ANTERO RESOURCES CORPORATION 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 -1.7% and DVN reads +2.2%; on revenue growth, AR reads +21.9% and DVN reads +2.6%. The rest of the comparable metrics sit closer together. On valuation, today's AR price has a different growth bar priced in than DVN (-1.7% implied for AR vs +2.2% for DVN); the higher figure is the steeper assumption to clear, not a better or worse stock. What AR's price implies is a bet that sits within the historical range (whole-company basis). What DVN's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AR | DVN |
|---|---|---|
| Price | $36.15 | $45.13 |
| Market cap | $11.2B | $27.9B |
| Sector | Oil & Gas | Oil & Gas |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | -1.7% | +2.2% |
| P/E | 10.4 | 12.6 |
| P/B | 1.35 | 1.81 |
| P/S | 1.85 | 1.63 |
| EV/EBITDA | 6.0 | 9.9 |
| Revenue growth | +21.9% | +2.6% |
| Operating margin | 24.1% | — |
| Net margin | 18.5% | 13.2% |
| Return on equity | 13.5% | 14.7% |
| Return on assets | 7.4% | 7.0% |
| Return on invested capital | 10.8% | — |
| FCF yield | 17.6% | 10.5% |
| Dividend yield | — | 1.5% |
| Debt / equity | 0.31 | 0.61 |
| Current ratio | 0.40 | 1.01 |
| Altman Z (solvency) | 1.60 | 6.97 |
| Piotroski F (quality) | 6 / 9 | 8 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.