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U.S. Oil and Gas Storage and Transportation Industry Analysis

UpdatedJun 08, 2026
DataAggregated Company Financials
Companies58
  • 7D2.3%
  • 3M1.5%
  • 1Y18.7%
  • YTDn/a

Over the last 7 days, the Oil and Gas Storage and Transportation industry has risen 2.3%, and Williams Companies contributed the most with a gain of 2.7%. In the last 12 months, the industry was up 19%. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

Has the U.S. Oil and Gas Storage and Transportation Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 09 Jun 2026US$645.1bUS$393.4bUS$34.5b14x18.7x1.6x
Thu, 07 May 2026US$677.5bUS$393.9bUS$36.8b13.9x18.4x1.7x
Sat, 04 Apr 2026US$659.1bUS$387.5bUS$34.9b14.2x18.9x1.7x
Mon, 02 Mar 2026US$646.7bUS$386.9bUS$35.0b14.2x18.5x1.7x
Wed, 28 Jan 2026US$577.3bUS$384.8bUS$33.2b13x17.4x1.5x
Fri, 26 Dec 2025US$542.4bUS$384.3bUS$32.8b12.4x16.5x1.4x
Sun, 23 Nov 2025US$534.6bUS$384.2bUS$32.8b13x16.3x1.4x
Tue, 21 Oct 2025US$536.5bUS$382.8bUS$31.7b13x16.9x1.4x
Thu, 18 Sep 2025US$548.6bUS$382.9bUS$31.6b13.6x17.3x1.4x
Sat, 16 Aug 2025US$544.9bUS$383.0bUS$32.0b13.2x17x1.4x
Mon, 14 Jul 2025US$557.1bUS$385.3bUS$31.6b16.1x17.7x1.4x
Wed, 11 Jun 2025US$552.8bUS$385.0bUS$31.6b14.9x17.5x1.4x
Fri, 09 May 2025US$542.4bUS$386.4bUS$32.3b12.4x16.8x1.4x
Sun, 06 Apr 2025US$513.2bUS$381.1bUS$32.4b12.1x15.8x1.3x
Tue, 04 Mar 2025US$586.0bUS$381.2bUS$32.9b13x17.8x1.5x
Thu, 30 Jan 2025US$592.9bUS$388.5bUS$34.7b14x17.1x1.5x
Sat, 28 Dec 2024US$560.8bUS$388.4bUS$34.6b12.8x16.2x1.4x
Mon, 25 Nov 2024US$598.3bUS$388.3bUS$34.7b13.3x17.3x1.5x
Wed, 23 Oct 2024US$522.2bUS$385.0bUS$35.0b11.5x14.9x1.4x
Fri, 20 Sep 2024US$502.3bUS$385.1bUS$34.9b11.9x14.4x1.3x
Sun, 18 Aug 2024US$493.0bUS$385.0bUS$34.9b11.9x14.1x1.3x
Tue, 16 Jul 2024US$495.4bUS$377.4bUS$34.9b12.4x14.2x1.3x
Thu, 13 Jun 2024US$474.8bUS$377.9bUS$35.2b12.5x13.5x1.3x
Sat, 11 May 2024US$469.9bUS$378.3bUS$35.1b12.5x13.4x1.2x
Mon, 08 Apr 2024US$472.6bUS$377.7bUS$39.9b11.8x11.8x1.3x
Wed, 06 Mar 2024US$443.7bUS$377.7bUS$40.3b11.2x11x1.2x
Fri, 02 Feb 2024US$456.1bUS$408.5bUS$45.0b11.3x10.1x1.1x
Sun, 31 Dec 2023US$453.7bUS$407.7bUS$44.5b11x10.2x1.1x
Tue, 28 Nov 2023US$456.7bUS$407.7bUS$44.6b11.4x10.3x1.1x
Thu, 26 Oct 2023US$441.8bUS$429.4bUS$41.0b11.1x10.8x1x
Sat, 23 Sep 2023US$426.8bUS$430.6bUS$41.0b11.2x10.4x1x
Mon, 21 Aug 2023US$424.8bUS$430.4bUS$40.9b10.8x10.4x1x
Wed, 19 Jul 2023US$416.8bUS$467.8bUS$40.2b10.5x10.4x0.9x
Fri, 16 Jun 2023US$397.9bUS$467.8bUS$40.2b10.3x9.9x0.9x
Price to Earnings Ratio

