KNOT Offshore Partners LP (KNOP)vsWilliams Companies Inc (WMB)
KNOP
KNOT Offshore Partners LP
$10.03
+1.42%
ENERGY · Cap: $319.68M
WMB
Williams Companies Inc
$73.81
-0.87%
ENERGY · Cap: $90.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Williams Companies Inc generates 3254% more annual revenue ($11.83B vs $352.71M). WMB leads profitability with a 22.1% profit margin vs 15.0%. WMB appears more attractively valued with a PEG of 2.47. KNOP earns a higher WallStSmart Score of 74/100 (B).
KNOP
Strong Buy74
out of 100
Grade: B
WMB
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+83.5%
Fair Value
$63.18
Current Price
$10.03
$53.15 discount
Margin of Safety
+29.0%
Fair Value
$100.15
Current Price
$73.81
$26.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 31.7%
Revenue surging 27.0% year-over-year
Earnings expanding 49.0% YoY
Strong operational efficiency at 41.2%
Earnings expanding 50.8% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : KNOP
The strongest argument for KNOP centers on P/E Ratio, Price/Book, Operating Margin. Revenue growth of 27.0% demonstrates continued momentum.
Bull Case : WMB
The strongest argument for WMB centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 22.1% and operating margin at 41.2%.
Bear Case : KNOP
The primary concerns for KNOP are Market Cap, PEG Ratio.
Bear Case : WMB
The primary concerns for WMB are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
KNOP profiles as a growth stock while WMB is a mature play — different risk/reward profiles.
WMB carries more volatility with a beta of 0.65 — expect wider price swings.
KNOP is growing revenue faster at 27.0% — sustainability is the question.
KNOP generates stronger free cash flow (44M), providing more financial flexibility.
Bottom Line
KNOP scores higher overall (74/100 vs 67/100) and 27.0% revenue growth. WMB offers better value entry with a 29.0% margin of safety. Both earn "Strong Buy" and "Strong 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.
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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