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NOGNorthern Oil and Gas, Inc.
$23.14$2.5B
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  4. Financial Ratios

Northern Oil and Gas, Inc. (NOG) Financial Ratios

Latest Ratios: P/E Ratio 59.3x · EV/EBITDA 3.4x · ROE 1.7%. (2000–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

NOG Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$2.5B$2.1B$3.8B$3.4B$2.7B$1.3B$374M$906M$535M$128M$168M
Enterprise Value$4.9B$4.5B$6.1B$5.2B$4.2B$2.1B$1.3B$2.0B$1.4B$1.0B$994M
P/E Ratio →59.3355.057.233.703.67———3.72——
P/S Ratio1.201.021.741.791.351.331.161.511.080.571.05
P/B Ratio1.081.001.621.673.586.03—1.621.24——
P/FCF9.968.43————7.84———19.24
P/OCF1.671.422.672.882.883.271.132.672.191.751.65

P/E links to full P/E history page with 30-year chart

NOG EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—2.152.832.752.112.144.073.342.764.496.23
EV / EBITDA3.433.163.883.263.809.55—7.562.478.38—
EV / EBIT7.9819.207.304.614.9031.86—460.735.9116.89—
EV / FCF—17.85————27.59———113.76

NOG Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin32.2%32.2%38.6%47.9%66.3%60.1%4.9%35.7%53.1%42.0%23.3%
Operating Margin29.3%29.3%38.7%58.8%43.0%8.0%-259.6%9.2%87.6%27.0%-143.6%
Net Profit Margin1.9%1.9%24.0%48.4%38.9%0.7%-279.6%-12.7%29.1%-4.1%-183.8%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE1.7%1.7%23.8%66.1%161.0%3.0%-540.4%-15.4%33.4%——
ROA0.7%0.7%10.3%25.1%35.2%0.5%-65.2%-4.5%13.5%-1.7%-50.4%
ROIC10.0%10.0%14.7%27.4%39.1%6.8%-53.0%2.9%39.5%12.5%-34.9%
ROCE12.4%12.4%18.3%33.8%45.8%8.3%-70.3%3.7%48.6%14.0%-45.4%

NOG Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity1.131.131.020.902.053.73—2.001.93——
Debt / EBITDA1.681.681.501.141.383.67—4.211.508.16—
Net Debt / Equity—1.121.020.892.043.69—1.971.93——
Net Debt / EBITDA1.671.671.501.141.383.63—4.151.507.31—
Debt / FCF—9.42————19.75———94.51
Interest Coverage1.361.365.328.3810.661.11-14.490.052.650.85-3.57

NOG Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.091.090.921.320.930.660.690.650.991.240.61
Quick Ratio1.091.090.921.320.930.660.690.650.481.230.59
Cash Ratio0.030.030.020.020.010.030.010.080.010.830.08
Asset Turnover—0.390.390.430.690.640.370.320.330.350.37
Inventory Turnover————————2.00214.6177.41
Days Sales Outstanding—64.1172.1571.5449.9472.4579.9865.8671.2077.6385.11

NOG Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield7.5%8.1%4.3%3.6%1.9%0.4%—————
Payout Ratio447.4%447.4%31.1%13.4%6.7%77.6%—————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield1.7%1.8%13.8%27.1%27.3%———26.9%——
FCF Yield10.0%11.9%————12.8%———5.2%
Buyback Yield2.3%2.7%2.5%0.2%2.0%0.0%0.0%1.7%4.1%0.5%0.8%
Total Shareholder Yield9.8%10.8%6.8%3.9%4.0%0.4%0.0%1.7%4.1%0.5%0.8%
Shares Outstanding—$99M$101M$92M$87M$63M$43M$39M$24M$6M$6M

Key Metrics

Growth RegimeMixed
ProfitabilityStable
Balance SheetAdequate
Cash FlowMixed
Top Statement Risk

Thin net margin persistence

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Margin Recovery Masks Structural Drag

Gross margin rebounded to 47.3% in 2026Q2 from 21.3% in 2025Q4, per reported figures, yet net margin remains thin at 31.8%, suggesting interest and hedging costs persistently erode operating leverage.

The 2026Q2 gross margin of 47.3% represents a sharp recovery from the 2025Q4 trough, likely reflecting improved commodity realizations or lower per-unit costs. However, the gap between operating margin (47.3%) and net margin (31.8%) indicates that interest expense and derivative losses consume a significant portion of operating profit, a pattern consistent with prior quarters. This suggests that while top-line pricing power is recovering, the bottom line remains vulnerable to financial costs and non-cash adjustments, warranting close monitoring of interest coverage and hedging effectiveness.

Return on Capital Volatile but Recovering

ROIC swung from 2.7% in 2026Q1 to 5.9% in 2026Q2, per financial statements, while ROE recovered to 12.5% from -26.7%, indicating that capital efficiency is improving but remains highly sensitive to commodity price swings.

