ANTERO RESOURCES CORPORATION vs CANADIAN NATURAL RESOURCES LIMITED, two Oil & Gas stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AR and CNQ diverge most: on implied growth (priced in), AR reads +1.5% and CNQ reads -0.9%; on debt / equity, AR reads 0.31 and CNQ reads 0.00. The rest of the comparable metrics sit closer together. On valuation, today's AR price has a different growth bar priced in than CNQ (+1.5% implied for AR vs -0.9% for CNQ); the higher figure is the steeper assumption to clear, not a better or worse stock. The bull and bear cases for each are in their full reports below.
| Metric | AR | CNQ |
|---|---|---|
| Price | $36.15 | $47.69 |
| Market cap | $11.2B | $99.7B |
| Sector | Oil & Gas | Oil & Gas |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | +1.5% | -0.9% |
| P/E | 10.4 | 12.6 |
| P/B | 1.35 | 3.06 |
| P/S | 1.85 | 3.50 |
| EV/EBITDA | 6.0 | 14.4 |
| Revenue growth | +21.9% | +8.4% |
| Operating margin | 24.1% | — |
| Net margin | 18.5% | 27.9% |
| Return on equity | 13.5% | 24.4% |
| Return on assets | 7.4% | 11.8% |
| Return on invested capital | 10.8% | — |
| FCF yield | 17.6% | 11.1% |
| Debt / equity | 0.31 | 0.00 |
| Current ratio | 0.40 | 0.95 |
| Altman Z (solvency) | 1.60 | 2.63 |
| Piotroski F (quality) | 6 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.