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Energy - Oil & Gas Exploration & Production - NYSE - US
$ 1.9
-2.76 %
$ 908 M
Market Cap
-58.67
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one KOS stock under the worst case scenario is HIDDEN Compared to the current market price of 1.9 USD, Kosmos Energy Ltd. is HIDDEN

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one KOS stock under the base case scenario is HIDDEN Compared to the current market price of 1.9 USD, Kosmos Energy Ltd. is HIDDEN

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one KOS stock under the best case scenario is HIDDEN Compared to the current market price of 1.9 USD, Kosmos Energy Ltd. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart KOS

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$4.0$4.0$3.5$3.5$3.0$3.0$2.5$2.5$2.0$2.0$1.5$1.515 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '25
FINANCIALS
1.68 B REVENUE
-1.54%
471 M OPERATING INCOME
-35.86%
190 M NET INCOME
-11.09%
678 M OPERATING CASH FLOW
-11.36%
-966 M INVESTING CASH FLOW
2.89%
274 M FINANCING CASH FLOW
93.70%
290 M REVENUE
-27.02%
-33.8 M OPERATING INCOME
-863.31%
-111 M NET INCOME
-1581.20%
-888 K OPERATING CASH FLOW
-0.51%
-134 M INVESTING CASH FLOW
29.78%
100 M FINANCING CASH FLOW
104.55%
Balance Sheet Kosmos Energy Ltd.
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Current Assets 446 M
Cash & Short-Term Investments 85 M
Receivables 165 M
Other Current Assets 196 M
Non-Current Assets 4.86 B
Long-Term Investments 0
PP&E 4.44 B
Other Non-Current Assets 419 M
3.11 %3.70 %83.71 %7.89 %Total Assets$5.3b
Current Liabilities 595 M
Accounts Payable 350 M
Short-Term Debt 0
Other Current Liabilities 245 M
Non-Current Liabilities 3.51 B
Long-Term Debt 2.74 B
Other Non-Current Liabilities 769 M
8.52 %5.96 %66.80 %18.71 %Total Liabilities$4.1b
EFFICIENCY
Earnings Waterfall Kosmos Energy Ltd.
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Revenue 1.68 B
Cost Of Revenue 1.11 B
Gross Profit 573 M
Operating Expenses 217 M
Operating Income 471 M
Other Expenses 281 M
Net Income 190 M
2b2b2b2b1b1b1b1b1b1b800m800m600m600m400m400m200m200m002b(1b)573m(217m)471m(281m)190mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
34.20% GROSS MARGIN
34.20%
28.12% OPERATING MARGIN
28.12%
11.33% NET MARGIN
11.33%
15.82% ROE
15.82%
3.58% ROA
3.58%
5.42% ROIC
5.42%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Kosmos Energy Ltd.
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400m400m200m200m00(200m)(200m)(400m)(400m)(600m)(600m)(800m)(800m)(1b)(1b)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 190 M
Depreciation & Amortization 465 M
Capital Expenditures -934 M
Stock-Based Compensation 38 M
Change in Working Capital -43.9 M
Others 50 M
Free Cash Flow -255 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Kosmos Energy Ltd.
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Wall Street analysts predict an average 1-year price target for KOS of $6.44 , with forecasts ranging from a low of $5 to a high of $11 .
KOS Lowest Price Target Wall Street Target
5 USD 163.16%
KOS Average Price Target Wall Street Target
6.44 USD 238.95%
KOS Highest Price Target Wall Street Target
11 USD 478.95%
Price
Max Price Target
Min Price Target
Average Price Target
11111010998877665544332211Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.0452 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
0.20000.20000.18000.18000.16000.16000.14000.14000.12000.12000.10000.10000.08000.08000.06000.06000.04000.04000.02000.02000.00000.00000.04520.04520.04520.04520.04520.180.052019201920202020
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5. COMPETITION
slide 2 of 11
6. Ownership
Insider Ownership Kosmos Energy Ltd.
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Sold
0-3 MONTHS
50.5 K USD 1
3-6 MONTHS
2.78 M USD 5
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Tullow and Kosmos Ghana boost. But how do the oilers' prospects line up? Panmure Liberum has described the potential extension of oil production licences in Ghana as a “positive development” for both Tullow Oil PLC (LSE:TLW) and Kosmos Energy Ltd (LSE:KOS, NYSE:KOS), but warned that it is unlikely to shift investor focus away from more immediate concerns. The two companies announced a memorandum of understanding with the Ghanaian government that could see licences for the Jubilee and TEN oilfields extended to 2040. proactiveinvestors.co.uk - 2 weeks ago
Tullow Oil and Kosmos Energy ink deal to extend Ghana oil fields until 2040 Tullow Oil PLC (LSE:TLW) and Kosmos Energy Ltd (LSE:KOS, NYSE:KOS) have signed an agreement in Ghana to extend offshore oil field out to 2040. A memorandum of understanding with the Government of Ghana and the joint venture partners, envisage the extension to the West Cape Three Points and Deep Water Tano licences – which host Tullow's Jubilee and TEN oil fields. proactiveinvestors.co.uk - 2 weeks ago
The Government of Ghana, Tullow Oil, Kosmos Energy, PetroSA, GNPC and Explorco Sign Memorandum of Understanding to Extend Ghana Production Licenses to 2040 DALLAS--(BUSINESS WIRE)--The Government of Ghana, Tullow Oil plc (Tullow), Kosmos Energy (NYSE/LSE: KOS), PetroSA, Ghana National Petroleum Company (GNPC) and Explorco are pleased to announce that they have entered into a Memorandum of Understanding (MOU) to extend the West Cape Three Points (WCTP) and Deep Water Tano (DWT) licenses to 2040, which cover the Jubilee and TEN fields in Ghana. The MOU includes approval to drill up to 20 additional wells in the Jubilee field, representing investment. businesswire.com - 2 weeks ago
