Magnolia Oil & Gas is an independent oil and gas producer focused on the Eagle Ford shale in South Texas, where it drills and completes horizontal wells and sells crude, natural gas and NGLs. Its edge is acreage concentration: a contiguous position in one basin lets it run a steady drilling program and keep operating costs low, which shows in a 50.7% operating margin. Revenue grew 50.1% over the period, though much of that reflects commodity price and volume swings, so the sustainability of the top line deserves scrutiny. The stock trades at 11.0x trailing and 9.2x forward earnings with a 20.8% ROE and a $6.7B market cap, which puts it among the cheaper names in a sector that prices in cyclical risk. The question for a deeper look is whether current margins hold through a weaker oil tape and whether the forward earnings discount reflects a real mispricing or the market correctly pricing commodity exposure.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 21 Oct 2026, 12:04 CEST | Rating | Undervalued | first publication | $25.46 |
| 16 Oct 2026, 00:00 CEST | Fair value | $30.16 | $24.39 | $24.84 |
| 12 Oct 2026, 00:00 CEST | Fair value | $24.39 | $24.82 | $24.10 |
| 10 Oct 2026, 00:00 CEST | ACCE price target | $24.00 | first publication | $24.48 |
| 28 Sept 2026, 00:00 CEST | Fair value | $24.82 | $25.43 | $24.11 |
| 25 Sept 2026, 00:00 CEST | Fair value | $25.43 | $25.73 | $24.42 |
| 22 Sept 2026, 00:00 CEST | Fair value | $25.73 | $25.46 | $25.18 |
| 20 Sept 2026, 00:00 CEST | Fair value | $25.46 | $28.02 | $25.18 |
| 17 Sept 2026, 00:00 CEST | Fair value | $28.02 | $27.58 | $28.55 |
| 9 Sept 2026, 00:00 CEST | Fair value | $27.58 | $27.30 | $26.80 |
Answered from Magnolia Oil & Gas Corporation Class A Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| MGY Magnolia Oil & Gas Corporation Class A Common Stock | $26.15 | $30 | 13% below | 11.5x | 20.8% | 95 | 81 |
| MTDR Matador Resources Company Common Stock | $56.79 | $84 | 32% below | 9.9x | 13.6% | 83 | 83 |
| SCR.TO Strathcona Resources Ltd. | C$42.84 | C$80 | 47% below | 22.2x | 8.0% | 81 | 85 |
| VIST Vista Energy S.A.B. de C.V. American Depositary Shares each representing one series A share with no par value | $70.61 | $65 | 9% above | 9.4x | 29.8% | 91 | 85 |
| MUR Murphy Oil Corporation Common Stock | $42.37 | $27 | 57% above | 22.0x | 6.5% | 75 | 84 |
| PSK.TO PrairieSky Royalty Ltd. | C$36.31 | C$15 | 135% above | 34.9x | 9.3% | 85 | 79 |
| LB LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests | $76.96 | $23 | 240% above | 71.3x | 11.5% | 68 | 70 |
Where MGY ranks against its sector peers on each metric.