Tamboran Resources (TBN) Competitors

$37.26 +1.26 (+3.49%)

Closing price 05/13/2026 03:59 PM Eastern

Extended Trading

$36.56 -0.70 (-1.87%)

As of 07:00 AM Eastern

TBN vs. CLMT, SDRL, BSM, NOG, and TALO

Should you buy Tamboran Resources stock or one of its competitors? MarketBeat compares Tamboran Resources with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Tamboran Resources include Calumet (CLMT), Seadrill (SDRL), Black Stone Minerals (BSM), Northern Oil and Gas (NOG), and Talos Energy (TALO). These companies are all part of the "petroleum and natural gas" industry.

How does Tamboran Resources compare to Calumet?

Calumet (NASDAQ:CLMT) and Tamboran Resources (NYSE:TBN) are both energy companies, but which is the better investment? We will compare the two companies based on the strength of their risk, media sentiment, valuation, dividends, analyst recommendations, earnings, profitability and institutional ownership.

Calumet has higher revenue and earnings than Tamboran Resources. Tamboran Resources is trading at a lower price-to-earnings ratio than Calumet, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Calumet	$4.17B	0.65	-$33.80M	-$2.16	N/A
Tamboran Resources	N/A	N/A	-$36.90M	-$1.91	N/A

In the previous week, Calumet had 12 more articles in the media than Tamboran Resources. MarketBeat recorded 15 mentions for Calumet and 3 mentions for Tamboran Resources. Calumet's average media sentiment score of -0.34 beat Tamboran Resources' score of -0.77 indicating that Calumet is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Calumet	1 Very Positive mention(s)	2 Positive mention(s)	3 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Neutral
Tamboran Resources	0 Very Positive mention(s)	1 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Negative

34.4% of Calumet shares are held by institutional investors. 4.1% of Calumet shares are held by insiders. Comparatively, 4.5% of Tamboran Resources shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Calumet has a beta of 0.72, indicating that its share price is 28% less volatile than the broader market. Comparatively, Tamboran Resources has a beta of -2.17, indicating that its share price is 317% less volatile than the broader market.

Calumet presently has a consensus target price of $36.75, indicating a potential upside of 16.93%. Tamboran Resources has a consensus target price of $55.75, indicating a potential upside of 49.64%. Given Tamboran Resources' stronger consensus rating and higher possible upside, analysts clearly believe Tamboran Resources is more favorable than Calumet.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Calumet	1 Sell rating(s)	4 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.00
Tamboran Resources	1 Sell rating(s)	0 Hold rating(s)	3 Buy rating(s)	1 Strong Buy rating(s)	2.80

Tamboran Resources has a net margin of 0.00% compared to Calumet's net margin of -4.52%. Calumet's return on equity of 0.00% beat Tamboran Resources' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Calumet	-4.52%	N/A	-9.48%
Tamboran Resources	N/A	-7.12%	-6.03%

Summary

Calumet and Tamboran Resources tied by winning 8 of the 16 factors compared between the two stocks.

How does Tamboran Resources compare to Seadrill?

Tamboran Resources (NYSE:TBN) and Seadrill (NYSE:SDRL) are both energy companies, but which is the superior investment? We will contrast the two companies based on the strength of their media sentiment, analyst recommendations, dividends, earnings, profitability, valuation, institutional ownership and risk.

Tamboran Resources presently has a consensus target price of $55.75, indicating a potential upside of 49.64%. Seadrill has a consensus target price of $55.00, indicating a potential upside of 10.03%. Given Tamboran Resources' stronger consensus rating and higher probable upside, research analysts clearly believe Tamboran Resources is more favorable than Seadrill.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Tamboran Resources	1 Sell rating(s)	0 Hold rating(s)	3 Buy rating(s)	1 Strong Buy rating(s)	2.80
Seadrill	1 Sell rating(s)	2 Hold rating(s)	3 Buy rating(s)	2 Strong Buy rating(s)	2.75

Tamboran Resources has a net margin of 0.00% compared to Seadrill's net margin of -4.79%. Seadrill's return on equity of -1.84% beat Tamboran Resources' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Tamboran Resources	N/A	-7.12%	-6.03%
Seadrill	-4.79%	-1.84%	-1.31%

Tamboran Resources has a beta of -2.17, indicating that its share price is 317% less volatile than the broader market. Comparatively, Seadrill has a beta of 1.25, indicating that its share price is 25% more volatile than the broader market.

