Post by
GunnerG on Jul 28, 2022 7:57pm
Great time to compare TOU and ARX
Some like to compare these two companies and wonder why market cap of TOU is so much higher than ARX. Easy to see you are comparing apples to oranges if you are thinking they should be the same or near the same market cap.
TOU production volume much higher. 506,000boepd vs 336,000
ARX net debt much higher. $1.5B vs .4B for TOU.
TOU CF about 25% higher. $1.35B vs 1.09B for ARX
TOU FCF $1.1B ARX FCF .677B. Thats 62% higher than ARX.
Comment by
alertmeipp on Jul 28, 2022 9:56pm
TOU's market cap is 136% higher than ARX. ARX is cheaper but both are great companies
Comment by
GunnerG on Jul 28, 2022 10:08pm
I agree with you, they are both great companies. I own both.