WallStSmart

Kinetik Holdings Inc (KNTK)vsWilliams Companies Inc (WMB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Williams Companies Inc generates 553% more annual revenue ($12.32B vs $1.89B). KNTK leads profitability with a 29.2% profit margin vs 24.9%. WMB appears more attractively valued with a PEG of 2.07. KNTK earns a higher WallStSmart Score of 75/100 (B).

KNTK

Strong Buy

75

out of 100

Grade: B

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

WMB

Strong Buy

69

out of 100

Grade: B-

Growth: 6.7Profit: 8.0Value: 5.0Quality: 3.0
Piotroski: 5/9Altman Z: 0.34
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 WMB.

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%

WMB5 strengths · Avg: 9.4/10
Operating MarginProfitability
39.5%10/10

Strong operational efficiency at 39.5%

EPS GrowthGrowth
51.2%10/10

Earnings expanding 51.2% YoY

Market CapQuality
$89.11B9/10

Large-cap with strong market position

Return on EquityProfitability
23.3%9/10

Every $100 of equity generates 23 in profit

Profit MarginProfitability
24.9%9/10

Keeps 25 of every $100 in revenue as profit

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

WMB4 concerns · Avg: 3.0/10
PEG RatioValuation
2.074/10

Expensive relative to growth rate

P/E RatioValuation
29.0x4/10

Moderate valuation

Free Cash FlowQuality
$-458.00M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.342/10

Distress zone — elevated risk

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 : 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 : KNTK

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

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

KNTK profiles as a growth stock while WMB is a mature play — different risk/reward profiles.

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

KNTK is growing revenue faster at 36.3% — sustainability is the question.

KNTK generates stronger free cash flow (58M), providing more financial flexibility.

Bottom Line

KNTK scores higher overall (75/100 vs 69/100), backed by strong 29.2% margins and 36.3% revenue growth. 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.

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.

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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