Kosmos Energy Ltd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Kosmos Energy Ltd (KOS) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Kosmos Energy Ltd vs Its Competitors
- TTM: Trailing 12-month revenue of 1,683M vs 561,719M combined for its competitors (0.3% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-2.5% annualized vs trailing 12 months), vs accelerating (+11.4%) for its tracked peer group.
- Growth: Kosmos Energy Ltd generated 31.9% revenue growth year over year in Q3 2026, vs 29.0% for its competitors combined.
- Profitability: Its -10.5% net margin compares with 13.2% for the peer group.
- Scale: Kosmos Energy Ltd ranks #53 of 133 companies by market capitalization in the Oil And Gas Production industry, holding 0.1% of industry market cap.
- Peer revenue share: Kosmos Energy Ltd accounted for 0.3% of combined revenue among its tracked peer group, up from 0.3% a year earlier.
- Peer differentiation: Revenue per employee of $1.68M compares with $5.47M for the peer group (0.3x).
- Structure: Kosmos Energy Ltd operates in the following segments: Ghana, Gulf of America, Mauritania and Senegal.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
KOS Sales vs. its Competitors, Q3 2026
Kosmos Energy Ltd reported revenue growth of 31.87 % year on year in Q3 2026, above its competitors' combined revenue growth of 29.02 %.
With a net margin of -10.49 %, Kosmos Energy Ltd reported lower profitability than its competitors (13.16 %).
Kosmos Energy Ltd generated 0.26 % of the combined sales of its peer group, up from 0.26 % a year earlier.
API endpoints for this dataset
Kosmos Energy Ltd vs. its Competitors, Q3 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Kosmos Energy Ltd reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Kosmos Energy Ltd and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Kosmos Energy Ltd | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (7) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Kosmos Energy Ltd's competitor groups requires a Commercial License.
For context: the Oil And Gas Production industry grew revenue 3.2% year over year, combined, vs 31.9% for Kosmos Energy Ltd. Kosmos Energy Ltd's share of combined industry revenue moved from 0.02% to 0.03%, a gain of 0.01 percentage points.
Kosmos Energy Ltd's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Kosmos Energy Ltd | No | Yes | Yes | No |
| Competitors combined (91) | ||||
| Similar-Size Competitors (9) | ||||
| Similar Growth & Profitability (8) | 42.90 % (3 of 7) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
KOS Stock Performance relative to its Competitors
KOS Stock Performance relative to Similar-Size Competitors
KOS Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Blue Dolphin Energy Co | 282.9% | Outperformed |
| 2 | Sharkninja Inc | 282.9% | Outperformed |
| 3 | Gran Tierra Energy Inc | 282.9% | Outperformed |
| 4 | Calumet Inc | 282.9% | Outperformed |
| 5 | Apa Corporation | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Kosmos Energy Ltd's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Kosmos Energy Ltd's Comment on Competition and Industry Peers
Publicly Traded Peers of Kosmos Energy Ltd
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Kosmos Energy Ltd |
1,256.44 | 1,682.66 |
 Exxon Mobil Corporation |
686,784.60 | 396,627.00 |
 Chevron Corp |
417,431.38 | 233,333.00 |
 Shell Plc |
294,723.39 | 266,886.00 |
 Totalenergies Se |
193,782.34 | 162,863.00 |
 Conocophillips |
162,960.39 | 67,749.00 |
| SUBTOTAL | 2,612,789.54 | 1,790,199.28 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Kosmos Energy Ltd versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Kosmos Energy Ltd's Competitors Named by the Company
Competitive relationships identified from Kosmos Energy Ltd reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Murphy Oil Corporation | Company report | 85% |
| Sm Energy Co | Company report | 85% |
| Vital Energy inc | Company report | 85% |
| Ovintiv Inc | Company report | 85% |
| Gulfport Energy Corporation | Company report | 85% |
| Ring Energy Inc | Company report | 85% |
| Chevron Corp | Company report | 85% |
| Northern Oil And Gas Inc | Company report | 85% |
| Talos Energy Inc | Company report | 85% |
| Silverbow Resources Inc | Company report | 85% |
| Chord Energy Corporation | Company report | 85% |
| Callon Petroleum Co | Company report | 85% |
| Hess Corporation | Company report | 85% |
| Matador Resources Company | Company report | 85% |
| Range Resources Corporation | Company report | 85% |
| Permian Resources Corporation | Company report | 85% |
| Crescent Energy Company | Company report | 85% |
