KNOT Offshore Partners LP (KNOP)vsTotalEnergies SE ADR (TTE)
KNOP
KNOT Offshore Partners LP
$10.74
-0.09%
ENERGY · Cap: $354.51M
TTE
TotalEnergies SE ADR
$89.40
+0.78%
ENERGY · Cap: $195.51B
Smart Verdict
WallStSmart Research — data-driven comparison
TotalEnergies SE ADR generates 49675% more annual revenue ($183.96B vs $369.59M). TTE leads profitability with a 8.2% profit margin vs 5.0%. TTE appears more attractively valued with a PEG of 0.72. TTE earns a higher WallStSmart Score of 72/100 (B).
KNOP
Hold46
out of 100
Grade: D+
TTE
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.7%
Fair Value
$29.42
Current Price
$10.74
$18.68 discount
Intrinsic value data unavailable for TTE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 57.1% YoY
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 20.3%
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 3.0% — below average capital efficiency
5.0% margin — thin
3.4% revenue growth
Grey zone — moderate risk
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : KNOP
The strongest argument for KNOP centers on Price/Book.
Bull Case : TTE
The strongest argument for TTE centers on EPS Growth, Market Cap, PEG Ratio. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : KNOP
The primary concerns for KNOP are P/E Ratio, Market Cap, Return on Equity. Debt-to-equity of 1.52 is elevated, increasing financial risk. Thin 5.0% margins leave little buffer for downturns.
Bear Case : TTE
The primary concerns for TTE are Revenue Growth, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
TTE carries more volatility with a beta of 0.04 — expect wider price swings.
KNOP is growing revenue faster at 6.8% — sustainability is the question.
KNOP generates stronger free cash flow (33M), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TTE scores higher overall (72/100 vs 46/100). KNOP offers better value entry with a 64.7% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
KNOT Offshore Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
KNOT Offshore Partners LP owns and operates tanker vessels under long-term charters in the North Sea and Brazil. The company is headquartered in Aberdeen, the United Kingdom.
TotalEnergies SE ADR
ENERGY · OIL & GAS INTEGRATED · USA
TotalEnergies SE is a global integrated oil and gas company. The company is headquartered in Paris, France.
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