Magnolia Oil & Gas Corporation (MGY · NYSE)

Name: Magnolia Oil & Gas Corporation (MGY) oil & gas valuation & reserves screen
Creator: Enerquill Advisory

Mid-cap E&P — HQ United States. Oil & gas valuation, proved reserves, production, break-even, net-asset-value and jurisdiction-risk screen.

Category Mid-cap E&PRegion N. AmericaCEO Chris Stavros (2022)Jurisdiction risk Low (23)

Overview

South Texas pure-play E&P centered on the Giddings (Austin Chalk) development area, which drives ~two-thirds of output, complemented by the legacy high-margin Karnes County Eagle Ford core. FY2025 production grew 11% to a record 99.8 mboe/d (68% liquids).

Capital-disciplined model: FY2025 generated $426.6M free cash flow and returned ~75% to shareholders via a growing dividend and buybacks. Near-net-cash balance sheet; pending ~$4.06bn WildFire Energy deal expands the South Texas footprint.

Valuation snapshot (FY2025)

Market cap

$6.0bn

Enterprise value

$6.1bn

EV / EBITDA

6.8x

P / E

17.8x

FCF yield

7.1%

Dividend yield

2.6%

ROACE

18%

Debt / equity

21%

Net debt / EBITDA

0.1x

EV / reserves

$29.16/boe

EV / flowing

$61k/boe/d

Free cash flow

$0.4bn

Its EV/EBITDA of 6.8x is above the 5.9x median across the 142-company universe, the free-cash-flow yield of 7.1% is higher than the 6.5% median, and at $29.16/boe of proved reserves it is richer than the $13.51/boe median.

On a balanced screen across the universe, Magnolia Oil & Gas Corporation scores 53/100, strongest on safety (65/100). Sub-scores: value 36, quality 63, growth 56, risk 35 (higher = riskier).

Reserves & production

Magnolia Oil & Gas Corporation holds approximately 0.21 billion boe of proved (1P) reserves with FY2025 production of about 100 thousand boe/d (68% liquids), a reserve life of roughly 5.8 years. Break-even: ~$40 (WTI FCF breakeven) — Low-cost, low-decline base with LOE ~$6.96/boe; maintenance-level D&C sustains volumes and generates free cash flow at roughly $40s WTI.

Net asset value (public-source)

For Magnolia Oil & Gas Corporation, no SEC standardized measure is disclosed (non-US filer or listed NOC), so a public-source proved-NAV floor is not computable from US filings. See the interactive screener's NAV tab for peers where an SEC figure exists.

Jurisdiction risk · production-weighted country risk

23 /100

Low jurisdiction risk

Production-weighted average of the country scores below (0 = safest, 100 = riskiest).

Country / region	Prod. share	Country risk	Key jurisdiction risk
United States	100%	23	Stable, deep; federal-lands leasing and permitting policy swings.

How this is scored. Each country's risk (0–100) is anchored to two named public indices — the OECD Country Risk Classification (0–7 official export-credit country risk) and the World Bank Worldwide Governance Indicators (Political Stability & Absence of Violence percentile) — blended 55/45 and rescaled to 0–100. A company's jurisdiction risk is the production-weighted average across the countries where it operates. This is a pure country measure, kept separate from company & financial risk (leverage, governance). Source: OECD Country Risk Classification (CRC) as of 24 July 2025, sourced via the German Federal Export Credit Guarantees (exportkreditgarantien.de) which applies the OECD consensus country risk category directly (values 0-7; 0 = lowest risk). High-income OECD members are not individually rated by the OECD and are set to crc=0 per the model spec (US, UK, Norway, Canada, Australia, Japan, NZ, and most of Europe incl. OECD members Israel, Poland, Hungary, Czechia, Lithuania, Ireland). 'ps' = World Bank Worldwide Governance Indicators (WGI) 'Political Stability and Absence of Violence/Terrorism' percentile rank, latest available (2023 vintage), 0-100 with higher = more stable; ps values are best sourced estimates rounded to the WGI percentile scale. Yemen not on OECD list ('./.') so crc estimated at 7. Iraq-Kurdistan and Falklands are non-standard model rows using judgment, not official OECD entries..

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Key assets & projects

Asset	Location	Type	Notes
Giddings (Austin Chalk)	United States	Development	Primary growth engine; ~two-thirds of volumes
Karnes County (Eagle Ford)	United States	Development	Legacy high-margin oil core
Giddings step-out appraisal	United States	Appraisal	Delineating large undeveloped acreage
WildFire Energy assets (pending)	United States	Acquisition	~$4.06bn Eagle Ford bolt-on
Austin Chalk stacked benches	United States	Exploration	Secondary-bench upside
Eagle Ford rich-gas/NGL acreage	United States	Development	NGL-rich volumes
South Texas ground-game leasing	United States	Acquisition	Ongoing small bolt-ons
Owned mineral & royalty interests	United States	Royalty	Non-op mineral/royalty position

Five-year trend (FY2021–FY2025)

Metric	2021	2022	2023	2024	2025
Production (mboe/d)	66	81	82	90	100
Proved reserves (bnboe)	0.15	0.17	0.18	0.19	0.21
Revenue ($bn)	1.1	1.7	1.2	1.3	1.3
EBITDA ($bn)	0.8	1.3	0.9	0.9	0.9
Net income ($bn)	0.4	0.9	0.4	0.4	0.3
Free cash flow ($bn)	0.3	0.8	0.4	0.4	0.4

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Peer companies — Mid-cap E&P

FANG · Diamondback Energy PR · Permian Resources CHRD · Chord Energy Corporation MTDR · Matador Resources Company MUR · Murphy Oil Corporation TVE · Tamarack Valley Energy Ltd.CRC · California Resources Corporation NVPT · Navitas Petroleum CRGY · Crescent Energy BTE · Baytex Energy Corp.POU · Paramount Resources Ltd.TALO · Talos Energy Inc.ENRG · Energi Mega Persada NOG · Northern Oil & Gas

Sources

✓ FY2025 figures verified against primary sources:

↗ Compare MGY against 141 peers in the interactive screener