KNOT Offshore Partners LP (KNOP)vsTotalEnergies SE ADR (TTE)
KNOP
KNOT Offshore Partners LP
$11.30
+0.44%
ENERGY · Cap: $388.72M
TTE
TotalEnergies SE ADR
$90.82
-0.84%
ENERGY · Cap: $202.51B
Smart Verdict
WallStSmart Research — data-driven comparison
TotalEnergies SE ADR generates 52159% more annual revenue ($196.38B vs $375.78M). TTE leads profitability with a 9.1% profit margin vs 4.0%. TTE appears more attractively valued with a PEG of 0.83. TTE earns a higher WallStSmart Score of 75/100 (B).
KNOP
Hold44
out of 100
Grade: D
TTE
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.4%
Fair Value
$29.18
Current Price
$11.30
$17.88 discount
Intrinsic value data unavailable for TTE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Mega-cap, among the largest globally
Attractively priced relative to earnings
Earnings expanding 106.0% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 27.8% year-over-year
Areas to Watch
Smaller company, higher risk/reward
ROE of 3.0% — below average capital efficiency
4.0% margin — thin
Elevated debt levels
Grey zone — moderate risk
Weak financial health signals
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 Market Cap, P/E Ratio, EPS Growth. Revenue growth of 27.8% demonstrates continued momentum. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bear Case : KNOP
The primary concerns for KNOP are Market Cap, Return on Equity, Profit Margin. A P/E of 46.9x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Bear Case : TTE
The primary concerns for TTE are Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
KNOP profiles as a value stock while TTE is a growth play — different risk/reward profiles.
TTE carries more volatility with a beta of 0.06 — expect wider price swings.
TTE is growing revenue faster at 27.8% — sustainability is the question.
TTE generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
TTE scores higher overall (75/100 vs 44/100) and 27.8% revenue growth. KNOP offers better value entry with a 64.4% 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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