Kosmos Energy Ltd. (KOS) Q1 2025 Earnings Call Transcript Kosmos Energy Ltd. (NYSE:KOS ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Jamie Buckland - Vice President, Investor Relations Andy Inglis - Chairman and Chief Executive Officer Neal Shah - Chief Financial Officer Conference Call Participants David Round - Stifel Lydia Gould - Goldman Sachs Bob Brackett - Bernstein Research Matthew Smith - Bank of America Stella Cridge - Barclays Nikhil Bhat - JPMorgan Mark Wilson - Jefferies Operator Good day, everyone. seekingalpha.com - 1 month ago
Kosmos Energy Announces First Quarter 2025 Results DALLAS--(BUSINESS WIRE)--Kosmos Energy Ltd. (“Kosmos” or the “Company”) (NYSE/LSE: KOS) announced today its financial and operating results for the first quarter of 2025. For the quarter, the Company generated a net loss of $111 million, or $0.23 per diluted share. When adjusted for certain items that impact the comparability of results, the Company generated an adjusted net loss(1) of $105 million, or $0.22 per diluted share for the first quarter of 2025. FIRST QUARTER 2025 HIGHLIGHTS Net Prod. businesswire.com - 1 month ago
Kosmos Energy trades higher as it loads first LNG shipment at GTA Kosmos Energy Ltd (LSE:KOS, NYSE:KOS) shares traded higher in London, rising 3.6% to 130p, as it confirmed the first cargo of liquefied natural gas has been safely loaded at the Greater Tortue Ahmeyim (GTA) project, offshore Mauritania and Senegal. LNG was transferred from Golar LNG's floating vessel, 10km offshore, to the  "British Sponsor" LNG carrier, and now, a second LNG vessel is in position for the next loading. proactiveinvestors.co.uk - 2 months ago
Kosmos Energy Announces First LNG Cargo at the Greater Tortue Ahmeyim Project in Mauritania and Senegal DALLAS--(BUSINESS WIRE)--Kosmos Energy (NYSE/LSE: KOS) notes the announcement today from bp plc (operator) that the first cargo of liquified natural gas (LNG) has been safely loaded from the Greater Tortue Ahmeyim (GTA) LNG project, offshore Mauritania & Senegal. The first shipment of LNG was transferred to the “British Sponsor” LNG carrier from Golar LNG's floating liquefied natural gas (FLNG) vessel located approximately 10 kilometers offshore, where the natural gas was liquefied and stor. businesswire.com - 2 months ago
Kosmos Energy to Host First Quarter 2025 Results and Webcast on May 6, 2025 DALLAS--(BUSINESS WIRE)--Kosmos Energy (NYSE/LSE: KOS) announced today the following schedule for its first quarter 2025 results: Earnings Release: Tuesday, May 6, 2025, pre-UK market open via Business Wire, Regulatory News Service, and the Company's website at www.kosmosenergy.com. Conference Call: Tuesday, May 6, 2025, at 11:00 a.m. ET. The call will be available via telephone and webcast. Dial-in telephone numbers: Toll Free: 1-877-407-0784 Toll/International: 1-201-689-8560 UK Toll Free: 08. businesswire.com - 2 months ago
Strong Production Potential, Cash Flow Generation Should Give Kosmos Energy A Bright Future Kosmos Energy (KOS) offers a compelling value play with a low P/E ratio of 5.90, despite substantial debt and some liquidity concerns. Key assets like the Jubilee Oil Field and the developing GTA field present significant long-term growth opportunities. Kosmos plans to reduce CapEx in 2025, improving cash flow and enabling debt reduction, potentially leading to dividends by late 2026. seekingalpha.com - 3 months ago
Kosmos Energy target cut after 'faltering progress' in past year Kosmos Energy Ltd's (LSE:KOS, NYSE:KOS) performance last year was below expectations, but "there are signs of progress and some growth should be anticipated" for 2025, broker Panmure Liberum said.  Analyst Ashley Kelty, affirming his 'buy' rating but cutting his target price to 535p from 625p, summed up the year as one of "faltering progress". proactiveinvestors.co.uk - 3 months ago
Kosmos Energy Ltd. (KOS) Q4 2024 Earnings Call Transcript Kosmos Energy Ltd. (NYSE:KOS ) Q4 2024 Earnings Conference Call February 24, 2025 11:00 AM ET Company Participants Jamie Buckland - VP, IR Andy Inglis - Chairman and CEO Neal Shah - CFO Conference Call Participants Neil Mehta - Goldman Sachs Charles Meade - Johnson Rice Matthew Smith - Bank of America David Round - Stifel Nicolaus Mark Wilson - Jefferies Operator Good day everyone and welcome to Kosmos Energy's Fourth Quarter and Full Year 2024 Conference Call. seekingalpha.com - 3 months ago
Kosmos Energy Announces Fourth Quarter and Full Year 2024 Results DALLAS--(BUSINESS WIRE)--Kosmos Energy Ltd. (“Kosmos” or the “Company”) (NYSE/LSE: KOS) announced today its financial and operating results for the fourth quarter of 2024. For the quarter, the Company generated a net loss of $7 million, or $0.01 per diluted share. When adjusted for certain items that impact the comparability of results, the Company generated an adjusted net loss(1) of $16 million, or $0.03 per diluted share for the fourth quarter of 2024. FOURTH QUARTER 2024 HIGHLIGHTS Zero los. businesswire.com - 3 months ago
8. Profile Summary

