Western Midstream Partners LP (WES)vsWilliams Companies Inc (WMB)
WES
Western Midstream Partners LP
$42.01
-0.54%
ENERGY · Cap: $17.23B
WMB
Williams Companies Inc
$73.81
-0.87%
ENERGY · Cap: $90.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Williams Companies Inc generates 208% more annual revenue ($11.83B vs $3.84B). WES leads profitability with a 30.0% profit margin vs 22.1%. WMB appears more attractively valued with a PEG of 2.47. WMB earns a higher WallStSmart Score of 67/100 (B-).
WES
Buy57
out of 100
Grade: C
WMB
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-109.5%
Fair Value
$20.26
Current Price
$42.01
$21.75 premium
Margin of Safety
+29.0%
Fair Value
$100.15
Current Price
$73.81
$26.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 32 in profit
Keeps 30 of every $100 in revenue as profit
Attractively priced relative to earnings
Strong operational efficiency at 28.1%
Strong operational efficiency at 41.2%
Earnings expanding 50.8% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Earnings declined 45.2%
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : WES
The strongest argument for WES centers on Return on Equity, Profit Margin, P/E Ratio. Profitability is solid with margins at 30.0% and operating margin at 28.1%. Revenue growth of 11.1% 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 22.1% and operating margin at 41.2%.
Bear Case : WES
The primary concerns for WES are Piotroski F-Score, PEG Ratio, EPS Growth. Debt-to-equity of 2.22 is elevated, increasing financial risk.
Bear Case : WMB
The primary concerns for WMB are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
WES carries more volatility with a beta of 0.71 — expect wider price swings.
WES is growing revenue faster at 11.1% — sustainability is the question.
WES generates stronger free cash flow (341M), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WMB scores higher overall (67/100 vs 57/100), backed by strong 22.1% 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.
Western Midstream Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Western Midstream Partners, LP, acquires, owns, develops and operates midstream assets primarily in the United States.
Visit Website →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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