COMPARE · Data as of August 12, 2026
EOG vs MGY
Verdict: Side-by-side breakdown using the Bull Rankings model. EOG scored 62.3, MGY scored 65.5 — MGY leads.
Compare another set
EOG
EOG Resources, Inc.
62.3
$143.14 · $75.1B
fundamentals as of
Score gap
3.2
MGY leads
MGY
Magnolia Oil & Gas Corporation
65.5
$26.36 · $6.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
EOG
stronger →← stronger
MGY
89
Qualityreturns · margins · balance sheet
91
50
Growthrevenue & earnings expansion
50
54
Valuevaluation vs sector peers
62
MGY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EOG
MGY
$4.0bB
FCF
$546mC+
+19.1%B+
Rev
+11.4%B
0.26A-
D/E
0.19A-
11.2xB+
P/E
11.5xB+
1.07B+
PEG
—
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
EOG
MGY
55% above
Price vs fair valuelower is cheaper
48% below
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-8%/yr
-28%
1-yr DCF upside
+76%
-36%
5-yr DCF upside
+91%
-44%
10-yr DCF upside
+118%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EOG
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
- Cyclical growth
MGY
Why this score
- Raising its dividend
- Durable high returns
- Cyclical growth
The companies
EOGEOG Resources, Inc.
Why now
Oil & Gas E&P · market cap $75.1b. 6% off the 52-week high of $151.87. Revenue growing +19%, comfortably above the S&P median. 27 sell-side analysts rate this a Buy with a mean 1-yr target of $158.85 (implying +11% upside).
Moat
Net margin 25% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. $75.1b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
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.
MGYMagnolia Oil & Gas Corporation
Why now
Oil & Gas E&P · market cap $6.4b. 20% off the 52-week high of $32.76. Revenue growing +11%, comfortably above the S&P median. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $32.47 (implying +23% upside).
Moat
Net margin 29% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 128% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Hedge-book exposure — many commodity producers hedge forward production; if the hedge book is concentrated at prices well below spot, the upside the market expects is already locked away.
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 EOG and MGY diverge
On the headline score the gap is 3.2 points in favour of MGY. The widest single difference is Value, where MGY leads by 7.5 points.
- ValueEOG 54.3 · MGY 61.8MGY +7.5
- QualityEOG 89.1 · MGY 90.7level
- GrowthEOG 50.0 · MGY 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.