Global Partners LP (GLP)vsWilliams Companies Inc (WMB)
GLP
Global Partners LP
$52.75
-2.44%
ENERGY · Cap: $1.81B
WMB
Williams Companies Inc
$72.85
+0.76%
ENERGY · Cap: $89.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Global Partners LP generates 74% more annual revenue ($21.46B vs $12.32B). WMB leads profitability with a 24.9% profit margin vs 0.8%. WMB appears more attractively valued with a PEG of 2.07. WMB earns a higher WallStSmart Score of 69/100 (B-).
GLP
Buy65
out of 100
Grade: C+
WMB
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.2%
Fair Value
$57.09
Current Price
$52.75
$4.34 discount
Intrinsic value data unavailable for WMB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Revenue surging 46.8% year-over-year
Earnings expanding 238.2% YoY
Every $100 of equity generates 21 in profit
Reasonable price relative to book value
Strong operational efficiency at 39.5%
Earnings expanding 51.2% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Keeps 25 of every $100 in revenue as profit
Areas to Watch
Smaller company, higher risk/reward
0.8% margin — thin
Operating margin of 1.6%
Expensive relative to growth rate
Expensive relative to growth rate
Moderate valuation
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : GLP
The strongest argument for GLP centers on P/E Ratio, Revenue Growth, EPS Growth. Revenue growth of 46.8% demonstrates continued momentum.
Bull Case : WMB
The strongest argument for WMB centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 24.9% and operating margin at 39.5%.
Bear Case : GLP
The primary concerns for GLP are Market Cap, Profit Margin, Operating Margin. Debt-to-equity of 2.70 is elevated, increasing financial risk. Thin 0.8% margins leave little buffer for downturns.
Bear Case : WMB
The primary concerns for WMB are PEG Ratio, P/E Ratio, Free Cash Flow. Debt-to-equity of 2.33 is elevated, increasing financial risk.
Key Dynamics to Monitor
GLP profiles as a hypergrowth stock while WMB is a mature play — different risk/reward profiles.
GLP carries more volatility with a beta of 1.05 — expect wider price swings.
GLP is growing revenue faster at 46.8% — sustainability is the question.
GLP generates stronger free cash flow (274M), providing more financial flexibility.
Bottom Line
WMB scores higher overall (69/100 vs 65/100), backed by strong 24.9% margins. GLP offers better value entry with a 15.2% margin of safety. Both earn "Strong 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.
Global Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Global Partners LP is engaged in the purchase, sale, collection, blending, storage and logistics of the transportation of gasoline and gasoline blends, distillates, residual oil, renewable fuels, crude oil and propane to wholesalers, retailers and commercial customers in New England. states and New York. The company is headquartered in Waltham, Massachusetts.
Williams Companies Inc
ENERGY · OIL & GAS MIDSTREAM · USA
The Williams Companies, Inc., is an American energy company based in Tulsa, Oklahoma. Its core business is natural gas processing and transportation, with additional petroleum and electricity generation assets.
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