Oneok vs Targa Resources
OKE 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 OKE and TRGP compare
Oneok and Targa Resources are about the same size, with market caps of $61.2B and $67.5B.
On earnings, Oneok is cheaper: it trades at 16.7× trailing earnings, against 30.1× for Targa Resources.
Oneok grew revenue faster over the last twelve months (40.8% versus −2.0% for Targa Resources).
Targa Resources keeps more of each dollar of sales as profit, with a net margin of 13.5% compared with 9.3% at Oneok.
Both pay dividends: Oneok yields 4.4% and Targa Resources 1.4%.
Oneok scores higher on the StockData Score (14 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 | OKE | TRGP |
|---|---|---|
| Size and price | ||
| Market cap | $61.2B | $67.5B |
| Share price | $97.07 | $314.99 |
| Change, 1 year | 44.4% | 108% |
| Change, 5 years | 50.0% | 456% |
| Beta (5Y) | 0.70 | 0.62 |
| Employees | 6,326 | 3,570 |
| StockData Score | ||
| Total score | 14 (better) | 9 |
| Valuation score | 3 (better) | 0 |
| Growth score | 3 (better) | 2 |
| Performance score | 3 | 5 (better) |
| Health score | 1 | 1 |
| Dividend score | 4 (better) | 1 |
| Valuation | ||
| P/E | 16.7× (better) | 30.1× |
| P/S | 1.6× (better) | 4.0× |
| P/B | 2.7× (better) | 18.5× |
| EV/EBITDA | 12.3× (better) | 15.8× |
| P/FCF | 21.1× (better) | 91.2× |
| PEG | 1.37 | 1.01 (better) |
| FCF yield | 4.7% (better) | 1.1% |
| Fair value | $99.25 | $223.96 |
| Margin of safety | 2.2% (better) | −40.6% |
| Growth | ||
| Revenue growth (TTM) | 40.8% (better) | −2.0% |
| Revenue growth, 5Y average | 31.5% (better) | 15.6% |
| Net income growth (TTM) | 18.2% | 38.4% (better) |
| EPS growth (TTM) | 13.1% | 50.1% (better) |
| EPS growth, 5Y average | 30.7% | – |
| Profitability | ||
| Gross margin | 27.2% | 43.2% (better) |
| Operating margin | 15.5% | 22.9% (better) |
| Net margin | 9.3% | 13.5% (better) |
| FCF margin | 7.4% (better) | 4.4% |
| Return on equity | 16.3% | 72.6% (better) |
| Return on invested capital | 8.5% | 14.7% (better) |
| Financial health | ||
| Debt / equity | 1.44 (better) | 5.20 |
| Net debt / EBITDA | 4.30 | 3.44 (better) |
| Interest coverage | 3.4× | – |
| Current ratio | 0.74 | 0.77 (better) |
| Altman Z-score | 1.70 | 2.79 (better) |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 4.4% (better) | 1.4% |
| Payout ratio | 72.3% | – |
| Years of dividend growth | 3 | 4 (better) |
| Dividend growth, 5Y average | 2.0% | 25.4% (better) |
| Buyback yield | – | 0.49% |
| Shareholder yield | 4.4% (better) | 1.9% |
| Ownership | ||
| Held by institutions | 83.7% | 95.1% |
| Held by insiders | 0.20% | 1.3% |
| Insider net buying, 12 months | $165K (better) | −$34.3M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 3.9% | 2.5% |
Go deeper
- OKE stock overview
- OKE income statement
- OKE 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.