Comprehensive Stock Comparison

Compare Magnolia Oil & Gas Corporation (MGY) vs Matador Resources Company (MTDR) Stock

Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.

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Quick Verdict

CategoryWinnerWhy
GrowthMGY7.2% revenue growth vs MTDR's 6.2%
ValueMTDRLower P/E (11.6x vs 17.0x)
Quality / MarginsMGY24.8% net margin vs MTDR's 20.5%
Stability / SafetyMGYBeta 1.15 vs MTDR's 1.40, lower leverage
DividendsMTDR2.5% yield, 5-year raise streak, vs MGY's 1.9%
Momentum (1Y)MGY+21.5% vs MTDR's +1.4%
Efficiency (ROA)MGY11.2% ROA vs MTDR's 7.3%, ROIC 19.2% vs 11.8%
Bottom line: MGY leads in 5 of 7 categories, making it the stronger pick for investors who prioritize growth and revenue expansion and profitability and margin quality. Matador Resources Company is the better choice for valuation and capital efficiency and dividend income and shareholder returns. As direct sector peers, they can serve as alternatives in the same portfolio allocation.

Who Each Stock Is For

Income & stability

Growth exposure

Long-term compounding (10Y)

Sleep-well-at-night portfolio

Defensive / Recession hedge

Business Model

What each company does and how it makes money

MGYMagnolia Oil & Gas Corporation
Energy

Magnolia Oil & Gas is an independent exploration and production company focused on acquiring and developing oil and natural gas reserves in South Texas. It generates revenue primarily from oil sales (roughly 60% of total), natural gas liquids (25%), and natural gas (15%), with production concentrated in the Eagle Ford Shale and Austin Chalk formations. The company's competitive advantage lies in its low-cost, high-margin acreage position in the prolific Karnes County and Giddings Field areas, which allows for efficient development and strong returns even in volatile commodity price environments.

MTDRMatador Resources Company
Energy

Matador Resources is an independent oil and gas exploration and production company focused on shale plays in the Delaware Basin and other U.S. regions. It generates revenue primarily from oil sales (~60% of total revenue) and natural gas sales (~40%), supplemented by midstream services for third parties. The company's competitive advantage lies in its concentrated, high-quality acreage position in the prolific Delaware Basin — particularly in the Wolfcamp and Bone Spring formations — which provides low-cost, high-return drilling opportunities.

Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

MGYMagnolia Oil & Gas Corporation
FY 2024
Oil and Condensate
92.1%$1.0B
Natural Gas
7.9%$90M
MTDRMatador Resources Company
FY 2024
Oil
79.7%$2.8B
Natural Gas
10.7%$371M
Natural Gas, Sales
5.6%$194M
Natural Gas, Midstream
4.1%$141M

Financial Metrics Comparison

Side-by-side fundamentals across 2 stocks. BestLagging

Financial Scorecard

MGY 4MTDR 1
Financial MetricsMGY4/6 metrics
Valuation MetricsTie3/6 metrics
Profitability & EfficiencyMGY8/8 metrics
Total ReturnsMGY4/6 metrics
Risk & VolatilityMGY2/2 metrics
Analyst OutlookMTDR2/2 metrics

MGY leads in 4 of 6 categories (Financial Metrics, Profitability & Efficiency). MTDR leads in 1 (Analyst Outlook). 1 tied.

Financial Metrics (TTM)

MTDR is the larger business by revenue, generating $3.7B annually — 2.8x MGY's $1.3B. Profitability is closely matched — net margins range from 24.8% (MGY) to 20.5% (MTDR). On growth, MGY holds the edge at -2.8% YoY revenue growth, suggesting stronger near-term business momentum.

MetricMGYMagnolia Oil & Ga…MTDRMatador Resources…
RevenueTrailing 12 months$1.3B$3.7B
EBITDAEarnings before interest/tax$877M$2.4B
Net IncomeAfter-tax profit$325M$759M
Free Cash FlowCash after capex$393M$830M
Gross MarginGross profit ÷ Revenue+36.9%+88.8%
Operating MarginEBIT ÷ Revenue+33.5%+33.2%
Net MarginNet income ÷ Revenue+24.8%+20.5%
FCF MarginFCF ÷ Revenue+30.0%+22.5%
Rev. Growth (YoY)Latest quarter vs prior year-2.8%-13.3%
EPS Growth (YoY)Latest quarter vs prior year-15.9%-9.4%
MGY leads this category, winning 4 of 6 comparable metrics.

Valuation Metrics

At 8.4x trailing earnings, MTDR trades at a 41% valuation discount to MGY's 14.3x P/E. On an enterprise value basis, MGY's 0.3x EV/EBITDA is more attractive than MTDR's 3.5x.

