Kinder Morgan Inc (KMI)vsNGL Energy Partners LP (NGL)
KMI
Kinder Morgan Inc
$31.41
-0.35%
ENERGY · Cap: $70.13B
NGL
NGL Energy Partners LP
$16.33
+1.24%
ENERGY · Cap: $2.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Kinder Morgan Inc generates 397% more annual revenue ($17.52B vs $3.53B). KMI leads profitability with a 18.9% profit margin vs 4.5%. KMI appears more attractively valued with a PEG of 3.87. KMI earns a higher WallStSmart Score of 64/100 (C+).
KMI
Buy64
out of 100
Grade: C+
NGL
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.1%
Fair Value
$24.36
Current Price
$31.41
$7.05 premium
Margin of Safety
+47.7%
Fair Value
$21.93
Current Price
$16.33
$5.60 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 29.9%
Earnings expanding 36.0% YoY
Strong operational efficiency at 43.9%
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
4.5% margin — thin
Expensive relative to growth rate
Earnings declined 60.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : KMI
The strongest argument for KMI centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 18.9% and operating margin at 29.9%. Revenue growth of 13.8% demonstrates continued momentum.
Bull Case : NGL
The strongest argument for NGL centers on Operating Margin.
Bear Case : KMI
The primary concerns for KMI are PEG Ratio.
Bear Case : NGL
The primary concerns for NGL are Market Cap, Profit Margin, PEG Ratio. Debt-to-equity of 5.05 is elevated, increasing financial risk. Thin 4.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
KMI profiles as a mature stock while NGL is a value play — different risk/reward profiles.
NGL carries more volatility with a beta of 0.58 — expect wider price swings.
KMI is growing revenue faster at 13.8% — sustainability is the question.
KMI generates stronger free cash flow (687M), providing more financial flexibility.
Bottom Line
KMI scores higher overall (64/100 vs 52/100), backed by strong 18.9% margins and 13.8% revenue growth. NGL offers better value entry with a 47.7% 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.
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.
NGL Energy Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
NGL Energy Partners LP is engaged in the crude oil and liquids logistics and water solutions businesses. The company is headquartered in Tulsa, Oklahoma.
Visit Website →Compare with Other OIL & GAS MIDSTREAM Stocks
Want to dig deeper into these stocks?