New Fortress Energy (NASDAQ:NFE) versus Tamboran Resources (NYSE:TBN) Critical Contrast

New Fortress Energy (NASDAQ:NFE) and Tamboran Resources (NYSE:TBN) are both small-cap energy companies, but which is the better investment? We will compare the two businesses based on the strength of their profitability, earnings, analyst recommendations, valuation, institutional ownership, dividends and risk.

Analyst Ratings

This is a summary of current ratings and target prices for New Fortress Energy and Tamboran Resources, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
New Fortress Energy	0	4	3	0	2.43
Tamboran Resources	0	1	5	1	3.00

New Fortress Energy currently has a consensus price target of $9.75, indicating a potential upside of 141.64%. Tamboran Resources has a consensus price target of $36.50, indicating a potential upside of 83.05%. Given New Fortress Energy’s higher possible upside, equities analysts clearly believe New Fortress Energy is more favorable than Tamboran Resources.

Profitability

This table compares New Fortress Energy and Tamboran Resources’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
New Fortress Energy	-24.33%	-13.42%	-2.02%
Tamboran Resources	N/A	N/A	N/A

Valuation & Earnings

This table compares New Fortress Energy and Tamboran Resources”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
New Fortress Energy	$2.15 billion	0.52	-$249.04 million	($2.25)	-1.79
Tamboran Resources	N/A	N/A	-$21.92 million	N/A	N/A

Tamboran Resources has lower revenue, but higher earnings than New Fortress Energy.

Institutional & Insider Ownership

58.6% of New Fortress Energy shares are held by institutional investors. 29.4% of New Fortress Energy shares are held by insiders. Comparatively, 5.3% of Tamboran Resources shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Summary

Tamboran Resources beats New Fortress Energy on 7 of the 11 factors compared between the two stocks.

About New Fortress Energy

New Fortress Energy Inc. operates as an integrated gas-to-power energy infrastructure company that provides energy and development services to end-users worldwide. The company operates in two segments, Terminals and Infrastructure, and Ships. The Terminals and Infrastructure segment engages in the natural gas procurement and liquefaction; and shipping, logistics, facilities and conversion, or development of natural gas-fired power generation. The Ships segment offers floating storage and regasification units (FRSU) and liquefied natural gas (LNG) carriers which are leased to customers under long-term or spot arrangements. The company operates LNG storage and regasification facility at the Port of Montego Bay, Jamaica; marine LNG storage and regasification facility in Old Harbour, Jamaica; Dual-fired combined heat and power facility in Clarendon, Jamaica; landed micro-fuel handling facility in San Juan, Puerto Rico; and LNG receiving facility and gas-fired power plant in Baja Califrnia Sur, Mexico, as well as a Miami facility. New Fortress Energy Inc. was founded in 1998 and is based in New York, New York.

About Tamboran Resources

Tamboran Resources Corporation, a natural gas company, focuses on developing unconventional gas resources in the northern territory of Australia. Its assets include a 25% non-operated working interest in EP 161; a 38.75% working interest in EPs 76, 98, and 117; and a 100% working interest in EPs 136 and 143, as well as EP (A) 197, located in the Betaloo Basin. Tamboran Resources Corporation was founded in 2009 and is headquartered in Sydney, Australia.