WallStSmart

Kinetik Holdings Inc (KNTK)vsPetróleo Brasileiro S.A. - Petrobras (PBR-A)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Petróleo Brasileiro S.A. - Petrobras generates 28985% more annual revenue ($548.49B vs $1.89B). KNTK leads profitability with a 29.2% profit margin vs 24.3%. PBR-A appears more attractively valued with a PEG of 5.39. PBR-A earns a higher WallStSmart Score of 83/100 (A-).

KNTK

Strong Buy

75

out of 100

Grade: B

Growth: 9.3Profit: 7.5Value: 6.0Quality: 4.5
Piotroski: 3/9Altman Z: 0.83

PBR-A

Exceptional Buy

83

out of 100

Grade: A-

Growth: 7.3Profit: 9.0Value: 5.7Quality: 4.8
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KNTKUndervalued (+57.9%)

Margin of Safety

+57.9%

Fair Value

$99.36

Current Price

$52.39

$46.97 discount

UndervaluedFair: $99.36Overvalued

Intrinsic value data unavailable for PBR-A.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KNTK5 strengths · Avg: 9.4/10
Revenue GrowthGrowth
36.3%10/10

Revenue surging 36.3% year-over-year

EPS GrowthGrowth
95.2%10/10

Earnings expanding 95.2% YoY

Debt/EquityHealth
-3.3610/10

Conservative balance sheet, low leverage

Profit MarginProfitability
29.2%9/10

Keeps 29 of every $100 in revenue as profit

Operating MarginProfitability
23.0%8/10

Strong operational efficiency at 23.0%

PBR-A6 strengths · Avg: 10.0/10
P/E RatioValuation
4.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Return on EquityProfitability
56.5%10/10

Every $100 of equity generates 56 in profit

Operating MarginProfitability
44.7%10/10

Strong operational efficiency at 44.7%

Revenue GrowthGrowth
42.3%10/10

Revenue surging 42.3% year-over-year

EPS GrowthGrowth
96.8%10/10

Earnings expanding 96.8% YoY

Areas to Watch

KNTK3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
8.622/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.832/10

Distress zone — elevated risk

PBR-A1 concerns · Avg: 2.0/10
PEG RatioValuation
5.392/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : KNTK

The strongest argument for KNTK centers on Revenue Growth, EPS Growth, Debt/Equity. Profitability is solid with margins at 29.2% and operating margin at 23.0%. Revenue growth of 36.3% demonstrates continued momentum.

Bull Case : PBR-A

The strongest argument for PBR-A centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 24.3% and operating margin at 44.7%. Revenue growth of 42.3% demonstrates continued momentum.

Bear Case : KNTK

The primary concerns for KNTK are Piotroski F-Score, PEG Ratio, Altman Z-Score.

Bear Case : PBR-A

The primary concerns for PBR-A are PEG Ratio.

Key Dynamics to Monitor

KNTK carries more volatility with a beta of 0.78 — expect wider price swings.

PBR-A is growing revenue faster at 42.3% — sustainability is the question.

PBR-A generates stronger free cash flow (7.3B), providing more financial flexibility.

Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PBR-A scores higher overall (83/100 vs 75/100), backed by strong 24.3% margins and 42.3% revenue growth. KNTK offers better value entry with a 57.9% margin of safety. Both earn "Exceptional 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.

Kinetik Holdings Inc

ENERGY · OIL & GAS MIDSTREAM · USA

Kinetik Holdings Inc. is an intermediate company in the Texas Delaware Basin. The company is headquartered in Midland, Texas.

Petróleo Brasileiro S.A. - Petrobras

ENERGY · OIL & GAS INTEGRATED · USA

Petrleo Brasileiro SA - Petrobras produces and sells oil and gas in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.

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