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

UpdatedAug 01, 2026
DataAggregated Company Financials
Companies58
  • 7D-1.8%
  • 3M0.6%
  • 1Y22.4%
  • YTDn/a

Over the last 7 days, the Oil and Gas Storage and Transportation industry has dropped 1.8%, driven by a pullback from Williams Companies of 3.3%. This takes the industry's 12 month performance to a gain of 22%. Earnings are forecast to grow by 11% annually.

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
Sat, 01 Aug 2026US$660.3bUS$401.2bUS$35.8b14.5x18.4x1.6x
Mon, 29 Jun 2026US$655.8bUS$393.4bUS$34.5b13.5x19x1.7x
Wed, 27 May 2026US$679.6bUS$396.9bUS$34.4b14.2x19.8x1.7x
Fri, 24 Apr 2026US$645.2bUS$385.6bUS$36.2b14x17.8x1.7x
Sun, 22 Mar 2026US$656.8bUS$387.5bUS$34.9b14.1x18.8x1.7x
Tue, 17 Feb 2026US$633.4bUS$384.2bUS$33.6b13.8x18.9x1.6x
Thu, 15 Jan 2026US$555.7bUS$384.3bUS$32.8b13.2x16.9x1.4x
Sat, 13 Dec 2025US$545.8bUS$384.2bUS$32.8b12.8x16.6x1.4x
Mon, 10 Nov 2025US$534.7bUS$384.4bUS$33.1b13.5x16.2x1.4x
Wed, 08 Oct 2025US$549.0bUS$382.8bUS$31.7b13.1x17.3x1.4x
Fri, 05 Sep 2025US$548.8bUS$383.0bUS$32.2b14.8x17.1x1.4x
Sun, 03 Aug 2025US$557.8bUS$383.3bUS$31.4b16.2x17.7x1.5x
Tue, 01 Jul 2025US$567.2bUS$385.0bUS$31.6b15.1x18x1.5x
Thu, 29 May 2025US$556.3bUS$387.4bUS$31.3b13x17.8x1.4x
Sat, 26 Apr 2025US$555.4bUS$382.4bUS$32.4b12.6x17.1x1.5x
Mon, 24 Mar 2025US$586.5bUS$381.2bUS$32.4b13.7x18.1x1.5x
Wed, 19 Feb 2025US$581.3bUS$379.7bUS$33.7b13.1x17.2x1.5x
Fri, 17 Jan 2025US$608.8bUS$388.5bUS$34.6b15.1x17.6x1.6x
Sun, 15 Dec 2024US$568.4bUS$388.4bUS$34.6b13.1x16.4x1.5x
Tue, 12 Nov 2024US$557.7bUS$388.8bUS$35.1b11.4x15.9x1.4x
Thu, 10 Oct 2024US$515.8bUS$385.1bUS$34.9b11.9x14.8x1.3x
Sat, 07 Sep 2024US$490.5bUS$385.0bUS$34.8b11.6x14.1x1.3x
Mon, 05 Aug 2024US$476.4bUS$380.4bUS$34.6b11x13.8x1.3x
Wed, 03 Jul 2024US$491.0bUS$377.9bUS$34.9b12.4x14.1x1.3x
Fri, 31 May 2024US$468.9bUS$378.3bUS$35.3b11.6x13.3x1.2x
Sun, 28 Apr 2024US$472.8bUS$377.7bUS$40.0b12.5x11.8x1.3x
Tue, 26 Mar 2024US$461.4bUS$377.7bUS$40.0b11.4x11.5x1.2x
Thu, 22 Feb 2024US$435.0bUS$382.5bUS$43.5b10.9x10x1.1x
Sat, 20 Jan 2024US$450.5bUS$407.2bUS$44.4b11.2x10.1x1.1x
Mon, 18 Dec 2023US$448.2bUS$407.7bUS$44.5b11x10.1x1.1x
Wed, 15 Nov 2023US$441.3bUS$407.7bUS$44.6b11.6x9.9x1.1x
Fri, 13 Oct 2023US$442.9bUS$430.7bUS$41.1b11.1x10.8x1x
Sun, 10 Sep 2023US$418.6bUS$430.6bUS$41.0b11.5x10.2x1x
Tue, 08 Aug 2023US$422.4bUS$433.7bUS$40.6b11x10.4x1x
Price to Earnings Ratio

10.4x


Total Market Cap: US$422.4bTotal Earnings: US$40.6bTotal Revenue: US$433.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Oil and Gas Storage and Transportation Industry Price to Earnings3Y Average 15.2x202420252026
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 18.4x which is higher than its 3-year average PE of 15.2x.
  • The 3-year average PS ratio of 1.4x 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 4.1% per year over the last three years,
  • Revenues have also declined 2.6% 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 Market0.77%
Energy-0.36%
Oil and Gas-0.20%
Oil and Gas Storage and Transportation-1.79%
Oil and Gas Refining and Marketing3.14%
Coal and Fuels0.70%
Oil and Gas Exploration and Production-0.14%
Integrated Oil and Gas-0.24%
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
INSW International SeawaysUS$96.184.2%
+US$193.1m		139.3%PE8.7x
TNK Teekay TankersUS$79.374.7%
+US$126.2m		86.3%PE4.6x
LPG DorianGUS$47.424.6%
+US$89.8m		75.1%PE10.5x
SFL SFLUS$12.343.5%
+US$55.9m		37.4%PE52.1x
GLNG Golar LNGUS$49.151.1%
+US$54.0m		21.4%PE35.5x

