Comprehensive Stock Comparison
Compare Riley Exploration Permian, Inc. (REPX) vs Mach Natural Resources LP (MNR) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | MNR | 27.2% revenue growth vs REPX's 9.4% |
| Value | REPX | Lower P/E (7.8x vs 12.9x) |
| Quality / Margins | MNR | 28.5% net margin vs REPX's 21.7% |
| Stability / Safety | MNR | Beta 0.68 vs REPX's 1.38 |
| Dividends | REPX | 5.1% yield, 4-year raise streak, vs MNR's 24.4% |
| Momentum (1Y) | MNR | +0.9% vs REPX's -3.7% |
| Efficiency (ROA) | MNR | 7.7% ROA vs REPX's 7.2%, ROIC 11.7% vs 14.9% |
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
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.
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.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
REPX leads in 4 of 6 categories — strongest in Financial Metrics and Valuation Metrics. 2 categories are tied.
Financial Metrics (TTM)
MNR is the larger business by revenue, generating $1.0B annually — 2.6x REPX's $397M. MNR is the more profitable business, keeping 28.5% of every revenue dollar as net income compared to REPX's 21.7%.
| Metric | REPXRiley Exploration… | MNRMach Natural Reso… |
|---|---|---|
| RevenueTrailing 12 months | $397M | $1.0B |
| EBITDAEarnings before interest/tax | $224M | $559M |
| Net IncomeAfter-tax profit | $86M | $292M |
| Free Cash FlowCash after capex | $102M | $220M |
| Gross MarginGross profit ÷ Revenue | +57.1% | +40.2% |
| Operating MarginEBIT ÷ Revenue | +35.0% | +19.8% |
| Net MarginNet income ÷ Revenue | +21.7% | +28.5% |
| FCF MarginFCF ÷ Revenue | +25.6% | +21.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +4.4% | +6.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -36.4% | -140.0% |
Valuation Metrics
At 6.8x trailing earnings, REPX trades at a 1% valuation discount to MNR's 6.9x P/E. On an enterprise value basis, REPX's 1.2x EV/EBITDA is more attractive than MNR's 5.1x.
| Metric | REPXRiley Exploration… | MNRMach Natural Reso… |
|---|---|---|
| Market CapShares × price | $10M | $2.2B |
| Enterprise ValueMkt cap + debt − cash | $274M | $2.9B |
| Trailing P/EPrice ÷ TTM EPS | 6.77x | 6.85x |
| Forward P/EPrice ÷ next-FY EPS est. | 7.79x | 12.91x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 1.20x | 5.08x |
| Price / SalesMarket cap ÷ Revenue | 0.02x | 2.26x |
| Price / BookPrice ÷ Book value/share | 1.18x | 1.06x |
| Price / FCFMarket cap ÷ FCF | 0.09x | 7.69x |
Profitability & Efficiency
REPX delivers a 15.2% return on equity — every $100 of shareholder capital generates $15 in annual profit, vs $15 for MNR. REPX carries lower financial leverage with a 0.54x debt-to-equity ratio, signaling a more conservative balance sheet compared to MNR's 0.64x.
| Metric | REPXRiley Exploration… | MNRMach Natural Reso… |
|---|---|---|
| ROE (TTM)Return on equity | +15.2% | +14.8% |
| ROA (TTM)Return on assets | +7.2% | +7.7% |
| ROICReturn on invested capital | +14.9% | +11.7% |
| ROCEReturn on capital employed | +17.8% | +14.5% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.54x | 0.64x |
| Net DebtTotal debt minus cash | $264M | $660M |
| Cash & Equiv.Liquid assets | $13M | $106M |
| Total DebtShort + long-term debt | $277M | $766M |
| Interest CoverageEBIT ÷ Interest expense | 4.50x | 2.60x |
Total Returns (with DRIP)
A $10,000 investment in REPX five years ago would be worth $14,771 today (with dividends reinvested), compared to $10,191 for MNR. Over the past 12 months, MNR leads with a +0.9% total return vs REPX's -3.7%. The 3-year compound annual growth rate (CAGR) favors REPX at 2.8% vs MNR's 0.6% — a key indicator of consistent wealth creation.
| Metric | REPXRiley Exploration… | MNRMach Natural Reso… |
|---|---|---|
| YTD ReturnYear-to-date | +9.9% | +20.4% |
| 1-Year ReturnPast 12 months | -3.7% | +0.9% |
| 3-Year ReturnCumulative with dividends | +8.8% | +1.9% |
| 5-Year ReturnCumulative with dividends | +47.7% | +1.9% |
| 10-Year ReturnCumulative with dividends | +138.2% | +1.9% |
| CAGR (3Y)Annualised 3-year return | +2.8% | +0.6% |
Risk & Volatility
MNR is the less volatile stock with a 0.68 beta — it tends to amplify market swings less than REPX's 1.38 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. REPX currently trades 90.4% from its 52-week high vs MNR's 81.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | REPXRiley Exploration… | MNRMach Natural Reso… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.38x | 0.68x |
| 52-Week HighHighest price in past year | $31.91 | $15.91 |
| 52-Week LowLowest price in past year | $21.98 | $10.46 |
| % of 52W HighCurrent price vs 52-week peak | +90.4% | +81.8% |
| RSI (14)Momentum oscillator 0–100 | 55.1 | 55.4 |
| Avg Volume (50D)Average daily shares traded | 188K | 295K |
Analyst Outlook
Wall Street rates REPX as "Buy" and MNR as "Buy". Consensus price targets imply 45.9% upside for MNR (target: $19) vs 24.8% for REPX (target: $36). For income investors, MNR offers the higher dividend yield at 24.36% vs REPX's 5.12%.
