Kosmos Energy (MEX:KOS) Cyclically Adjusted PB Ratio: 1.22 (As of Jul. 03, 2026) — 11% Below Median


MEX:KOS Kosmos Energy Ltd MEX:KOS
43 GF Score
Price MXN52.50
GF Value MXN79.64
Valuation Possible Value Trap
! 7 Warning Signs
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What is Kosmos Energy Cyclically Adjusted PB Ratio?

Kosmos Energy MEX:KOS 43 Cyclically Adjusted PB Ratio is 1.22 as of Jul. 03, 2026, which is 11% below its 10-year median of 1.37. GuruFocus rates MEX:KOS with a GF Score™ of 43/100 and a GF Value™ of MXN79.64 (Possible Value Trap). The stock has 7 warning signs investors should review. Among 773 Oil & Gas companies, Kosmos Energy ranks better than 60.41% on this metric.

As of today (2026-07-03), Kosmos Energy's current share price is MXN52.50. Kosmos Energy's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 was MXN42.93. Kosmos Energy's Cyclically Adjusted PB Ratio for today is 1.22.

The historical rank and industry rank for Kosmos Energy's Cyclically Adjusted PB Ratio or its related term are showing as below:

MEX:KOS' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 0.23   Med: 1.37   Max: 3.07
Current: 0.89

During the past years, Kosmos Energy's highest Cyclically Adjusted PB Ratio was 3.07. The lowest was 0.23. And the median was 1.37.

MEX:KOS's Cyclically Adjusted PB Ratio is ranked better than
60.41% of 773 companies
in the Oil & Gas industry
Industry Median: 1.17 vs MEX:KOS: 0.89

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

Kosmos Energy's adjusted book value per share data for the three months ended in Mar. 2026 was MXN15.660. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is MXN42.93 for the trailing ten years ended in Mar. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Kosmos Energy  (MEX:KOS) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


Kosmos Energy Cyclically Adjusted PB Ratio Related Terms


Kosmos Energy Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Kosmos Energy's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Kosmos Energy Cyclically Adjusted PB Ratio Chart

Kosmos Energy Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.28 2.34 2.51 1.32 0.38

Kosmos Energy Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.89 0.68 0.67 0.38 1.19

MEX:KOS vs DMLP, KRP, TBN: Cyclically Adjusted PB Ratio Comparison

For the Oil & Gas E&P subindustry, Kosmos Energy's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Kosmos Energy Cyclically Adjusted PB Ratio vs Oil & Gas Industry

For the Oil & Gas industry and Energy sector, Kosmos Energy's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Kosmos Energy's Cyclically Adjusted PB Ratio falls into.


MEX:KOS
43GF Score
Kosmos Energy Ltd MEX:KOS
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Kosmos Energy Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

Kosmos Energy's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=52.50/42.93
=1.22

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Kosmos Energy's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 is calculated as:

For example, Kosmos Energy's adjusted Book Value per Share data for the three months ended in Mar. 2026 was:

Adj_Book=Book Value per Share/CPI of Mar. 2026 (Change)*Current CPI (Mar. 2026)
=15.66/330.2130*330.2130
=15.660

Current CPI (Mar. 2026) = 330.2130.

Kosmos Energy Quarterly Data

Book Value per Share CPI Adj_Book
201606 56.444 241.018 77.333
201609 56.422 241.428 77.171
201612 57.636 241.432 78.830
201703 51.551 243.801 69.823
201706 49.368 244.955 66.551
201709 47.041 246.819 62.935
201712 45.245 246.524 60.605
201803 38.721 249.554 51.236
201806 36.711 251.989 48.107
201809 40.333 252.439 52.759
201812 46.371 251.233 60.949
201903 42.377 254.202 55.048
201906 42.316 256.143 54.553
201909 43.813 256.759 56.347
201912 39.536 256.974 50.804
202003 37.342 258.115 47.773
202006 25.866 257.797 33.132
202009 23.189 260.280 29.420
202012 21.594 260.474 27.376
202103 17.881 264.877 22.292
202106 14.975 271.696 18.200
202109 14.425 274.310 17.365
202112 24.025 278.802 28.455
202203 23.456 287.504 26.940
202206 29.238 296.311 32.583
202209 39.427 296.808 43.864
202212 33.691 296.797 37.484
202303 34.099 301.836 37.305
202306 33.682 305.109 36.453
202309 37.846 307.789 40.603
202312 38.083 306.746 40.996
202403 37.720 312.332 39.879
202406 44.345 314.175 46.609
202409 49.950 315.301 52.312
202412 53.054 315.605 55.510
202503 47.011 319.799 48.542
202506 40.074 322.561 41.025
202509 34.474 324.800 35.049
202512 19.898 324.054 20.276
202603 15.660 330.213 15.660

