GasLog (NYSE:GLOG) and Kinder Morgan (NYSE:KMI) are both transportation companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, earnings, institutional ownership, analyst recommendations, valuation, profitability and risk.
Valuation & Earnings
This table compares GasLog and Kinder Morgan's revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio |
---|
GasLog | $668.64 million | 0.83 | $-100,660,000.00 | $0.29 | 20.03 |
Kinder Morgan | $13.21 billion | 2.59 | $2.19 billion | $0.95 | 15.88 |
Kinder Morgan has higher revenue and earnings than GasLog. Kinder Morgan is trading at a lower price-to-earnings ratio than GasLog, indicating that it is currently the more affordable of the two stocks.
Analyst Ratings
This is a breakdown of recent ratings and price targets for GasLog and Kinder Morgan, as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score |
---|
GasLog | 1 | 6 | 1 | 0 | 2.00 |
Kinder Morgan | 1 | 12 | 8 | 0 | 2.33 |
GasLog currently has a consensus price target of $4.8929, indicating a potential downside of 15.79%. Kinder Morgan has a consensus price target of $16.5625, indicating a potential upside of 9.76%. Given Kinder Morgan's stronger consensus rating and higher possible upside, analysts clearly believe Kinder Morgan is more favorable than GasLog.
Institutional and Insider Ownership
21.1% of GasLog shares are owned by institutional investors. Comparatively, 60.0% of Kinder Morgan shares are owned by institutional investors. 14.2% of Kinder Morgan shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.
Profitability
This table compares GasLog and Kinder Morgan's net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets |
---|
GasLog | -18.58% | 1.81% | 0.54% |
Kinder Morgan | 1.02% | 6.07% | 2.74% |
Dividends
GasLog pays an annual dividend of $0.20 per share and has a dividend yield of 3.4%. Kinder Morgan pays an annual dividend of $1.05 per share and has a dividend yield of 7.0%. GasLog pays out 69.0% of its earnings in the form of a dividend. Kinder Morgan pays out 110.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. GasLog has increased its dividend for 1 consecutive years and Kinder Morgan has increased its dividend for 3 consecutive years. Kinder Morgan is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Risk & Volatility
GasLog has a beta of 1.34, indicating that its stock price is 34% more volatile than the S&P 500. Comparatively, Kinder Morgan has a beta of 0.98, indicating that its stock price is 2% less volatile than the S&P 500.
Summary
Kinder Morgan beats GasLog on 15 of the 17 factors compared between the two stocks.