Global Partners LP (GLP)vsKinder Morgan Inc (KMI)
GLP
Global Partners LP
$52.75
-2.44%
ENERGY · Cap: $1.81B
KMI
Kinder Morgan Inc
$30.86
+0.34%
ENERGY · Cap: $68.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Global Partners LP generates 19% more annual revenue ($21.46B vs $17.96B). KMI leads profitability with a 19.3% profit margin vs 0.8%. KMI appears more attractively valued with a PEG of 3.25. KMI earns a higher WallStSmart Score of 68/100 (B-).
GLP
Buy65
out of 100
Grade: C+
KMI
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.2%
Fair Value
$57.09
Current Price
$52.75
$4.34 discount
Margin of Safety
-36.9%
Fair Value
$22.54
Current Price
$30.86
$8.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Revenue surging 46.8% year-over-year
Earnings expanding 238.2% YoY
Every $100 of equity generates 21 in profit
Reasonable price relative to book value
Strong operational efficiency at 30.1%
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 21.2% YoY
Areas to Watch
Smaller company, higher risk/reward
0.8% margin — thin
Operating margin of 1.6%
Expensive relative to growth rate
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : GLP
The strongest argument for GLP centers on P/E Ratio, Revenue Growth, EPS Growth. Revenue growth of 46.8% 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 19.3% and operating margin at 30.1%. Revenue growth of 10.8% demonstrates continued momentum.
Bear Case : GLP
The primary concerns for GLP are Market Cap, Profit Margin, Operating Margin. Debt-to-equity of 2.70 is elevated, increasing financial risk. Thin 0.8% margins leave little buffer for downturns.
Bear Case : KMI
The primary concerns for KMI are Debt/Equity, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
GLP profiles as a hypergrowth stock while KMI is a mature play — different risk/reward profiles.
GLP carries more volatility with a beta of 1.05 — expect wider price swings.
GLP is growing revenue faster at 46.8% — sustainability is the question.
KMI generates stronger free cash flow (978M), providing more financial flexibility.
Bottom Line
KMI scores higher overall (68/100 vs 65/100), backed by strong 19.3% margins and 10.8% revenue growth. GLP offers better value entry with a 15.2% 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.
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.
Compare with Other OIL & GAS MIDSTREAM Stocks
Want to dig deeper into these stocks?