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Side-by-side financial comparison of VAALCO ENERGY INC (EGY) and Target Hospitality Corp. (TH). Click either name above to swap in a different company.
VAALCO ENERGY INC is the larger business by last-quarter revenue ($91.0M vs $73.5M, roughly 1.2× Target Hospitality Corp.). Target Hospitality Corp. runs the higher net margin — -20.3% vs -64.4%, a 44.0% gap on every dollar of revenue. On growth, Target Hospitality Corp. posted the faster year-over-year revenue change (22.0% vs -25.2%). Over the past eight quarters, Target Hospitality Corp.'s revenue compounded faster (0.7% CAGR vs -4.7%).
VAALCO Energy is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Houston, Texas with operations primarily in the Etame Marin block offshore Gabon.
Target Hospitality is a company that provides workforce lodging and other temporary, modular housing used for oil, gas and mining operations; large-scale events; and disaster relief. Target Hospitality is based in The Woodlands, Texas, and also has offices in Williston, North Dakota; Denver, Colorado; Calgary, Alberta.
EGY vs TH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $91.0M | $73.5M |
| Net Profit | $-58.6M | $-14.9M |
| Gross Margin | — | 9.6% |
| Operating Margin | -71.3% | -22.9% |
| Net Margin | -64.4% | -20.3% |
| Revenue YoY | -25.2% | 22.0% |
| Net Profit YoY | -602.5% | -219.1% |
| EPS (diluted) | $-0.56 | $-0.14 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $91.0M | $73.5M | ||
| Q3 25 | $61.0M | $91.6M | ||
| Q2 25 | $96.9M | $54.9M | ||
| Q1 25 | $110.3M | $54.9M | ||
| Q4 24 | $121.7M | $60.2M | ||
| Q3 24 | $140.3M | $65.8M | ||
| Q2 24 | $116.8M | $67.5M | ||
| Q1 24 | $100.2M | $72.4M |
| Q4 25 | $-58.6M | $-14.9M | ||
| Q3 25 | $1.1M | $-795.0K | ||
| Q2 25 | $8.4M | $-14.9M | ||
| Q1 25 | $7.7M | $-6.5M | ||
| Q4 24 | $11.7M | $12.5M | ||
| Q3 24 | $11.0M | $20.0M | ||
| Q2 24 | $28.2M | $18.4M | ||
| Q1 24 | $7.7M | $20.4M |
| Q4 25 | — | 9.6% | ||
| Q3 25 | — | 19.6% | ||
| Q2 25 | — | -0.6% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 61.5% | ||
| Q3 24 | — | 68.7% | ||
| Q2 24 | — | 69.4% | ||
| Q1 24 | — | 67.8% |
| Q4 25 | -71.3% | -22.9% | ||
| Q3 25 | 1.5% | 0.1% | ||
| Q2 25 | 17.7% | -30.8% | ||
| Q1 25 | 23.7% | -2.0% | ||
| Q4 24 | 32.7% | 34.5% | ||
| Q3 24 | 31.4% | 42.5% | ||
| Q2 24 | 17.5% | 43.8% | ||
| Q1 24 | 32.1% | 42.0% |
| Q4 25 | -64.4% | -20.3% | ||
| Q3 25 | 1.8% | -0.9% | ||
| Q2 25 | 8.6% | -27.2% | ||
| Q1 25 | 7.0% | -11.8% | ||
| Q4 24 | 9.6% | 20.8% | ||
| Q3 24 | 7.8% | 30.4% | ||
| Q2 24 | 24.1% | 27.2% | ||
| Q1 24 | 7.7% | 28.2% |
| Q4 25 | $-0.56 | $-0.14 | ||
| Q3 25 | $0.01 | $-0.01 | ||
| Q2 25 | $0.08 | $-0.15 | ||
