Comprehensive Stock Comparison

Compare Riley Exploration Permian, Inc. (REPX) vs California Resources Corporation (CRC) vs Crescent Energy Company (CRGY) vs Mach Natural Resources LP (MNR) vs TXO Partners, L.P. (TXO) 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
GrowthMNR27.2% revenue growth vs TXO's -25.7%
ValueREPXLower P/E (7.8x vs 25.0x)
Quality / MarginsMNR28.5% net margin vs CRGY's 3.7%
Stability / SafetyTXOBeta 0.46 vs CRGY's 1.74, lower leverage
DividendsMNR24.4% yield, 1-year raise streak, vs TXO's 18.9%
Momentum (1Y)CRC+35.4% vs TXO's -25.5%
Efficiency (ROA)MNR7.7% ROA vs TXO's 1.2%, ROIC 11.7% vs -0.8%
Bottom line: MNR leads in 4 of 7 categories, making it the stronger pick for investors who prioritize growth and revenue expansion and profitability and margin quality. Riley Exploration Permian, Inc. is the better choice for valuation and capital efficiency. 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

REPXRiley Exploration Permian, Inc.
Energy

Riley Exploration Permian is an independent oil and gas company focused on acquiring, developing, and producing hydrocarbons from the Permian Basin. It generates revenue primarily from oil sales — which typically contribute around 70-80% of total revenue — with natural gas and natural gas liquids making up the remainder. The company's competitive advantage lies in its concentrated, contiguous acreage position in the prolific San Andres Formation, which allows for efficient development and lower operating costs.

CRCCalifornia Resources Corporation
Energy

California Resources Corporation is an independent oil and natural gas exploration and production company focused exclusively on California. It generates revenue primarily from crude oil sales (~60%), natural gas and natural gas liquids (~25%), and electricity generation from its cogeneration facilities (~15%). The company's key advantage is its extensive mineral acreage position—approximately 1.9 million net acres—in a mature, high-barrier-to-entry California market with established infrastructure.

CRGYCrescent Energy Company
Energy

Crescent Energy is an independent oil and gas exploration and production company operating across multiple U.S. basins. It generates revenue primarily from selling crude oil, natural gas, and natural gas liquids produced from its portfolio of assets in proven regions like the Eagle Ford, Permian, and Rockies. The company's competitive advantage lies in its large inventory of undrilled locations—over 1,500 gross locations—providing years of low-risk development opportunities.

MNRMach Natural Resources LP
Energy

Mach Natural Resources is an independent oil and gas company that acquires, develops, and produces oil, natural gas, and natural gas liquids reserves in the Anadarko Basin region. It makes money primarily from the sale of produced hydrocarbons — oil, natural gas, and NGLs — with revenue mix depending on commodity prices and production volumes. The company's competitive advantage lies in its strategic focus on the prolific Anadarko Basin and its operational expertise in developing these specific assets.

TXOTXO Partners, L.P.
Energy

TXO Partners is a conventional oil and gas partnership that acquires, develops, and exploits mature producing properties in North American basins. It generates revenue primarily from oil and natural gas liquids production — roughly 60% from oil and 40% from natural gas — through its working interests in established fields like the San Juan and Permian Basins. The partnership's competitive advantage lies in its focus on low-decline, conventional assets with predictable cash flows and its operational expertise in optimizing mature fields.

Revenue Breakdown by Segment

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

REPXRiley Exploration Permian, Inc.
FY 2024
Oil and Gas
50.1%$410M
Oil
50.0%$409M
Natural Gas
-0.2%$-1,412,000
CRCCalifornia Resources Corporation
FY 2024
Natural Gas, Production
54.5%$128M
Oil and Condensate
42.1%$99M
Propane
3.4%$8M
CRGYCrescent Energy Company
FY 2025
Natural Gas, Production
82.5%$674M
Midstream And Other
17.5%$143M
MNRMach Natural Resources LP
FY 2024
Oil
73.6%$554M
Natural Gas
28.0%$210M
Natural Gas, Gathering, Transportation, Marketing and Processing
-1.6%$-11,853,000
TXOTXO Partners, L.P.
FY 2024
Oil and Condensate
77.4%$198M
Natural Gas
22.6%$58M

Financial Metrics Comparison

Side-by-side fundamentals across 5 stocks. BestLagging

Financial Scorecard

REPX 1CRC 1CRGY 0MNR 0TXO 0
Financial MetricsTie2/6 metrics
Valuation MetricsREPX5/6 metrics
Profitability & EfficiencyTie3/9 metrics
Total ReturnsCRC5/6 metrics
Risk & VolatilityTie1/2 metrics
Analyst OutlookTie1/2 metrics

REPX leads in 1 of 6 categories (Valuation Metrics). CRC leads in 1 (Total Returns). 4 tied.

