KNOT Offshore Partners LP (KNOP)vsWilliams Companies Inc (WMB)
KNOP
KNOT Offshore Partners LP
$11.30
+0.44%
ENERGY · Cap: $388.72M
WMB
Williams Companies Inc
$72.05
+0.33%
ENERGY · Cap: $89.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Williams Companies Inc generates 3179% more annual revenue ($12.32B vs $375.78M). WMB leads profitability with a 24.9% profit margin vs 4.0%. WMB appears more attractively valued with a PEG of 2.07. WMB earns a higher WallStSmart Score of 69/100 (B-).
KNOP
Hold44
out of 100
Grade: D
WMB
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.4%
Fair Value
$29.18
Current Price
$11.30
$17.88 discount
Intrinsic value data unavailable for WMB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 39.5%
Earnings expanding 51.2% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Keeps 25 of every $100 in revenue as profit
Areas to Watch
Smaller company, higher risk/reward
ROE of 3.0% — below average capital efficiency
4.0% margin — thin
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : KNOP
The strongest argument for KNOP centers on Price/Book.
Bull Case : WMB
The strongest argument for WMB centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 24.9% and operating margin at 39.5%.
Bear Case : KNOP
The primary concerns for KNOP are Market Cap, Return on Equity, Profit Margin. A P/E of 46.9x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Bear Case : WMB
The primary concerns for WMB are PEG Ratio, P/E Ratio, Free Cash Flow. Debt-to-equity of 2.33 is elevated, increasing financial risk.
Key Dynamics to Monitor
KNOP profiles as a value stock while WMB is a mature play — different risk/reward profiles.
WMB carries more volatility with a beta of 0.62 — expect wider price swings.
WMB is growing revenue faster at 7.8% — sustainability is the question.
KNOP generates stronger free cash flow (33M), providing more financial flexibility.
Bottom Line
WMB scores higher overall (69/100 vs 44/100), backed by strong 24.9% margins. KNOP offers better value entry with a 64.4% margin of safety. Both earn "Strong 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.
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.
Williams Companies Inc
ENERGY · OIL & GAS MIDSTREAM · USA
The Williams Companies, Inc., is an American energy company based in Tulsa, Oklahoma. Its core business is natural gas processing and transportation, with additional petroleum and electricity generation assets.
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