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

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies58
  • 7D-0.7%
  • 3M-0.4%
  • 1Y16.6%
  • YTDn/a

The Oil and Gas Storage and Transportation is pretty flat in the last 7 days, but Frontline has stood out, gaining 13%. As for the the longer term, the industry is up 17% over the past 12 months. 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, 16 Jun 2026US$650.1bUS$393.4bUS$34.5b13.5x18.9x1.7x
Thu, 14 May 2026US$664.8bUS$397.9bUS$33.9b14.4x19.6x1.7x
Sat, 11 Apr 2026US$655.3bUS$387.5bUS$34.9b14x18.8x1.7x
Mon, 09 Mar 2026US$656.4bUS$387.4bUS$34.9b14.2x18.8x1.7x
Wed, 04 Feb 2026US$583.7bUS$384.8bUS$33.2b13.8x17.6x1.5x
Fri, 02 Jan 2026US$544.9bUS$384.3bUS$32.8b12.6x16.6x1.4x
Sun, 30 Nov 2025US$551.2bUS$384.3bUS$32.8b13.3x16.8x1.4x
Tue, 28 Oct 2025US$528.9bUS$383.3bUS$31.7b13.3x16.7x1.4x
Thu, 25 Sep 2025US$552.5bUS$382.9bUS$31.6b13.8x17.5x1.4x
Sat, 23 Aug 2025US$546.7bUS$383.0bUS$32.0b14.1x17.1x1.4x
Mon, 21 Jul 2025US$551.9bUS$385.7bUS$31.7b14.8x17.4x1.4x
Wed, 18 Jun 2025US$559.4bUS$385.0bUS$31.6b16.9x17.7x1.5x
Fri, 16 May 2025US$560.6bUS$387.8bUS$31.8b13.5x17.7x1.4x
Sun, 13 Apr 2025US$524.9bUS$381.1bUS$32.4b12.1x16.2x1.4x
Tue, 11 Mar 2025US$554.2bUS$381.2bUS$32.4b12.5x17.1x1.5x
Thu, 06 Feb 2025US$587.2bUS$382.2bUS$34.6b14.3x16.9x1.5x
Sat, 04 Jan 2025US$576.0bUS$388.4bUS$34.6b13.5x16.6x1.5x
Mon, 02 Dec 2024US$603.2bUS$388.4bUS$34.6b13.5x17.4x1.6x
Wed, 30 Oct 2024US$520.9bUS$386.8bUS$35.1b11.1x14.8x1.3x
Fri, 27 Sep 2024US$505.5bUS$385.1bUS$34.9b11.9x14.5x1.3x
Sun, 25 Aug 2024US$483.8bUS$385.0bUS$34.9b11.8x13.9x1.3x
Tue, 23 Jul 2024US$506.4bUS$377.5bUS$34.8b13x14.5x1.3x
Thu, 20 Jun 2024US$474.0bUS$377.9bUS$35.0b12.3x13.5x1.3x
Sat, 18 May 2024US$475.6bUS$378.3bUS$35.1b12.7x13.5x1.3x
Mon, 15 Apr 2024US$462.9bUS$377.7bUS$39.9b11.5x11.6x1.2x
Wed, 13 Mar 2024US$450.9bUS$377.7bUS$40.0b11.7x11.3x1.2x
Fri, 09 Feb 2024US$416.7bUS$384.1bUS$42.2b11.3x9.9x1.1x
Sun, 07 Jan 2024US$458.5bUS$407.7bUS$44.5b11.2x10.3x1.1x
Tue, 05 Dec 2023US$465.1bUS$407.7bUS$44.5b11x10.5x1.1x
Thu, 02 Nov 2023US$438.3bUS$424.6bUS$41.1b11.2x10.7x1x
Sat, 30 Sep 2023US$441.6bUS$430.6bUS$41.1b11.8x10.8x1x
Mon, 28 Aug 2023US$422.9bUS$430.6bUS$41.1b10.9x10.3x1x
Wed, 26 Jul 2023US$426.0bUS$466.2bUS$40.1b10.7x10.6x0.9x
Fri, 23 Jun 2023US$399.5bUS$467.8bUS$40.2b10x9.9x0.9x
Price to Earnings Ratio

