Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

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

UpdatedJan 16, 2026
DataAggregated Company Financials
Companies65
  • 7D2.3%
  • 3M5.7%
  • 1Y-9.2%
  • YTDn/a

In the last week, the Oil and Gas Storage and Transportation industry is up 3.9%, with Cheniere Energy up 3.2%. In contrast, the industry has lost 7.2% in the last 12 months. As for the next few years, earnings are expected to grow by 9.4% 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
Fri, 16 Jan 2026US$560.9bUS$384.3bUS$32.8b13.2x17.1x1.5x
Sun, 14 Dec 2025US$543.9bUS$384.3bUS$32.8b12.8x16.6x1.4x
Tue, 11 Nov 2025US$534.6bUS$384.1bUS$33.1b13.4x16.2x1.4x
Thu, 09 Oct 2025US$550.3bUS$382.8bUS$31.7b13.1x17.4x1.4x
Sat, 06 Sep 2025US$549.8bUS$383.0bUS$32.2b14.1x17.1x1.4x
Mon, 04 Aug 2025US$557.8bUS$383.3bUS$31.4b16.2x17.7x1.5x
Wed, 02 Jul 2025US$567.2bUS$385.0bUS$31.6b15.1x18x1.5x
Fri, 30 May 2025US$553.6bUS$387.4bUS$31.3b12.9x17.7x1.4x
Sun, 27 Apr 2025US$554.3bUS$382.4bUS$32.4b12.6x17.1x1.4x
Tue, 25 Mar 2025US$586.5bUS$381.2bUS$32.4b13.8x18.1x1.5x
Thu, 20 Feb 2025US$581.3bUS$379.7bUS$33.7b13.1x17.2x1.5x
Sat, 18 Jan 2025US$619.3bUS$388.5bUS$34.6b14.7x17.9x1.6x
Mon, 16 Dec 2024US$568.4bUS$388.4bUS$34.6b13.1x16.4x1.5x
Wed, 13 Nov 2024US$564.1bUS$388.8bUS$35.0b11.3x16.1x1.5x
Fri, 11 Oct 2024US$520.1bUS$385.1bUS$34.9b12.1x14.9x1.4x
Sun, 08 Sep 2024US$490.5bUS$385.0bUS$34.8b11.6x14.1x1.3x
Tue, 06 Aug 2024US$477.7bUS$380.4bUS$34.6b10.7x13.8x1.3x
Thu, 04 Jul 2024US$495.0bUS$377.9bUS$34.9b12.4x14.2x1.3x
Sat, 01 Jun 2024US$469.0bUS$378.3bUS$35.3b11.5x13.3x1.2x
Mon, 29 Apr 2024US$472.8bUS$377.7bUS$40.0b12.5x11.8x1.3x
Wed, 27 Mar 2024US$462.0bUS$377.7bUS$40.0b11.4x11.5x1.2x
Fri, 23 Feb 2024US$439.9bUS$382.5bUS$43.4b11.1x10.1x1.1x
Sun, 21 Jan 2024US$450.5bUS$407.2bUS$44.4b11.2x10.1x1.1x
Tue, 19 Dec 2023US$448.2bUS$407.7bUS$44.5b11.2x10.1x1.1x
Thu, 16 Nov 2023US$446.5bUS$407.8bUS$44.6b11.5x10x1.1x
Sat, 14 Oct 2023US$449.1bUS$430.7bUS$41.1b11.2x10.9x1x
Mon, 11 Sep 2023US$418.6bUS$430.6bUS$41.0b11.5x10.2x1x
Wed, 09 Aug 2023US$422.3bUS$431.3bUS$40.9b11x10.3x1x
Fri, 07 Jul 2023US$405.4bUS$467.8bUS$40.2b10.3x10.1x0.9x
Sun, 04 Jun 2023US$394.3bUS$467.4bUS$40.0b9.8x9.8x0.8x
Tue, 02 May 2023US$368.3bUS$446.4bUS$30.2b10.8x12.2x0.8x
Thu, 30 Mar 2023US$360.6bUS$446.4bUS$30.2b10.3x11.9x0.8x
Sat, 25 Feb 2023US$376.1bUS$444.9bUS$29.3b11.8x12.8x0.8x
Mon, 23 Jan 2023US$377.5bUS$441.7bUS$25.4b12.7x14.9x0.9x
Price to Earnings Ratio

14.9x


Total Market Cap: US$377.5bTotal Earnings: US$25.4bTotal Revenue: US$441.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Oil and Gas Storage and Transportation Industry Price to Earnings3Y Average 13.9x202420252026
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 16.9x which is higher than its 3-year average PE of 13.9x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Oil and Gas Storage and Transportation industry have grown 9.0% per year over the last three years.
  • Meanwhile revenues for these companies have declined 4.5% 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 Market0.31%
Energy2.78%
Oil and Gas2.66%
Oil and Gas Storage and Transportation2.27%
Coal and Fuels9.59%
Integrated Oil and Gas4.54%
Oil and Gas Exploration and Production1.14%
Oil and Gas Refining and Marketing-1.50%
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
LNG Cheniere EnergyUS$202.743.2%
+US$1.3b		-20.1%PE10.9x
TRGP Targa ResourcesUS$181.932.9%
+US$1.1b		-14.6%PE24.2x
OKE ONEOKUS$73.351.4%
+US$641.8m		-32.5%PE13.8x
FRO FrontlineUS$25.956.2%
+US$338.4m		48.4%PE26.5x
KMI Kinder MorganUS$27.410.5%
+US$311.5m		-8.8%PE22.5x