The 2026Q2 ROIC of 5.9% is a marked improvement from the 1.3% in 2025Q4, but it remains below the 8.0% achieved in 2024Q3, suggesting that the company has not yet regained its peak capital efficiency. The volatility in ROE, from -26.7% to 12.5% within one quarter, underscores the impact of derivative mark-to-market adjustments and commodity price fluctuations on reported equity returns. Investors should assess whether this recovery is sustainable by examining the underlying cash flow generation, as the non-operator model's capital deployment is lumpy and may not reflect steady-state returns.

Working Capital Efficiency Strained by Timing

DSO improved to 49 days in 2026Q2 from 73 days in 2025Q4, per reported data, while DPO rose to 51 days, suggesting better collection and payment timing, but the current ratio of 0.80 indicates tight liquidity.

The improvement in DSO from 73 to 49 days over two quarters suggests more efficient revenue collection, possibly due to higher commodity prices or better billing practices. DPO also increased to 51 days, indicating NOG is taking longer to pay its operators, which may provide a short-term cash buffer. However, the current ratio of 0.80 in 2026Q2, down from 1.21 in 2025Q2, signals that current liabilities exceed current assets, a common feature for E&Ps with revolving credit facilities but still a point of concern given the lumpy capex timing inherent in the non-operated model.

Leverage Creeps Higher Amid Expansion

Debt-to-equity rose to 1.37 in 2026Q2 from 0.97 in 2024Q1, per SEC filings, while interest coverage improved to 8.49 from negative levels, indicating that debt service is becoming more comfortable but leverage remains elevated.

The increase in D/E from 0.97 to 1.37 over ten quarters reflects NOG's debt-funded acquisition strategy, particularly into the Permian and Appalachian basins. Despite this, interest coverage of 8.49 in 2026Q2 is a significant improvement from the negative readings in 2025Q3 and 2025Q4, suggesting that operating income is now sufficient to cover interest expenses. However, the D/EBITDA ratio of 5.00 in 2026Q2, while down from 8.47 in 2025Q4, remains above the 3.0-4.0 range typical for investment-grade E&Ps, indicating that leverage is still a key risk if commodity prices decline.

Liquidity Buffer Thins to Critical Levels

Current ratio fell to 0.80 in 2026Q2 from 1.21 in 2025Q2, per financial statements, with cash at $47.6M, indicating a tightening liquidity position that could strain under adverse commodity price movements.

The current ratio of 0.80 suggests that NOG's current liabilities exceed its current assets, a common situation for E&Ps that rely on revolving credit facilities to fund operations. The quick ratio is identical at 0.80, indicating that inventory is not a significant factor, which is typical for an oil and gas producer. While the company has access to a credit facility, the thin liquidity buffer, combined with negative free cash flow in several quarters, implies that a sustained downturn in commodity prices could force NOG to draw down on its revolver or reduce capital returns. Investors should monitor the availability under the credit facility and the company's ability to manage working capital timing.

Misapplied Metric: Net Margin

Net margin is the most misapplied ratio for NOG, as it is distorted by non-cash derivative adjustments and interest expenses, per reported data, obscuring the company's true cash-generating ability.

For a non-operator E&P like NOG, net margin is heavily influenced by mark-to-market changes on commodity derivatives and interest expense, which can cause large swings in net income that do not reflect underlying cash flow. For example, in 2026Q1, net margin was -96.1% despite positive operating cash flow of $323.6M, highlighting the disconnect. Analysts should instead focus on cash-adjusted EBITDA or operating cash flow margin, which better capture the company's ability to generate cash from its non-operated interests. The 2026Q2 operating cash flow margin of 43.4% (OCF/revenue) versus net margin of 31.8% illustrates this divergence, suggesting that net margin understates the company's cash generation potential.

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NOG — Frequently Asked Questions

Quick answers to the most common questions about buying NOG stock.

What is Northern Oil and Gas, Inc.'s P/E ratio?

Northern Oil and Gas, Inc.'s current P/E ratio is 59.3x. The historical average is 43.7x. This places it at the 83th percentile of its historical range.

What is Northern Oil and Gas, Inc.'s EV/EBITDA?

Northern Oil and Gas, Inc.'s current EV/EBITDA is 3.4x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 13.9x.

What is Northern Oil and Gas, Inc.'s ROE?

Northern Oil and Gas, Inc.'s return on equity (ROE) is 1.7%. The historical average is -3.0%.

Is NOG stock overvalued?

Based on historical data, Northern Oil and Gas, Inc. is trading at a P/E of 59.3x. This is at the 83th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Northern Oil and Gas, Inc.'s dividend yield?

Northern Oil and Gas, Inc.'s current dividend yield is 7.55% with a payout ratio of 447.4%.

What are Northern Oil and Gas, Inc.'s profit margins?

Northern Oil and Gas, Inc. has 32.2% gross margin and 29.3% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Northern Oil and Gas, Inc. have?

Northern Oil and Gas, Inc.'s Debt/EBITDA ratio is 1.7x, indicating moderate leverage. A ratio below 2x is generally considered financially healthy.