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

What does a Cyclically Adjusted PB Ratio of 1.22 mean?
Kosmos Energy (MEX:KOS) has a Cyclically Adjusted PB Ratio of 1.22 as of Jul. 03, 2026. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Kosmos Energy and its competitors. This is 11% below median its historical median of 1.37. Over the past decade, Kosmos Energy's Cyclically Adjusted PB Ratio has ranged from 0.23 to 3.07. According to the industry distribution chart, Kosmos Energy ranks #306 out of 773 companies in the Oil & Gas industry, placing it in the top 39.6%.
Is Kosmos Energy's Cyclically Adjusted PB Ratio too high?
Kosmos Energy's current Cyclically Adjusted PB Ratio of 1.22 is 11% below median its 10-year median of 1.37. Over the past 10 years, this metric has ranged from a low of 0.23 to a high of 3.07. The Oil & Gas industry median Cyclically Adjusted PB Ratio is 1.17. Kosmos Energy's value of 1.22 is 4.3% above this industry median. Based on the distribution chart, Kosmos Energy ranks #306 out of 773 companies in the Oil & Gas industry, which is above the industry midpoint. Overall, Kosmos Energy has a GF Score™ of 43/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Kosmos Energy's Cyclically Adjusted PB Ratio compare to DMLP and KRP?
According to the Oil & Gas industry distribution chart, Kosmos Energy ranks #306 out of 773 companies for Cyclically Adjusted PB Ratio. This puts Kosmos Energy in the upper half of its industry. The industry median Cyclically Adjusted PB Ratio is 1.17. Kosmos Energy's value of 1.22 is 4.3% above this benchmark. Historically, Kosmos Energy's own Cyclically Adjusted PB Ratio has ranged from 0.23 to 3.07 over the past decade. While the company's 10-year median is 1.37 vs. the industry median of 1.17, Kosmos Energy has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PB Ratio for an Oil & Gas company?
The median Cyclically Adjusted PB Ratio among Oil & Gas companies is 1.17, based on 773 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Kosmos Energy's current Cyclically Adjusted PB Ratio of 1.22 is 4.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PB Ratio mean?
A high Cyclically Adjusted PB Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Kosmos Energy and its competitors. For the Oil & Gas industry, the median Cyclically Adjusted PB Ratio is 1.17 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Kosmos Energy's current Cyclically Adjusted PB Ratio is 1.22, which is 11% below median its own 10-year median of 1.37. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Kosmos Energy stock overvalued right now?
Based on GuruFocus' analysis, Kosmos Energy (MEX:KOS) is currently considered Possible Value Trap. The stock's GF Value™ is MXN79.64, compared to a current price of MXN52.50 — trading 34.1% below its estimated fair value. The current Cyclically Adjusted PB Ratio is 1.22, which is 11% below median its 10-year median of 1.37 and 4.3% above the Oil & Gas industry median of 1.17. Kosmos Energy's overall GF Score™ is 43/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For Kosmos Energy (MEX:KOS), the current Cyclically Adjusted PB Ratio is 1.22 as of Jul. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Kosmos Energy (MEX:KOS) Overvalued in 2026?

Based on GuruFocus' analysis, Kosmos Energy stock appears to be undervalued. The current stock price of MXN52.50 is trading 34.1% below its estimated GF Value™ of MXN79.64. GuruFocus considers Kosmos Energy to be Possible Value Trap.

Key valuation signals for MEX:KOS:

  • Cyclically Adjusted PB Ratio: 1.22 (11% below median its 10-year median of 1.37)
  • GF Value™: MXN79.64 vs. price of MXN52.50 (34.1% below fair value)
  • GF Score™: 43/100 with 7 warning signs
  • Industry Position: 4.3% above the Oil & Gas median (#306 of 773)

No single metric tells the full story. See the MEX:KOS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Kosmos Energy Business Description

Industry EnergyOil & Gas
Address 8176 Park Lane, Suite 500, Dallas, TX, USA, 75231
Kosmos Energy Ltd is a deepwater exploration and production company focused on meeting the world's growing demand for energy. It has diversified oil and gas production from assets offshore Ghana, Equatorial Guinea, Mauritania, Senegal and the Gulf of America. The Company had operations in four geographic reporting segments: Ghana, Equatorial Guinea, Mauritania/Senegal and the Gulf of America. The majority of revenue is derived from the Ghana segment.
43GF Score

Get the complete analysis for MEX:KOS

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN52.50
Price
MXN79.64
GF Value