Contrasting Gevo (NASDAQ:GEVO) and Oklo (NYSE:OKLO)

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

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Oklo	N/A	-8.57%	-8.30%
Gevo	-19.38%	-5.06%	-3.41%

Analyst Ratings

This is a breakdown of recent ratings and price targets for Oklo and Gevo, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Oklo	2	7	11	2	2.59
Gevo	2	1	2	0	2.00

Oklo presently has a consensus target price of $85.33, indicating a potential upside of 45.54%. Gevo has a consensus target price of $6.58, indicating a potential upside of 278.35%. Given Gevo’s higher probable upside, analysts plainly believe Gevo is more favorable than Oklo.

Institutional and Insider Ownership

85.0% of Oklo shares are held by institutional investors. Comparatively, 35.2% of Gevo shares are held by institutional investors. 18.9% of Oklo shares are held by company insiders. Comparatively, 7.1% of Gevo shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Risk & Volatility

Oklo has a beta of 1.16, meaning that its share price is 16% more volatile than the S&P 500. Comparatively, Gevo has a beta of 1, meaning that its share price has a similar volatility profile to the S&P 500.

Valuation & Earnings

This table compares Oklo and Gevo”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	($0.84)	-69.80
Gevo	$160.58 million	2.64	-$33.84 million	($0.13)	-13.38

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

Gevo, Inc. operates as a carbon abatement company. It operates through three segments: Gevo, Agri-Energy, and Renewable Natural Gas. The company focuses on transforming renewable energy into energy-dense liquid hydrocarbons that can be used as renewable fuels. It offers renewable gasoline and diesel, isobutanol, sustainable aviation fuel, renewable natural gas, isobutylene, ethanol, and animal feed and protein. The company was formerly known as Methanotech, Inc. and changed its name to Gevo, Inc. in March 2006. Gevo, Inc. was incorporated in 2005 and is headquartered in Englewood, Colorado.