Northern Oil and Gas (NOG) vs Talos Energy (TALO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
Talos Energy (TALO) has outperformed Northern Oil and Gas (NOG) over the past year, gaining 73.6% versus a gain of 4.7%. Over five years, TALO leads with a +34.0% price change compared with -1.7% for NOG. Talos Energy is the larger company by market cap ($2.81 billion vs $2.64 billion), about 1.1 times the size, while Northern Oil and Gas is growing revenue faster (+11.2% vs -9.8%).
On valuation, Northern Oil and Gas trades at a lower forward P/E (5.4x vs 10.1x for Talos Energy). Northern Oil and Gas pays a dividend yielding 7.27%, while Talos Energy does not currently pay one. Northern Oil and Gas converts more of its revenue into profit, with a net margin of 1.6% versus -27.8%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | NOG | TALO |
|---|---|---|
| Share price | $24.76 | $16.80 |
| Market cap | $2.64B | $2.81B |
| 1-day change | -1.51% | -0.88% |
| YTD return | +15.32% | +52.45% |
| 1-year return | +4.74% | +73.55% |
| 5-year return | -1.71% | +33.97% |
| Forward P/E | 5.44 | 10.10 |
| EPS (TTM) | $-4.85 | $-2.34 |
| Dividend yield | 7.27% | 0.00% |
| Annual dividend | $1.80 | $0.00 |
| Revenue (latest FY) | $2.48B | $1.78B |
| Revenue growth (YoY) | +11.23% | -9.80% |
| Net income (latest FY) | $38.76M | $-494.29M |
| Gross margin | 80.87% | — |
| Operating margin | 9.93% | -31.48% |
| Net margin | 1.57% | -27.77% |
| 52-week high | $31.17 | $18.73 |
| 52-week low | $17.18 | $8.97 |
| Distance from 52-week high | -20.56% | -10.28% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +22.94% | +20.36% |
| Average volume | 2.34M | 2.01M |
| Shares outstanding | 106.55M | 166.97M |
| Employees | 64 | 700 |
| Sector | Energy | Energy |
| Industry | Oil & Gas Production | Oil & Gas Production |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- TALO has outperformed NOG by 68.8 percentage points over the past year.
- Northern Oil and Gas offers a meaningfully higher dividend yield (7.27% vs 0.00%).
- Northern Oil and Gas is more profitable, keeping 1.6 cents of every revenue dollar as net income versus -27.8 cents for Talos Energy.
- Northern Oil and Gas grew revenue faster in its latest fiscal year (+11.23% vs -9.80%).
About Northern Oil and Gas
NOG stock →Northern Oil and Gas, Inc., an independent energy company, engages in the acquisition, exploration, exploitation, development, and production of crude oil and natural gas properties in the United States. Northern Oil and Gas, Inc.
Energy · Oil & Gas Production · 64 employees
About Talos Energy
TALO stock →Talos Energy Inc., through its subsidiaries, engages in the exploration and production of oil and gas in the United States and Mexico. The company operates through two segments: Upstream, and Carbon Capture and Sequestration.
Energy · Oil & Gas Production · 700 employees
NOG vs TALO FAQ
Which is bigger, Northern Oil and Gas or Talos Energy?
Talos Energy (TALO) is larger, with a market capitalization of $2.81B compared with $2.64B for Northern Oil and Gas (NOG).
Which stock has performed better over the past year, NOG or TALO?
TALO returned +73.55% over the past 12 months, compared with +4.74% for NOG (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Northern Oil and Gas or Talos Energy?
Northern Oil and Gas pays a dividend yielding 7.27%, while Talos Energy does not currently pay a regular dividend.
Are Northern Oil and Gas and Talos Energy in the same industry?
Yes. Both are classified in the Oil & Gas Production industry within the Energy sector.