Oil & Gas Exploration & Production
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BRY vs TALO
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Exploration & Production
BRY vs TALO — 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 | $2.49B |
| Revenue (TTM) | $680M | $1.74B |
| Net Income (TTM) | $-91M | $-743M |
| Gross Margin | 31.0% | 2.3% |
| Operating Margin | 9.5% | -24.9% |
| Forward P/E | 13.0x | — |
| Total Debt | $435M | $1.24B |
| Cash & Equiv. | $15M | $363M |
BRY vs TALO — 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% |
| Talos Energy Inc. (TALO) | 100 | 94.3 | -5.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BRY vs TALO
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 TALO's -59.0%
- -9.2% revenue growth vs TALO's -9.8%
TALO is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 2 yrs, beta 0.06
- Lower volatility, beta 0.06, Low D/E 57.3%, current ratio 1.30x
- Beta 0.06, current ratio 1.30x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -9.2% revenue growth vs TALO's -9.8% | |
| Value | Better valuation composite | |
| Quality / Margins | -13.4% margin vs TALO's -42.7% | |
| Stability / Safety | Beta 0.06 vs BRY's 0.78, lower leverage | |
| Dividends | 19.5% yield; the other pay no meaningful dividend | |
| Momentum (1Y) | +100.7% vs BRY's +39.6% | |
| Efficiency (ROA) | -6.3% ROA vs TALO's -13.2%, ROIC 9.8% vs -2.3% |
BRY vs TALO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
BRY vs TALO — 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 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TALO is the larger business by revenue, generating $1.7B annually — 2.6x BRY's $680M. BRY is the more profitable business, keeping -13.4% of every revenue dollar as net income compared to TALO's -42.7%. On growth, TALO holds the edge at -7.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $680M | $1.7B |
| EBITDAEarnings before interest/tax | $222M | $437M |
| Net IncomeAfter-tax profit | -$91M | -$743M |
| Free Cash FlowCash after capex | $52M | $489M |
| Gross MarginGross profit ÷ Revenue | +31.0% | +2.3% |
| Operating MarginEBIT ÷ Revenue | +9.5% | -24.9% |
| Net MarginNet income ÷ Revenue | -13.4% | -42.7% |
| FCF MarginFCF ÷ Revenue | +7.7% | +28.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -15.5% | -7.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -137.4% | -29.4% |
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 TALO's 3.1x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $253M | $2.5B |
| Enterprise ValueMkt cap + debt − cash | $673M | $3.4B |
| Trailing P/EPrice ÷ TTM EPS | 13.04x | -5.29x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 2.07x | 3.13x |
| Price / SalesMarket cap ÷ Revenue | 0.32x | 1.40x |
| Price / BookPrice ÷ Book value/share | 0.34x | 1.20x |
| Price / FCFMarket cap ÷ FCF | 2.35x | 5.48x |
Profitability & Efficiency
BRY leads this category, winning 8 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 TALO. TALO carries lower financial leverage with a 0.57x 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 TALO's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -13.6% | -33.2% |
| ROA (TTM)Return on assets | -6.3% | -13.2% |
| ROICReturn on invested capital | +9.8% | -2.3% |
| ROCEReturn on capital employed | +11.3% | -2.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 0.60x | 0.57x |
| Net DebtTotal debt minus cash | $420M | $879M |
| Cash & Equiv.Liquid assets | $15M | $363M |
| Total DebtShort + long-term debt | $435M | $1.2B |
| Interest CoverageEBIT ÷ Interest expense | -1.14x | -2.36x |
Total Returns (Dividends Reinvested)
TALO leads this category, winning 4 of 5 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in TALO five years ago would be worth $11,884 today (with dividends reinvested), compared to $10,371 for BRY. Over the past 12 months, TALO leads with a +100.7% total return vs BRY's +39.6%. The 3-year compound annual growth rate (CAGR) favors TALO at 4.3% vs BRY's -13.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | — | +32.6% |
| 1-Year ReturnPast 12 months | +39.6% | +100.7% |
| 3-Year ReturnCumulative with dividends | -36.2% | +13.3% |
| 5-Year ReturnCumulative with dividends | +3.7% | +18.8% |
| 10-Year ReturnCumulative with dividends | +727900.0% | -59.0% |
| CAGR (3Y)Annualised 3-year return | -13.9% | +4.3% |
Risk & Volatility
TALO leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
TALO is the less volatile stock with a 0.06 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. TALO currently trades 87.7% 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 | 0.06x |
| 52-Week HighHighest price in past year | $4.15 | $17.00 |
| 52-Week LowLowest price in past year | $2.36 | $7.27 |
| % of 52W HighCurrent price vs 52-week peak | +78.6% | +87.7% |
| RSI (14)Momentum oscillator 0–100 | 39.6 | 49.5 |
| Avg Volume (50D)Average daily shares traded | 0 | 2.3M |
Analyst Outlook
TALO leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates BRY as "Hold" and TALO as "Buy". Consensus price targets imply 114.7% upside for BRY (target: $7) vs -7.8% for TALO (target: $14). 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 | $13.75 |
| # AnalystsCovering analysts | 24 | 13 |
| Dividend YieldAnnual dividend ÷ price | +19.5% | — |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | $0.63 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.1% | +4.8% |
BRY leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). TALO leads in 3 (Total Returns, Risk & Volatility).
BRY vs TALO: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is BRY or TALO a better buy right now?
For growth investors, Berry Corporation (BRY) is the stronger pick with -9.
2% revenue growth year-over-year, versus -9. 8% for Talos Energy Inc. (TALO). Berry Corporation (BRY) offers the better valuation at 13. 0x trailing P/E, making it the more compelling value choice. Analysts rate Talos Energy Inc. (TALO) a "Buy" — based on 13 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 TALO?
Over the past 5 years, Talos Energy Inc.
(TALO) delivered a total return of +18. 8%, compared to +3. 7% for Berry Corporation (BRY). Over 10 years, the gap is even starker: BRY returned +7279% versus TALO's -59. 0%. 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 TALO?
By beta (market sensitivity over 5 years), Talos Energy Inc.
(TALO) is the lower-risk stock at 0. 06β versus Berry Corporation's 0. 78β — meaning BRY is approximately 1239% more volatile than TALO relative to the S&P 500. On balance sheet safety, Talos Energy Inc. (TALO) carries a lower debt/equity ratio of 57% versus 60% for Berry Corporation — giving it more financial flexibility in a downturn.
04Which is growing faster — BRY or TALO?
By revenue growth (latest reported year), Berry Corporation (BRY) is pulling ahead at -9.
2% versus -9. 8% for Talos Energy Inc. (TALO). On earnings-per-share growth, the picture is similar: Berry Corporation grew EPS -47. 9% year-over-year, compared to -555. 8% for Talos 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 TALO?
Berry Corporation (BRY) is the more profitable company, earning 2.
5% net margin versus -27. 9% for Talos Energy Inc. — meaning it keeps 2. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BRY leads at 19. 5% versus -5. 9% for TALO. At the gross margin level — before operating expenses — BRY leads at 36. 4%, 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 TALO?
In this comparison, BRY (19.
5% yield) pays a dividend. TALO does not pay a meaningful dividend and should not be held primarily for income.
07Is BRY or TALO 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%, TALO: -59. 0%), 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 TALO?
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; TALO is a small-cap quality compounder stock. BRY pays a dividend while TALO 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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