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GLNG vs KGS

GLNG
Golar LNG Limited
BEARISH
Price
$53.39
Market Cap
$5.43B
Sector
Energy
AI Confidence
85%
KGS
Kodiak Gas Services, Inc.
BEARISH
Price
$66.71
Market Cap
$5.89B
Sector
Energy
AI Confidence
85%

Valuation

P/E Ratio
GLNG
92.05
KGS
74.96
Forward P/E
GLNG
58.99
KGS
20.18
P/B Ratio
GLNG
2.93
KGS
4.76
P/S Ratio
GLNG
13.81
KGS
4.5
EV/EBITDA
GLNG
48.66
KGS
12.12

Profitability

Gross Margin
GLNG
54.48%
KGS
63.31%
Operating Margin
GLNG
35.75%
KGS
31.32%
Profit Margin
GLNG
16.69%
KGS
6.16%
ROE
GLNG
5.07%
KGS
6.32%
ROA
GLNG
1.29%
KGS
5.88%

Growth

Revenue Growth
GLNG
101.5%
KGS
7.5%
Earnings Growth
GLNG
128.9%
KGS
32.6%

Financial Health

Debt/Equity
GLNG
1.34
KGS
2.16
Current Ratio
GLNG
2.54
KGS
0.84
Quick Ratio
GLNG
2.47
KGS
0.53

Dividends

Dividend Yield
GLNG
1.82%
KGS
2.82%
Payout Ratio
GLNG
166.67%
KGS
202.25%

AI Verdict

GLNG BEARISH

GLNG exhibits a stable but mediocre Piotroski F-Score of 4/9, indicating average financial health. The stock is severely overvalued, trading at $53.39 despite a Graham Number of $15.67 and an Intrinsic Value of $17.70. While YoY revenue and earnings growth are explosive, recent quarterly performance shows a worrying trend of significant earnings misses and a sharp decline in Q/Q EPS growth. Furthermore, the dividend is fundamentally unsustainable with a payout ratio of 166.67%.

Strengths
Exceptional YoY Revenue Growth (101.50%)
Strong Gross Margins (54.48%) and Operating Margins (35.75%)
Robust short-term liquidity with a Current Ratio of 2.54
Risks
Extreme valuation disconnect (P/E of 92.05 vs Sector Avg 30.66)
Unsustainable dividend payout ratio (166.67%)
Recent earnings deterioration with 3 of the last 4 quarters missing estimates
KGS BEARISH

KGS exhibits a severe valuation disconnect, trading at $66.71 despite a Graham Number of $16.76 and an Intrinsic Value of $26.25. While the Piotroski F-Score of 4/9 indicates stable health, the company faces significant liquidity risks with a current ratio of 0.84 and a high debt-to-equity ratio of 2.16. Most critically, the dividend payout ratio of 202.25% is fundamentally unsustainable, and a consistent track record of earnings misses (average surprise -54.98% over the last 4 quarters) suggests the market has overextended the stock's price. The bearish insider sentiment and technical trend further signal a likely correction.

Strengths
Strong 1-year price appreciation (+98.3%)
Robust gross margins (63.31%) and operating margins (31.32%)
Positive year-over-year earnings growth (32.60%)
Risks
Unsustainable dividend payout ratio (202.25%)
Severe overvaluation relative to Graham Number and Intrinsic Value
Poor earnings reliability with frequent and large misses

Compare Another Pair

GLNG vs KGS: Head-to-Head Comparison

This page compares Golar LNG Limited (GLNG) and Kodiak Gas Services, Inc. (KGS) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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