One Gas Inc (OGS)vsSouthwest Gas Holdings Inc (SWX)
OGS
One Gas Inc
$85.57
+0.59%
UTILITIES · Cap: $5.26B
SWX
Southwest Gas Holdings Inc
$86.35
+0.61%
UTILITIES · Cap: $6.04B
Smart Verdict
WallStSmart Research — data-driven comparison
One Gas Inc generates 25% more annual revenue ($2.43B vs $1.94B). SWX leads profitability with a 22.7% profit margin vs 10.9%. SWX appears more attractively valued with a PEG of 2.08. SWX earns a higher WallStSmart Score of 57/100 (C).
OGS
Buy57
out of 100
Grade: C
SWX
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-19.6%
Fair Value
$69.70
Current Price
$85.57
$15.87 premium
Margin of Safety
-289.0%
Fair Value
$22.10
Current Price
$86.35
$64.25 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 20.3%
Strong operational efficiency at 33.9%
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
ROE of 6.1% — below average capital efficiency
Revenue declined 13.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : OGS
The strongest argument for OGS centers on Price/Book, Operating Margin.
Bull Case : SWX
The strongest argument for SWX centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 22.7% and operating margin at 33.9%.
Bear Case : OGS
The primary concerns for OGS are PEG Ratio, Free Cash Flow, Altman Z-Score.
Bear Case : SWX
The primary concerns for SWX are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
OGS profiles as a value stock while SWX is a declining play — different risk/reward profiles.
OGS carries more volatility with a beta of 0.76 — expect wider price swings.
OGS is growing revenue faster at 9.3% — sustainability is the question.
OGS generates stronger free cash flow (-125M), providing more financial flexibility.
Bottom Line
OGS scores higher overall (57/100 vs 57/100). Both earn "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.
One Gas Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
ONE Gas, Inc. is a regulated natural gas distribution company in the United States. The company is headquartered in Tulsa, Oklahoma.
Southwest Gas Holdings Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
Southwest Gas Holdings, Inc. purchases, distributes and transports natural gas in Arizona, Nevada and California. The company is headquartered in Las Vegas, Nevada.
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