Tamboran Resources has higher earnings, but lower revenue than Seadrill. Seadrill is trading at a lower price-to-earnings ratio than Tamboran Resources, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Tamboran Resources	N/A	N/A	-$36.90M	-$1.91	N/A
Seadrill	$1.44B	2.18	-$77M	-$1.12	N/A

In the previous week, Seadrill had 10 more articles in the media than Tamboran Resources. MarketBeat recorded 13 mentions for Seadrill and 3 mentions for Tamboran Resources. Seadrill's average media sentiment score of 0.18 beat Tamboran Resources' score of -0.77 indicating that Seadrill is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Tamboran Resources	0 Very Positive mention(s)	1 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Negative
Seadrill	3 Very Positive mention(s)	1 Positive mention(s)	3 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Neutral

95.7% of Seadrill shares are held by institutional investors. 4.5% of Tamboran Resources shares are held by company insiders. Comparatively, 0.2% of Seadrill shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Summary

Seadrill beats Tamboran Resources on 9 of the 15 factors compared between the two stocks.

How does Tamboran Resources compare to Black Stone Minerals?

Tamboran Resources (NYSE:TBN) and Black Stone Minerals (NYSE:BSM) are both energy companies, but which is the superior investment? We will contrast the two companies based on the strength of their media sentiment, analyst recommendations, dividends, earnings, profitability, valuation, institutional ownership and risk.

14.5% of Black Stone Minerals shares are held by institutional investors. 4.5% of Tamboran Resources shares are held by company insiders. Comparatively, 17.8% of Black Stone Minerals shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Black Stone Minerals has a net margin of 61.67% compared to Tamboran Resources' net margin of 0.00%. Black Stone Minerals' return on equity of 42.40% beat Tamboran Resources' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Tamboran Resources	N/A	-7.12%	-6.03%
Black Stone Minerals	61.67%	42.40%	26.26%

Tamboran Resources presently has a consensus target price of $55.75, indicating a potential upside of 49.64%. Black Stone Minerals has a consensus target price of $14.00, indicating a potential upside of 3.44%. Given Tamboran Resources' stronger consensus rating and higher probable upside, research analysts clearly believe Tamboran Resources is more favorable than Black Stone Minerals.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Tamboran Resources	1 Sell rating(s)	0 Hold rating(s)	3 Buy rating(s)	1 Strong Buy rating(s)	2.80
Black Stone Minerals	1 Sell rating(s)	3 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.75

Tamboran Resources has a beta of -2.17, indicating that its share price is 317% less volatile than the broader market. Comparatively, Black Stone Minerals has a beta of 0.07, indicating that its share price is 93% less volatile than the broader market.

Black Stone Minerals has higher revenue and earnings than Tamboran Resources. Tamboran Resources is trading at a lower price-to-earnings ratio than Black Stone Minerals, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Tamboran Resources	N/A	N/A	-$36.90M	-$1.91	N/A
Black Stone Minerals	$469.92M	6.12	$299.93M	$1.27	10.66

In the previous week, Black Stone Minerals had 8 more articles in the media than Tamboran Resources. MarketBeat recorded 11 mentions for Black Stone Minerals and 3 mentions for Tamboran Resources. Black Stone Minerals' average media sentiment score of 1.02 beat Tamboran Resources' score of -0.77 indicating that Black Stone Minerals is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Tamboran Resources	0 Very Positive mention(s)	1 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Negative
Black Stone Minerals	3 Very Positive mention(s)	3 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

Black Stone Minerals beats Tamboran Resources on 12 of the 16 factors compared between the two stocks.

How does Tamboran Resources compare to Northern Oil and Gas?

Tamboran Resources (NYSE:TBN) and Northern Oil and Gas (NYSE:NOG) are both energy companies, but which is the better investment? We will contrast the two businesses based on the strength of their media sentiment, valuation, analyst recommendations, profitability, earnings, dividends, risk and institutional ownership.

