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Side-by-side financial comparison of Montauk Renewables, Inc. (MNTK) and OR Royalties Inc. (OR). Click either name above to swap in a different company.
OR Royalties Inc. is the larger business by last-quarter revenue ($46.7M vs $43.4M, roughly 1.1× Montauk Renewables, Inc.).
Montauk Renewables, Inc. is a US-based renewable energy firm specializing in capturing and converting biogenic methane from landfills and agricultural waste into renewable natural gas (RNG) and low-carbon electricity. It serves utility, commercial, and industrial customers across North America, with operations focused on advancing decarbonization and sustainable energy transition goals.
OR Royalties Inc. is a Canadian company that holds royalties in gold, silver and diamond mines, principally in the form of net smelter returns and streams.Like its predecessor company, Osisko Mining, it is headquartered in Montreal, Quebec, with shares listed on the Toronto Stock Exchange and the New York Stock Exchange.
MNTK vs OR — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2022
| Metric | | |
|---|---|---|
| Revenue | $43.4M | $46.7M |
| Net Profit | $2.5M | — |
| Gross Margin | — | — |
| Operating Margin | -3.8% | — |
| Net Margin | 5.7% | — |
| Revenue YoY | 56.7% | — |
| Net Profit YoY | 129.5% | — |
| EPS (diluted) | $0.01 | — |
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 | $43.4M | — | ||
| Q3 25 | $45.3M | — | ||
| Q2 25 | $45.1M | — | ||
| Q1 25 | $42.6M | — | ||
| Q4 24 | $27.7M | — | ||
| Q3 24 | $65.9M | — | ||
| Q2 24 | $43.3M | — | ||
| Q1 24 | $38.8M | — |
| Q4 25 | $2.5M | — | ||
| Q3 25 | $5.2M | — | ||
| Q2 25 | $-5.5M | — | ||
| Q1 25 | $-464.0K | — | ||
| Q4 24 | $-8.5M | — | ||
| Q3 24 | $17.0M | — | ||
| Q2 24 | $-712.0K | — | ||
| Q1 24 | $1.9M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 43.8% | — | ||
| Q2 24 | 15.6% | — | ||
| Q1 24 | 22.8% | — |
| Q4 25 | -3.8% | — | ||
| Q3 25 | 9.8% | — | ||
| Q2 25 | -5.2% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | -35.5% | — | ||
| Q3 24 | 34.4% | — | ||
| Q2 24 | 2.0% | — | ||
| Q1 24 | 6.1% | — |
| Q4 25 | 5.7% | — | ||
| Q3 25 | 11.5% | — | ||
| Q2 25 | -12.2% | — | ||
| Q1 25 | -1.1% | — | ||
| Q4 24 | -30.5% | — | ||
| Q3 24 | 25.9% | — | ||
| Q2 24 | -1.6% | — | ||
| Q1 24 | 4.8% | — |
| Q4 25 | $0.01 | — | ||
| Q3 25 | $0.04 | — | ||
| Q2 25 | $-0.04 | — | ||
| Q1 25 | $0.00 | — | ||
| Q4 24 | $-0.05 | — | ||
| Q3 24 | $0.12 | — | ||
| Q2 24 | $-0.01 | — | ||
| Q1 24 | $0.01 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $23.8M | — |
| Total DebtLower is stronger | $126.0M | $222.8M |
| Stockholders' EquityBook value | $263.1M | $1.3B |
| Total Assets | $435.5M | — |
| Debt / EquityLower = less leverage | 0.48× | 0.17× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.8M | — | ||
| Q3 25 | $6.8M | — | ||
| Q2 25 | $29.1M | — | ||
| Q1 25 | $40.1M | — | ||
| Q4 24 | $45.6M | — | ||
| Q3 24 | $55.0M | — | ||
| Q2 24 | $42.3M | — | ||
| Q1 24 | $63.3M | — |
| Q4 25 | $126.0M | — | ||
| Q3 25 | $54.9M | — | ||
| Q2 25 | $57.8M | — | ||
| Q1 25 | $40.8M | — | ||
| Q4 24 | $43.8M | — | ||
| Q3 24 | $46.7M | — | ||
| Q2 24 | $49.7M | — | ||
| Q1 24 | $52.7M | — |
| Q4 25 | $263.1M | — | ||
| Q3 25 | $260.7M | — | ||
| Q2 25 | $254.7M | — | ||
| Q1 25 | $258.2M | — | ||
| Q4 24 | $257.4M | — | ||
| Q3 24 | $275.3M | — | ||
| Q2 24 | $255.3M | — | ||
| Q1 24 | $254.3M | — |
| Q4 25 | $435.5M | — | ||
| Q3 25 | $383.3M | — | ||
| Q2 25 | $382.5M | — | ||
| Q1 25 | $354.2M | — | ||
| Q4 24 | $349.0M | — | ||
| Q3 24 | $374.1M | — | ||
| Q2 24 | $362.0M | — | ||
| Q1 24 | $354.7M | — |
| Q4 25 | 0.48× | — | ||
| Q3 25 | 0.21× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | 0.16× | — | ||
| Q4 24 | 0.17× | — | ||
| Q3 24 | 0.17× | — | ||
| Q2 24 | 0.19× | — | ||
| Q1 24 | 0.21× | — |
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 | $337.0K | — |
| Free Cash FlowOCF − Capex | $-41.1M | — |
| FCF MarginFCF / Revenue | -94.7% | — |
| Capex IntensityCapex / Revenue | 95.5% | — |
| Cash ConversionOCF / Net Profit | 0.14× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-86.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $337.0K | — | ||
| Q3 25 | $12.7M | — | ||
| Q2 25 | $8.2M | — | ||
| Q1 25 | $9.1M | — | ||
| Q4 24 | $724.0K | — | ||
| Q3 24 | $28.6M | — | ||
| Q2 24 | $193.0K | — | ||
| Q1 24 | $14.3M | — |
| Q4 25 | $-41.1M | — | ||
| Q3 25 | $-17.2M | — | ||
| Q2 25 | $-25.5M | — | ||
| Q1 25 | $-2.5M | — | ||
| Q4 24 | $-8.3M | — | ||
| Q3 24 | $16.0M | — | ||
| Q2 24 | $-18.6M | — | ||
| Q1 24 | $-7.7M | — |
| Q4 25 | -94.7% | — | ||
| Q3 25 | -37.9% | — | ||
| Q2 25 | -56.4% | — | ||
| Q1 25 | -5.8% | — | ||
| Q4 24 | -29.8% | — | ||
| Q3 24 | 24.3% | — | ||
| Q2 24 | -42.9% | — | ||
| Q1 24 | -19.8% | — |
| Q4 25 | 95.5% | — | ||
| Q3 25 | 65.9% | — | ||
| Q2 25 | 74.6% | — | ||
| Q1 25 | 27.3% | — | ||
| Q4 24 | 32.5% | — | ||
| Q3 24 | 19.1% | — | ||
| Q2 24 | 43.3% | — | ||
| Q1 24 | 56.7% | — |
| Q4 25 | 0.14× | — | ||
| Q3 25 | 2.43× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.68× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 7.73× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MNTK
| Natural Gas Environmental Attributes | $28.1M | 65% |
| Natural Gas Commodity | $10.7M | 25% |
| Electric Commodity | $2.7M | 6% |
| Electric Environmental Attributes | $2.0M | 5% |
OR
Segment breakdown not available.
