Global Partners LP (GLP)vsKinder Morgan Inc (KMI)
GLP
Global Partners LP
$45.11
-2.30%
ENERGY · Cap: $1.53B
KMI
Kinder Morgan Inc
$33.98
+0.15%
ENERGY · Cap: $75.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Global Partners LP generates 10% more annual revenue ($18.56B vs $16.94B). GLP leads profitability with a 43.0% 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+).
GLP
Hold48
out of 100
Grade: D+
KMI
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-55.1%
Fair Value
$31.23
Current Price
$45.11
$13.88 premium
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
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 121.0%
Reasonable price relative to book value
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
Smaller company, higher risk/reward
Expensive relative to growth rate
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : GLP
The strongest argument for GLP centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 43.0% and operating margin at 121.0%. Revenue growth of 11.0% 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 : GLP
The primary concerns for GLP are Market Cap, PEG Ratio.
Bear Case : KMI
The primary concerns for KMI are PEG Ratio.
Key Dynamics to Monitor
GLP carries more volatility with a beta of 1.00 — expect wider price swings.
KMI is growing revenue faster at 13.1% — sustainability is the question.
KMI generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KMI scores higher overall (64/100 vs 48/100), backed by strong 18.0% margins and 13.1% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Global Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Global Partners LP is engaged in the purchase, sale, collection, blending, storage and logistics of the transportation of gasoline and gasoline blends, distillates, residual oil, renewable fuels, crude oil and propane to wholesalers, retailers and commercial customers in New England. states and New York. The company is headquartered in Waltham, Massachusetts.
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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