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Tamboran Resources	N/A	N/A	-$36.90M	-$1.91	N/A
Northern Oil and Gas	$2.48B	1.00	$38.76M	-$6.37	N/A

Tamboran Resources has a net margin of 0.00% compared to Northern Oil and Gas' net margin of -33.17%. Northern Oil and Gas' return on equity of 18.43% beat Tamboran Resources' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Tamboran Resources	N/A	-7.12%	-6.03%
Northern Oil and Gas	-33.17%	18.43%	7.14%

Tamboran Resources presently has a consensus target price of $55.75, indicating a potential upside of 49.64%. Northern Oil and Gas has a consensus target price of $31.33, indicating a potential upside of 34.22%. Given Tamboran Resources' stronger consensus rating and higher possible upside, equities analysts plainly believe Tamboran Resources is more favorable than Northern Oil and Gas.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Tamboran Resources	1 Sell rating(s)	0 Hold rating(s)	3 Buy rating(s)	1 Strong Buy rating(s)	2.80
Northern Oil and Gas	2 Sell rating(s)	3 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.13

98.8% of Northern Oil and Gas shares are owned by institutional investors. 4.5% of Tamboran Resources shares are owned by company insiders. Comparatively, 2.8% of Northern Oil and Gas shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Northern Oil and Gas had 11 more articles in the media than Tamboran Resources. MarketBeat recorded 14 mentions for Northern Oil and Gas and 3 mentions for Tamboran Resources. Northern Oil and Gas' average media sentiment score of 0.72 beat Tamboran Resources' score of -0.77 indicating that Northern Oil and Gas is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Tamboran Resources	0 Very Positive mention(s)	1 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Negative
Northern Oil and Gas	4 Very Positive mention(s)	0 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	1 Very Negative mention(s)	Positive

Tamboran Resources has a beta of -2.17, indicating that its stock price is 317% less volatile than the broader market. Comparatively, Northern Oil and Gas has a beta of 0.75, indicating that its stock price is 25% less volatile than the broader market.

Summary

Northern Oil and Gas beats Tamboran Resources on 9 of the 15 factors compared between the two stocks.

How does Tamboran Resources compare to Talos Energy?

Talos Energy (NYSE:TALO) and Tamboran Resources (NYSE:TBN) are both energy companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, valuation, media sentiment, analyst recommendations, risk, dividends, institutional ownership and profitability.

Tamboran Resources has lower revenue, but higher earnings than Talos Energy. Tamboran Resources is trading at a lower price-to-earnings ratio than Talos Energy, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Talos Energy	$1.78B	1.43	-$494.29M	-$4.31	N/A
Tamboran Resources	N/A	N/A	-$36.90M	-$1.91	N/A

Tamboran Resources has a net margin of 0.00% compared to Talos Energy's net margin of -42.58%. Tamboran Resources' return on equity of -7.12% beat Talos Energy's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Talos Energy	-42.58%	-8.24%	-3.28%
Tamboran Resources	N/A	-7.12%	-6.03%

Talos Energy has a beta of 0.35, indicating that its share price is 65% less volatile than the broader market. Comparatively, Tamboran Resources has a beta of -2.17, indicating that its share price is 317% less volatile than the broader market.

In the previous week, Talos Energy had 5 more articles in the media than Tamboran Resources. MarketBeat recorded 8 mentions for Talos Energy and 3 mentions for Tamboran Resources. Talos Energy's average media sentiment score of 0.98 beat Tamboran Resources' score of -0.77 indicating that Talos Energy is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Talos Energy	3 Very Positive mention(s)	4 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Tamboran Resources	0 Very Positive mention(s)	1 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Negative

Talos Energy currently has a consensus target price of $17.50, suggesting a potential upside of 14.49%. Tamboran Resources has a consensus target price of $55.75, suggesting a potential upside of 49.64%. Given Tamboran Resources' stronger consensus rating and higher probable upside, analysts plainly believe Tamboran Resources is more favorable than Talos Energy.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Talos Energy	1 Sell rating(s)	4 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.25
Tamboran Resources	1 Sell rating(s)	0 Hold rating(s)	3 Buy rating(s)	1 Strong Buy rating(s)	2.80

89.4% of Talos Energy shares are held by institutional investors. 0.4% of Talos Energy shares are held by insiders. Comparatively, 4.5% of Tamboran Resources shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

Tamboran Resources beats Talos Energy on 8 of the 15 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding TBN and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.

Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.