Financial Metrics (TTM)

CRGY is the larger business by revenue, generating $3.6B annually — 9.8x TXO's $364M. MNR is the more profitable business, keeping 28.5% of every revenue dollar as net income compared to CRGY's 3.7%. On growth, TXO holds the edge at +46.8% YoY revenue growth, suggesting stronger near-term business momentum.

MetricREPXRiley Exploration…CRCCalifornia Resour…CRGYCrescent Energy C…MNRMach Natural Reso…TXOTXO Partners, L.P.
RevenueTrailing 12 months$397M$3.5B$3.6B$1.0B$364M
EBITDAEarnings before interest/tax$224M$1.4B$1.4B$559M$95M
Net IncomeAfter-tax profit$86M$384M$133M$292M$17M
Free Cash FlowCash after capex$102M$545M$104M$220M-$146M
Gross MarginGross profit ÷ Revenue+57.1%+37.9%+88.6%+40.2%+35.3%
Operating MarginEBIT ÷ Revenue+35.0%+21.2%+6.4%+19.8%+0.5%
Net MarginNet income ÷ Revenue+21.7%+10.9%+3.7%+28.5%+4.6%
FCF MarginFCF ÷ Revenue+25.6%+15.4%+2.9%+21.5%-40.1%
Rev. Growth (YoY)Latest quarter vs prior year+4.4%-11.9%-1.2%+6.7%+46.8%
EPS Growth (YoY)Latest quarter vs prior year-36.4%-79.9%+98.2%-140.0%
Evenly matched — REPX and CRGY each lead in 2 of 6 comparable metrics.

Valuation Metrics

At 6.8x trailing earnings, REPX trades at a 69% valuation discount to CRGY's 21.6x P/E. On an enterprise value basis, REPX's 1.2x EV/EBITDA is more attractive than CRC's 4761.3x.

MetricREPXRiley Exploration…CRCCalifornia Resour…CRGYCrescent Energy C…MNRMach Natural Reso…TXOTXO Partners, L.P.
Market CapShares × price$10M$5.36T$3.8B$2.2B$686M
Enterprise ValueMkt cap + debt − cash$274M$5.36T$9.4B$2.9B$836M
Trailing P/EPrice ÷ TTM EPS6.77x12.74x21.59x6.85x19.26x
Forward P/EPrice ÷ next-FY EPS est.7.79x45.26x9.17x12.91x25.04x
PEG RatioP/E ÷ EPS growth rate
EV / EBITDAEnterprise value multiple1.20x4761.27x6.70x5.08x14.62x
Price / SalesMarket cap ÷ Revenue0.02x1812.76x1.07x2.26x2.43x
Price / BookPrice ÷ Book value/share1.18x1.35x0.55x1.06x0.74x
Price / FCFMarket cap ÷ FCF0.09x9999.00x2.28x7.69x
REPX leads this category, winning 5 of 6 comparable metrics.

Profitability & Efficiency

REPX delivers a 15.2% return on equity — every $100 of shareholder capital generates $15 in annual profit, vs $2 for TXO. TXO carries lower financial leverage with a 0.26x debt-to-equity ratio, signaling a more conservative balance sheet compared to CRGY's 1.07x. On the Piotroski fundamental quality scale (0–9), CRGY scores 6/9 vs CRC's 3/9, reflecting solid financial health.

MetricREPXRiley Exploration…CRCCalifornia Resour…CRGYCrescent Energy C…MNRMach Natural Reso…TXOTXO Partners, L.P.
ROE (TTM)Return on equity+15.2%+11.2%+2.6%+14.8%+2.3%
ROA (TTM)Return on assets+7.2%+5.7%+2.6%+7.7%+1.2%
ROICReturn on invested capital+14.9%+14.5%+1.9%+11.7%-0.8%
ROCEReturn on capital employed+17.8%+13.7%+3.7%+14.5%-0.8%
Piotroski ScoreFundamental quality 0–953654
Debt / EquityFinancial leverage0.54x0.35x1.07x0.64x0.26x
Net DebtTotal debt minus cash$264M$851M$5.5B$660M$150M
Cash & Equiv.Liquid assets$13M$372M$290,000$106M$7M
Total DebtShort + long-term debt$277M$1.2B$5.5B$766M$157M
Interest CoverageEBIT ÷ Interest expense4.50x5.95x2.92x2.60x2.16x
Evenly matched — REPX and TXO each lead in 3 of 9 comparable metrics.

Total Returns (with DRIP)

A $10,000 investment in CRC five years ago would be worth $24,361 today (with dividends reinvested), compared to $8,193 for CRGY. Over the past 12 months, CRC leads with a +35.4% total return vs TXO's -25.5%. The 3-year compound annual growth rate (CAGR) favors CRC at 14.3% vs TXO's -8.6% — a key indicator of consistent wealth creation.