Kosmos Energy Ltd. KOS

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COUNTRY US
INDUSTRY Oil & Gas Exploration & Production
MARKET CAP $ 908 M
Dividend Yield 0.00%
Description Kosmos Energy Ltd., a deep-water independent oil and gas exploration and production company, focuses along the Atlantic Margins. The company's primary assets include production offshore Ghana, Equatorial Guinea, and the U.S. Gulf of Mexico, as well as a gas development offshore Mauritania and Senegal. It also maintains a proven basin exploration program. The company was founded in 2003 and is headquartered in Dallas, Texas.
Contact 8176 Park Lane, Dallas, TX, 75231 https://www.kosmosenergy.com
IPO Date May 11, 2011
Employees 243
Officers Mr. Jamie Buckland Vice President of Investor Relations Mr. Neal D. Shah Senior Vice President & Chief Financial Officer Mr. Ronald W. Glass Vice President & Chief Accounting Officer Mr. Todd Niebruegge Senior Vice President & Head of Mauritania -Senegal business unit Mr. Joseph Rexford Mensah Senior Vice President & Head of Ghana Business Unit Mr. Andrew G. Inglis Chairman & Chief Executive Officer Mr. Christopher James Ball Senior Vice President & Chief Commercial Officer Mr. Josh R. Marion Senior Vice President, General Counsel & Corporate Secretary Mr. Michael James Anderson Senior Vice President of Sustainability & External Affairs Mr. Paul Tooms Senior Vice President of Technical Functions