WallStSmart

Nordic American Tankers Limited (NAT)vsWilliams Companies Inc (WMB)

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Smart Verdict

WallStSmart Research — data-driven comparison

Williams Companies Inc generates 6355% more annual revenue ($11.83B vs $183.27M). WMB leads profitability with a 22.1% profit margin vs 6.7%. NAT appears more attractively valued with a PEG of 1.21. WMB earns a higher WallStSmart Score of 67/100 (B-).

NAT

Buy

54

out of 100

Grade: C-

Growth: 3.3Profit: 5.5Value: 4.7Quality: 6.5
Piotroski: 3/9Altman Z: 1.50

WMB

Strong Buy

67

out of 100

Grade: B-

Growth: 6.7Profit: 8.0Value: 9.3Quality: 3.3
Piotroski: 3/9Altman Z: 0.37
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NATSignificantly Overvalued (-60.1%)

Margin of Safety

-60.1%

Fair Value

$2.81

Current Price

$5.54

$2.73 premium

UndervaluedFair: $2.81Overvalued
WMBUndervalued (+29.0%)

Margin of Safety

+29.0%

Fair Value

$100.15

Current Price

$73.81

$26.34 discount

UndervaluedFair: $100.15Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NAT2 strengths · Avg: 9.0/10
Operating MarginProfitability
34.8%10/10

Strong operational efficiency at 34.8%

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

WMB4 strengths · Avg: 9.5/10
Operating MarginProfitability
41.2%10/10

Strong operational efficiency at 41.2%

EPS GrowthGrowth
50.8%10/10

Earnings expanding 50.8% YoY

Market CapQuality
$90.96B9/10

Large-cap with strong market position

Profit MarginProfitability
22.1%9/10

Keeps 22 of every $100 in revenue as profit

Areas to Watch

NAT4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.504/10

Distress zone — elevated risk

Market CapQuality
$1.11B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.6%3/10

ROE of 2.6% — below average capital efficiency

Profit MarginProfitability
6.7%3/10

6.7% margin — thin

WMB4 concerns · Avg: 3.3/10
PEG RatioValuation
2.474/10

Expensive relative to growth rate

P/E RatioValuation
34.8x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-485.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : NAT

The strongest argument for NAT centers on Operating Margin, Price/Book. PEG of 1.21 suggests the stock is reasonably priced for its growth.

Bull Case : WMB

The strongest argument for WMB centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 22.1% and operating margin at 41.2%.

Bear Case : NAT

The primary concerns for NAT are Altman Z-Score, Market Cap, Return on Equity. A P/E of 87.5x leaves little room for execution misses.

Bear Case : WMB

The primary concerns for WMB are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

NAT profiles as a value stock while WMB is a mature play — different risk/reward profiles.

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

WMB is growing revenue faster at 8.7% — sustainability is the question.

NAT generates stronger free cash flow (15M), providing more financial flexibility.

Bottom Line

WMB scores higher overall (67/100 vs 54/100), backed by strong 22.1% margins. 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.

Nordic American Tankers Limited

ENERGY · OIL & GAS MIDSTREAM · USA

Nordic American Tankers Limited, a tanker company, acquires and leases double-hull tankers in Bermuda and internationally. The company is headquartered in Hamilton, Bermuda.

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Williams Companies Inc

ENERGY · OIL & GAS MIDSTREAM · USA

The Williams Companies, Inc., is an American energy company based in Tulsa, Oklahoma. Its core business is natural gas processing and transportation, with additional petroleum and electricity generation assets.

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