MetricMGYMagnolia Oil & Ga…MTDRMatador Resources…
Market CapShares × price$153M$6.5B
Enterprise ValueMkt cap + debt − cash$303M$8.6B
Trailing P/EPrice ÷ TTM EPS14.34x8.44x
Forward P/EPrice ÷ next-FY EPS est.17.04x11.65x
PEG RatioP/E ÷ EPS growth rate0.30x
EV / EBITDAEnterprise value multiple0.33x3.54x
Price / SalesMarket cap ÷ Revenue0.12x1.75x
Price / BookPrice ÷ Book value/share2.64x1.07x
Price / FCFMarket cap ÷ FCF0.35x2.67x
Evenly matched — MGY and MTDR each lead in 3 of 6 comparable metrics.

Profitability & Efficiency

MGY delivers a 5.5% return on equity — every $100 of shareholder capital generates $5 in annual profit, vs $13 for MTDR. MGY carries lower financial leverage with a 0.21x debt-to-equity ratio, signaling a more conservative balance sheet compared to MTDR's 0.35x.

MetricMGYMagnolia Oil & Ga…MTDRMatador Resources…
ROE (TTM)Return on equity+5.5%+12.7%
ROA (TTM)Return on assets+11.2%+7.3%
ROICReturn on invested capital+19.2%+11.8%
ROCEReturn on capital employed+20.6%+12.8%
Piotroski ScoreFundamental quality 0–955
Debt / EquityFinancial leverage0.21x0.35x
Net DebtTotal debt minus cash$150M$2.1B
Cash & Equiv.Liquid assets$260M$15M
Total DebtShort + long-term debt$410M$2.1B
Interest CoverageEBIT ÷ Interest expense31.93x5.96x
MGY leads this category, winning 8 of 8 comparable metrics.

Total Returns (with DRIP)

A $10,000 investment in MTDR five years ago would be worth $24,960 today (with dividends reinvested), compared to $24,913 for MGY. Over the past 12 months, MGY leads with a +21.5% total return vs MTDR's +1.4%. The 3-year compound annual growth rate (CAGR) favors MGY at 10.5% vs MTDR's 0.4% — a key indicator of consistent wealth creation.

MetricMGYMagnolia Oil & Ga…MTDRMatador Resources…
YTD ReturnYear-to-date+24.5%+19.4%
1-Year ReturnPast 12 months+21.5%+1.4%
3-Year ReturnCumulative with dividends+34.8%+1.2%
5-Year ReturnCumulative with dividends+149.1%+149.6%
10-Year ReturnCumulative with dividends+200.5%+240.8%
CAGR (3Y)Annualised 3-year return+10.5%+0.4%
MGY leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

MGY is the less volatile stock with a 1.15 beta — it tends to amplify market swings less than MTDR's 1.40 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MGY currently trades 99.5% from its 52-week high vs MTDR's 95.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricMGYMagnolia Oil & Ga…MTDRMatador Resources…
Beta (5Y)Sensitivity to S&P 5001.15x1.40x
52-Week HighHighest price in past year$27.95$53.84
52-Week LowLowest price in past year$19.09$35.19
% of 52W HighCurrent price vs 52-week peak+99.5%+95.5%
RSI (14)Momentum oscillator 0–10064.658.6
Avg Volume (50D)Average daily shares traded2.4M1.4M
MGY leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Wall Street rates MGY as "Buy" and MTDR as "Buy". Consensus price targets imply 10.3% upside for MTDR (target: $57) vs -0.7% for MGY (target: $28). For income investors, MTDR offers the higher dividend yield at 2.55% vs MGY's 1.88%.

MetricMGYMagnolia Oil & Ga…MTDRMatador Resources…
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$27.63$56.67
# AnalystsCovering analysts2541
Dividend YieldAnnual dividend ÷ price+1.9%+2.5%
Dividend StreakConsecutive years of raises45
Dividend / ShareAnnual DPS$0.52$1.31
Buyback YieldShare repurchases ÷ mkt cap+100.0%+0.9%
MTDR leads this category, winning 2 of 2 comparable metrics.

Historical Charts

Charts are rendered on first load. Hover for details.

Chart 1Total Return — 5 Years (Rebased to 100)

StockMar 20Feb 26Change
Magnolia Oil & Gas … (MGY)100325.92+225.9%
Matador Resources C… (MTDR)100433.66+333.7%

Matador Resources C… (MTDR) returned +150% over 5 years vs Magnolia Oil & Gas … (MGY)'s +149%. A $10,000 investment in MTDR 5 years ago would be worth $24,960 today (including dividends reinvested).

