Is KOS or MUR more undervalued in 2026?

CirclFi compares Kosmos Energy Ltd. (KOS) and Murphy Oil Corporation (MUR) using 13 institutional-grade valuation models. KOS has a Quality of Company score of 5.4/10 while MUR scores 7.5/10.

Which is a better buy — KOS or MUR?

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 MUR valuations compare?

KOS at $2.80 and MUR at $36.19 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

KOS vs MUR 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

MUR

Crude Petroleum & Natural Gas

Murphy Oil Corporation

Quality

7.5

out of 10

Value Trap

SAFE

Price

$36.19

Last close

Models

12/13

Active

Model-by-Model Comparison

Model	Type	KOS Fair Value	KOS Upside	MUR Fair Value	MUR Upside
Bayesian DCF	Intrinsic	$5.89	+110.2%	$126.64	+249.9%
Earnings Power Value	Intrinsic	—	—	$1.56	-95.7%
EROIC Spread	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
First Chicago	Scenario	$7.70	+175.2%	$67.25	+85.8%
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 MUR — Which Stock Is More Undervalued?

MUR scores higher with a 7.5/10 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 Murphy Oil Corporation (MUR) 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 MUR trades at $36.19 with a QOC of 7.5/10.

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).