ANTERO RESOURCES Corp vs DEVON ENERGY CORP/DE, two Oil & Gas stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AR and DVN diverge most: on implied growth (priced in), AR reads -3.1% and DVN reads +22.1%; on altman z (solvency), AR reads 1.59 and DVN reads 6.48. The rest of the comparable metrics sit closer together. On valuation, today's AR price has a different growth bar priced in than DVN (-3.1% implied for AR vs +22.1% for DVN); the higher figure is the steeper assumption to clear, not a better or worse stock. What DVN's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AR | DVN |
|---|---|---|
| Price | $35.90 | $48.26 |
| Market cap | $11.2B | $53.1B |
| Sector | Oil & Gas | Oil & Gas |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | -3.1% | +22.1% |
| P/E | 10.3 | 11.5 |
| P/B | 1.34 | 1.27 |
| P/S | 1.84 | 2.62 |
| EV/EBITDA | 5.9 | 15.5 |
| Revenue growth | +21.9% | +18.6% |
| Operating margin | 24.1% | — |
| Net margin | 18.5% | 16.2% |
| Return on equity | 13.5% | 7.9% |
| Return on assets | 7.4% | 4.6% |
| Return on invested capital | 10.8% | — |
| FCF yield | 8.4% | 8.8% |
| Dividend yield | — | 1.4% |
| Debt / equity | 0.31 | 0.27 |
| Current ratio | 0.40 | 0.72 |
| Altman Z (solvency) | 1.59 | 6.48 |
| Piotroski F (quality) | 6 / 9 | 6 / 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.