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

UpdatedApr 29, 2026
DataAggregated Company Financials
Companies62
  • 7D3.2%
  • 3M12.0%
  • 1Y19.5%
  • YTDn/a

Over the last 7 days, the Oil and Gas Storage and Transportation industry has risen 1.4%, driven by gains in ONEOK and Targa Resources of 4.7% and 4.2%, respectively. This takes the industry's 12 month performance to a gain of 17%. Looking forward, earnings are forecast to grow by 7.6% 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
Wed, 29 Apr 2026US$648.6bUS$386.3bUS$36.4b14x17.8x1.7x
Fri, 27 Mar 2026US$673.1bUS$387.5bUS$34.9b14.7x19.3x1.7x
Sun, 22 Feb 2026US$641.2bUS$384.2bUS$33.6b13.9x19.1x1.7x
Tue, 20 Jan 2026US$566.3bUS$384.3bUS$32.8b13x17.3x1.5x
Thu, 18 Dec 2025US$534.9bUS$384.3bUS$32.8b12.7x16.3x1.4x
Sat, 15 Nov 2025US$539.7bUS$384.6bUS$33.1b13.3x16.3x1.4x
Mon, 13 Oct 2025US$531.3bUS$382.8bUS$31.7b13.2x16.8x1.4x
Wed, 10 Sep 2025US$542.8bUS$382.9bUS$31.7b13.9x17.1x1.4x
Fri, 08 Aug 2025US$551.3bUS$386.7bUS$31.4b15.6x17.5x1.4x
Sun, 06 Jul 2025US$561.5bUS$384.9bUS$31.6b14.7x17.8x1.5x
Tue, 03 Jun 2025US$551.2bUS$385.0bUS$31.6b14.6x17.5x1.4x
Thu, 01 May 2025US$557.6bUS$386.3bUS$32.3b12.2x17.2x1.4x
Sat, 29 Mar 2025US$587.0bUS$381.2bUS$32.4b13.8x18.1x1.5x
Mon, 24 Feb 2025US$578.7bUS$380.0bUS$33.3b13x17.4x1.5x
Wed, 22 Jan 2025US$621.2bUS$388.5bUS$34.6b14.9x18x1.6x
Fri, 20 Dec 2024US$540.8bUS$388.4bUS$34.6b12.5x15.6x1.4x
Sun, 17 Nov 2024US$565.9bUS$388.3bUS$34.7b12.3x16.3x1.5x
Tue, 15 Oct 2024US$528.2bUS$385.1bUS$34.9b12x15.1x1.4x
Thu, 12 Sep 2024US$488.9bUS$385.0bUS$34.9b11.4x14x1.3x
Sat, 10 Aug 2024US$487.8bUS$381.3bUS$34.6b11x14.1x1.3x
Mon, 08 Jul 2024US$491.4bUS$377.9bUS$34.9b12x14.1x1.3x
Wed, 05 Jun 2024US$471.6bUS$378.4bUS$35.2b12.5x13.4x1.2x
Fri, 03 May 2024US$457.5bUS$380.4bUS$40.0b12.5x11.4x1.2x
Sun, 31 Mar 2024US$468.9bUS$377.7bUS$40.0b11.5x11.7x1.2x
Tue, 27 Feb 2024US$435.7bUS$377.7bUS$40.7b11.2x10.7x1.2x
Thu, 25 Jan 2024US$451.6bUS$407.2bUS$44.4b11.3x10.2x1.1x
Sat, 23 Dec 2023US$454.5bUS$407.7bUS$44.5b11.3x10.2x1.1x
Mon, 20 Nov 2023US$449.5bUS$407.7bUS$44.6b11.6x10.1x1.1x
Wed, 18 Oct 2023US$451.3bUS$430.7bUS$41.1b11.2x11x1x
Fri, 15 Sep 2023US$426.5bUS$430.6bUS$41.0b11.3x10.4x1x
Sun, 13 Aug 2023US$427.4bUS$430.3bUS$41.1b10.6x10.4x1x
Tue, 11 Jul 2023US$410.2bUS$467.8bUS$40.2b10.4x10.2x0.9x
Thu, 08 Jun 2023US$396.1bUS$467.8bUS$40.2b10.3x9.9x0.8x
Sat, 06 May 2023US$395.5bUS$473.5bUS$39.9b9.6x9.9x0.8x
Price to Earnings Ratio

