Is KOS or MGY more undervalued in 2026?

CirclFi compares Kosmos Energy Ltd. (KOS) and Magnolia Oil & Gas Corporation (MGY) using 13 institutional-grade valuation models. KOS has a Quality of Company score of 5.4/10 while MGY scores 9.7/10.

Which is a better buy — KOS or MGY?

Compare intrinsic values from 13 independent models against current market prices. CirclFi also calculates Value Trap scores. This is not financial advice — conduct your own analysis.

How do KOS and MGY valuations compare?

KOS at $2.80 and MGY at $27.36 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

KOS vs MGY Valuation Comparison 2026 — Intrinsic Value Analysis

KOS

Crude Petroleum & Natural Gas

Kosmos Energy Ltd.

Quality

5.4

out of 10

Value Trap

SAFE

Price

$2.80

Last close

Models

10/13

Active

MGY

Crude Petroleum & Natural Gas

Magnolia Oil & Gas Corporation

Quality

9.7

out of 10

Value Trap

SAFE

Price

$27.36

Last close

Models

13/13

Active

Model-by-Model Comparison

Model	Type	KOS Fair Value	KOS Upside	MGY Fair Value	MGY Upside
Bayesian DCF	Intrinsic	$5.89	+110.2%	$59.83	+118.7%
Earnings Power Value	Intrinsic	—	—	$18.11	-33.8%
EROIC Spread	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
First Chicago	Scenario	$7.70	+175.2%	$45.44	+66.1%
Markov DDM	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$•••.••	••.•%	$•••.••	••.•%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%
RCMH-DCF	Intrinsic	$•••.••	••.•%	$•••.••	••.•%

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KOS vs MGY — Which Stock Is More Undervalued?

MGY scores higher with a 9.7/10 quality rating vs KOS's 5.4/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing Kosmos Energy Ltd. (KOS) and Magnolia Oil & Gas Corporation (MGY) across 13 institutional-grade valuation models reveals how each company's intrinsic value stacks up against its market price. CirclFi's engine processes SEC EDGAR 10-K and 10-Q filings, FRED macroeconomic data, and GDELT news sentiment to generate independent fair value estimates daily.

KOS currently trades at $2.80 with a QOC of 5.4/10, while MGY trades at $27.36 with a QOC of 9.7/10.

Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN Topology), and ensemble methods (CUCE).