Latest News

TRGP
US$181.93
Targa Resources
7D
2.9%
1Y
-14.6%
AM
US$17.84
Antero Midstream
7D
2.9%
1Y
9.2%
STNG
US$58.37
Scorpio Tankers
7D
3.9%
1Y
7.3%
ASC
US$11.85
Ardmore Shipping
7D
-0.3%
1Y
-5.4%

Return Trends At Ardmore Shipping (NYSE:ASC) Aren't Appealing

Jan 13
Return Trends At Ardmore Shipping (NYSE:ASC) Aren't Appealing
DHT
US$13.28
DHT Holdings
7D
-1.1%
1Y
21.8%

DHT: Promising Winter Tanker Setup Will Support Cash Generation And Upside

Analysts have raised their price target on DHT Holdings to $15 from $14, citing a promising tanker market setup heading into the winter season as a key factor supporting the revised outlook. Analyst Commentary Recent commentary around DHT Holdings focuses on how the current tanker setup heading into the winter season could influence both earnings power and valuation.
WMB
US$60.29
Williams Companies
7D
-1.4%
1Y
1.9%

WMB: Power Generation Expansion Will Guide Returns Over The Next Cycle

Analysts have raised their fair value estimate for Williams to about $68.22 from $67.70 as they incorporate updated revenue growth and profit margin assumptions, along with recent price target increases supported by growing confidence in the company’s power generation offerings. Analyst Commentary Recent Street research on Williams Companies points to a slightly higher fair value range, with price targets cited around the low US$70s.
HESM
US$34.89
Hess Midstream
7D
3.9%
1Y
-13.4%

HESM: Future Volumes And Distributions Will Frame Steady Earnings And Capital Returns

Analysts have nudged their price target on Hess Midstream slightly lower to US$36.83 from about US$36.86, reflecting updated assumptions around revenue growth, profit margins and the future P/E multiple. What's in the News Issued unaudited earnings guidance for the fourth quarter of 2025, with expected net income of US$170 million to US$180 million, and full year 2025 net income of US$685 million to US$695 million (company guidance).
FRO
US$25.95
Frontline
7D
6.2%
1Y
48.4%

FRO: Winter Tanker Setup And Higher Cash Returns Will Drive Upside

Narrative Update: Frontline Analyst Price Target Shift Analysts have lifted their fair value estimate for Frontline from $20.00 to $28.50, citing a revised price target of $26 and a generally more favorable tanker market setup into the winter season. Analyst Commentary Recent research commentary around Frontline highlights a more constructive view on the tanker setup into the winter season, with a higher fair value estimate and a revised price target of $26.
TK
US$9.69
Teekay
7D
-0.2%
1Y
29.0%

Teekay (NYSE:TK) Has Some Way To Go To Become A Multi-Bagger

Jan 08
Teekay (NYSE:TK) Has Some Way To Go To Become A Multi-Bagger
DTM
US$117.03
DT Midstream
7D
-1.4%
1Y
4.2%

DTM: Guardian Expansion Will Shape Fairly Valued Cash Flows And Execution Risks

Analysts have nudged their price target on DT Midstream higher to reflect a fair value estimate moving from US$121.92 to US$122.85, supported by largely unchanged assumptions for the discount rate, revenue growth, profit margin and forward P/E. Valuation Changes The Fair Value Estimate is now set at US$122.85, compared with the prior figure of US$121.92, reflecting a very small adjustment in the model output.
OKE
US$73.35
ONEOK
7D
1.4%
1Y
-32.5%

OKE: Q3 Synergy Delivery Will Drive Earnings Confidence And Multiple Upside

Analysts have modestly reduced their price target on ONEOK, trimming it by $5 to $78 per share. They are awaiting Q3 results, which they see as a critical test of the company's ability to deliver on synergy goals and sustain earnings growth.
LNG
US$202.74
Cheniere Energy
7D
3.2%
1Y
-20.1%

We Think Cheniere Energy (NYSE:LNG) Is Taking Some Risk With Its Debt

Jan 04
We Think Cheniere Energy (NYSE:LNG) Is Taking Some Risk With Its Debt
SMC
US$26.48
Summit Midstream
7D
-2.1%
1Y
-31.0%
KMI
US$27.41
Kinder Morgan
7D
0.5%
1Y
-8.8%
NEXT
US$5.08
NextDecade
7D
-2.5%
1Y
-43.8%
BANL
US$0.36
CBL International
7D
-12.0%
1Y
-68.3%