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

UpdatedSep 15, 2026
DataAggregated Company Financials
Companies58
  • 7D-1.1%
  • 3M8.2%
  • 1Y27.5%
  • YTDn/a

Over the last 7 days, the Oil and Gas Storage and Transportation industry has remained flat, although notably Frontline gained 9.5%. The past year has been better, since the industry has gained 28% in that time. As for the next few years, earnings are expected to grow by 7.2% 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, 15 Sep 2026US$700.1bUS$441.3bUS$39.3b13.5x17.8x1.6x
Thu, 13 Aug 2026US$673.1bUS$440.4bUS$38.4b13.7x17.5x1.5x
Sat, 11 Jul 2026US$661.8bUS$393.3bUS$34.5b14.3x19.2x1.7x
Mon, 08 Jun 2026US$645.1bUS$393.4bUS$34.5b14x18.7x1.6x
Wed, 06 May 2026US$678.0bUS$386.7bUS$36.6b14.6x18.5x1.8x
Fri, 03 Apr 2026US$654.5bUS$387.5bUS$34.9b14.2x18.7x1.7x
Sun, 01 Mar 2026US$646.7bUS$386.9bUS$35.0b14.2x18.5x1.7x
Tue, 27 Jan 2026US$579.6bUS$384.8bUS$33.2b12.9x17.5x1.5x
Thu, 25 Dec 2025US$542.3bUS$384.3bUS$32.8b12.4x16.5x1.4x
Sat, 22 Nov 2025US$539.6bUS$384.6bUS$33.1b13x16.3x1.4x
Mon, 20 Oct 2025US$530.0bUS$382.8bUS$31.7b12.9x16.7x1.4x
Wed, 17 Sep 2025US$548.9bUS$382.9bUS$31.6b13.5x17.3x1.4x
Fri, 15 Aug 2025US$546.2bUS$383.0bUS$32.0b13.3x17.1x1.4x
Sun, 13 Jul 2025US$547.1bUS$385.3bUS$31.6b16.1x17.3x1.4x
Tue, 10 Jun 2025US$561.2bUS$385.0bUS$31.6b14.7x17.8x1.5x
Thu, 08 May 2025US$534.7bUS$386.4bUS$32.3b12.4x16.6x1.4x
Sat, 05 Apr 2025US$564.7bUS$381.1bUS$32.4b12.1x17.4x1.5x
Mon, 03 Mar 2025US$586.0bUS$381.4bUS$33.4b12.9x17.6x1.5x
Wed, 29 Jan 2025US$585.9bUS$388.5bUS$34.7b13.9x16.9x1.5x
Fri, 27 Dec 2024US$567.3bUS$388.4bUS$34.6b12.8x16.4x1.5x
Sun, 24 Nov 2024US$598.3bUS$388.3bUS$34.7b13.3x17.3x1.5x
Tue, 22 Oct 2024US$525.5bUS$385.0bUS$35.0b11.7x15x1.4x
Thu, 19 Sep 2024US$503.5bUS$385.0bUS$34.9b11.8x14.4x1.3x
Sat, 17 Aug 2024US$489.6bUS$385.0bUS$34.9b11.9x14x1.3x
Mon, 15 Jul 2024US$495.4bUS$377.4bUS$34.9b12.5x14.2x1.3x
Wed, 12 Jun 2024US$477.3bUS$377.9bUS$35.2b12.4x13.6x1.3x
Fri, 10 May 2024US$468.3bUS$378.4bUS$35.1b12.5x13.4x1.2x
Sun, 07 Apr 2024US$472.6bUS$377.7bUS$39.9b11.8x11.8x1.3x
Tue, 05 Mar 2024US$443.5bUS$377.7bUS$40.3b11.1x11x1.2x
Thu, 01 Feb 2024US$461.8bUS$408.1bUS$44.8b11.3x10.3x1.1x
Sat, 30 Dec 2023US$453.2bUS$407.7bUS$44.5b11x10.2x1.1x
Mon, 27 Nov 2023US$456.7bUS$407.7bUS$44.6b11.7x10.3x1.1x
Wed, 25 Oct 2023US$443.5bUS$429.4bUS$41.0b11.1x10.8x1x
Fri, 22 Sep 2023US$424.3bUS$430.6bUS$41.0b11.2x10.3x1x
Price to Earnings Ratio

