COMPARE · Data as of August 21, 2026
AR vs MTDR
Verdict: Side-by-side breakdown using the Bull Rankings model. AR scored 63.9, MTDR scored 57.2 — AR leads.
Compare another set
AR
Antero Resources Corporation
63.9
$37.94 · $11.7B
fundamentals as of
Score gap
6.7
AR leads
MTDR
Matador Resources Company
57.2
$58.38 · $7.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestMTDR10.0x
- Fastest growthAR+25.8%
- Strongest balance sheetAR0.55
- Highest qualityMTDR69 / 100
- Largest discount to fair valueMTDR-38%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
AR
stronger →← stronger
MTDR
66
Qualityreturns · margins · balance sheet
69
50
Growthrevenue & earnings expansion
50
79
Valuevaluation vs sector peers
54
AR and MTDR split the three pillars evenly.
Fundamentals, head-to-head
AR
MTDR
$899mC+
FCF
$506mC+
+25.8%A-
Rev
+1.8%C
0.55B
D/E
0.69B
10.9xB+
P/E
10.0xA-
0.49A
PEG
0.98B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
AR
MTDR
7% below
Price vs fair valuelower is cheaper
38% below
~0%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-2%/yr
+11%
1-yr DCF upside
+39%
+7%
5-yr DCF upside
+62%
+3%
10-yr DCF upside
+101%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AR
Why this score
- Cyclical growth
MTDR
Why this score
- Raising its dividend
- Cyclical growth
The companies
ARAntero Resources Corporation
Why now
Oil & Gas E&P · market cap $11.7b. 17% off the 52-week high of $45.75. Revenue growing +26% — in hypergrowth territory. PEG 0.49 — paying under fair value for the growth rate. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $49.40 (implying +30% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
MTDRMatador Resources Company
Why now
Oil & Gas E&P · market cap $7.2b. 13% off the 52-week high of $66.84. PEG 0.98 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $68.53 (implying +17% upside).
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where AR and MTDR diverge
On the headline score the gap is 6.7 points in favor of AR. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueAR 78.6 · MTDR 54.0AR +24.6
- QualityAR 66.3 · MTDR 69.4MTDR +3.1
- GrowthAR 50.0 · MTDR 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.