Golar LNG Limited (GLNG)vsKinder Morgan Inc (KMI)
GLNG
Golar LNG Limited
$53.09
-2.61%
ENERGY · Cap: $4.59B
KMI
Kinder Morgan Inc
$33.98
+0.15%
ENERGY · Cap: $75.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Kinder Morgan Inc generates 5085% more annual revenue ($16.94B vs $326.63M). GLNG leads profitability with a 18.3% profit margin vs 18.0%. KMI appears more attractively valued with a PEG of 3.86. KMI earns a higher WallStSmart Score of 64/100 (C+).
GLNG
Buy54
out of 100
Grade: C-
KMI
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1081.8%
Fair Value
$3.74
Current Price
$53.09
$49.35 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
Strong operational efficiency at 39.8%
Revenue surging 89.1% year-over-year
Reasonable price relative to book value
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
ROE of 4.2% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : GLNG
The strongest argument for GLNG centers on Operating Margin, Revenue Growth, Price/Book. Profitability is solid with margins at 18.3% and operating margin at 39.8%. Revenue growth of 89.1% demonstrates continued momentum.
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 : GLNG
The primary concerns for GLNG are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 81.6x leaves little room for execution misses.
Bear Case : KMI
The primary concerns for KMI are PEG Ratio.
Key Dynamics to Monitor
GLNG profiles as a growth stock while KMI is a mature play — different risk/reward profiles.
KMI carries more volatility with a beta of 0.65 — expect wider price swings.
GLNG is growing revenue faster at 89.1% — 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 54/100), 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.
Golar LNG Limited
ENERGY · OIL & GAS MIDSTREAM · USA
Golar LNG Limited provides infrastructure for the liquefaction, transportation and regasification of LNG. The company is headquartered in Hamilton, Bermuda.
Visit Website →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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