10.3x


Total Market Cap: US$424.3bTotal Earnings: US$41.0bTotal Revenue: US$430.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Oil and Gas Storage and Transportation Industry Price to Earnings3Y Average 15.5x202420252026
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 17.8x which is higher than its 3-year average PE of 15.5x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Oil and Gas Storage and Transportation industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Comparison

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

US Market-1.54%
Energy0.47%
Oil and Gas1.36%
Oil and Gas Storage and Transportation-1.14%
Integrated Oil and Gas2.83%
Oil and Gas Refining and Marketing1.91%
Oil and Gas Exploration and Production1.61%
Coal and Fuels-8.06%
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$50.529.5%
+US$979.5m		110.6%PE7.6x
OKE ONEOKUS$96.971.6%
+US$974.6m		33.5%PE16.7x
TNK Teekay TankersUS$100.007.1%
+US$229.9m		78.7%PE5.9x
DHT DHT HoldingsUS$22.156.1%
+US$206.4m		73.7%PE7.5x
TEN Tsakos Energy NavigationUS$49.6213.4%
+US$177.2m		112.6%PE5.1x

Latest News

LNG
US$274.28
Cheniere Energy
7D
-6.1%
1Y
17.8%
FRO
US$50.52
Frontline
7D
9.5%
1Y
110.6%
DTM
US$127.21
DT Midstream
7D
-1.8%
1Y
19.7%
TEN
US$49.62
Tsakos Energy Navigation
7D
13.4%
1Y
112.6%
WMB
US$71.95
Williams Companies
7D
-3.0%
1Y
23.2%
Seeking Alpha • Sep 10

The Williams Companies: A Tough Competitor Tackles The Northeast

Summary The Williams Companies, Inc. faces a recent court setback revoking a key environmental permit for its Northeast pipeline ambitions. WMB targets significant profit by supplying lower-priced natural gas to the energy-constrained Northeast. Momentum Midstream acquisition and Gulf export access drive continued growth. This company has multiple projects in the pipeline. Strong Q2 earnings growth and a premium valuation reflect WMB's robust execution. For as long as I can remember, much of the Northeast and Mid-Atlantic has had political and regulatory headwinds.  This may be about to change as reality sets in. Read the full article on Seeking Alpha
DHT
US$22.15
DHT Holdings
7D
6.1%
1Y
73.7%
Seeking Alpha • Sep 10

DHT Holdings: Quality Balance Sheet And Defensible Positioning

Summary DHT Holdings operates a young, efficient VLCC fleet with a highly competitive cost structure and minimal leverage, supporting robust dividend payouts. DHT's contracted time charters cover all forecasted costs, enabling spot market earnings to flow directly to shareholders, evidenced by a 91% adjusted EBITDA margin and 66 consecutive dividends. The company's forward P/E of 5.44x and EV/EBITDA of 4.81x represent steep discounts to sector medians, despite a strong balance sheet and disciplined capital management. Upcoming crude inventory restocking in key markets could extend the current shipping cycle, positioning DHT for continued earnings strength and capital returns. Read the full article on Seeking Alpha
STNG
US$85.46
Scorpio Tankers
7D
3.8%
1Y
40.4%
Seeking Alpha • Sep 08

Scorpio Tankers: Cash Is King But Rates Are Likely To Correct (Rating Downgrade)

Summary Scorpio Tankers maintains a $1.3B net cash position, leveraging strong market conditions to fund a 14-vessel newbuild program. I view STNG as fairly valued, with current EV reflecting mid-cycle EBITDA and much of its cash earmarked for capital expenditures. Risks include tanker rate normalization, a robust sector order book, and potential hidden supply from LR2 vessels switching trades. I rate STNG as a HOLD, citing upside from prolonged elevated rates but cautioning against deploying new capital at current valuations. Read the full article on Seeking Alpha
AM
US$21.62
Antero Midstream
7D
-4.3%
1Y
17.6%
Seeking Alpha • Sep 08

