KNOT Offshore Partners LP (KNOP)vsExxon Mobil Corp (XOM)
KNOP
KNOT Offshore Partners LP
$11.04
-1.08%
ENERGY · Cap: $397.36M
XOM
Exxon Mobil Corp
$146.58
-1.42%
ENERGY · Cap: $634.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Exxon Mobil Corp generates 89503% more annual revenue ($326.01B vs $363.84M). XOM leads profitability with a 7.8% profit margin vs 6.4%. XOM appears more attractively valued with a PEG of 1.40. KNOP earns a higher WallStSmart Score of 62/100 (C+).
KNOP
Buy62
out of 100
Grade: C+
XOM
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.3%
Fair Value
$32.80
Current Price
$11.04
$21.76 discount
Margin of Safety
-37.4%
Fair Value
$106.68
Current Price
$146.58
$39.90 premium
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
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 2.2B in free cash flow
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
Moderate valuation
2.6% revenue growth
7.8% margin — thin
Weak financial health signals
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 : XOM
The strongest argument for XOM centers on Market Cap, Altman Z-Score, Debt/Equity. PEG of 1.40 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 : XOM
The primary concerns for XOM are P/E Ratio, Revenue Growth, Profit Margin.
Key Dynamics to Monitor
XOM carries more volatility with a beta of 0.29 — expect wider price swings.
KNOP is growing revenue faster at 13.0% — sustainability is the question.
XOM generates stronger free cash flow (2.2B), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KNOP scores higher overall (62/100 vs 50/100) and 13.0% revenue growth. 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.
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.
Exxon Mobil Corp
ENERGY · OIL & GAS INTEGRATED · USA
Exxon Mobil Corporation, stylized as ExxonMobil, is an American multinational oil and gas corporation headquartered in Irving, Texas. It is the largest direct descendant of John D. Rockefeller's Standard Oil, and was formed on November 30, 1999 by the merger of Exxon (formerly the Standard Oil Company of New Jersey) and Mobil (formerly the Standard Oil Company of New York). ExxonMobil's primary brands are Exxon, Mobil, Esso, and ExxonMobil Chemical. ExxonMobil is incorporated in New Jersey.
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