Dynagas LNG Partners LP (DLNG)vsKinder Morgan Inc (KMI)
DLNG
Dynagas LNG Partners LP
$3.36
-0.27%
ENERGY · Cap: $131.70M
KMI
Kinder Morgan Inc
$33.19
+0.55%
ENERGY · Cap: $69.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Kinder Morgan Inc generates 11030% more annual revenue ($17.52B vs $157.46M). DLNG leads profitability with a 41.6% profit margin vs 18.9%. KMI appears more attractively valued with a PEG of 3.81. KMI earns a higher WallStSmart Score of 68/100 (B-).
DLNG
Strong Buy66
out of 100
Grade: B-
KMI
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+52.1%
Fair Value
$7.93
Current Price
$3.36
$4.57 discount
Margin of Safety
-44.5%
Fair Value
$21.86
Current Price
$33.19
$11.33 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Earnings expanding 29.5% YoY
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 29.9%
Earnings expanding 36.0% YoY
Areas to Watch
2.1% revenue growth
Smaller company, higher risk/reward
Expensive relative to growth rate
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : DLNG
The strongest argument for DLNG centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 41.6% and operating margin at 41.3%.
Bull Case : KMI
The strongest argument for KMI centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 18.9% and operating margin at 29.9%. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : DLNG
The primary concerns for DLNG are Revenue Growth, Market Cap, PEG Ratio.
Bear Case : KMI
The primary concerns for KMI are Debt/Equity, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
DLNG profiles as a value stock while KMI is a mature play — different risk/reward profiles.
KMI carries more volatility with a beta of 0.54 — expect wider price swings.
KMI is growing revenue faster at 13.8% — sustainability is the question.
KMI generates stronger free cash flow (687M), providing more financial flexibility.
Bottom Line
KMI scores higher overall (68/100 vs 66/100), backed by strong 18.9% margins and 13.8% revenue growth. DLNG offers better value entry with a 52.1% margin of safety. Both earn "Strong Buy" and "Strong 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.
Dynagas LNG Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Dynagas LNG Partners LP, operates in the shipping industry worldwide. The company is headquartered in Athens, Greece.
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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