Head to Head Comparison: Northern Oil and Gas (NYSE:NOG) vs. Atlas Energy Solutions (NYSE:AESI)

Atlas Energy Solutions (NYSE:AESI) and Northern Oil and Gas (NYSE:NOG) are both mid-cap oils/energy companies, but which is the superior business? We will compare the two companies based on the strength of their profitability, analyst recommendations, institutional ownership, risk, earnings, valuation and dividends.

Dividends

Atlas Energy Solutions pays an annual dividend of $0.96 per share and has a dividend yield of 4.4%. Northern Oil and Gas pays an annual dividend of $1.68 per share and has a dividend yield of 4.6%. Atlas Energy Solutions pays out 121.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Northern Oil and Gas pays out 20.2% of its earnings in the form of a dividend. Northern Oil and Gas is clearly the better dividend stock, given its higher yield and lower payout ratio.

Institutional & Insider Ownership

34.6% of Atlas Energy Solutions shares are owned by institutional investors. Comparatively, 98.8% of Northern Oil and Gas shares are owned by institutional investors. 24.3% of Atlas Energy Solutions shares are owned by insiders. Comparatively, 2.8% of Northern Oil and Gas shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Profitability

This table compares Atlas Energy Solutions and Northern Oil and Gas’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Atlas Energy Solutions	8.78%	11.01%	6.22%
Northern Oil and Gas	33.44%	27.52%	12.28%

Analyst Ratings

This is a summary of current recommendations and price targets for Atlas Energy Solutions and Northern Oil and Gas, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Atlas Energy Solutions	0	6	5	1	2.58
Northern Oil and Gas	0	4	5	0	2.56

Atlas Energy Solutions presently has a consensus price target of $25.50, suggesting a potential upside of 16.78%. Northern Oil and Gas has a consensus price target of $47.56, suggesting a potential upside of 31.41%. Given Northern Oil and Gas’ higher probable upside, analysts clearly believe Northern Oil and Gas is more favorable than Atlas Energy Solutions.

Risk and Volatility

Atlas Energy Solutions has a beta of 1.03, meaning that its stock price is 3% more volatile than the S&P 500. Comparatively, Northern Oil and Gas has a beta of 1.82, meaning that its stock price is 82% more volatile than the S&P 500.

Valuation & Earnings

This table compares Atlas Energy Solutions and Northern Oil and Gas”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Atlas Energy Solutions	$613.96 million	3.92	$105.43 million	$0.79	27.64
Northern Oil and Gas	$2.17 billion	1.67	$922.97 million	$8.33	4.34

Northern Oil and Gas has higher revenue and earnings than Atlas Energy Solutions. Northern Oil and Gas is trading at a lower price-to-earnings ratio than Atlas Energy Solutions, indicating that it is currently the more affordable of the two stocks.

Summary

Northern Oil and Gas beats Atlas Energy Solutions on 11 of the 16 factors compared between the two stocks.

About Atlas Energy Solutions

Atlas Energy Solutions Inc. engages in the production, processing, and sale of mesh and sand that are used as a proppant during the well completion process in the Permian Basin of Texas and New Mexico. The company provides transportation and logistics, storage solutions, and contract labor services. It sells its products and services to oil and natural gas exploration and production companies, and oilfield services companies. Atlas Energy Solutions Inc. was founded in 2017 and is headquartered in Austin, Texas.

About Northern Oil and Gas

Northern Oil and Gas, Inc., an independent energy company, engages in the acquisition, exploration, exploitation, development, and production of crude oil and natural gas properties in the United States. It primarily holds interests in the Williston Basin, the Appalachian Basin, and the Permian Basin in the United States. The company is based in Minnetonka, Minnesota.