image
Energy - Oil & Gas Exploration & Production - NYSE - US
$ 1.86
-2.56 %
$ 889 M
Market Cap
-63.33
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Aug, 5, 2025.

The intrinsic value of one KOS stock under the worst case scenario is HIDDEN Compared to the current market price of 1.86 USD, Kosmos Energy Ltd. is HIDDEN

This DCF valuation model was last updated on Aug, 5, 2025.

The intrinsic value of one KOS stock under the base case scenario is HIDDEN Compared to the current market price of 1.86 USD, Kosmos Energy Ltd. is HIDDEN

This DCF valuation model was last updated on Aug, 5, 2025.

The intrinsic value of one KOS stock under the best case scenario is HIDDEN Compared to the current market price of 1.86 USD, Kosmos Energy Ltd. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart KOS

image
$3.6$3.6$3.4$3.4$3.2$3.2$3.0$3.0$2.8$2.8$2.6$2.6$2.4$2.4$2.2$2.2$2.0$2.0$1.8$1.8$1.6$1.6$1.4$1.415 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 JunJul '25Jul '2515 Jul15 JulAug '25Aug '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.
image
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.
image
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.
image
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.
image
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 168.82%
KOS Average Price Target Wall Street Target
6.44 USD 246.24%
KOS Highest Price Target Wall Street Target
11 USD 491.40%
Price
Max Price Target
Min Price Target
Average Price Target
11111010998877665544332211Sep '24Sep '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26Jul '26Jul '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
Download SVG
Download PNG
Download CSV
5. COMPETITION
slide 2 of 6
6. Ownership
Insider Ownership Kosmos Energy Ltd.
image
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
Kosmos Energy Ltd. (KOS) Q2 2025 Earnings Conference Call Transcript Kosmos Energy Ltd. (NYSE:KOS ) Q2 2025 Earnings Call August 3, 2025 11:00 AM ET Company Participants Andrew G. seekingalpha.com - 21 hours ago
Kosmos Energy Posts Downbeat Q2 Results, Joins HilleVax And Other Big Stocks Moving Lower In Monday's Pre-Market Session U.S. stock futures were higher this morning, with the Dow futures gaining more than 200 points on Monday. benzinga.com - 1 day ago
Kosmos (KOS) Q2 Revenue Falls 13% Kosmos (KOS) Q2 Revenue Falls 13% fool.com - 1 day ago
Kosmos Energy Announces Second 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 second quarter of 2025. For the quarter, the Company generated a net loss of $88 million, or $0.18 per diluted share. When adjusted for certain items that impact the comparability of results, the Company generated an adjusted net loss(1) of $93 million, or $0.19 per diluted share for the second quarter of 2025. SECOND QUARTER 2025 HIGHLIGHTS Net Pro. businesswire.com - 1 day ago
Kosmos Energy: Contrarian Investment With Potential For Significant Returns Kosmos Energy is transforming from a cash flow burner to a cash flow machine as the GTA field begins production, overlooked by the market. With CapEx halving and production set to jump 30%, I see free cash flow surging from 2026, supporting a fair value of at least $5/share. All free cash flow will initially go to debt reduction, rapidly improving leverage and setting up for substantial shareholder returns by late 2026. seekingalpha.com - 1 week ago
Should Value Investors Buy Kosmos Energy (KOS) Stock? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 2 weeks ago
Kosmos Energy to Host Second Quarter 2025 Results and Webcast on August 04, 2025 DALLAS--(BUSINESS WIRE)--Kosmos Energy (NYSE/LSE: KOS) announced today the following schedule for its second quarter 2025 results: Earnings Release: Monday, August 4, 2025, pre-UK market open via Business Wire, Regulatory News Service, and the Company's website at www.kosmosenergy.com. Conference Call: Monday, August 4, 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 Fre. businesswire.com - 4 weeks ago
Kosmos Energy Confirms Commercial Operations Date Reached for Golar's FLNG Gimi at Greater Tortue Ahmeyim DALLAS--(BUSINESS WIRE)--Kosmos Energy (NYSE/LSE: KOS) notes the announcement by Golar LNG Limited (“Golar”) that the FLNG Gimi has reached Commercial Operations Date (“COD”) for the 20-year Lease and Operate Agreement with BP for the Greater Tortue Ahmeyim (GTA) project offshore Mauritania and Senegal. The announcement of COD marks a significant milestone for the project partners, as LNG production volumes have successfully been ramped up to a level equivalent to the annual contracted volumes. businesswire.com - 1 month ago
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 months 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 months 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 months 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 - 2 months ago
8. Profile Summary

Kosmos Energy Ltd. KOS

image
COUNTRY US
INDUSTRY Oil & Gas Exploration & Production
MARKET CAP $ 889 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