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

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies64
  • 7D1.0%
  • 3M17.3%
  • 1Y10.4%
  • YTDn/a

The Oil and Gas Storage and Transportation industry is up 1.0% in the last week, with Williams Companies up 2.4%. Meanwhile, ONEOK actually underperformed within the industry, shrinking 5.2% in the last week. This means that the industry has gained 10% over the past year. Looking forward, earnings are forecast to grow by 8.3% 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
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
Sun, 14 May 2023US$393.5bUS$467.3bUS$40.5b9.1x9.7x0.8x
Tue, 11 Apr 2023US$369.0bUS$446.4bUS$30.1b10.8x12.2x0.8x
Thu, 09 Mar 2023US$376.0bUS$445.7bUS$30.0b10.8x12.5x0.8x
Price to Earnings Ratio

12.5x


Total Market Cap: US$376.0bTotal Earnings: US$30.0bTotal Revenue: US$445.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Oil and Gas Storage and Transportation Industry Price to Earnings3Y Average 14.1x202420252026
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 18.5x which is higher than its 3-year average PE of 14.1x.
  • 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 grown 5.3% per year over the last three years.
  • Meanwhile revenues for these companies have declined 4.6% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Comparison

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

US Market-0.57%
Energy1.73%
Oil and Gas1.68%
Oil and Gas Storage and Transportation1.00%
Integrated Oil and Gas2.77%
Oil and Gas Exploration and Production1.11%
Oil and Gas Refining and Marketing0.79%
Coal and Fuels-4.55%
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$74.722.4%
+US$2.1b		29.7%PE34.9x
LNG Cheniere EnergyUS$235.735.5%
+US$1.5b		6.7%PE9.3x
KMI Kinder MorganUS$33.271.7%
+US$1.3b		22.6%PE24.3x
TRGP Targa ResourcesUS$235.801.7%
+US$844.8m		20.5%PE27.5x
FRO FrontlineUS$37.958.2%
+US$636.7m		133.8%PE22.3x

Latest News

STNG
US$79.08
Scorpio Tankers
7D
10.1%
1Y
101.0%
FRO
US$37.95
Frontline
7D
8.2%
1Y
133.8%
WMB
US$74.72
Williams Companies
7D
2.4%
1Y
29.7%
INSW
US$75.53
International Seaways
7D
12.6%
1Y
129.2%
GLNG
US$44.46
Golar LNG
7D
-2.1%
1Y
20.8%
EE
US$40.25
Excelerate Energy
7D
-5.0%
1Y
34.2%
LNG
US$235.73
Cheniere Energy
7D
5.5%
1Y
6.7%

LNG: Future Returns Will Hinge On Gulf Oversupply And Project Timing

Analysts have adjusted their price target for Cheniere Energy to $264.09 from $264.29, reflecting updated views on LNG market supply, slightly lower assumed revenue growth, modestly higher profit margins, and a reduced future P/E multiple. Analyst Commentary Recent Street research on Cheniere Energy reflects a mix of optimism on execution and cash flow resilience, alongside caution around the LNG cycle and project timing.
TRGP
US$235.80
Targa Resources
7D
1.7%
1Y
20.5%
KMI
US$33.27
Kinder Morgan
7D
1.7%
1Y
22.6%

KMI: Western Gateway And Dividend Outlook Will Shape Future Return Balance

The analyst price target for Kinder Morgan has increased by about $0.30 to roughly $32.05 per share, as analysts factor in refreshed models following the Q4 report and a modest adjustment to the longer term P/E assumption. Analyst Commentary Recent Street research on Kinder Morgan has been clustered around higher price targets and refreshed modeling work following the Q4 report.
OKE
US$82.77
ONEOK
7D
-5.2%
1Y
-14.5%
AM
US$22.48
Antero Midstream
7D
3.6%
1Y
33.8%
UFG
US$1.00
Uni-Fuels Holdings
7D
-12.3%
1Y
-76.6%
FLNG
US$27.32
FLEX LNG
7D
-1.4%
1Y
26.2%

FLNG: Fair Value View Will Balance Margin Reset And Higher P/E

The analyst price target for FLEX LNG has changed from $26.20 to $25.25. Analysts cite updated assumptions for revenue growth, profit margins, and a slightly higher future P/E multiple as key factors driving this revision.
NEXT
US$5.39
NextDecade
7D
-0.6%
1Y
-25.8%
NFE
US$1.09
New Fortress Energy
7D
-9.9%
1Y
-87.9%

NFE: Puerto Rico Gas Contract Will Ultimately Prove Overpriced

Analysts have modestly adjusted their price target framework for New Fortress Energy, reflecting updated assumptions for a 12.5% discount rate, approximately 30.39% revenue growth, about 9.98% profit margins, and a future P/E of around 1.16x. The overall change in the target level is framed as a refinement rather than a sharp reset in value.
CETY
US$0.81
Clean Energy Technologies
7D
-23.9%
1Y
-90.9%