OPAL Fuels Inc (OPAL)vsSouthwest Gas Holdings Inc (SWX)
OPAL
OPAL Fuels Inc
$2.28
+3.17%
UTILITIES · Cap: $357.20M
SWX
Southwest Gas Holdings Inc
$85.82
-0.61%
UTILITIES · Cap: $6.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Southwest Gas Holdings Inc generates 456% more annual revenue ($1.94B vs $348.98M). SWX leads profitability with a 22.7% profit margin vs 4.2%. OPAL trades at a lower P/E of 13.7x. SWX earns a higher WallStSmart Score of 57/100 (C).
OPAL
Hold37
out of 100
Grade: F
SWX
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-132.3%
Fair Value
$1.02
Current Price
$2.28
$1.26 premium
Margin of Safety
-289.0%
Fair Value
$22.10
Current Price
$85.82
$63.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Revenue surging 24.7% year-over-year
Strong operational efficiency at 33.9%
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
ROE of 7.6% — below average capital efficiency
4.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
ROE of 6.1% — below average capital efficiency
Revenue declined 13.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : OPAL
The strongest argument for OPAL centers on P/E Ratio, Revenue Growth. Revenue growth of 24.7% demonstrates continued momentum.
Bull Case : SWX
The strongest argument for SWX centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 22.7% and operating margin at 33.9%.
Bear Case : OPAL
The primary concerns for OPAL are Market Cap, Return on Equity, Profit Margin. Debt-to-equity of 47.27 is elevated, increasing financial risk. Thin 4.2% margins leave little buffer for downturns.
Bear Case : SWX
The primary concerns for SWX are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
OPAL profiles as a growth stock while SWX is a declining play — different risk/reward profiles.
OPAL carries more volatility with a beta of 1.08 — expect wider price swings.
OPAL is growing revenue faster at 24.7% — sustainability is the question.
OPAL generates stronger free cash flow (-8M), providing more financial flexibility.
Bottom Line
SWX scores higher overall (57/100 vs 37/100), backed by strong 22.7% margins. Both earn "Buy" and "Hold" 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 company in the renewable natural gas (RNG) industry, focused on transforming organic waste into sustainable energy solutions that contribute to a low-carbon economy. With a diverse array of RNG production facilities and key strategic partnerships, OPAL is well-positioned to enhance its market footprint and drive growth. By leveraging advanced technologies and innovative practices, the company not only meets the increasing demand for eco-friendly energy alternatives but also aims to generate significant value in the rapidly evolving energy sector.
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?