Latest News

TK
US$11.65
Teekay
7D
4.0%
1Y
61.1%
DTM
US$138.00
DT Midstream
7D
-5.3%
1Y
30.7%
WMB
US$71.54
Williams Companies
7D
-3.3%
1Y
18.7%
LPG
US$47.42
DorianG
7D
4.6%
1Y
75.1%
TNK
US$79.37
Teekay Tankers
7D
4.7%
1Y
86.3%
ASC
US$17.39
Ardmore Shipping
7D
4.7%
1Y
63.3%
AM
US$21.97
Antero Midstream
7D
-3.4%
1Y
18.6%
TRGP
US$270.37
Targa Resources
7D
-3.9%
1Y
66.0%
Narrative Update • Jul 30

TRGP: Permian Volumes And Exports Will Support Balanced Future Returns

Analysts have nudged the Targa Resources fair value estimate higher to about $297 per share, reflecting modestly adjusted assumptions for revenue growth, profit margins, and future P/E, along with a series of upward price target revisions across the Street. Analyst Commentary Recent Street research on Targa Resources points to an active debate on how much upside remains in the stock after a strong run, with most moves centered on higher price targets and refreshed growth and earnings assumptions.
LNG
US$263.57
Cheniere Energy
7D
-2.3%
1Y
10.6%
INSW
US$96.18
International Seaways
7D
4.2%
1Y
139.3%
Seeking Alpha • Jul 27

International Seaways: The Ship Hasn't Sailed--There's Still Time To Get On Board

Summary International Seaways (INSW) is rated Buy, with a dividend discount model equity value of $106.19 per share, 15.1% above its current price. INSW's Q1 FY2026 saw TCE revenue up 77.9% YoY and net income up 477.3%, driven by geopolitical disruptions elevating spot charter rates. 82% of INSW’s TCE revenue derives from spot charters, positioning it to capitalize on ongoing supply shocks from the Iran war and Houthis' embargo of Saudi Arabian ports. INSW’s improving liquidity, declining leverage, and robust payout history support the investment case, with near-term catalysts from sustained high spot rates. Read the full article on Seeking Alpha
KMI
US$32.18
Kinder Morgan
7D
-2.1%
1Y
14.5%
NVGS
US$22.35
Navigator Holdings
7D
2.9%
1Y
44.5%
OKE
US$90.81
ONEOK
7D
-2.5%
1Y
15.0%
Narrative Update • Jul 22

OKE: Raised Guidance And Mixed Basin Outlook Will Shape 2026 Returns

Analysts have lifted the fair value estimate for ONEOK to $88 from $84, reflecting updated views on a slightly lower discount rate, a modestly weaker revenue outlook, a higher profit margin profile, and a revised future P/E assumption that aligns with recent shifts in Street price targets and mixed rating changes across the midstream group. Analyst Commentary Recent Street research on ONEOK shows a split view, with some firms lifting price targets while others are dialing back expectations or taking a more cautious stance.
SFL
US$12.34
SFL
7D
3.5%
1Y
37.4%
Narrative Update • Jul 15

SFL: Future LNG Fleet Expansion Will Likely Leave Shares Overvalued

Analysts have raised their SFL price target from $8.00 to $10.00, citing updated assumptions for fair value, a lower discount rate, improved revenue growth, stronger profit margins and a reduced future P/E multiple as the basis for the change. What’s in the News for SFL SFL Corp, controlled by John Fredriksen, ordered a 7,000-CEU LNG dual-fuel Pure Car and Truck Carrier from CIMC Raffles, with delivery expected in 2029, according to recent shipping sector coverage.
NEXT
US$6.72
NextDecade
7D
-4.1%
1Y
-39.5%
Narrative Update • Jul 10

NEXT: Recent Debt Offering Will Support Future Cash Flow Upside

Analysts have adjusted their fair value estimate for NextDecade to $9.40 from $8.75, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for NextDecade Rio Grande LNG, a partially owned subsidiary of NextDecade, priced a US$3.5b private offering of senior secured notes with maturities from 2031 to 2041.
GLNG
US$49.15
Golar LNG
7D
1.1%
1Y
21.4%
Narrative Update • Jul 02

GLNG: Future Project Execution Will Drive Upside Case For This Name

Analysts have raised the fair value estimate for Golar LNG to $70 from $66, citing updated views on project execution for Hilli, Gimi and the MK II Fuji FLNG asset, along with revised assumptions on profitability and future P/E levels. Analyst Commentary on Golar LNG Recent Street research on Golar LNG highlights a mix of optimism and caution, with several bullish analysts pointing to project execution on Hilli, Gimi and the MK II Fuji FLNG asset as key inputs into their valuation work.