Oil & Gas Exploration & Production
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BRY vs BATL
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Exploration & Production
BRY vs BATL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Oil & Gas Exploration & Production | Oil & Gas Exploration & Production |
| Market Cap | $253M | $47M |
| Revenue (TTM) | $680M | $165M |
| Net Income (TTM) | $-91M | $12M |
| Gross Margin | 31.0% | 72.8% |
| Operating Margin | 9.5% | -4.0% |
| Forward P/E | 13.0x | 12.4x |
| Total Debt | $435M | $23M |
| Cash & Equiv. | $15M | $28M |
BRY vs BATL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | Dec 25 | Return |
|---|---|---|---|
| Berry Corporation (BRY) | 100 | 76.9 | -23.1% |
| Battalion Oil Corpo… (BATL) | 100 | 19.2 | -80.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BRY vs BATL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BRY is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth -9.2%, EPS growth -47.9%, 3Y rev CAGR 3.8%
- 7.3K% 10Y total return vs BATL's -72.1%
- -9.2% revenue growth vs BATL's -14.9%
BATL carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 4 yrs, beta -1.71, yield 100.0%
- Lower volatility, beta -1.71, current ratio 0.90x
- Beta -1.71, yield 100.0%, current ratio 0.90x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -9.2% revenue growth vs BATL's -14.9% | |
| Value | Lower P/E (12.4x vs 13.0x) | |
| Quality / Margins | 7.2% margin vs BRY's -13.4% | |
| Dividends | 100.0% yield, 4-year raise streak, vs BRY's 19.5% | |
| Momentum (1Y) | +128.8% vs BRY's +39.6% | |
| Efficiency (ROA) | 2.4% ROA vs BRY's -6.3%, ROIC -3.4% vs 9.8% |
BRY vs BATL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
BRY vs BATL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
BATL leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BRY is the larger business by revenue, generating $680M annually — 4.1x BATL's $165M. BATL is the more profitable business, keeping 7.2% of every revenue dollar as net income compared to BRY's -13.4%. On growth, BRY holds the edge at -15.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $680M | $165M |
| EBITDAEarnings before interest/tax | $222M | $74M |
| Net IncomeAfter-tax profit | -$91M | $12M |
| Free Cash FlowCash after capex | $52M | $39M |
| Gross MarginGross profit ÷ Revenue | +31.0% | +72.8% |
| Operating MarginEBIT ÷ Revenue | +9.5% | -4.0% |
| Net MarginNet income ÷ Revenue | -13.4% | +7.2% |
| FCF MarginFCF ÷ Revenue | +7.7% | +23.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | -15.5% | -37.0% |
| EPS Growth (YoY)Latest quarter vs prior year | -137.4% | +59.0% |
Valuation Metrics
BATL leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $253M | $47M |
| Enterprise ValueMkt cap + debt − cash | $673M | $42M |
| Trailing P/EPrice ÷ TTM EPS | 13.04x | -1.28x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 12.43x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 2.07x | — |
| Price / SalesMarket cap ÷ Revenue | 0.32x | 0.29x |
| Price / BookPrice ÷ Book value/share | 0.34x | — |
| Price / FCFMarket cap ÷ FCF | 2.35x | 1.20x |
Profitability & Efficiency
BATL leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
BATL delivers a 14.5% return on equity — every $100 of shareholder capital generates $15 in annual profit, vs $-14 for BRY. On the Piotroski fundamental quality scale (0–9), BATL scores 8/9 vs BRY's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -13.6% | +14.5% |
| ROA (TTM)Return on assets | -6.3% | +2.4% |
| ROICReturn on invested capital | +9.8% | -3.4% |
| ROCEReturn on capital employed | +11.3% | -1.8% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 8 |
| Debt / EquityFinancial leverage | 0.60x | — |
| Net DebtTotal debt minus cash | $420M | -$5M |
| Cash & Equiv.Liquid assets | $15M | $28M |
| Total DebtShort + long-term debt | $435M | $23M |
| Interest CoverageEBIT ÷ Interest expense | -1.14x | 0.57x |
Total Returns (Dividends Reinvested)
BRY leads this category, winning 4 of 5 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BRY five years ago would be worth $10,371 today (with dividends reinvested), compared to $2,252 for BATL. Over the past 12 months, BATL leads with a +128.8% total return vs BRY's +39.6%. The 3-year compound annual growth rate (CAGR) favors BRY at -13.9% vs BATL's -23.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | — | +140.3% |
| 1-Year ReturnPast 12 months | +39.6% | +128.8% |
| 3-Year ReturnCumulative with dividends | -36.2% | -54.3% |
| 5-Year ReturnCumulative with dividends | +3.7% | -77.5% |
| 10-Year ReturnCumulative with dividends | +727900.0% | -72.1% |
| CAGR (3Y)Annualised 3-year return | -13.9% | -23.0% |
Risk & Volatility
Evenly matched — BRY and BATL each lead in 1 of 2 comparable metrics.
