WallStSmart

Antero Midstream Partners LP (AM)vsChevron Corp (CVX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Chevron Corp generates 14345% more annual revenue ($185.73B vs $1.29B). AM leads profitability with a 31.9% profit margin vs 5.9%. CVX appears more attractively valued with a PEG of 1.11. AM earns a higher WallStSmart Score of 61/100 (C+).

AM

Buy

61

out of 100

Grade: C+

Growth: 4.7Profit: 8.5Value: 5.7Quality: 4.8
Piotroski: 6/9Altman Z: 0.99

CVX

Buy

50

out of 100

Grade: C-

Growth: 2.7Profit: 5.0Value: 4.0Quality: 4.0
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AM.

CVXSignificantly Overvalued (-43.2%)

Margin of Safety

-43.2%

Fair Value

$127.43

Current Price

$181.62

$54.19 premium

UndervaluedFair: $127.43Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AM3 strengths · Avg: 9.7/10
Profit MarginProfitability
31.9%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
55.4%10/10

Strong operational efficiency at 55.4%

Return on EquityProfitability
20.4%9/10

Every $100 of equity generates 20 in profit

CVX2 strengths · Avg: 9.0/10
Market CapQuality
$360.80B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

AM2 concerns · Avg: 2.0/10
EPS GrowthGrowth
-0.3%2/10

Earnings declined 0.3%

Altman Z-ScoreHealth
0.992/10

Distress zone — elevated risk

CVX4 concerns · Avg: 3.5/10
P/E RatioValuation
31.8x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Return on EquityProfitability
7.2%3/10

ROE of 7.2% — below average capital efficiency

Profit MarginProfitability
5.9%3/10

5.9% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : AM

The strongest argument for AM centers on Profit Margin, Operating Margin, Return on Equity. Profitability is solid with margins at 31.9% and operating margin at 55.4%. PEG of 1.17 suggests the stock is reasonably priced for its growth.

Bull Case : CVX

The strongest argument for CVX centers on Market Cap, Price/Book. PEG of 1.11 suggests the stock is reasonably priced for its growth.

Bear Case : AM

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

Bear Case : CVX

The primary concerns for CVX are P/E Ratio, Revenue Growth, Return on Equity.

Key Dynamics to Monitor

AM profiles as a mature stock while CVX is a value play — different risk/reward profiles.

AM carries more volatility with a beta of 0.66 — expect wider price swings.

AM is growing revenue faster at 8.6% — sustainability is the question.

AM generates stronger free cash flow (201M), providing more financial flexibility.

Bottom Line

AM scores higher overall (61/100 vs 50/100), backed by strong 31.9% margins. 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.

Antero Midstream Partners LP

ENERGY · OIL & GAS MIDSTREAM · USA

Antero Midstream Corporation owns, operates and develops midstream energy infrastructure. The company is headquartered in Denver, Colorado.

Chevron Corp

ENERGY · OIL & GAS INTEGRATED · USA

Chevron Corporation is an American multinational energy corporation. One of the successor companies of Standard Oil, it is headquartered in San Ramon, California, and active in more than 180 countries. Chevron is engaged in every aspect of the oil and natural gas industries, including hydrocarbon exploration and production; refining, marketing and transport; chemicals manufacturing and sales; and power generation.

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