Cheniere Energy Partners LP (CQP)vsKinder Morgan Inc (KMI)
CQP
Cheniere Energy Partners LP
$67.22
-4.16%
ENERGY · Cap: $33.95B
KMI
Kinder Morgan Inc
$33.98
+0.15%
ENERGY · Cap: $75.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Kinder Morgan Inc generates 57% more annual revenue ($16.94B vs $10.76B). CQP leads profitability with a 27.8% profit margin vs 18.0%. KMI appears more attractively valued with a PEG of 3.86. KMI earns a higher WallStSmart Score of 64/100 (C+).
CQP
Buy60
out of 100
Grade: C+
KMI
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.6%
Fair Value
$247.57
Current Price
$67.22
$180.35 discount
Margin of Safety
+51.0%
Fair Value
$64.12
Current Price
$33.98
$30.14 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 50.5%
Earnings expanding 127.0% YoY
Keeps 28 of every $100 in revenue as profit
Attractively priced relative to earnings
18.3% revenue growth
Strong operational efficiency at 30.3%
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 49.3% YoY
Generating 1.6B in free cash flow
Areas to Watch
Trading at 10.3x book value
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CQP
The strongest argument for CQP centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 27.8% and operating margin at 50.5%. Revenue growth of 18.3% demonstrates continued momentum.
Bull Case : KMI
The strongest argument for KMI centers on Operating Margin, Market Cap, Price/Book. Profitability is solid with margins at 18.0% and operating margin at 30.3%. Revenue growth of 13.1% demonstrates continued momentum.
Bear Case : CQP
The primary concerns for CQP are Price/Book, Return on Equity, PEG Ratio.
Bear Case : KMI
The primary concerns for KMI are PEG Ratio.
Key Dynamics to Monitor
CQP profiles as a growth stock while KMI is a mature play — different risk/reward profiles.
KMI carries more volatility with a beta of 0.65 — expect wider price swings.
CQP is growing revenue faster at 18.3% — sustainability is the question.
KMI generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
KMI scores higher overall (64/100 vs 60/100), backed by strong 18.0% margins and 13.1% revenue growth. CQP offers better value entry with a 76.6% margin of safety. 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.
Cheniere Energy Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Cheniere Energy Partners, LP, owns and operates regasification facilities at the Sabine Pass liquefied natural gas (LNG) terminal located in Cameron Parish, Louisiana, on the Sabine-Neches waterway. The company is headquartered in Houston, Texas.
Kinder Morgan Inc
ENERGY · OIL & GAS MIDSTREAM · USA
Kinder Morgan, Inc. is one of the largest energy infrastructure companies in North America. The company specializes in owning and controlling oil and gas pipelines and terminals.
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