Oil & Gas Exploration & Production
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BRY vs REI
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Exploration & Production
BRY vs REI — 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 | $350M |
| Revenue (TTM) | $680M | $228M |
| Net Income (TTM) | $-91M | $-264M |
| Gross Margin | 31.0% | 68.0% |
| Operating Margin | 9.5% | -71.3% |
| Forward P/E | 13.0x | 7.5x |
| Total Debt | $435M | $423M |
| Cash & Equiv. | $15M | $903K |
BRY vs REI — 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% |
| Ring Energy, Inc. (REI) | 100 | 76.7 | -23.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BRY vs REI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BRY carries the broadest edge in this set and is the clearest fit for 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 REI's -74.4%
- -9.2% revenue growth vs REI's -16.1%
REI is the clearest fit if your priority is income & stability and sleep-well-at-night.
- beta 0.37
- Lower volatility, beta 0.37, Low D/E 50.6%, current ratio 0.61x
- Beta 0.37, current ratio 0.61x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -9.2% revenue growth vs REI's -16.1% | |
| Value | Lower P/E (7.5x vs 13.0x) | |
| Quality / Margins | -13.4% margin vs REI's -115.9% | |
| Stability / Safety | Beta 0.37 vs BRY's 0.78, lower leverage | |
| Dividends | 19.5% yield; the other pay no meaningful dividend | |
| Momentum (1Y) | +96.4% vs BRY's +39.6% | |
| Efficiency (ROA) | -6.3% ROA vs REI's -18.5%, ROIC 9.8% vs 4.5% |
BRY vs REI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
BRY vs REI — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
BRY leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BRY is the larger business by revenue, generating $680M annually — 3.0x REI's $228M. BRY is the more profitable business, keeping -13.4% of every revenue dollar as net income compared to REI's -115.9%. On growth, BRY holds the edge at -15.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $680M | $228M |
| EBITDAEarnings before interest/tax | $222M | -$66M |
| Net IncomeAfter-tax profit | -$91M | -$264M |
| Free Cash FlowCash after capex | $52M | $10M |
| Gross MarginGross profit ÷ Revenue | +31.0% | +68.0% |
| Operating MarginEBIT ÷ Revenue | +9.5% | -71.3% |
| Net MarginNet income ÷ Revenue | -13.4% | -115.9% |
| FCF MarginFCF ÷ Revenue | +7.7% | +4.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | -15.5% | -100.0% |
| EPS Growth (YoY)Latest quarter vs prior year | -137.4% | -24.6% |
Valuation Metrics
BRY leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, BRY's 2.1x EV/EBITDA is more attractive than REI's 4.5x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $253M | $350M |
| Enterprise ValueMkt cap + debt − cash | $673M | $772M |
| Trailing P/EPrice ÷ TTM EPS | 13.04x | -9.82x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 7.48x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 2.07x | 4.48x |
| Price / SalesMarket cap ÷ Revenue | 0.32x | 1.14x |
| Price / BookPrice ÷ Book value/share | 0.34x | 0.41x |
| Price / FCFMarket cap ÷ FCF | 2.35x | 6.61x |
Profitability & Efficiency
BRY leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
BRY delivers a -13.6% return on equity — every $100 of shareholder capital generates $-14 in annual profit, vs $-33 for REI. REI carries lower financial leverage with a 0.51x debt-to-equity ratio, signaling a more conservative balance sheet compared to BRY's 0.60x. On the Piotroski fundamental quality scale (0–9), BRY scores 6/9 vs REI's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -13.6% | -33.0% |
| ROA (TTM)Return on assets | -6.3% | -18.5% |
| ROICReturn on invested capital | +9.8% | +4.5% |
| ROCEReturn on capital employed | +11.3% | +5.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 |
| Debt / EquityFinancial leverage | 0.60x | 0.51x |
| Net DebtTotal debt minus cash | $420M | $422M |
| Cash & Equiv.Liquid assets | $15M | $902,913 |
| Total DebtShort + long-term debt | $435M | $423M |
| Interest CoverageEBIT ÷ Interest expense | -1.14x | 2.43x |
Total Returns (Dividends Reinvested)
REI leads this category, winning 3 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 $7,455 for REI. Over the past 12 months, REI leads with a +96.4% total return vs BRY's +39.6%. The 3-year compound annual growth rate (CAGR) favors REI at -3.0% vs BRY's -13.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | — | +83.5% |
