XPLR Infrastructure (NYSE:XIFR) and Oklo (NYSE:OKLO) Head to Head Analysis

XPLR Infrastructure (NYSE:XIFR) and Oklo (NYSE:OKLO) are both energy companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, profitability, dividends, analyst recommendations, valuation and institutional ownership.

Institutional & Insider Ownership

66.0% of XPLR Infrastructure shares are held by institutional investors. Comparatively, 85.0% of Oklo shares are held by institutional investors. 0.2% of XPLR Infrastructure shares are held by company insiders. Comparatively, 21.8% of Oklo shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Profitability

This table compares XPLR Infrastructure and Oklo’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
XPLR Infrastructure	-0.73%	1.34%	0.85%
Oklo	N/A	-32.11%	-13.72%

Valuation & Earnings

This table compares XPLR Infrastructure and Oklo”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
XPLR Infrastructure	$1.26 billion	0.66	-$10.00 million	($1.90)	-4.63
Oklo	N/A	N/A	$11.87 million	($5.41)	-11.77

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

Risk & Volatility

XPLR Infrastructure has a beta of 0.94, meaning that its share price is 6% less volatile than the S&P 500. Comparatively, Oklo has a beta of 0.58, meaning that its share price is 42% less volatile than the S&P 500.

Analyst Recommendations

This is a summary of recent ratings and price targets for XPLR Infrastructure and Oklo, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
XPLR Infrastructure	2	12	2	0	2.00
Oklo	0	2	5	1	2.88

XPLR Infrastructure presently has a consensus target price of $17.64, indicating a potential upside of 100.72%. Oklo has a consensus target price of $56.00, indicating a potential downside of 12.07%. Given XPLR Infrastructure’s higher possible upside, research analysts clearly believe XPLR Infrastructure is more favorable than Oklo.

Summary

Oklo beats XPLR Infrastructure on 8 of the 14 factors compared between the two stocks.

About XPLR Infrastructure

XPLR Infrastructure LP engages in the acquisition, management, and ownership of contracted clean energy projects with long-term cash flows. It owns interests in wind and solar projects in North America and natural gas infrastructure assets in Texas. The company was founded on March 6, 2014 and is headquartered in Juno Beach, FL.

About Oklo

Oklo Inc. designs and develops fission power plants to provide reliable and commercial-scale energy to customers in the United States. It also provides used nuclear fuel recycling services. The company was founded in 2013 and is based in Santa Clara, California.