TBN vs. The Competition

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Metric	Tamboran Resources	OIL Industry	Energy Sector	NYSE Exchange
Market Cap	$816.02M	$100.14B	$10.53B	$22.95B
Dividend Yield	N/A	3.25%	10.21%	4.06%
P/E Ratio	-19.51	19.99	20.26	28.29
Price / Sales	N/A	1.92	1,038.86	24.50
Price / Cash	N/A	7.46	37.93	25.11
Price / Book	1.70	1.52	4.37	4.73
Net Income	-$36.90M	$4.71B	$4.24B	$1.07B
7 Day Performance	5.39%	3.27%	1.04%	-1.11%
1 Month Performance	5.01%	3.67%	4.14%	1.36%
1 Year Performance	84.71%	50.83%	51.50%	24.41%

Tamboran Resources Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
TBN Tamboran Resources	3.0278 of 5 stars	$37.26 +3.5%	$55.75 +49.6%	+82.6%	$816.02M	N/A	N/A	N/A	Earnings Report
CLMT Calumet	2.3237 of 5 stars	$34.50 -4.2%	$30.50 -11.6%	+124.5%	$3.13B	$4.14B	N/A	1,540	Earnings Report Analyst Upgrade Analyst Revision
SDRL Seadrill	1.5786 of 5 stars	$48.30 -1.2%	$51.40 +6.4%	+101.9%	$3.05B	$1.44B	N/A	3,000	Earnings Report Analyst Upgrade Gap Down
BSM Black Stone Minerals	3.6874 of 5 stars	$13.57 -0.9%	$14.00 +3.2%	-2.7%	$2.91B	$469.92M	10.68	110	Positive News Insider Trade
NOG Northern Oil and Gas	4.3409 of 5 stars	$24.73 -7.2%	$32.00 +29.4%	-21.2%	$2.82B	$2.48B	N/A	30	Dividend Announcement Gap Down

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This page (NYSE:TBN) was last updated on 5/14/2026 by MarketBeat.com Staff.

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Tamboran Resources (TBN) Competitors

TBN vs. CLMT, SDRL, BSM, NOG, and TALO

How does Tamboran Resources compare to Calumet?

Summary

How does Tamboran Resources compare to Seadrill?

Summary

How does Tamboran Resources compare to Black Stone Minerals?

Summary

How does Tamboran Resources compare to Northern Oil and Gas?

Summary

How does Tamboran Resources compare to Talos Energy?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

TBN vs. The Competition

Tamboran Resources Competitors List

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Stock Ideas and Recommendations

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Tamboran Resources (TBN) Competitors

TBN vs. CLMT, SDRL, BSM, NOG, and TALO

How does Tamboran Resources compare to Calumet?

Which has higher valuation & earnings, CLMT or TBN?

Does the media refer more to CLMT or TBN?

Do institutionals and insiders have more ownership in CLMT or TBN?

Which has more volatility & risk, CLMT or TBN?

Do analysts prefer CLMT or TBN?

Is CLMT or TBN more profitable?

Summary

How does Tamboran Resources compare to Seadrill?

Do analysts prefer TBN or SDRL?

Is TBN or SDRL more profitable?

Which has more risk & volatility, TBN or SDRL?

Which has stronger valuation and earnings, TBN or SDRL?

Does the media refer more to TBN or SDRL?

Do insiders & institutionals have more ownership in TBN or SDRL?

Summary

How does Tamboran Resources compare to Black Stone Minerals?

Do insiders & institutionals have more ownership in TBN or BSM?

Is TBN or BSM more profitable?

Do analysts prefer TBN or BSM?

Which has more risk & volatility, TBN or BSM?

Which has stronger valuation and earnings, TBN or BSM?

Does the media refer more to TBN or BSM?

Summary

How does Tamboran Resources compare to Northern Oil and Gas?

Which has higher valuation & earnings, TBN or NOG?

Is TBN or NOG more profitable?

Do analysts prefer TBN or NOG?

Do institutionals & insiders have more ownership in TBN or NOG?

Does the media prefer TBN or NOG?

Which has more risk and volatility, TBN or NOG?

Summary

How does Tamboran Resources compare to Talos Energy?

Which has stronger earnings & valuation, TALO or TBN?

Is TALO or TBN more profitable?

Which has more risk and volatility, TALO or TBN?

Does the media favor TALO or TBN?

Do analysts prefer TALO or TBN?

Do institutionals and insiders hold more shares of TALO or TBN?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

TBN vs. The Competition

Tamboran Resources Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools