COMPARE · Reviewed July 3, 2026
GPOR vs TTE
Verdict: Side-by-side breakdown using the Bull Rankings model. GPOR scored 67, TTE scored 64.7 — GPOR ahead by 2.299999999999997.
GPOR
Gulfport Energy Corporation
67
$168.87
Score gap
2.299999999999997
GPOR leads
TTE
TotalEnergies SE
64.7
$76.69
The companies
GPORGulfport Energy Corporation
Why now
Oil & Gas E&P · market cap $3.0b. Down 25% from 52-week high of $225.78 — deep drawdown territory. Revenue growing +48% — in hypergrowth territory. PEG 0.13 — paying under fair value for the growth rate. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $242.00 (implying +43% upside).
Moat
Net margin 36% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
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.
TTETotalEnergies SE
Why now
Oil & Gas Integrated · market cap $170.6b. 19% off the 52-week high of $94.17. Revenue -7% — in contraction; any catalyst that reverses this triggers re-rating. PEG 0.64 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $97.47 (implying +27% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. $170.6b 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
Revenue contracting -7% — the operational turn is not yet visible in the top line. Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
Base grades (each contributes ~14.3% of base composite)
| GPOR | Component | TTE |
|---|---|---|
| C65 | FCF | A-90 |
| A95 | Rev | D50 |
| B80 | D/E | B80 |
| A95 | P/E or P/S | B+85 |
| A95 | PEG | A-90 |
| Supplemental signals · feed the score, not on the row card | ||
| A95 | FCF Yield | B+85 |
| A95 | ROE | B80 |
| 89.3 | Base composite | 80.8 |
Adjustments (signed deltas applied on top of base)
GPOR
compounder synergy (FCF yield ≥5% + ROE ≥15% + D/E <1)+4
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus tilt buy (62%)+1
DCF cross-check (avg upside 152%)+2
Total+8
TTE
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus bullish (71% buy/strong-buy)+2
safe high yield (5.5% at 59% payout)+1
forward P/E cheaper (11 → 8)+1
Total+5
DCF cross-check (per-share value vs. live price)
| GPOR upside | Horizon | TTE upside |
|---|---|---|
| +100% | 1Y | -14% |
| +141% | 5Y | -23% |
| +216% | 10Y | -33% |
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.