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

UpdatedApr 20, 2026
DataAggregated Company Financials
Companies62
  • 7D-1.2%
  • 3M13.9%
  • 1Y21.7%
  • YTDn/a

Over the last 7 days, the Oil and Gas Storage and Transportation industry has dropped 2.1%, driven by a pullback from Cheniere Energy of 5.4%. On the other hand Frontline is actually up 8.1%. Over the past 12 months, the industry was up 17%. As for the next few years, earnings are expected to grow by 7.8% 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
Mon, 20 Apr 2026US$639.9bUS$385.7bUS$36.2b13.9x17.7x1.7x
Wed, 18 Mar 2026US$648.4bUS$387.4bUS$34.9b14.1x18.6x1.7x
Fri, 13 Feb 2026US$619.8bUS$385.4bUS$33.5b13.3x18.5x1.6x
Sun, 11 Jan 2026US$546.8bUS$384.3bUS$32.8b12.8x16.7x1.4x
Tue, 09 Dec 2025US$558.6bUS$384.3bUS$32.8b13.4x17x1.5x
Thu, 06 Nov 2025US$519.1bUS$386.7bUS$32.5b12.8x16x1.3x
Sat, 04 Oct 2025US$550.8bUS$382.8bUS$31.7b13.4x17.4x1.4x
Mon, 01 Sep 2025US$554.7bUS$383.1bUS$32.2b14.9x17.2x1.4x
Wed, 30 Jul 2025US$552.6bUS$383.6bUS$31.7b15.3x17.4x1.4x
Fri, 27 Jun 2025US$557.4bUS$385.0bUS$31.6b15.9x17.7x1.4x
Sun, 25 May 2025US$550.2bUS$387.4bUS$31.4b12.8x17.5x1.4x
Tue, 22 Apr 2025US$548.6bUS$381.6bUS$32.4b11.5x16.9x1.4x
Thu, 20 Mar 2025US$582.8bUS$381.2bUS$32.4b13x18x1.5x
Sat, 15 Feb 2025US$580.1bUS$379.7bUS$33.7b12.9x17.2x1.5x
Mon, 13 Jan 2025US$581.7bUS$388.4bUS$34.6b13.9x16.8x1.5x
Wed, 11 Dec 2024US$569.8bUS$388.4bUS$34.6b13.2x16.5x1.5x
Fri, 08 Nov 2024US$550.0bUS$387.2bUS$35.5b11.1x15.5x1.4x
Sun, 06 Oct 2024US$521.8bUS$385.1bUS$34.9b12.2x15x1.4x
Tue, 03 Sep 2024US$501.2bUS$385.0bUS$34.8b12.3x14.4x1.3x
Thu, 01 Aug 2024US$492.4bUS$379.1bUS$34.8b11.6x14.2x1.3x
Sat, 29 Jun 2024US$487.5bUS$377.9bUS$34.9b12.4x14x1.3x
Mon, 27 May 2024US$469.9bUS$378.3bUS$35.1b11.5x13.4x1.2x
Wed, 24 Apr 2024US$469.6bUS$377.6bUS$40.0b12.4x11.7x1.2x
Fri, 22 Mar 2024US$461.6bUS$377.7bUS$40.0b11.4x11.5x1.2x
Sun, 18 Feb 2024US$434.4bUS$382.6bUS$43.5b11.2x10x1.1x
Tue, 16 Jan 2024US$457.4bUS$407.7bUS$44.5b11.1x10.3x1.1x
Thu, 14 Dec 2023US$441.3bUS$407.7bUS$44.5b10.9x9.9x1.1x
Sat, 11 Nov 2023US$437.5bUS$407.7bUS$44.5b11x9.8x1.1x
Mon, 09 Oct 2023US$429.0bUS$430.7bUS$41.1b10.9x10.4x1x
Wed, 06 Sep 2023US$428.0bUS$430.6bUS$41.0b11.3x10.4x1x
Fri, 04 Aug 2023US$423.7bUS$450.8bUS$40.4b10.9x10.5x0.9x
Sun, 02 Jul 2023US$407.3bUS$467.8bUS$40.2b10.4x10.1x0.9x
Tue, 30 May 2023US$383.9bUS$467.5bUS$40.4b9.3x9.5x0.8x
Thu, 27 Apr 2023US$365.0bUS$446.0bUS$30.1b10.5x12.1x0.8x
Price to Earnings Ratio

