WallStSmart

Kinder Morgan Inc (KMI)vsNavigator Holdings Ltd (NVGS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Kinder Morgan Inc generates 2823% more annual revenue ($17.96B vs $614.47M). NVGS leads profitability with a 22.8% profit margin vs 19.3%. KMI appears more attractively valued with a PEG of 3.25. NVGS earns a higher WallStSmart Score of 69/100 (B-).

KMI

Strong Buy

68

out of 100

Grade: B-

Growth: 5.3Profit: 7.5Value: 3.3Quality: 3.5
Piotroski: 5/9Altman Z: 0.70

NVGS

Strong Buy

69

out of 100

Grade: B-

Growth: 8.0Profit: 7.5Value: 7.3Quality: 6.0
Piotroski: 4/9Altman Z: 1.53
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KMISignificantly Overvalued (-36.9%)

Margin of Safety

-36.9%

Fair Value

$22.54

Current Price

$30.86

$8.32 premium

UndervaluedFair: $22.54Overvalued
NVGSUndervalued (+74.4%)

Margin of Safety

+74.4%

Fair Value

$74.14

Current Price

$23.13

$51.01 discount

UndervaluedFair: $74.14Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KMI4 strengths · Avg: 8.8/10
Operating MarginProfitability
30.1%10/10

Strong operational efficiency at 30.1%

Market CapQuality
$68.66B9/10

Large-cap with strong market position

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

EPS GrowthGrowth
21.2%8/10

Earnings expanding 21.2% YoY

NVGS6 strengths · Avg: 9.2/10
P/E RatioValuation
10.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

EPS GrowthGrowth
174.2%10/10

Earnings expanding 174.2% YoY

Profit MarginProfitability
22.8%9/10

Keeps 23 of every $100 in revenue as profit

Operating MarginProfitability
28.5%8/10

Strong operational efficiency at 28.5%

Revenue GrowthGrowth
29.5%8/10

Revenue surging 29.5% year-over-year

Areas to Watch

KMI3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.023/10

Elevated debt levels

PEG RatioValuation
3.252/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.702/10

Distress zone — elevated risk

NVGS3 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.534/10

Distress zone — elevated risk

Market CapQuality
$1.38B3/10

Smaller company, higher risk/reward

PEG RatioValuation
4.422/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : KMI

The strongest argument for KMI centers on Operating Margin, Market Cap, Price/Book. Profitability is solid with margins at 19.3% and operating margin at 30.1%. Revenue growth of 10.8% demonstrates continued momentum.

Bull Case : NVGS

The strongest argument for NVGS centers on P/E Ratio, Price/Book, EPS Growth. Profitability is solid with margins at 22.8% and operating margin at 28.5%. Revenue growth of 29.5% demonstrates continued momentum.

Bear Case : KMI

The primary concerns for KMI are Debt/Equity, PEG Ratio, Altman Z-Score.

Bear Case : NVGS

The primary concerns for NVGS are Altman Z-Score, Market Cap, PEG Ratio.

Key Dynamics to Monitor

KMI profiles as a mature stock while NVGS is a growth play — different risk/reward profiles.

KMI carries more volatility with a beta of 0.55 — expect wider price swings.

NVGS is growing revenue faster at 29.5% — sustainability is the question.

KMI generates stronger free cash flow (978M), providing more financial flexibility.

Bottom Line

NVGS scores higher overall (69/100 vs 68/100), backed by strong 22.8% margins and 29.5% revenue growth. 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.

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.

Navigator Holdings Ltd

ENERGY · OIL & GAS MIDSTREAM · USA

Navigator Holdings Ltd. owns and operates a worldwide fleet of liquefied gas carriers. The company is headquartered in London, the United Kingdom.

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