9.9x


Total Market Cap: US$397.9bTotal Earnings: US$40.2bTotal Revenue: US$467.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Oil and Gas Storage and Transportation Industry Price to Earnings3Y Average 14.8x202420252026
Current Industry PE
  • Investors are optimistic on the American Oil and Gas Storage and Transportation industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 18.7x which is higher than its 3-year average PE of 14.8x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Oil and Gas Storage and Transportation industry have declined 5.0% per year over the last three years,
  • Revenues have also declined 5.6% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Oil and Gas Storage and Transportation compare with similar industries?

US Market-2.49%
Energy0.68%
Oil and Gas0.88%
Oil and Gas Storage and Transportation2.31%
Oil and Gas Refining and Marketing1.04%
Integrated Oil and Gas0.95%
Oil and Gas Exploration and Production-0.57%
Coal and Fuels-4.86%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WMB Williams CompaniesUS$71.962.7%
+US$2.3b		20.6%PE31.6x
LNG Cheniere EnergyUS$238.824.8%
+US$2.3b		4.4%PE34.3x
OKE ONEOKUS$88.253.9%
+US$2.1b		8.8%PE15.7x
KMI Kinder MorganUS$31.682.7%
+US$1.8b		15.1%PE21.4x
TRGP Targa ResourcesUS$264.091.9%
+US$1.1b		62.2%PE26.7x

Latest News

KMI
US$31.68
Kinder Morgan
7D
2.7%
1Y
15.1%
LNG
US$238.82
Cheniere Energy
7D
4.8%
1Y
4.4%
Seeking Alpha • 7h

Cheniere Energy: Qatar's Crisis, Cheniere's Opportunity

Summary Cheniere Energy, Inc. is well-positioned amid global LNG supply disruptions, with over 90% of capacity contracted under long-term agreements, ensuring predictable cash flows. Q1 results showed robust underlying performance: adjusted EBITDA up 25% to $2.33B, distributable cash flow up to $1.67B, and management raised full-year guidance. Corpus Christi Stage 3 ramp-up and recent supply shocks in Qatar enhance LNG’s strategic value, supporting higher liquefaction fees and future contract momentum. With a 2027 price target of $312.05 (30.6% upside) and ongoing buybacks, I maintain a buy rating on LNG, citing expanding capacity and resilient earnings. Read the full article on Seeking Alpha
DTM
US$142.50
DT Midstream
7D
3.0%
1Y
34.8%
WMB
US$71.96
Williams Companies
7D
2.7%
1Y
20.6%
OKE
US$88.25
ONEOK
7D
3.9%
1Y
8.8%
IMPP
US$4.97
Imperial Petroleum
7D
-5.5%
1Y
60.8%
Narrative Update • Jun 06

IMPP: Strong Shipping Rates And New Vessel Timing Will Support Further Upside

Analysts have raised their price target on Imperial Petroleum stock to $9 from $8, citing Q1 results that came in well ahead of expectations, helped by stronger shipping rates and the timing of taking delivery of a previously acquired ship. What's in the News The company reports that from April 1, 2025 to June 30, 2025 it repurchased 0 shares for US$0 under the buyback announced on September 7, 2023, with total completed repurchases under this program at 4,251,884 shares (20.26%) for US$8.39 million.
HESM
US$38.82
Hess Midstream
7D
2.4%
1Y
0%
Narrative Update • Jun 06

HESM: Buybacks And Distributions Will Support Execution As Views Stay Mixed

Analysts have trimmed their price targets on Hess Midstream by $4, reflecting recent revisions to growth, margin, discount rate and P/E assumptions in their models. Analyst Commentary Recent Street research on Hess Midstream has been mixed, with both upward and downward price target revisions over a short period, as well as a downgrade from one major firm.
STNG
US$75.96
Scorpio Tankers
7D
-0.6%
1Y
91.5%
Seeking Alpha • Jun 06