MetricREPXRiley Exploration…CRCCalifornia Resour…CRGYCrescent Energy C…MNRMach Natural Reso…TXOTXO Partners, L.P.
YTD ReturnYear-to-date+9.9%+26.8%+37.0%+20.4%+13.9%
1-Year ReturnPast 12 months-3.7%+35.4%-3.8%+0.9%-25.5%
3-Year ReturnCumulative with dividends+8.8%+49.2%+14.0%+1.9%-23.6%
5-Year ReturnCumulative with dividends+47.7%+143.6%-18.1%+1.9%-16.3%
10-Year ReturnCumulative with dividends+138.2%+1037.4%-18.1%+1.9%-16.3%
CAGR (3Y)Annualised 3-year return+2.8%+14.3%+4.4%+0.6%-8.6%
CRC leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

TXO is the less volatile stock with a 0.46 beta — it tends to amplify market swings less than CRGY's 1.74 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CRC currently trades 98.0% from its 52-week high vs TXO's 61.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricREPXRiley Exploration…CRCCalifornia Resour…CRGYCrescent Energy C…MNRMach Natural Reso…TXOTXO Partners, L.P.
Beta (5Y)Sensitivity to S&P 5001.38x1.26x1.74x0.68x0.46x
52-Week HighHighest price in past year$31.91$60.03$12.85$15.91$20.24
52-Week LowLowest price in past year$21.98$30.97$6.83$10.46$10.12
% of 52W HighCurrent price vs 52-week peak+90.4%+98.0%+90.7%+81.8%+61.9%
RSI (14)Momentum oscillator 0–10055.161.064.155.460.2
Avg Volume (50D)Average daily shares traded188K696K4.8M295K192K
Evenly matched — CRC and TXO each lead in 1 of 2 comparable metrics.

Analyst Outlook

Analyst consensus: REPX as "Buy", CRC as "Buy", CRGY as "Buy", MNR as "Buy", TXO as "Strong Buy". Consensus price targets imply 47.8% upside for TXO (target: $19) vs -5.7% for CRGY (target: $11). For income investors, MNR offers the higher dividend yield at 24.36% vs CRC's 2.36%.

MetricREPXRiley Exploration…CRCCalifornia Resour…CRGYCrescent Energy C…MNRMach Natural Reso…TXOTXO Partners, L.P.
Analyst RatingConsensus buy/hold/sellBuyBuyBuyBuyStrong Buy
Price TargetConsensus 12-month target$36.00$65.71$11.00$19.00$18.50
# AnalystsCovering analysts22311152
Dividend YieldAnnual dividend ÷ price+5.1%+2.4%+4.0%+24.4%+18.9%
Dividend StreakConsecutive years of raises43315
Dividend / ShareAnnual DPS$1.48$1.39$0.47$3.17$2.36
Buyback YieldShare repurchases ÷ mkt cap0.0%+0.0%+0.9%0.0%0.0%
Evenly matched — MNR and TXO each lead in 1 of 2 comparable metrics.

Historical Charts

Charts are rendered on first load. Hover for details.

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

StockNov 23Feb 26Change
Riley Exploration P… (REPX)10088.7-11.3%
California Resource… (CRC)100101.09+1.1%
Crescent Energy Com… (CRGY)10078.06-21.9%
Mach Natural Resour… (MNR)99.7863.36-36.5%
TXO Partners, L.P. (TXO)10060.78-39.2%

California Resource… (CRC) returned +144% over 5 years vs Crescent Energy Com… (CRGY)'s -18%. A $10,000 investment in CRC 5 years ago would be worth $24,361 today (including dividends reinvested).

Chart 2Revenue Growth — 10 Years

Stock20162025Change
Riley Exploration P… (REPX)$5M$410M+8679.6%
California Resource… (CRC)$1.8B$3.0B+68.7%
Crescent Energy Com… (CRGY)$1.1B$3.6B+229.3%
Mach Natural Resour… (MNR)$392M$970M+147.0%
TXO Partners, L.P. (TXO)$109M$283M+160.0%

Chart 3Net Margin Trend — 10 Years

Stock20162025Change
Riley Exploration P… (REPX)-89.9%21.7%+124.1%
California Resource… (CRC)15.9%12.7%-20.1%
Crescent Energy Com… (CRGY)-1.3%3.7%+383.0%
Mach Natural Resour… (MNR)35.3%19.1%-45.8%
TXO Partners, L.P. (TXO)-150.1%8.3%+105.5%

Chart 4P/E Ratio History — 7 Years

Stock20182025Change
Riley Exploration P… (REPX)6.47.5+17.2%
California Resource… (CRC)2.511.2+348.0%
Crescent Energy Com… (CRGY)5.415.5+187.0%

Riley Exploration Permian, Inc. has traded in a 5x–8x P/E range over 4 years; current trailing P/E is ~7x. California Resources Corporation has traded in a 1x–11x P/E range over 6 years; current trailing P/E is ~13x.

