WallStSmart

Kinder Morgan Inc (KMI)vsTsakos Energy Navigation Ltd (TEN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Kinder Morgan Inc generates 2021% more annual revenue ($16.94B vs $798.69M). TEN leads profitability with a 20.2% profit margin vs 18.0%. TEN appears more attractively valued with a PEG of 2.53. TEN earns a higher WallStSmart Score of 72/100 (B).

KMI

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 7.3Quality: 4.5
Piotroski: 4/9

TEN

Strong Buy

72

out of 100

Grade: B

Growth: 4.7Profit: 7.5Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KMIUndervalued (+51.0%)

Margin of Safety

+51.0%

Fair Value

$64.12

Current Price

$33.98

$30.14 discount

UndervaluedFair: $64.12Overvalued
TENUndervalued (+81.6%)

Margin of Safety

+81.6%

Fair Value

$147.89

Current Price

$38.22

$109.67 discount

UndervaluedFair: $147.89Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KMI5 strengths · Avg: 8.6/10
Operating MarginProfitability
30.3%10/10

Strong operational efficiency at 30.3%

Market CapQuality
$75.49B9/10

Large-cap with strong market position

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

EPS GrowthGrowth
49.3%8/10

Earnings expanding 49.3% YoY

Free Cash FlowQuality
$1.58B8/10

Generating 1.6B in free cash flow

TEN5 strengths · Avg: 9.0/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Operating MarginProfitability
36.6%10/10

Strong operational efficiency at 36.6%

Profit MarginProfitability
20.2%9/10

Keeps 20 of every $100 in revenue as profit

P/E RatioValuation
12.5x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
18.0%8/10

18.0% revenue growth

Areas to Watch

KMI1 concerns · Avg: 2.0/10
PEG RatioValuation
3.862/10

Expensive relative to growth rate

TEN3 concerns · Avg: 3.0/10
EPS GrowthGrowth
3.2%4/10

3.2% earnings growth

Market CapQuality
$1.19B3/10

Smaller company, higher risk/reward

PEG RatioValuation
2.532/10

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 18.0% and operating margin at 30.3%. Revenue growth of 13.1% demonstrates continued momentum.

Bull Case : TEN

The strongest argument for TEN centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 20.2% and operating margin at 36.6%. Revenue growth of 18.0% demonstrates continued momentum.

Bear Case : KMI

The primary concerns for KMI are PEG Ratio.

Bear Case : TEN

The primary concerns for TEN are EPS Growth, Market Cap, PEG Ratio.

Key Dynamics to Monitor

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

KMI carries more volatility with a beta of 0.65 — expect wider price swings.

TEN is growing revenue faster at 18.0% — sustainability is the question.

KMI generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

TEN scores higher overall (72/100 vs 64/100), backed by strong 20.2% margins and 18.0% revenue growth. KMI offers better value entry with a 51.0% 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.

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.

Tsakos Energy Navigation Ltd

ENERGY · OIL & GAS MIDSTREAM · USA

Tenneco Inc. designs, manufactures and sells clean air, powertrain and driving performance products and systems for light vehicle, commercial truck, off-road, industrial and aftermarket customers worldwide. The company is headquartered in Lake Forest, Illinois.

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