9.9x


Total Market Cap: US$399.5bTotal 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 18.9x 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 1.7x.
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 Market2.20%
Energy-4.43%
Oil and Gas-4.57%
Oil and Gas Storage and Transportation-0.72%
Coal and Fuels-3.67%
Oil and Gas Refining and Marketing-5.16%
Oil and Gas Exploration and Production-5.51%
Integrated Oil and Gas-6.16%
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
FRO FrontlineUS$39.4312.6%
+US$984.0m		108.7%PE9.7x
KMI Kinder MorganUS$31.460.5%
+US$378.2m		13.7%PE21.2x
DHT DHT HoldingsUS$18.4812.4%
+US$328.5m		55.0%PE9x
TNK Teekay TankersUS$75.565.4%
+US$135.1m		64.7%PE6.1x
STNG Scorpio TankersUS$78.753.5%
+US$120.5m		90.0%PE7.2x

Latest News

TEN
US$38.90
Tsakos Energy Navigation
7D
5.6%
1Y
105.9%
TRGP
US$262.33
Targa Resources
7D
-0.7%
1Y
53.0%
DHT
US$18.48
DHT Holdings
7D
12.4%
1Y
55.0%
LNG
US$235.25
Cheniere Energy
7D
-0.6%
1Y
0.7%
OKE
US$87.45
ONEOK
7D
-0.8%
1Y
6.5%
EE
US$35.04
Excelerate Energy
7D
10.1%
1Y
13.9%
Narrative Update • Jun 13

EE: Stable Fair Value And Assumptions Will Support Future Upside

Analysts have maintained their fair value estimate for Excelerate Energy at $48.00, after making only minor adjustments to assumptions on revenue growth, profit margin, and future P/E as part of a refreshed price target narrative. What's in the News No recent company specific news or key developments were provided in the available sources for Excelerate Energy.
NEXT
US$7.73
NextDecade
7D
-8.6%
1Y
-6.9%
DTM
US$140.69
DT Midstream
7D
-0.5%
1Y
34.0%
Narrative Update • Jun 11

DTM: Long Duration Gas Demand And Data Center Projects Will Shape Returns

Narrative Update The updated analyst price target for DT Midstream has shifted slightly higher, rising about $1 to $154.20. Analysts point to the company's gas infrastructure exposure to U.S. Gulf Coast liquefied natural gas, growing power demand including data centers, and a view of relatively steady growth and defensiveness as key supports for the new level.
FRO
US$39.43
Frontline
7D
12.6%
1Y
108.7%
WMB
US$71.49
Williams Companies
7D
-0.1%
1Y
20.9%
Seeking Alpha • Jun 10

The Williams Companies: Its Fundamentals Are Naturally Strong, But Valuation Still High

Summary The Williams Companies remains fundamentally robust, with strong pipeline management and operational efficiency supporting dividend sustainability. WMB's core operating revenue grew 9% YoY in Q1 2026, driven by strategic pipeline positioning and resilient natural gas demand. Valuation remains elevated, with DDM and P/E suggesting the stock is fully priced; technicals indicate flat momentum and increasing selling pressure. I reiterate a hold rating, as WMB is well-positioned for natural gas growth but lacks near-term upside at current levels. Read the full article on Seeking Alpha
TNK
US$75.56
Teekay Tankers
7D
5.4%
1Y
64.7%
Seeking Alpha • Jun 10

Teekay Tankers Delivers Record Earnings, But Shareholder Returns Disappoint (Rating Downgrade)

Summary Teekay Tankers is downgraded to Hold as shares reach my $70 fair value target. Despite record Q1 results and a strong Q2 outlook, TNK's shareholder returns remain limited with only a $1 special dividend. Management prioritizes fleet renewal over higher payouts, despite nearly $1 billion in net cash and robust free cash flow. Current valuation at 0.9x NAV and lower FCF yield make risk/reward less compelling; fair value estimated at $65–$75 per share. Read the full article on Seeking Alpha
KMI
US$31.46
Kinder Morgan
7D
0.5%
1Y
13.7%
HESM
US$37.46
Hess Midstream
7D
-3.8%
1Y
-3.8%
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$78.75
Scorpio Tankers
7D
3.5%
1Y
90.0%
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
SFL
US$11.44
SFL
7D
4.0%
1Y
32.3%
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.