Southwestern merger; pure scale in gas | |
| 3 | AR | Antero Resources United States · score 7.3 | 13% | 12 bn | 6.1 bn | 11.0% | 2.0 bn | 16.6% | 0.5% | Natural gas and liquids in Appalachia · Major producer of natural gas liquids (NGL) for export | |
| 4 | RRC | RANGE RESOURCES CORP United States · score 7.4 | 11% | 10 bn | 3.4 bn | 25.0% | 1.4 bn | 13.5% | 0.9% | Natural gas and liquids in the Marcellus formation · Texas — revenue of $3.4bn | |
| 5 | CNX | CNX Resources Corp United States · score 6.5 | 6% | 5.3 bn | 2.6 bn | 36.5% | 0.5 bn | 10.0% | — | Low carbon intensity natural gas production in Appalachia · Pennsylvania — revenue of $2.6bn | |
| 6 | CRK | COMSTOCK RESOURCES INC United States · score 1.6 | 4% | 4.2 bn | 2.2 bn | 23.3% | -0.7 bn | -17.6% | — | Independent natural gas production in the Haynesville shale · Texas — revenue of $2.2bn | |
| 7 | GPOR | GULFPORT ENERGY CORP United States · score 7.6 | 3% | 2.9 bn | 1.5 bn | 32.3% | 0.8 bn | 29.0% | — | Natural gas exploration and production in the Appalachia and Anadarko basins · Oklahoma — revenue of $1.5bn | |
| 8 | BKV | BKV Corp United States · score 2.6 | 3% | 2.3 bn | 1.3 bn | 21.0% | -0.0 bn | -0.8% | — | Natural gas production and thermal power generation · Colorado — revenue of $1.3bn | |
| 9 | TBN | Tamboran Resources Corp Australia · score 0.4 | 1% | 1.1 bn | 0.0 bn | — | -0.0 bn | -3.3% | — | Natural gas in the Beetaloo Basin, in Australia · Australia | |
| 10 | DEC | Diversified Energy Co United States · score 7.2 | 1% | 1.0 bn | 2.0 bn | 22.6% | 0.4 bn | 35.2% | 8.6% | Natural gas production from long-life mature wells · Alabama — revenue of $2bn | |
| 11 | ANNA | AleAnna, Inc. United States · score 6.5 | 0% | 0.2 bn | 0.0 bn | 32.0% | 0.0 bn | 11.9% | — | Conventional and renewable natural gas in Italy, for Europe · Texas — revenue of $40m |
Other industries in the same sector
- Sector overview
- Integrated oil 5 companies
- Exploration and production (E&P) 51 companies
- Midstream and pipelines 18 companies
- National and state oil companies 5 companies
- Refining and marketing 10 companies
- Canadian oil producers 8 companies
- Oilfield services and equipment 27 companies
- Midstream MLPs (partnerships) 10 companies
- LNG and gas exports 11 companies
- Oil and land royalties 9 companies
- Uranium and nuclear fuel 17 companies
- Subsea and offshore equipment 3 companies
and 5 industries more
- Offshore drilling 5 companies
- Coal 11 companies
- Fracking and pressure pumping services 13 companies
- Biofuels 14 companies
- Fuel distribution 14 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.