One Gas Inc (OGS)vsSouthwest Gas Holdings Inc (SWX)
OGS
One Gas Inc
$84.96
+0.06%
UTILITIES · Cap: $5.33B
SWX
Southwest Gas Holdings Inc
$89.13
-0.91%
UTILITIES · Cap: $6.45B
Smart Verdict
WallStSmart Research — data-driven comparison
One Gas Inc generates 31% more annual revenue ($2.32B vs $1.78B). SWX leads profitability with a 26.1% profit margin vs 11.8%. SWX appears more attractively valued with a PEG of 2.20. SWX earns a higher WallStSmart Score of 65/100 (B-).
OGS
Buy51
out of 100
Grade: C-
SWX
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.2%
Fair Value
$89.84
Current Price
$84.96
$4.88 discount
Margin of Safety
-29.1%
Fair Value
$66.62
Current Price
$89.13
$22.51 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 22.7%
Strong operational efficiency at 37.9%
Keeps 26 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 20.9% YoY
Areas to Watch
3.0% earnings growth
Expensive relative to growth rate
Revenue declined 11.1%
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
ROE of 6.1% — below average capital efficiency
Revenue declined 21.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : OGS
The strongest argument for OGS centers on Price/Book, Operating Margin.
Bull Case : SWX
The strongest argument for SWX centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 26.1% and operating margin at 37.9%.
Bear Case : OGS
The primary concerns for OGS are EPS Growth, PEG Ratio, Revenue Growth.
Bear Case : SWX
The primary concerns for SWX are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
OGS carries more volatility with a beta of 0.71 — expect wider price swings.
OGS is growing revenue faster at -11.1% — sustainability is the question.
OGS generates stronger free cash flow (20M), providing more financial flexibility.
Monitor UTILITIES - REGULATED GAS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SWX scores higher overall (65/100 vs 51/100), backed by strong 26.1% margins. Both earn "Strong 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.
One Gas Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
ONE Gas, Inc. is a regulated natural gas distribution company in the United States. The company is headquartered in Tulsa, Oklahoma.
Southwest Gas Holdings Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
Southwest Gas Holdings, Inc. purchases, distributes and transports natural gas in Arizona, Nevada and California. The company is headquartered in Las Vegas, Nevada.
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