Head-To-Head Review: Oklo (NYSE:OKLO) & Montauk Renewables (NASDAQ:MNTK)

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

Valuation and Earnings

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Oklo	N/A	N/A	-$105.66 million	($0.72)	-78.13
Montauk Renewables	$176.38 million	0.94	$1.75 million	$0.02	58.25

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

Risk & Volatility

Oklo has a beta of 0.81, indicating that its share price is 19% less volatile than the S&P 500. Comparatively, Montauk Renewables has a beta of 0.05, indicating that its share price is 95% less volatile than the S&P 500.

Profitability

This table compares Oklo and Montauk Renewables’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Oklo	N/A	-11.59%	-11.10%
Montauk Renewables	0.15%	0.10%	0.07%

Analyst Ratings

This is a summary of current recommendations and price targets for Oklo and Montauk Renewables, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Oklo	2	6	9	2	2.58
Montauk Renewables	1	3	0	0	1.75

Oklo presently has a consensus target price of $86.63, suggesting a potential upside of 54.00%. Montauk Renewables has a consensus target price of $4.00, suggesting a potential upside of 243.35%. Given Montauk Renewables’ higher possible upside, analysts clearly believe Montauk Renewables is more favorable than Oklo.

Insider and Institutional Ownership

85.0% of Oklo shares are owned by institutional investors. Comparatively, 16.4% of Montauk Renewables shares are owned by institutional investors. 18.9% of Oklo shares are owned by insiders. Comparatively, 54.7% of Montauk Renewables shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

Montauk Renewables beats Oklo on 9 of the 14 factors compared between the two stocks.

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.

About Montauk Renewables

Montauk Renewables, Inc., a renewable energy company, engages in recovery and processing of biogas from landfills and other non-fossil fuel sources. It operates in two segments, Renewable Natural Gas and Renewable Electricity Generation. The company develops, owns, and operates renewable natural gas (RNG) projects that captures methane and prevents it from being released into the atmosphere by converting it into either RNG or electrical power for the electrical grid. Its customers for RNG and renewable identification numbers (RIN) include large, long-term owner-operators of landfills and livestock farms, local utilities, and large refiners in the natural gas and refining sectors. Montauk Renewables, Inc. was founded in 1980 and is headquartered in Pittsburgh, Pennsylvania.