WallStSmart

Kinetik Holdings Inc (KNTK)vsPetróleo Brasileiro S.A. - Petrobras (PBR-A)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Petróleo Brasileiro S.A. - Petrobras generates 28100% more annual revenue ($497.55B vs $1.76B). KNTK leads profitability with a 29.8% profit margin vs 22.1%. PBR-A appears more attractively valued with a PEG of 0.35. PBR-A earns a higher WallStSmart Score of 75/100 (B).

KNTK

Strong Buy

74

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 6.0Quality: 3.3
Piotroski: 3/9Altman Z: 0.48

PBR-A

Strong Buy

75

out of 100

Grade: B

Growth: 4.0Profit: 9.0Value: 8.3Quality: 4.5
Piotroski: 5/9Altman Z: 1.35
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KNTKUndervalued (+67.6%)

Margin of Safety

+67.6%

Fair Value

$129.18

Current Price

$49.63

$79.55 discount

UndervaluedFair: $129.18Overvalued

Intrinsic value data unavailable for PBR-A.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KNTK2 strengths · Avg: 9.5/10
EPS GrowthGrowth
48580.0%10/10

Earnings expanding 48580.0% YoY

Profit MarginProfitability
29.8%9/10

Keeps 30 of every $100 in revenue as profit

PBR-A6 strengths · Avg: 9.2/10
PEG RatioValuation
0.3510/10

Growing faster than its price suggests

P/E RatioValuation
6.5x10/10

Attractively priced relative to earnings

Market CapQuality
$136.11B9/10

Large-cap with strong market position

Return on EquityProfitability
28.2%9/10

Every $100 of equity generates 28 in profit

Profit MarginProfitability
22.1%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Areas to Watch

KNTK3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
8.622/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.482/10

Distress zone — elevated risk

PBR-A2 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.5%4/10

0.5% earnings growth

Altman Z-ScoreHealth
1.352/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : KNTK

The strongest argument for KNTK centers on EPS Growth, Profit Margin. Profitability is solid with margins at 29.8% and operating margin at 16.2%. Revenue growth of 11.6% demonstrates continued momentum.

Bull Case : PBR-A

The strongest argument for PBR-A centers on PEG Ratio, P/E Ratio, Market Cap. Profitability is solid with margins at 22.1% and operating margin at 26.9%. PEG of 0.35 suggests the stock is reasonably priced for its growth.

Bear Case : KNTK

The primary concerns for KNTK are Piotroski F-Score, PEG Ratio, Altman Z-Score.

Bear Case : PBR-A

The primary concerns for PBR-A are EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

KNTK profiles as a mature stock while PBR-A is a value play — different risk/reward profiles.

KNTK carries more volatility with a beta of 0.88 — expect wider price swings.

KNTK is growing revenue faster at 11.6% — sustainability is the question.

PBR-A generates stronger free cash flow (3.2B), providing more financial flexibility.

Bottom Line

PBR-A scores higher overall (75/100 vs 74/100), backed by strong 22.1% margins. KNTK offers better value entry with a 67.6% margin of safety. 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.

Kinetik Holdings Inc

ENERGY · OIL & GAS MIDSTREAM · USA

Kinetik Holdings Inc. is an intermediate company in the Texas Delaware Basin. The company is headquartered in Midland, Texas.

Petróleo Brasileiro S.A. - Petrobras

ENERGY · OIL & GAS INTEGRATED · USA

Petrleo Brasileiro SA - Petrobras produces and sells oil and gas in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.

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