Antero Midstream: One Time Cash Bonanza Increases Financial Flexibility

Summary Antero Midstream received over $300 million from a court battle.  The proceeds are likely to be used for debt reduction. I have a hold rating due to elevated stock price and unusual market conditions. Strategic petroleum reserves are running low globally.  That increases the likelihood of higher commodity prices and industry volatility. Midstream stocks like AM offer downside protection via take-or-pay contracts. But those same stocks offer limited upside versus upstream peers in current conditions. Read the full article on Seeking Alpha
KMI
US$30.96
Kinder Morgan
7D
-1.4%
1Y
13.2%
Narrative Update • Sep 03

KMI: Q2 Beat And Project Sanctions Acceleration Will Support Backlog

Kinder Morgan's updated fair value estimate has moved modestly higher to about $36.05 from $35.33, as analysts factor in a series of price target increases to $34, $35, $36, and $38. This is supported by recent Q2 results, a raised full-year outlook, and expectations for project sanctions to pick up in the second half of the year.
TRGP
US$287.25
Targa Resources
7D
-1.0%
1Y
75.9%
Narrative Update • Sep 03

TRGP: Exxon Agreements And New Plants Will Support Balanced Forward Returns

Targa Resources' analyst fair value estimate has been raised from about $304 to $310 as analysts factor in higher long term Exxon Mobil volume agreements in the Permian, updated EBITDA expectations toward the high end of guidance, and a series of Street price target increases that reflect revised assumptions on growth visibility and future P/E multiples. Analyst Commentary Street research on Targa Resources has been active through 2026, with multiple firms updating targets and estimates.
GLNG
US$51.47
Golar LNG
7D
-1.2%
1Y
28.5%
Narrative Update • Sep 03

GLNG: Strong Q2 Execution And Fourth FLNG Decision Will Drive Shares

Analysts have lifted their fair value estimate for Golar LNG from $60.28 to $63.94, citing recent price target moves toward $70 as well as stronger than expected Q2 EBITDA and project progress as key supports for the higher range. Analyst Commentary Recent Street research on Golar LNG points to a more constructive tone, with several bullish analysts lifting targets toward US$70 after the latest Q2 results and project milestones.
INSW
US$105.84
International Seaways
7D
1.3%
1Y
115.5%
Narrative Update • Sep 03

INSW: Tanker Demand Shifts And Dividend Yields Will Steer Future Returns

Analysts have raised their average price target for International Seaways to about $102 from about $99, citing revised fair value estimates, adjusted discount rates, and expectations for tanker demand influenced by evolving oil flows and postwar inventory rebuilding. Analyst Commentary Recent research on International Seaways highlights a mix of constructive views on valuation and some caution around how tanker market conditions could influence execution.
TNK
US$100.00
Teekay Tankers
7D
7.1%
1Y
78.7%
Narrative Update • Sep 03

TNK: Future Cash Generation And Index Removal Will Shape Cycle Risk Balance

Analysts have raised their fair value estimate for Teekay Tankers to $93.80 from $87.20, reflecting updated assumptions for revenue, profit margins and future P/E, along with a recent move in Street research price targets to $90. What's in the News Teekay Tankers was removed from the Russell 2000 Dynamic Index, according to a Key Developments update.
OKE
US$96.97
ONEOK
7D
1.6%
1Y
33.5%
Narrative Update • Sep 03

OKE: Brazos Midland Deal And Apollo Funding Will Drive Future Upside

ONEOK's updated analyst price target of $111.00, up from $107.35, reflects analysts' focus on the Brazos Midland acquisition, the Apollo financing agreement and revised cash flow modeling. Analyst Commentary Bullish analysts are generally framing the recent Brazos Midland acquisition and Apollo financing agreement as key supports for how ONEOK is valued and how its growth options are viewed going forward.
NAT
US$7.63
Nordic American Tankers
7D
5.2%
1Y
130.5%
EE
US$37.78
Excelerate Energy
7D
-5.6%
1Y
58.2%
Narrative Update • Aug 22

EE: Future Returns Will Rely On Integrated LNG Expansion And Higher Margins

Analysts have revised their price target for Excelerate Energy to $38.00 from $36.50, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What’s in the News for Excelerate Energy Excelerate Energy reported its Q2 2026 results and discussed a transition toward more integrated downstream energy infrastructure, using floating storage and regasification units to serve global LNG demand.