| Metric | REPXRiley Exploration… | MNRMach Natural Reso… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $36.00 | $19.00 |
| # AnalystsCovering analysts | 2 | 15 |
| Dividend YieldAnnual dividend ÷ price | +5.1% | +24.4% |
| Dividend StreakConsecutive years of raises | 4 | 1 |
| Dividend / ShareAnnual DPS | $1.48 | $3.17 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Nov 23 | Feb 26 | Change |
|---|---|---|---|
| Riley Exploration P… (REPX) | 100 | 88.7 | -11.3% |
| Mach Natural Resour… (MNR) | 99.78 | 63.36 | -36.5% |
Riley Exploration P… (REPX) returned +48% over 5 years vs Mach Natural Resour… (MNR)'s +2%. A $10,000 investment in REPX 5 years ago would be worth $14,771 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Riley Exploration P… (REPX) | $6M | $410M | +6554.5% |
| Mach Natural Resour… (MNR) | $392M | $970M | +147.0% |
Riley Exploration Permian, Inc.'s revenue grew from $6M (2015) to $410M (2024) — a 59.4% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Riley Exploration P… (REPX) | -4.0% | 21.7% | +640.4% |
| Mach Natural Resour… (MNR) | 35.3% | 19.1% | -45.8% |
Riley Exploration Permian, Inc.'s net margin went from -4% (2015) to 22% (2024).
Chart 4P/E Ratio History — 4 Years
| Stock | 2018 | 2024 | Change |
|---|---|---|---|
| Riley Exploration P… (REPX) | 6.4 | 7.5 | +17.2% |
Riley Exploration Permian, Inc. has traded in a 5x–8x P/E range over 4 years; current trailing P/E is ~7x.
Chart 5EPS Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Riley Exploration P… (REPX) | -48.76 | 4.26 | +108.7% |
| Mach Natural Resour… (MNR) | 1.46 | 1.9 | +30.1% |
Riley Exploration Permian, Inc.'s EPS grew from $-48.76 (2015) to $4.26 (2024).
Chart 6Free Cash Flow — 5 Years
Riley Exploration Permian, Inc. generated $116M FCF in 2024 (+355% vs 2021). Mach Natural Resources LP generated $285M FCF in 2024 (+81% vs 2021).
REPX vs MNR: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is REPX or MNR 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 Riley Exploration Permian, Inc. (REPX) 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 has the better valuation — REPX or MNR?
On trailing P/E, Riley Exploration Permian, Inc. (REPX) is the cheapest at 6.8x versus Mach Natural Resources LP at 6.9x. On forward P/E, Riley Exploration Permian, Inc. is actually cheaper at 7.8x.
03Which is the better long-term investment — REPX or MNR?
Over the past 5 years, Riley Exploration Permian, Inc. (REPX) delivered a total return of +47.7%, compared to +1.9% for Mach Natural Resources LP (MNR). A $10,000 investment in REPX five years ago would be worth approximately $15K today (assuming dividends reinvested). Over 10 years, the gap is even starker: REPX returned +138.2% versus MNR's +1.9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — REPX or MNR?
By beta (market sensitivity over 5 years), Mach Natural Resources LP (MNR) is the lower-risk stock at 0.68β versus Riley Exploration Permian, Inc.'s 1.38β — meaning REPX is approximately 104% more volatile than MNR relative to the S&P 500. On balance sheet safety, Riley Exploration Permian, Inc. (REPX) carries a lower debt/equity ratio of 54% versus 64% for Mach Natural Resources LP — giving it more financial flexibility in a downturn.
05Which has better profit margins — REPX or MNR?
Riley Exploration Permian, Inc. (REPX) is the more profitable company, earning 21.7% net margin versus 19.1% for Mach Natural Resources LP — 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 30.0% for MNR. At the gross margin level — before operating expenses — REPX leads at 57.1%, 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 REPX or MNR more undervalued right now?
On forward earnings alone, Riley Exploration Permian, Inc. (REPX) trades at 7.8x forward P/E versus 12.9x for Mach Natural Resources LP — 5.1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MNR: 45.9% to $19.00.
07Which pays a better dividend — REPX or MNR?
All stocks in this comparison pay dividends. Mach Natural Resources LP (MNR) offers the highest yield at 24.4%, versus 5.1% for Riley Exploration Permian, Inc. (REPX).
08Is REPX or MNR better for a retirement portfolio?
For long-horizon retirement investors, Mach Natural Resources LP (MNR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.68), 24.4% yield). Both have compounded well over 10 years (MNR: +1.9%, REPX: +138.2%), 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 REPX and MNR?
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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