| 1-Year ReturnPast 12 months | +39.6% | +96.4% |
| 3-Year ReturnCumulative with dividends | -36.2% | -8.7% |
| 5-Year ReturnCumulative with dividends | +3.7% | -25.4% |
| 10-Year ReturnCumulative with dividends | +727900.0% | -74.4% |
| CAGR (3Y)Annualised 3-year return | -13.9% | -3.0% |
Risk & Volatility
REI leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
REI is the less volatile stock with a 0.37 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. REI currently trades 83.5% from its 52-week high vs BRY's 78.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.78x | 0.37x |
| 52-Week HighHighest price in past year | $4.15 | $2.00 |
| 52-Week LowLowest price in past year | $2.36 | $0.72 |
| % of 52W HighCurrent price vs 52-week peak | +78.6% | +83.5% |
| RSI (14)Momentum oscillator 0–100 | 39.6 | 60.3 |
| Avg Volume (50D)Average daily shares traded | 0 | 5.4M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates BRY as "Hold" and REI as "Buy". Consensus price targets imply 114.7% upside for BRY (target: $7) vs 49.7% for REI (target: $3). BRY is the only dividend payer here at 19.48% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $7.00 | $2.50 |
| # AnalystsCovering analysts | 24 | 10 |
| Dividend YieldAnnual dividend ÷ price | +19.5% | — |
| Dividend StreakConsecutive years of raises | 0 | — |
| Dividend / ShareAnnual DPS | $0.63 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.1% | 0.0% |
BRY leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). REI leads in 2 (Total Returns, Risk & Volatility).
BRY vs REI: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is BRY or REI a better buy right now?
For growth investors, Berry Corporation (BRY) is the stronger pick with -9.
2% revenue growth year-over-year, versus -16. 1% for Ring Energy, Inc. (REI). Berry Corporation (BRY) offers the better valuation at 13. 0x trailing P/E, making it the more compelling value choice. Analysts rate Ring Energy, Inc. (REI) a "Buy" — based on 10 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 REI?
Over the past 5 years, Berry Corporation (BRY) delivered a total return of +3.
7%, compared to -25. 4% for Ring Energy, Inc. (REI). Over 10 years, the gap is even starker: BRY returned +7279% versus REI's -74. 4%. 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 REI?
By beta (market sensitivity over 5 years), Ring Energy, Inc.
(REI) is the lower-risk stock at 0. 37β versus Berry Corporation's 0. 78β — meaning BRY is approximately 112% more volatile than REI relative to the S&P 500. On balance sheet safety, Ring Energy, Inc. (REI) carries a lower debt/equity ratio of 51% versus 60% for Berry Corporation — giving it more financial flexibility in a downturn.
04Which is growing faster — BRY or REI?
By revenue growth (latest reported year), Berry Corporation (BRY) is pulling ahead at -9.
2% versus -16. 1% for Ring Energy, Inc. (REI). On earnings-per-share growth, the picture is similar: Berry Corporation grew EPS -47. 9% year-over-year, compared to -150. 0% for Ring Energy, Inc.. 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 REI?
Berry Corporation (BRY) is the more profitable company, earning 2.
5% net margin versus -11. 3% for Ring Energy, Inc. — meaning it keeps 2. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: REI leads at 24. 2% versus 19. 5% for BRY. At the gross margin level — before operating expenses — REI leads at 60. 7%, 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.
06Is BRY or REI more undervalued right now?
Analyst consensus price targets imply the most upside for BRY: 114.
7% to $7. 00.
07Which pays a better dividend — BRY or REI?
In this comparison, BRY (19.
5% yield) pays a dividend. REI does not pay a meaningful dividend and should not be held primarily for income.
08Is BRY or REI better for a retirement portfolio?
For long-horizon retirement investors, Berry Corporation (BRY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
78), 19. 5% yield, +7279% 10Y return). Both have compounded well over 10 years (BRY: +7279%, REI: -74. 4%), 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.
09What are the main differences between BRY and REI?
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; REI is a small-cap quality compounder stock. BRY pays a dividend while REI does not, making them suitable for different income and tax situations. 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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