OPAL Fuels Inc (OPAL)vsSouthwest Gas Holdings Inc (SWX)
OPAL
OPAL Fuels Inc
$2.22
-2.63%
UTILITIES · Cap: $366.12M
SWX
Southwest Gas Holdings Inc
$88.72
+1.78%
UTILITIES · Cap: $6.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Southwest Gas Holdings Inc generates 428% more annual revenue ($1.78B vs $336.94M). SWX leads profitability with a 26.1% profit margin vs 5.7%. SWX trades at a lower P/E of 27.0x. SWX earns a higher WallStSmart Score of 65/100 (B-).
OPAL
Avoid29
out of 100
Grade: F
SWX
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.4%
Fair Value
$4.26
Current Price
$2.22
$2.04 discount
Intrinsic value data unavailable for SWX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 234 in profit
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
Moderate valuation
Trading at 8.2x book value
Smaller company, higher risk/reward
5.7% margin — thin
Expensive relative to growth rate
Moderate valuation
Revenue declined 21.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : OPAL
The strongest argument for OPAL centers on Return on Equity.
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 : OPAL
The primary concerns for OPAL are P/E Ratio, Price/Book, Market Cap. Debt-to-equity of 54.41 is elevated, increasing financial risk.
Bear Case : SWX
The primary concerns for SWX are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
OPAL profiles as a value stock while SWX is a declining play — different risk/reward profiles.
OPAL carries more volatility with a beta of 0.77 — expect wider price swings.
OPAL is growing revenue faster at -14.1% — sustainability is the question.
OPAL generates stronger free cash flow (-11M), providing more financial flexibility.
Bottom Line
SWX scores higher overall (65/100 vs 29/100), backed by strong 26.1% margins. OPAL offers better value entry with a 44.4% margin of safety. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
OPAL Fuels Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
OPAL Fuels Inc. is a leading participant in the renewable natural gas (RNG) sector, specializing in the transformation of organic waste into sustainable energy solutions that contribute to a low-carbon economy. The company boasts a robust portfolio of RNG production facilities and has cultivated strategic partnerships to strengthen its market presence. With a commitment to advanced technologies and innovative practices, OPAL Fuels is well-positioned to meet the growing demand for environmentally friendly energy alternatives, underscoring its potential for significant value creation within the evolving energy landscape.
Visit Website →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.
Compare with Other UTILITIES - REGULATED GAS Stocks
Want to dig deeper into these stocks?