| Apa Corporation | Company report | 85% |
| Whiting Petroleum Corp | Company report | 85% |
| Riley Exploration Permian Inc | Company report | 85% |
| Earthstone Energy Inc | Company report | 85% |
| Coterra Energy Inc | Company report | 85% |
| Comstock Resources Inc | Company report | 85% |
| Bp Plc | Company report | 85% |
| Granite Ridge Resources Inc | Company report | 85% |
| Lonestar Resources Us Inc | Company report | 85% |
| Pdc Energy Inc | Company report | 85% |
| Cimarex Energy Co | Company report | 85% |
| Civitas Resources inc | Company report | 85% |
| Amplify Energy Corp | Company report | 85% |
| Expand Energy Corporation | Company report | 85% |
| Southwestern Energy Company | Company report | 85% |
| Conocophillips | Company report | 85% |
| Devon Energy Corp | Company report | 85% |
| Marathon Oil Corporation | Company report | 85% |
| Cnx Resources Corporation | Company report | 85% |
| Antero Resources Corporation | Company report | 85% |
| Diamondback Energy Inc | Company report | 85% |
| Goodrich Petroleum Corp | Company report | 85% |
| Occidental Petroleum Corporation | Company report | 85% |
| Eqt Corporation | Company report | 85% |
| Pioneer Natural Resources Co | Company report | 85% |
| Imperial Oil Limited | Company report | 85% |
Company report basis, confidence, active dates and source counts for Kosmos Energy Ltd's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Kosmos Energy Ltd's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Kosmos Energy Ltd | Ghana 59.75 % |
| Chevron Corp | Reportable Segment, Aggregation before Other Operating 99.73 % |
| Williams companies inc | Transmission, Power & Gulf 47.62 % |
| Eog Resources Inc | United States of America 98.40 % |
| Imperial Oil Limited | Upstream 43.74 % |
| Occidental Petroleum Corporation | Oil and gas 95.12 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Kosmos Energy Ltd's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Kosmos Energy Ltd | 1,256 | 1,682,663 | -460,950 |
| Exxon Mobil Corporation | 686,785 | 6,838,397 | 707,224 |
| Chevron Corp | 417,431 | 5,421,432 | 633,751 |
| Shell Plc | 294,723 | 3,139,835 | 213,165 |
| Totalenergies Se | 193,782 | 17,683,279 | 1,450,271 |
| Conocophillips | 162,960 | 6,843,333 | 1,166,061 |
| PEERS TOTAL | 2,611,533 | 5,474,509 | 531,428 |
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Kosmos Energy Ltd's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Occidental Petroleum Corporation | Non-US 20.75 % |
| Sharkninja Inc | North America 66.47 % |
| Sm Energy Co | Permian Basin 50.83 % |
| Granite Ridge Resources Inc | Permian 97.40 % |
| Gran Tierra Energy Inc | Colombia 61.41 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Kosmos Energy Ltd's Position in Industry Market Structure
Market-capitalization share and concentration across all 112 companies in Kosmos Energy Ltd's industry classification, broader than the peer set above. Market cap in millions of $.Kosmos Energy Ltd ranks #53 of 112 companies by market capitalization in its industry, holding 0.08 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 788, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Shell Plc | 297,503 | 18.60 % |
| 2 | Totalenergies Se | 210,564 | 13.16 % |
| 3 | Petrobras Petroleo Brasileiro Sa | 137,905 | 8.62 % |
| 4 | Canadian Natural Resources Limited | 107,018 | 6.69 % |
| 5 | Eni Spa | 1,234 | 5.2% |
| 6 | Eog Resources Inc | 1,234 | 5.2% |
| 7 | Slb Limited | 1,234 | 5.2% |
| 8 | Occidental Petroleum Corporation | 1,234 | 5.2% |
| 9 | Diamondback Energy Inc | 1,234 | 5.2% |
| 10 | Cenovus Energy Inc | 1,234 | 5.2% |
| 53 | Kosmos Energy Ltd | 1,276 | 0.08 % |
Market cap and industry share for the rest of Kosmos Energy Ltd's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Kosmos Energy Ltd's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 48 | Select Water Solutions inc | 1,741 | 38.94 % |
| 49 | Vermilion Energy inc | 1,608 | 43.05 % |
| 50 | Mach Natural Resources Lp | 1,512 | -21.71 % |
| 51 | Expro Group Holdings N v | 1,499 | -6.51 % |
| 52 | Dorchester Minerals L p | 1,234 | 12.3% |
| 53 | Kosmos Energy Ltd | 1,276 | 59.49 % |
| 54 | Waterbridge Infrastructure Llc | 1,234 | 12.3% |
| 55 | Rpc inc | 1,234 | 12.3% |
| 56 | Diversified Energy Company | 1,234 | 12.3% |
| 57 | Riley Exploration Permian Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Kosmos Energy Ltd's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Kosmos Energy Ltd's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Oil And Gas Production industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (245 companies). See the full Oil And Gas Production industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 0.00 % | 26.12 % (avg) | -26.1 pp |
