Antero Midstream Partners LP (AM)vsKinder Morgan Inc (KMI)
AM
Antero Midstream Partners LP
$23.60
+1.37%
ENERGY · Cap: $11.09B
KMI
Kinder Morgan Inc
$33.98
+0.15%
ENERGY · Cap: $75.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Kinder Morgan Inc generates 1245% more annual revenue ($16.94B vs $1.26B). AM leads profitability with a 32.8% profit margin vs 18.0%. AM appears more attractively valued with a PEG of 1.17. KMI earns a higher WallStSmart Score of 64/100 (C+).
AM
Buy57
out of 100
Grade: C
KMI
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-249.4%
Fair Value
$5.85
Current Price
$23.60
$17.75 premium
Margin of Safety
+51.0%
Fair Value
$64.12
Current Price
$33.98
$30.14 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 59.5%
Every $100 of equity generates 20 in profit
Strong operational efficiency at 30.3%
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 49.3% YoY
Generating 1.6B in free cash flow
Areas to Watch
Moderate valuation
3.1% revenue growth
Earnings declined 52.6%
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AM
The strongest argument for AM centers on Profit Margin, Operating Margin, Return on Equity. Profitability is solid with margins at 32.8% and operating margin at 59.5%. PEG of 1.17 suggests the stock is reasonably priced for its growth.
Bull Case : KMI
The strongest argument for KMI centers on Operating Margin, Market Cap, Price/Book. Profitability is solid with margins at 18.0% and operating margin at 30.3%. Revenue growth of 13.1% demonstrates continued momentum.
Bear Case : AM
The primary concerns for AM are P/E Ratio, Revenue Growth, EPS Growth.
Bear Case : KMI
The primary concerns for KMI are PEG Ratio.
Key Dynamics to Monitor
AM profiles as a value stock while KMI is a mature play — different risk/reward profiles.
AM carries more volatility with a beta of 0.75 — expect wider price swings.
KMI is growing revenue faster at 13.1% — sustainability is the question.
KMI generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
KMI scores higher overall (64/100 vs 57/100), backed by strong 18.0% margins and 13.1% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Antero Midstream Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Antero Midstream Corporation owns, operates and develops midstream energy infrastructure. The company is headquartered in Denver, Colorado.
Kinder Morgan Inc
ENERGY · OIL & GAS MIDSTREAM · USA
Kinder Morgan, Inc. is one of the largest energy infrastructure companies in North America. The company specializes in owning and controlling oil and gas pipelines and terminals.
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