COMPARE · Reviewed August 11, 2026
MGY vs VET
Verdict: Side-by-side breakdown using the Bull Rankings model. MGY scored 65.5, VET scored 65.3 — MGY leads.
Compare another set
Different reporting periods. MGY's fundamentals are as of June 2026, but VET's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
MGY
Magnolia Oil & Gas Corporation
65.5
$26.01 · $6.3B
fundamentals as of
Score gap
0.2
MGY leads
VET
Vermilion Energy Inc.
65.3
$11.35 · $1.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
MGY
stronger →← stronger
VET
91
Qualityreturns · margins · balance sheet
65
50
Growthrevenue & earnings expansion
50
62
Valuevaluation vs sector peers
100
MGY and VET split the three pillars evenly.
Fundamentals, head-to-head
MGY
VET
$546mC+
FCF
$1.0bC+
+11.4%B
Rev
+14.1%B+
0.19A-
D/E
0.63B
11.4xB+
P/E
—
—
P/S
1.3xB+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
MGY
VET
48% below
Price vs fair valuelower is cheaper
93% below
~-9%/yr
Growth the price implies10-yr FCF · lower = less priced in
decline
+78%
1-yr DCF upside
+955%
+94%
5-yr DCF upside
+1287%
+121%
10-yr DCF upside
+1972%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MGY
Why this score
- Raising its dividend
- Durable high returns
- Cyclical growth
VET
Why this score
- Raising its dividend
- Cyclical growth
- Short track record
- Foreign reporter (CAD)
The companies
MGYMagnolia Oil & Gas Corporation
Why now
Oil & Gas E&P · market cap $6.3b. Down 21% from 52-week high of $32.76 — deep drawdown territory. 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 +25% 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.
VETVermilion Energy Inc.
Why now
Oil & Gas E&P · market cap $1.7b. Down 23% from 52-week high of $14.82 — deep drawdown territory. Revenue growing +14%, comfortably above the S&P median.
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -37.0%) — path to GAAP profitability is the core thesis risk. ROE -29% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
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 MGY and VET diverge
The two are effectively level on the headline score. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueMGY 61.9 · VET 100.0VET +38.1
- QualityMGY 90.7 · VET 65.0MGY +25.7
- GrowthMGY 50.0 · VET 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.