Scorpio Tankers: The Thesis Improved, But The Stock Is No Longer Cheap

Summary Scorpio Tankers demonstrates robust Q1 2026 results, with a net cash position, a modern fleet, and enhanced capital return flexibility. Q1 adjusted net income reached $150.9 million, with adjusted EPS of $3.02, reflecting strong TCE rates and improved earnings quality. STNG's balance sheet strength enables aggressive share buybacks, increased dividends, and strategic fleet renewal without financial strain. My DCF model indicates a fair value of $94 per share, suggesting 22% upside, even as revenue and margins are conservatively modeled for normalization. Read the full article on Seeking Alpha
TRGP
US$264.09
Targa Resources
7D
1.9%
1Y
62.2%
Narrative Update • Jun 04

TRGP: Permian Volume Projects And Capex Discipline Will Shape Future Shareholder Returns

Analysts have raised the implied fair value estimate for Targa Resources to $283.90 from $266.80. Higher price targets, tied to updated expectations for revenue growth, profit margins and a modestly higher future P/E, reflect stronger assumptions around marketing, export activity and the current energy backdrop.
AM
US$21.52
Antero Midstream
7D
3.3%
1Y
17.0%
SFL
US$10.96
SFL
7D
-1.3%
1Y
26.0%
Narrative Update • Jun 02

SFL: Dividend Payouts And Extended Buybacks Will Steady Fairly Valued Returns

Analysts have kept their SFL price target effectively unchanged at about $11.73, reflecting steady assumptions on fair value, discount rate, revenue growth, profit margin and future P/E as they reassess the balance of earnings visibility and valuation. What's in the News SFL extended its share repurchase plan duration to June 2028, according to a buyback plan update on May 12, 2026.
TEN
US$37.00
Tsakos Energy Navigation
7D
-2.4%
1Y
110.6%
Narrative Update • Jun 02

TEN: Future P/E And Softer Margins Offset Record Profit And Dividends

Analysts have lifted their price target for Tsakos Energy Navigation to $42.00 from $42, reflecting updated assumptions that include a higher discount rate, softer revenue and margin expectations, and a higher future P/E estimate. What's in the News Q1 2026 net income of about US$88.8 million and earnings per share of US$2.72, with results described as ahead of estimates, supported by tanker rates, 98.3% fleet utilization, and geopolitical disruptions affecting tanker demand.
KNTK
US$45.19
Kinetik Holdings
7D
-0.7%
1Y
4.4%
Narrative Update • Jun 02

KNTK: Permian Gas Expansion And Kings Landing Project Will Support Earnings Rebound

Analysts have raised the fair value estimate for Kinetik Holdings by about $5 to approximately $58.39. They cite a series of higher price targets across the Street and updated models that reflect a more constructive view on U.S. crude production, midstream multiples, and long term growth assumptions.
EE
US$32.23
Excelerate Energy
7D
-1.2%
1Y
1.3%
Narrative Update • May 30

EE: Adjusted Fair Value And Stable Assumptions Will Support Future Upside

Analysts have reduced their fair value estimate for Excelerate Energy from $50.00 to $48.00, reflecting updated assumptions about revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value: trimmed from $50.00 to $48.00, a reduction of 4%.
NFE
US$0.50
New Fortress Energy
7D
-9.5%
1Y
-82.5%
Seeking Alpha • May 25

New Fortress Energy: NFE Equity Looks Unattractive At Current Price

Summary New Fortress Energy is undergoing a restructuring, spinning off its Brazil business and diluting existing equity holders. At ~$0.60 per share, NFE trades at ~10x 2027E adjusted EBITDA, which is unattractive vs peers. Management’s 2027 EBITDA target of $410M depends on operational targets and cost reductions that appear challenging to achieve. I expect the equity to trade lower as the restructuring is completed and equity dilution is crystallized. Read the full article on Seeking Alpha
FLNG
US$29.77
FLEX LNG
7D
-1.4%
1Y
25.9%