Chart 2Revenue Growth — 10 Years

Stock20162025Change
Magnolia Oil & Gas … (MGY)$111M$1.3B+1086.3%
Matador Resources C… (MTDR)$264M$3.7B+1297.9%

Matador Resources Company's revenue grew from $264M (2016) to $3.7B (2025) — a 34.1% CAGR.

Chart 3Net Margin Trend — 10 Years

Stock20162025Change
Magnolia Oil & Gas … (MGY)19.4%27.8%+43.7%
Matador Resources C… (MTDR)-36.8%20.5%+155.8%

Matador Resources Company's net margin went from -37% (2016) to 21% (2025).

Chart 4P/E Ratio History — 8 Years

Stock20172025Change
Magnolia Oil & Gas … (MGY)4.412.1+175.0%
Matador Resources C… (MTDR)25.37-72.3%

Magnolia Oil & Gas Corporation has traded in a 4x–45x P/E range over 7 years; current trailing P/E is ~14x. Matador Resources Company has traded in a 6x–25x P/E range over 8 years; current trailing P/E is ~8x.

Chart 5EPS Growth — 10 Years

Stock20162025Change
Magnolia Oil & Gas … (MGY)0.291.94+569.0%
Matador Resources C… (MTDR)-1.076.09+669.2%

Matador Resources Company's EPS grew from $-1.07 (2016) to $6.09 (2025).

Chart 6Free Cash Flow — 5 Years

2021
$552M
$320M
2022
$832M
$895M
2023
$431M
$318M
2024
$432M
$280M
2025
$2B
Magnolia Oil & Gas … (MGY)Matador Resources C… (MTDR)

Magnolia Oil & Gas Corporation generated $432M FCF in 2024 (-22% vs 2021). Matador Resources Company generated $2B FCF in 2025 (+658% vs 2021).

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MGY vs MTDR: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is MGY or MTDR a better buy right now?

Matador Resources Company (MTDR) offers the better valuation at 8.4x trailing P/E (11.6x forward), making it the more compelling value choice. Analysts rate Magnolia Oil & Gas Corporation (MGY) a "Buy" — based on 25 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.

02

Which has the better valuation — MGY or MTDR?

On trailing P/E, Matador Resources Company (MTDR) is the cheapest at 8.4x versus Magnolia Oil & Gas Corporation at 14.3x. On forward P/E, Matador Resources Company is actually cheaper at 11.6x.

03

Which is the better long-term investment — MGY or MTDR?

Over the past 5 years, Matador Resources Company (MTDR) delivered a total return of +149.6%, compared to +149.1% for Magnolia Oil & Gas Corporation (MGY). A $10,000 investment in MTDR five years ago would be worth approximately $25K today (assuming dividends reinvested). Over 10 years, the gap is even starker: MTDR returned +240.8% versus MGY's +200.5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — MGY or MTDR?

By beta (market sensitivity over 5 years), Magnolia Oil & Gas Corporation (MGY) is the lower-risk stock at 1.15β versus Matador Resources Company's 1.40β — meaning MTDR is approximately 21% more volatile than MGY relative to the S&P 500. On balance sheet safety, Magnolia Oil & Gas Corporation (MGY) carries a lower debt/equity ratio of 21% versus 35% for Matador Resources Company — giving it more financial flexibility in a downturn.

05

Which has better profit margins — MGY or MTDR?

Magnolia Oil & Gas Corporation (MGY) is the more profitable company, earning 27.8% net margin versus 20.5% for Matador Resources Company — meaning it keeps 27.8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MGY leads at 38.9% versus 33.2% for MTDR. At the gross margin level — before operating expenses — MTDR leads at 88.8%, 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.

06

Is MGY or MTDR more undervalued right now?

On forward earnings alone, Matador Resources Company (MTDR) trades at 11.6x forward P/E versus 17.0x for Magnolia Oil & Gas Corporation — 5.4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MTDR: 10.3% to $56.67.

07

Which pays a better dividend — MGY or MTDR?

All stocks in this comparison pay dividends. Matador Resources Company (MTDR) offers the highest yield at 2.5%, versus 1.9% for Magnolia Oil & Gas Corporation (MGY).

08

Is MGY or MTDR better for a retirement portfolio?

For long-horizon retirement investors, Magnolia Oil & Gas Corporation (MGY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.15), 1.9% yield, +200.5% 10Y return). Both have compounded well over 10 years (MGY: +200.5%, MTDR: +240.8%), 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.

09

What are the main differences between MGY and MTDR?

Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. 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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Better Than Both

Find stocks that beat MGY and MTDR on the metrics you choose

Revenue Growth>
%
(MGY: -2.8% · MTDR: -13.3%)
Net Margin>
%
(MGY: 24.8% · MTDR: 20.5%)
P/E Ratio<
x
(MGY: 14.3x · MTDR: 8.4x)