| Operating Margin | 7.76 % | industry median | -2.5 pp |
| EBITDA Margin | 9.51 % | 18.46 % (avg) | -8.9 pp |
| Capital Intensity (Capex / Revenue) | 17.73 % | 27.29 % (avg) | -9.6 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Kosmos Energy Ltd's Valuation vs Competitive Position
Valuation multiples vs the Oil And Gas Production industry average (245 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Oil And Gas Production industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 16.3x | - |
| EV / EBITDA | 26.9x | 9.5x | +17.4x |
| P/B | 2.6x | 2.0x | +0.6x |
| Return on Equity | -76.26 % | industry aggregate | -86.75 % |
| Return on Invested Capital | 2.85 % | 0.93 % (avg) | 1.92 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Kosmos Energy Ltd's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 39.23 % | 69.11 % | -46.38 % | 65.67 % | 68.57 % | -24.22 % | -1.54 % | -23.10 % |
| Operating Margin | 15.89 % | 43.90 % | -25.83 % | 43.51 % | 39.51 % | 46.82 % | 54.31 % | 2.22 % |
| Return on Invested Capital | 3.52 % | 13.59 % | -4.96 % | 14.12 % | 18.81 % | 15.98 % | 15.92 % | 0.55 % |
| P/E | - | - | - | - | - | 15.5x | 9.9x | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Kosmos Energy Ltd's Strategic Group Map
Kosmos Energy Ltd is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Kosmos Energy Ltd's trailing-12-month revenue growth of 20.9% and operating margin of 7.8% compares with an average of 19.3% growth and 5.4% margin across its 8 closest peers by combined growth, margin and ROIC -- Kosmos Energy Ltd sits above that peer average on growth and above it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Kosmos Energy Ltd's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Kosmos Energy Ltd falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue -2.1% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Kosmos Energy Ltd's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 788 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 17.73 % vs industry average 27.29 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Kosmos Energy Ltd's dedicated Suppliers and Customers pages, not here.
Kosmos Energy Ltd's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Kosmos Energy Ltd falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Kosmos Energy Ltd's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Return on equity 86.8 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-2.5% annualized vs trailing 12 months).
- Low relative market share vs the industry leader (0.00x).
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Kosmos Energy Ltd's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Kosmos Energy Ltd | 0.17 | 0.61 | 4.74 |
| Exxon Mobil Corporation | 0.12 | 1.13 | 0.16 |
| Chevron Corp | 0.01 | 1.21 | 0.20 |
| Shell Plc | 0.37 | 1.30 | 0.05 |
| Totalenergies Se | 0.28 | 0.97 | 0.02 |
| Conocophillips | 0.53 | 1.42 | 0.54 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Kosmos Energy Ltd's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Kosmos Energy Ltd | Q3 2026 | +31.9 % | - |
| Exxon Mobil Corporation | Q3 2026 | +32.7 % | +98.4 % |
| Chevron Corp | Q2 2026 | +36.3 % | +174.7 % |
| Shell Plc | Q4 2025 | -6.1 % | +9.7 % |
| Totalenergies Se | Q4 2025 | -7.1 % | -16.7 % |
| Conocophillips | Q2 2026 | +29.3 % | +131.8 % |
| PEERS TOTAL | +3.9 % | +41.0 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Kosmos Energy Ltd's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Kosmos Energy Ltd | Q3 2026 | - | -9.6 % |
| Exxon Mobil Corporation | Q3 2026 | - | -17.7 % |
| Chevron Corp | Q2 2026 | +33.3 % | -9.7 % |
| Shell Plc | Q4 2025 | - | - |
| Totalenergies Se | Q4 2025 | - | - |
| Conocophillips | Q2 2026 | +26.7 % | - |
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Kosmos Energy Ltd's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Kosmos Energy Ltd | - | - | - |
| Exxon Mobil Corporation | 8.87% | 9.71% | 15.39% |
| Chevron Corp | 8.28% | 8.44% | 14.04% |
| Shell Plc | 4.89% | 4.22% | 10.33% |
| Totalenergies Se | 4.59% | 11.37% | 11.37% |
| Conocophillips | 9.33% | 10.36% | 17.73% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Kosmos Energy Ltd's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Kosmos Energy Ltd | - | 0.75 |
| Exxon Mobil Corporation | 17.12 | 1.73 |
| Chevron Corp | 15.49 | 1.79 |
| Shell Plc | 16.52 | 1.10 |
| Totalenergies Se | 17.15 | 1.19 |
| Conocophillips | 14.34 | 2.41 |
| PEERS AVERAGE | 15.09 | 1.46 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.