Risk & Volatility
BATL is the less volatile stock with a -1.71 beta — it tends to amplify market swings less than BRY's 0.78 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BRY currently trades 78.6% from its 52-week high vs BATL's 9.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.78x | -1.71x |
| 52-Week HighHighest price in past year | $4.15 | $29.70 |
| 52-Week LowLowest price in past year | $2.36 | $1.00 |
| % of 52W HighCurrent price vs 52-week peak | +78.6% | +9.6% |
| RSI (14)Momentum oscillator 0–100 | 39.6 | 37.6 |
| Avg Volume (50D)Average daily shares traded | 0 | 16.6M |
Analyst Outlook
BATL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates BRY as "Hold" and BATL as "Buy". For income investors, BATL offers the higher dividend yield at 100.00% vs BRY's 19.48%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $7.00 | — |
| # AnalystsCovering analysts | 24 | 2 |
| Dividend YieldAnnual dividend ÷ price | +19.5% | +100.0% |
| Dividend StreakConsecutive years of raises | 0 | 4 |
| Dividend / ShareAnnual DPS | $0.63 | $2.96 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.1% | 0.0% |
BATL leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). BRY leads in 1 (Total Returns). 1 tied.
BRY vs BATL: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is BRY or BATL a better buy right now?
For growth investors, Berry Corporation (BRY) is the stronger pick with -9.
2% revenue growth year-over-year, versus -14. 9% for Battalion Oil Corporation (BATL). Berry Corporation (BRY) offers the better valuation at 13. 0x trailing P/E, making it the more compelling value choice. Analysts rate Battalion Oil Corporation (BATL) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — BRY or BATL?
Over the past 5 years, Berry Corporation (BRY) delivered a total return of +3.
7%, compared to -77. 5% for Battalion Oil Corporation (BATL). Over 10 years, the gap is even starker: BRY returned +7279% versus BATL's -72. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — BRY or BATL?
By beta (market sensitivity over 5 years), Battalion Oil Corporation (BATL) is the lower-risk stock at -1.
71β versus Berry Corporation's 0. 78β — meaning BRY is approximately -146% more volatile than BATL relative to the S&P 500.
04Which is growing faster — BRY or BATL?
By revenue growth (latest reported year), Berry Corporation (BRY) is pulling ahead at -9.
2% versus -14. 9% for Battalion Oil Corporation (BATL). On earnings-per-share growth, the picture is similar: Battalion Oil Corporation grew EPS 42. 6% year-over-year, compared to -47. 9% for Berry Corporation. Over a 3-year CAGR, BRY leads at 3. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — BRY or BATL?
Battalion Oil Corporation (BATL) is the more profitable company, earning 7.
2% net margin versus 2. 5% for Berry Corporation — meaning it keeps 7. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BRY leads at 19. 5% versus -4. 0% for BATL. At the gross margin level — before operating expenses — BATL leads at 72. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — BRY or BATL?
All stocks in this comparison pay dividends.
Battalion Oil Corporation (BATL) offers the highest yield at 100. 0%, versus 19. 5% for Berry Corporation (BRY).
07Is BRY or BATL better for a retirement portfolio?
For long-horizon retirement investors, Battalion Oil Corporation (BATL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -1.
71), 100. 0% yield). Both have compounded well over 10 years (BATL: -72. 1%, BRY: +7279%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between BRY and BATL?
Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: BRY is a small-cap deep-value stock; BATL is a small-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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