For Investors Only: KOG vs OAS

SeekingAlpha.com had a short note about NOG earlier today.

What caught my eye was the chart of NOG's competitors. Specifically, KOG vs OAS. I don't know how accurate/current the chart at the linked article was, but compare market cap, p/e, revenue, gross margins, and operating margins of the two companies.

Snapshots of the two companies can be found here. One of the two has its own in-house fracking spread. One company has 155,000 net acres in the Bakken; the other has 320,000 net acres in the Bakken. Again, compare their market cap.

And, yes, I do have a dog in this fight, accumulating shares in both companies at various times over the past two years. I won't be trading in either of these companies in the next 72 hours.

Disclaimer: this is not an investment site. This is for information and education only. Do not make investment decision based on anything you read at this blog.