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

UpdatedSep 29, 2025
DataAggregated Company Financials
Companies62
  • 7D3.2%
  • 3M1.4%
  • 1Y13.4%
  • YTDn/a

Over the last 7 days, the Oil and Gas Storage and Transportation industry has risen 2.8%, driven by gains from Williams Companies of 6.5%. During this same period, the New Fortress Energy underperformed, falling 9.8%. In the last 12 months, the industry was up 14%. Looking forward, earnings are forecast to grow by 9.9% 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, 29 Sep 2025US$563.2bUS$382.9bUS$31.7b13.6x17.8x1.5x
Wed, 27 Aug 2025US$544.8bUS$383.0bUS$32.0b14.2x17x1.4x
Fri, 25 Jul 2025US$549.1bUS$385.7bUS$31.7b15.1x17.3x1.4x
Sun, 22 Jun 2025US$557.1bUS$385.0bUS$31.6b16.3x17.7x1.4x
Tue, 20 May 2025US$562.4bUS$387.7bUS$31.6b13x17.8x1.5x
Thu, 17 Apr 2025US$541.6bUS$381.2bUS$32.4b12x16.7x1.4x
Sat, 15 Mar 2025US$558.9bUS$381.2bUS$32.4b12.7x17.2x1.5x
Mon, 10 Feb 2025US$534.6bUS$365.4bUS$33.8b12.6x15.8x1.5x
Wed, 08 Jan 2025US$576.4bUS$388.4bUS$34.6b13.7x16.7x1.5x
Fri, 06 Dec 2024US$582.9bUS$388.4bUS$34.6b13.3x16.8x1.5x
Sun, 03 Nov 2024US$515.2bUS$387.0bUS$34.4b11x15x1.3x
Tue, 01 Oct 2024US$498.6bUS$385.1bUS$34.9b11.4x14.3x1.3x
Thu, 29 Aug 2024US$494.3bUS$385.0bUS$34.9b11.7x14.2x1.3x
Sat, 27 Jul 2024US$487.1bUS$376.1bUS$34.4b11.7x14.1x1.3x
Mon, 24 Jun 2024US$478.9bUS$377.9bUS$34.9b12.7x13.7x1.3x
Wed, 22 May 2024US$482.3bUS$378.3bUS$35.1b12.9x13.7x1.3x
Fri, 19 Apr 2024US$458.8bUS$377.6bUS$40.0b11.4x11.5x1.2x
Sun, 17 Mar 2024US$454.2bUS$377.7bUS$40.0b11.6x11.3x1.2x
Tue, 13 Feb 2024US$421.3bUS$383.4bUS$43.0b11.3x9.8x1.1x
Thu, 11 Jan 2024US$457.2bUS$407.7bUS$44.5b11x10.3x1.1x
Sat, 09 Dec 2023US$447.0bUS$407.7bUS$44.5b10.9x10x1.1x
Mon, 06 Nov 2023US$451.9bUS$411.5bUS$44.9b11.5x10.1x1.1x
Wed, 04 Oct 2023US$431.1bUS$430.7bUS$41.1b10.8x10.5x1x
Fri, 01 Sep 2023US$425.9bUS$430.6bUS$41.0b11.3x10.4x1x
Sun, 30 Jul 2023US$423.8bUS$466.2bUS$40.1b10.4x10.6x0.9x
Tue, 27 Jun 2023US$395.4bUS$467.8bUS$40.2b10x9.8x0.8x
Thu, 25 May 2023US$389.2bUS$467.5bUS$40.4b9.4x9.6x0.8x
Sat, 22 Apr 2023US$370.4bUS$446.0bUS$30.1b10.6x12.3x0.8x
Mon, 20 Mar 2023US$348.4bUS$445.9bUS$30.2b10x11.6x0.8x
Wed, 15 Feb 2023US$385.5bUS$443.1bUS$25.8b14.1x14.9x0.9x
Fri, 13 Jan 2023US$381.0bUS$441.6bUS$25.3b12.6x15.1x0.9x
Sun, 11 Dec 2022US$357.2bUS$441.6bUS$25.3b13.6x14.1x0.8x
Tue, 08 Nov 2022US$377.5bUS$426.4bUS$24.5b15.8x15.4x0.9x
Thu, 06 Oct 2022US$354.0bUS$406.6bUS$21.2b14.4x16.7x0.9x
Price to Earnings Ratio

16.7x


Total Market Cap: US$354.0bTotal Earnings: US$21.2bTotal Revenue: US$406.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Oil and Gas Storage and Transportation Industry Price to Earnings3Y Average 13.8x202320242025
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 13.8x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Oil and Gas Storage and Transportation industry have grown 14% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

