KNOT Offshore Partners LP (KNOP)vsTotalEnergies SE ADR (TTE)
KNOP
KNOT Offshore Partners LP
$11.04
-1.08%
ENERGY · Cap: $397.36M
TTE
TotalEnergies SE ADR
$88.48
-0.28%
ENERGY · Cap: $196.83B
Smart Verdict
WallStSmart Research — data-driven comparison
TotalEnergies SE ADR generates 50462% more annual revenue ($183.96B vs $363.84M). TTE leads profitability with a 8.2% profit margin vs 6.4%. TTE appears more attractively valued with a PEG of 0.73. TTE earns a higher WallStSmart Score of 72/100 (B).
KNOP
Buy62
out of 100
Grade: C+
TTE
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.3%
Fair Value
$32.80
Current Price
$11.04
$21.76 discount
Intrinsic value data unavailable for TTE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 29.7%
Earnings expanding 49.0% YoY
Earnings expanding 57.1% YoY
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 20.3%
Areas to Watch
Smaller company, higher risk/reward
ROE of 3.8% — below average capital efficiency
6.4% margin — thin
Expensive relative to growth rate
3.4% revenue growth
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : KNOP
The strongest argument for KNOP centers on Price/Book, Operating Margin, EPS Growth. Revenue growth of 13.0% demonstrates continued momentum.
Bull Case : TTE
The strongest argument for TTE centers on EPS Growth, Market Cap, PEG Ratio. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : KNOP
The primary concerns for KNOP are Market Cap, Return on Equity, Profit Margin.
Bear Case : TTE
The primary concerns for TTE are Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
TTE carries more volatility with a beta of 0.06 — expect wider price swings.
KNOP is growing revenue faster at 13.0% — sustainability is the question.
KNOP generates stronger free cash flow (42M), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TTE scores higher overall (72/100 vs 62/100). KNOP offers better value entry with a 68.3% 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.
KNOT Offshore Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
KNOT Offshore Partners LP owns and operates tanker vessels under long-term charters in the North Sea and Brazil. The company is headquartered in Aberdeen, the United Kingdom.
TotalEnergies SE ADR
ENERGY · OIL & GAS INTEGRATED · USA
TotalEnergies SE is a global integrated oil and gas company. The company is headquartered in Paris, France.
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