Comfortable leader
11 companies value 135 bn revenue 54 bn margin 16.0% free cash flow -7.3 bn avg. score 3.6
LNG holds 43.9% of the group's value, 1.9x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LNG | Cheniere Energy United States · score 5.8 | 44% | 59 bn | 21 bn | 13.6% | 2.8 bn | 4.7% | 0.8% | Liquefaction and export of liquefied natural gas · Largest US LNG exporter; revenue almost entirely from long-term contracts | |
| 2 | VG | Venture Global United States · score 1.0 | 24% | 32 bn | 17 bn | 22.3% | -7.0 bn | -21.8% | 1.4% | Liquefaction and export of liquefied natural gas · Modular-built LNG terminals, expanding rapidly | |
| 3 | CQP | Cheniere Energy Partners United States · score 6.5 | 23% | 31 bn | 12 bn | 27.3% | 2.8 bn | 9.0% | — | LNG liquefaction and export terminal at Sabine Pass · Partnership that owns the Sabine Pass terminal, the largest US LNG terminal | |
| 4 | GLNG | Golar LNG Bermuda/Norway · score 3.5 | 3% | 4.5 bn | 0.5 bn | 31.3% | — | — | — | — | LNG liquefaction and regasification vessels · Pioneer in floating liquefaction vessels (FLNG), a niche with few competitors |
| 5 | EE | Excelerate Energy, Inc. United States · score 6.7 | 3% | 3.7 bn | 1.5 bn | 11.4% | 0.4 bn | 10.6% | 0.3% | LNG and natural gas infrastructure · Texas — revenue of $1.5bn | |
| 6 | NEXT | NextDecade Corp United States · score 0.0 | 1% | 1.7 bn | 0.0 bn | — | -5.7 bn | -344.2% | — | Natural gas liquefaction at the Rio Grande LNG terminal · Texas | |
| 7 | FLNG | Flex LNG Bermuda · score 5.1 | 1% | 1.5 bn | 0.4 bn | 28.5% | 0.2 bn | 10.7% | 10.8% | Liquefied natural gas carriers · Fleet of modern LNG carriers chartered on long contracts | |
| 8 | CCEC | Capital Clean Energy Carriers Corp. Greece · score 0.3 | 1% | 1.2 bn | 0.4 bn | 43.5% | -0.1 bn | -7.0% | — | LNG and liquefied gas carriers · Greece — revenue of $393m | |
| 9 | NFE | New Fortress Energy Inc. United States · score 0.0 | 0% | 0.1 bn | 1.3 bn | -144.6% | -0.8 bn | -12x | 0.7% | LNG infrastructure for emerging markets · New York — revenue of $1.3bn | |
| 10 | DLNG | Dynagas LNG Partners LP Greece · score 7.3 | 0% | 0.1 bn | 0.2 bn | 43.3% | 0.1 bn | 79.4% | — | Liquefied natural gas carriers · Greece — revenue of $157m | |
| 11 | SLNG | Stabilis Solutions, Inc. United States · score 3.9 | 0% | 0.1 bn | 0.1 bn | -14.1% | 0.0 bn | 9.3% | — | LNG production, storage and fueling · Texas — revenue of $56m |
Other industries in the same sector
- Sector overview
- Integrated oil 5 companies
- Exploration and production (E&P) 51 companies
- Midstream and pipelines 18 companies
- National and state oil companies 5 companies
- Refining and marketing 10 companies
- Canadian oil producers 8 companies
- Oilfield services and equipment 27 companies
- Midstream MLPs (partnerships) 10 companies
- Natural gas (E&P) 11 companies
- Oil and land royalties 9 companies
- Uranium and nuclear fuel 17 companies
- Subsea and offshore equipment 3 companies
and 5 industries more
- Offshore drilling 5 companies
- Coal 11 companies
- Fracking and pressure pumping services 13 companies
- Biofuels 14 companies
- Fuel distribution 14 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.