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

US Market-0.97%
Energy4.46%
Oil and Gas4.34%
Oil and Gas Storage and Transportation3.20%
Oil and Gas Exploration and Production5.91%
Oil and Gas Refining and Marketing5.84%
Coal and Fuels4.99%
Integrated Oil and Gas3.79%
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$64.016.4%
+US$4.7b		40.2%PE32.2x
KMI Kinder MorganUS$28.213.8%
+US$2.3b		27.7%PE23.1x
TRGP Targa ResourcesUS$174.195.4%
+US$1.9b		17.7%PE24.6x
LNG Cheniere EnergyUS$238.433.3%
+US$1.7b		32.6%PE13.6x
OKE ONEOKUS$73.893.3%
+US$1.5b		-18.1%PE15x

Latest News

HESM
US$35.00
Hess Midstream
7D
-1.0%
1Y
-0.5%
DTM
US$113.27
DT Midstream
7D
5.1%
1Y
44.0%
TRGP
US$174.19
Targa Resources
7D
5.4%
1Y
17.7%

Permian And Export Developments Will Drive Long-Term Success

Despite Targa Resources' resilient Permian volumes, robust cash flow prospects, and investor focus on capital returns, analysts modestly lowered price targets—now $205.30—citing sector-wide valuation concerns and near-term growth already reflected in the stock after a significant rally. Analyst Commentary Bullish analysts cite Targa's strong positioning for natural gas, LNG, and natural gas liquid infrastructure expansion, underpinned by robust global power demand and high-quality asset selection.
KNTK
US$45.60
Kinetik Holdings
7D
4.7%
1Y
0.8%

Infrastructure Projects In Northern Delaware And Permian Will Sustain Demand

Analysts modestly raised Kinetik Holdings' price target to $52.27 as capital return takes precedence over growth, supported by positive sector M&A and resilient gas exposure, despite near-term earnings headwinds from weaker commodity prices and volume pressures. Analyst Commentary Shift in investor focus from growth to return of cash, with increased emphasis on reducing capex and enabling buybacks or higher dividends.
NFE
US$2.11
New Fortress Energy
7D
-27.5%
1Y
-76.8%

FLNG Asset And Brazilian Expansion Will Strengthen Future Business Prospects

Analysts revised New Fortress Energy’s price target downward from $5.50 to $5.10 due to concerns over weakening operating performance, increased leverage, and dividend sustainability, despite long-term optimism around LNG growth prospects. Analyst Commentary Bearish analysts cited deteriorating fundamentals and incremental downside risks as justification for lower price targets and ratings downgrades.
KMI
US$28.21
Kinder Morgan
7D
3.8%
1Y
27.7%
FRO
US$23.09
Frontline
7D
-0.5%
1Y
1.1%

US Gulf Exports And Eco Fleet Will Boost Tanker Demand

The modest increase in Frontline's consensus analyst price target to $24.78 reflects slightly improved revenue growth expectations, despite projections remaining negative. What's in the News Frontline plc announced a dividend of $0.36 per share for the second quarter of 2025.
TNK
US$52.37
Teekay Tankers
7D
-1.4%
1Y
-10.1%

Teekay Tankers Ltd. (NYSE:TNK) Held Back By Insufficient Growth Even After Shares Climb 26%

Sep 16
Teekay Tankers Ltd. (NYSE:TNK) Held Back By Insufficient Growth Even After Shares Climb 26%
LNG
US$238.43
Cheniere Energy
7D
3.3%
1Y
32.6%

There's Been No Shortage Of Growth Recently For Cheniere Energy's (NYSE:LNG) Returns On Capital

Sep 10
There's Been No Shortage Of Growth Recently For Cheniere Energy's (NYSE:LNG) Returns On Capital
DHT
US$12.31
DHT Holdings
7D
-1.5%
1Y
11.2%

We Ran A Stock Scan For Earnings Growth And DHT Holdings (NYSE:DHT) Passed With Ease

Sep 07
We Ran A Stock Scan For Earnings Growth And DHT Holdings (NYSE:DHT) Passed With Ease
AM
US$19.58
Antero Midstream
7D
4.4%
1Y
30.1%

Antero Midstream Corporation's (NYSE:AM) Price In Tune With Earnings

Sep 07
Antero Midstream Corporation's (NYSE:AM) Price In Tune With Earnings
SFL
US$7.67
SFL
7D
-2.7%
1Y
-33.7%
WMB
US$64.01
Williams Companies
7D
6.4%
1Y
40.2%

Is Williams Companies (NYSE:WMB) Using Too Much Debt?

Sep 05
Is Williams Companies (NYSE:WMB) Using Too Much Debt?
LPG
US$31.21
DorianG
7D
-1.5%
1Y
-9.3%
OKE
US$73.89
ONEOK
7D
3.3%
1Y
-18.1%

Global Energy Demand Will Empower US Midstream Expansion

ONEOK’s consensus price target was modestly reduced to $96.44 as analysts weighed ongoing commodity price and macroeconomic headwinds, limited near-term NGL growth opportunities, and sector uncertainty against strong execution, synergy benefits, and robust EBITDA, resulting in a slight downward revision of fair value. Analyst Commentary Analyst price target reductions reflect ongoing commodity price headwinds and macroeconomic volatility, particularly concerns about lower hydrocarbon prices into 2026.
NVGS
US$16.02
Navigator Holdings
7D
-1.9%
1Y
-0.3%