| Q1 25 | $0.07 | $-0.07 | ||
| Q4 24 | $0.12 | $0.12 | ||
| Q3 24 | $0.10 | $0.20 | ||
| Q2 24 | $0.27 | $0.18 | ||
| Q1 24 | $0.07 | $0.20 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $58.9M | $8.3M |
| Total DebtLower is stronger | $60.0M | $1.7M |
| Stockholders' EquityBook value | $443.5M | $389.3M |
| Total Assets | $913.4M | $530.2M |
| Debt / EquityLower = less leverage | 0.14× | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $58.9M | $8.3M | ||
| Q3 25 | $24.0M | $30.4M | ||
| Q2 25 | $67.9M | $19.2M | ||
| Q1 25 | $40.9M | $34.5M | ||
| Q4 24 | $82.7M | $190.7M | ||
| Q3 24 | $89.1M | $177.7M | ||
| Q2 24 | $62.9M | $154.3M | ||
| Q1 24 | $113.3M | $124.3M |
| Q4 25 | $60.0M | $1.7M | ||
| Q3 25 | $60.0M | $2.0M | ||
| Q2 25 | $60.0M | $26.3M | ||
| Q1 25 | $0 | $42.9M | ||
| Q4 24 | $0 | $1.5M | ||
| Q3 24 | $0 | $994.0K | ||
| Q2 24 | $0 | $1.1M | ||
| Q1 24 | $0 | $179.9M |
| Q4 25 | $443.5M | $389.3M | ||
| Q3 25 | $505.9M | $402.4M | ||
| Q2 25 | $511.6M | $401.3M | ||
| Q1 25 | $504.1M | $415.3M | ||
| Q4 24 | $501.6M | $421.1M | ||
| Q3 24 | $501.0M | $417.6M | ||
| Q2 24 | $493.6M | $397.2M | ||
| Q1 24 | $472.6M | $375.5M |
| Q4 25 | $913.4M | $530.2M | ||
| Q3 25 | $950.4M | $541.2M | ||
| Q2 25 | $964.9M | $533.7M | ||
| Q1 25 | $927.1M | $562.5M | ||
| Q4 24 | $955.0M | $725.8M | ||
| Q3 24 | $937.9M | $709.8M | ||
| Q2 24 | $917.4M | $697.0M | ||
| Q1 24 | $809.1M | $687.2M |
| Q4 25 | 0.14× | 0.00× | ||
| Q3 25 | 0.12× | 0.01× | ||
| Q2 25 | 0.12× | 0.07× | ||
| Q1 25 | 0.00× | 0.10× | ||
| Q4 24 | 0.00× | 0.00× | ||
| Q3 24 | 0.00× | 0.00× | ||
| Q2 24 | 0.00× | 0.00× | ||
| Q1 24 | 0.00× | 0.48× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $145.2M | $5.7M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $145.2M | $5.7M | ||
| Q3 25 | $16.4M | $53.4M | ||
| Q2 25 | $18.3M | $11.1M | ||
| Q1 25 | $32.7M | $3.9M | ||
| Q4 24 | $44.5M | $30.6M | ||
| Q3 24 | $47.8M | $31.4M | ||
| Q2 24 | $-438.0K | $39.1M | ||
| Q1 24 | $21.8M | $50.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $29.7M | $-11.6M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 26.9% | -21.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.7% | 28.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | — | ||
| Q3 25 | 14.94× | — | ||
| Q2 25 | 2.19× | — | ||
| Q1 25 | 4.23× | — | ||
| Q4 24 | 3.82× | 2.44× | ||
| Q3 24 | 4.35× | 1.57× | ||
| Q2 24 | -0.02× | 2.13× | ||
| Q1 24 | 2.84× | 2.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EGY
| Crude Oil Sales And Purchase Agreements | $54.8M | 60% |
| Other | $31.9M | 35% |
| Crude Oil | $3.0M | 3% |
| Natural Gas Liquids Reserves | $1.4M | 2% |
TH
| Services | $40.9M | 56% |
| Hospitality And Facilities Services South | $32.6M | 44% |