12.1x


Total Market Cap: US$365.0bTotal Earnings: US$30.1bTotal Revenue: US$446.0bTotal 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 17.7x 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 grown 6.3% per year over the last three years.
  • Meanwhile revenues for these companies have declined 4.7% 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 Market4.02%
Energy-3.35%
Oil and Gas-3.45%
Oil and Gas Storage and Transportation-1.17%
Coal and Fuels-0.088%
Integrated Oil and Gas-3.65%
Oil and Gas Exploration and Production-4.94%
Oil and Gas Refining and Marketing-5.06%
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$37.136.6%
+US$509.8m		149.9%PE21.8x
DHT DHT HoldingsUS$18.324.9%
+US$138.5m		75.8%PE14x
DTM DT MidstreamUS$134.240.9%
+US$117.3m		44.5%PE31.1x
NAT Nordic American TankersUS$6.035.4%
+US$65.6m		140.2%PE104.1x
FLNG FLEX LNGUS$30.854.1%
+US$65.5m		35.6%PE22.3x

Latest News

TRGP
US$235.50
Targa Resources
7D
-2.1%
1Y
43.1%

Targa Resources: Growth Supports A Dividend Hike With More To Come

Apr 19
NAT
US$6.03
Nordic American Tankers
7D
5.4%
1Y
140.2%
FRO
US$37.13
Frontline
7D
6.6%
1Y
149.9%

FRO: Higher Earnings Quality Will Be Driven By Margins And Winter Strength

Analysts raised their price target on Frontline by $5, citing updated assumptions around revenue trends, profit margins, and future P/E expectations that support the new valuation. Analyst Commentary Bullish analysts see the higher price target for Frontline as a signal that the market may not fully reflect current assumptions around revenue, margins, and P/E.
AM
US$21.29
Antero Midstream
7D
-3.4%
1Y
23.9%

AM: Share Buybacks And Stable Margins Will Support Future Returns

Analysts have modestly raised their price target for Antero Midstream to $22.43 from $22.29, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E that remain broadly consistent with prior estimates. What's in the News Antero Midstream completed a share repurchase tranche between October 1, 2025 and December 31, 2025, buying back 2,704,382 shares, or 0.57%, for $48.32 million under its existing program (Key Developments).
INSW
US$76.47
International Seaways
7D
1.7%
1Y
135.2%
EE
US$34.90
Excelerate Energy
7D
3.3%
1Y
33.2%
NEXT
US$6.84
NextDecade
7D
-9.3%
1Y
-12.5%

Early LNG Volumes And Long Term Demand Will Support Expanding Liquefaction Capacity

Catalysts About NextDecade NextDecade is developing and building the Rio Grande LNG export facility, focused on long-term LNG supply from multiple liquefaction trains on the U.S. Gulf Coast. What are the underlying business or industry changes driving this perspective?
DTM
US$134.24
DT Midstream
7D
0.9%
1Y
44.5%
KMI
US$32.02
Kinder Morgan
7D
-0.2%
1Y
24.2%
WMB
US$71.15
Williams Companies
7D
-0.5%
1Y
26.1%
OKE
US$83.51
ONEOK
7D
-2.1%
1Y
2.1%

OKE: Future Gas Demand And Diversified Footprint Will Support Upside

ONEOK's analyst price target has been raised from $108.00 to about $110.77, as analysts factor in updated views on revenue growth, profit margins and future P/E expectations, reflected in recent target hikes and rating changes across major firms. Analyst Commentary Recent research updates on ONEOK focus on higher price targets and rating shifts that signal improving confidence in the company’s execution and earnings power.
LNG
US$251.07
Cheniere Energy
7D
-4.0%
1Y
12.4%

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.
GLNG
US$51.84
Golar LNG
7D
-2.9%
1Y
38.4%

Golar LNG: Structural LNG Tightness And Strategic Optionality Support Further Upside

Apr 09
FLNG
US$30.85
FLEX LNG
7D
4.1%
1Y
35.6%

FLNG: Lengthening Charter Backlog Will Continue To Leave Shares Looking Expensive

Analysts have maintained their average $26.13 price target for FLEX LNG, with only slight adjustments to inputs such as the discount rate and assumed future P/E. This reflects relatively unchanged expectations around the company’s valuation drivers.
DHT
US$18.32
DHT Holdings
7D
4.9%
1Y
75.8%

DHT: Winter Tanker Setup Will Balance Newbuild Program And Neutral Rating

Analysts have adjusted their view on DHT Holdings with the average price target moving to $19.44, reflecting updated expectations for returns, margins and P/E multiples following a downgrade to Hold at DNB Carnegie and a higher target from BTIG. Analyst Commentary Recent research comments point to a more balanced view on DHT Holdings, with some analysts focusing on upside potential around valuation and returns, while others are signaling more caution on execution and risk reward at current levels.
TK
US$12.97
Teekay
7D
4.1%
1Y
99.5%