Chart 5EPS Growth — 10 Years

Stock20162025Change
Riley Exploration P… (REPX)-8.274.26+151.5%
California Resource… (CRC)6.764.62-31.7%
Crescent Energy Com… (CRGY)00.54
Mach Natural Resour… (MNR)1.461.9+30.1%
TXO Partners, L.P. (TXO)-6.530.65+110.0%

Chart 6Free Cash Flow — 5 Years

2021
$26M
$466M
$-38M
$157M
$-146M
2022
$42M
$311M
$-207M
$311M
$73M
2023
$66M
$460M
$-495M
$177M
$67M
2024
$116M
$350M
$-21M
$285M
$-156M
2025
$2B
Riley Exploration P… (REPX)California Resource… (CRC)Crescent Energy Com… (CRGY)Mach Natural Resour… (MNR)TXO Partners, L.P. (TXO)

Riley Exploration Permian, Inc. generated $116M FCF in 2024 (+355% vs 2021). California Resources Corporation generated $350M FCF in 2024 (-25% vs 2021).

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REPX vs CRC vs CRGY vs MNR vs TXO: Key Questions Answered

9 questions · data-driven answers · updated daily

01

Is REPX or CRC or CRGY or MNR or TXO a better buy right now?

Riley Exploration Permian, Inc. (REPX) offers the better valuation at 6.8x trailing P/E (7.8x forward), making it the more compelling value choice. Analysts rate TXO Partners, L.P. (TXO) a "Strong 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.

02

Which has the better valuation — REPX or CRC or CRGY or MNR or TXO?

On trailing P/E, Riley Exploration Permian, Inc. (REPX) is the cheapest at 6.8x versus Crescent Energy Company at 21.6x. On forward P/E, Riley Exploration Permian, Inc. is actually cheaper at 7.8x.

03

Which is the better long-term investment — REPX or CRC or CRGY or MNR or TXO?

Over the past 5 years, California Resources Corporation (CRC) delivered a total return of +143.6%, compared to -18.1% for Crescent Energy Company (CRGY). A $10,000 investment in CRC five years ago would be worth approximately $24K today (assuming dividends reinvested). Over 10 years, the gap is even starker: CRC returned +1037% versus CRGY's -18.1%. 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 — REPX or CRC or CRGY or MNR or TXO?

By beta (market sensitivity over 5 years), TXO Partners, L.P. (TXO) is the lower-risk stock at 0.46β versus Crescent Energy Company's 1.74β — meaning CRGY is approximately 276% more volatile than TXO relative to the S&P 500. On balance sheet safety, TXO Partners, L.P. (TXO) carries a lower debt/equity ratio of 26% versus 107% for Crescent Energy Company — giving it more financial flexibility in a downturn.

05

Which has better profit margins — REPX or CRC or CRGY or MNR or TXO?

Riley Exploration Permian, Inc. (REPX) is the more profitable company, earning 21.7% net margin versus 3.7% for Crescent Energy Company — meaning it keeps 21.7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: REPX leads at 37.5% versus -2.4% for TXO. At the gross margin level — before operating expenses — CRGY leads at 88.6%, 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 REPX or CRC or CRGY or MNR or TXO more undervalued right now?

On forward earnings alone, Riley Exploration Permian, Inc. (REPX) trades at 7.8x forward P/E versus 45.3x for California Resources Corporation — 37.5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TXO: 47.8% to $18.50.

07

Which pays a better dividend — REPX or CRC or CRGY or MNR or TXO?

All stocks in this comparison pay dividends. Mach Natural Resources LP (MNR) offers the highest yield at 24.4%, versus 2.4% for California Resources Corporation (CRC).

08

Is REPX or CRC or CRGY or MNR or TXO better for a retirement portfolio?

For long-horizon retirement investors, TXO Partners, L.P. (TXO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.46), 18.9% yield). Crescent Energy Company (CRGY) carries a higher beta of 1.74 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (TXO: -16.3%, CRGY: -18.1%), 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 REPX and CRC and CRGY and MNR and TXO?

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: REPX is a small-cap deep-value stock; CRC is a mega-cap deep-value stock; CRGY is a small-cap income-oriented stock; MNR is a small-cap deep-value stock; TXO 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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Better Than Both

Find stocks that beat REPX and CRC and CRGY and MNR and TXO on the metrics you choose

Revenue Growth>
%
(REPX: 4.4% · CRC: -11.9%)
Net Margin>
%
(REPX: 21.7% · CRC: 10.9%)
P/E Ratio<
x
(REPX: 6.8x · CRC: 12.7x)