9.9x


Total Market Cap: US$395.5bTotal Earnings: US$39.9bTotal Revenue: US$473.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Oil and Gas Storage and Transportation Industry Price to Earnings3Y Average 14.4x202420252026
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 14.4x.
  • 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 2.7% per year over the last three years,
  • Revenues have also declined 6.7% 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 Market-0.028%
Energy3.20%
Oil and Gas2.72%
Oil and Gas Storage and Transportation3.21%
Oil and Gas Refining and Marketing3.92%
Oil and Gas Exploration and Production3.75%
Coal and Fuels1.92%
Integrated Oil and Gas1.55%
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
TRGP Targa ResourcesUS$248.376.8%
+US$3.4b		39.4%PE29x
OKE ONEOKUS$89.796.0%
+US$3.2b		2.2%PE16.7x
WMB Williams CompaniesUS$73.043.7%
+US$3.2b		22.4%PE34.2x
LNG Cheniere EnergyUS$264.982.8%
+US$1.5b		11.4%PE10.5x
DTM DT MidstreamUS$138.706.3%
+US$844.7m		40.8%PE32.1x

Latest News

WMB
US$73.04
Williams Companies
7D
3.7%
1Y
22.4%
OKE
US$89.79
ONEOK
7D
6.0%
1Y
2.2%
KMI
US$31.79
Kinder Morgan
7D
0.7%
1Y
16.8%

KMI: Gas Backlog And Project Pipeline Progress Will Shape Future Risk Reward

Analysts have inched their average price target for Kinder Morgan higher by about $0.40, reflecting slightly stronger revenue growth assumptions, a modestly lower future P/E multiple, and broadly supportive recent research updates from major firms. Analyst Commentary Recent research on Kinder Morgan reflects a generally constructive tone, with several firms adjusting price targets and models while a smaller group has started to temper expectations at the margin.
AM
US$21.86
Antero Midstream
7D
6.1%
1Y
29.2%
NEXT
US$7.40
NextDecade
7D
-1.2%
1Y
-1.1%
TOPS
US$2.15
Top Ships
7D
-27.4%
1Y
-63.5%
TRGP
US$248.37
Targa Resources
7D
6.8%
1Y
39.4%

TRGP: Permian Buildout And Higher 2026 Capex Will Support Dividend Outlook

Analysts have nudged the fair value estimate for Targa Resources higher, lifting the implied price target by about $4 to $264. This move is supported by a series of recent target increases that reflect updated growth projects, higher long term multiples and refined EBITDA forecasts across the Street.
STNG
US$81.10
Scorpio Tankers
7D
8.7%
1Y
114.6%
DTM
US$138.70
DT Midstream
7D
6.3%
1Y
40.8%

DTM: US$3.4b Backlog And Higher Dividend Will Shape Future Returns

Analysts have nudged the blended price target for DT Midstream higher to about $143 from roughly $142 as they update models for modestly different revenue growth, profit margin, discount rate, and future P/E assumptions following recent research calls across the Street. Analyst Commentary Recent research updates show a mix of enthusiasm and caution around DT Midstream, with most firms adjusting price targets higher while reassessing how the current valuation lines up with the company’s growth plans and capital outlook.
NAT
US$5.62
Nordic American Tankers
7D
-3.4%
1Y
118.7%
TMDE
US$1.26
TMD Energy
7D
-13.1%
1Y
-31.1%
EE
US$33.48
Excelerate Energy
7D
-1.8%
1Y
24.6%
NXXT
US$0.39
NextNRG
7D
-3.2%
1Y
-87.8%
LNG
US$264.98
Cheniere Energy
7D
2.8%
1Y
11.4%

LNG: Future Returns Will Reflect Gulf Supply Disruptions And Record Buyback Commitment

Analyst price targets for Cheniere Energy have been adjusted higher, with the modelled fair value moving from $295.05 to $301.36 as analysts factor in updated views on long term revenue growth, profit margins, and the recent series of Street target hikes across major firms. Analyst Commentary Street research on Cheniere Energy has been active, with a cluster of target changes and rating moves that help explain the higher modelled fair value.
DLXY
US$0.69
Delixy Holdings
7D
-16.8%
1Y
n/a
PTLE
US$6.11
PTL
7D
-7.6%
1Y
-93.6%