Cheniere Energy vs Targa Resources
LNG and TRGP side by side, both in gas production and distribution. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How LNG and TRGP compare
Cheniere Energy and Targa Resources are about the same size, with market caps of $68.2B and $67.5B.
On earnings, Cheniere Energy is cheaper: it trades at 24.6× trailing earnings, against 30.1× for Targa Resources.
Cheniere Energy grew revenue faster over the last twelve months (17.5% versus −2.0% for Targa Resources).
Cheniere Energy keeps more of each dollar of sales as profit, with a net margin of 13.6% compared with 13.5% at Targa Resources.
Both pay dividends: Cheniere Energy yields 0.67% and Targa Resources 1.4%.
Cheniere Energy scores higher on the StockData Score (12 against 9 for Targa Resources), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | LNG | TRGP |
|---|---|---|
| Size and price | ||
| Market cap | $68.2B | $67.5B |
| Share price | $330.32 | $314.99 |
| Change, 1 year | 56.5% | 108% |
| Change, 5 years | 206% | 456% |
| Beta (5Y) | 0.38 | 0.62 |
| Employees | 1,717 | 3,570 |
| StockData Score | ||
| Total score | 12 (better) | 9 |
| Valuation score | 0 | 0 |
| Growth score | 3 (better) | 2 |
| Performance score | 3 | 5 (better) |
| Health score | 2 (better) | 1 |
| Dividend score | 4 (better) | 1 |
| Valuation | ||
| P/E | 24.6× (better) | 30.1× |
| P/S | 3.2× (better) | 4.0× |
| P/B | 11.0× (better) | 18.5× |
| EV/EBITDA | 12.3× (better) | 15.8× |
| P/FCF | 24.4× (better) | 91.2× |
| PEG | 0.39 (better) | 1.01 |
| FCF yield | 4.1% (better) | 1.1% |
| Fair value | $268.68 | $223.96 |
| Margin of safety | −22.9% (better) | −40.6% |
| Growth | ||
| Revenue growth (TTM) | 17.5% (better) | −2.0% |
| Revenue growth, 5Y average | 16.4% (better) | 15.6% |
| Net income growth (TTM) | −24.2% | 38.4% (better) |
| EPS growth (TTM) | −21.5% | 50.1% (better) |
| Profitability | ||
| Gross margin | 47.8% (better) | 43.2% |
| Operating margin | 29.9% (better) | 22.9% |
| Net margin | 13.6% (better) | 13.5% |
| FCF margin | 13.0% (better) | 4.4% |
| Return on equity | 45.2% | 72.6% (better) |
| Return on invested capital | 18.7% (better) | 14.7% |
| Financial health | ||
| Debt / equity | 3.88 (better) | 5.20 |
| Net debt / EBITDA | 2.92 (better) | 3.44 |
| Interest coverage | 6.3× | – |
| Current ratio | 0.87 (better) | 0.77 |
| Altman Z-score | 2.33 | 2.79 (better) |
| Piotroski F-score | 7 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | 0.67% | 1.4% (better) |
| Payout ratio | 15.8% | – |
| Years of dividend growth | – | 4 |
| Dividend growth, 5Y average | – | 25.4% |
| Buyback yield | 4.6% (better) | 0.49% |
| Shareholder yield | 5.3% (better) | 1.9% |
| Ownership | ||
| Held by institutions | 89.9% | 95.1% |
| Held by insiders | 0.59% | 1.3% |
| Insider net buying, 12 months | −$28.4M (better) | −$34.3M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 2.3% | 2.5% |
Go deeper
- LNG stock overview
- LNG income statement
- LNG valuation and score
- TRGP stock overview
- TRGP income statement
- TRGP valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.