WallStSmart

DT Midstream Inc (DTM)vsKinder Morgan Inc (KMI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Kinder Morgan Inc generates 1263% more annual revenue ($16.94B vs $1.24B). DTM leads profitability with a 35.5% profit margin vs 18.0%. KMI trades at a lower P/E of 24.8x. DTM earns a higher WallStSmart Score of 65/100 (B-).

DTM

Strong Buy

65

out of 100

Grade: B-

Growth: 8.7Profit: 8.0Value: 8.3Quality: 6.0
Piotroski: 2/9

KMI

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 7.3Quality: 4.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DTMUndervalued (+34.6%)

Margin of Safety

+34.6%

Fair Value

$201.24

Current Price

$136.15

$65.09 discount

UndervaluedFair: $201.24Overvalued
KMIUndervalued (+51.0%)

Margin of Safety

+51.0%

Fair Value

$64.12

Current Price

$33.98

$30.14 discount

UndervaluedFair: $64.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DTM6 strengths · Avg: 9.0/10
Profit MarginProfitability
35.5%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
49.2%10/10

Strong operational efficiency at 49.2%

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
27.3%8/10

Revenue surging 27.3% year-over-year

EPS GrowthGrowth
47.1%8/10

Earnings expanding 47.1% YoY

KMI5 strengths · Avg: 8.6/10
Operating MarginProfitability
30.3%10/10

Strong operational efficiency at 30.3%

Market CapQuality
$75.49B9/10

Large-cap with strong market position

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

EPS GrowthGrowth
49.3%8/10

Earnings expanding 49.3% YoY

Free Cash FlowQuality
$1.58B8/10

Generating 1.6B in free cash flow

Areas to Watch

DTM2 concerns · Avg: 3.5/10
P/E RatioValuation
32.0x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

KMI1 concerns · Avg: 2.0/10
PEG RatioValuation
3.862/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : DTM

The strongest argument for DTM centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 35.5% and operating margin at 49.2%. Revenue growth of 27.3% 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 : DTM

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

Bear Case : KMI

The primary concerns for KMI are PEG Ratio.

Key Dynamics to Monitor

DTM profiles as a growth stock while KMI is a mature play — different risk/reward profiles.

DTM carries more volatility with a beta of 0.78 — expect wider price swings.

DTM is growing revenue faster at 27.3% — sustainability is the question.

KMI generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

DTM scores higher overall (65/100 vs 64/100), backed by strong 35.5% margins and 27.3% revenue growth. KMI offers better value entry with a 51.0% margin of safety. 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.

DT Midstream Inc

ENERGY · OIL & GAS MIDSTREAM · USA

DT Midstream Inc. is a prominent energy infrastructure company focused on the transportation and storage of natural gas and natural gas liquids across the United States. With a robust portfolio that includes interstate pipelines, storage assets, and processing facilities, the company plays a critical role in facilitating reliable energy distribution and enhancing sustainability within the sector. Committed to operational excellence and strategic innovation, DT Midstream is well-equipped to adapt to the evolving energy market, making it an attractive investment for institutional investors seeking exposure to the North American energy landscape.

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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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