Cheniere Energy Partners, L.P. (CQP) vs Western Midstream Partners, LP (WES)

Cheniere Energy Partners, L.P. and Western Midstream Partners, LP are both Oil & Gas Midstream companies. Cheniere Energy Partners, L.P. is the larger, with a market value of $30.8B against $18.7B — 1.6× the size. Cheniere Energy Partners, L.P. trades at the lower P/E: 11.1× against 14.3×. Western Midstream Partners, LP grew revenue faster over the last twelve months: 18.0% against 15.4%. Western Midstream Partners, LP has the higher net margin (29.0% vs 23.1%) and the lower return on invested capital (8.16% vs 16.4%). Both pay a dividend; Western Midstream Partners, LP yields more (8.96% vs 8.27%). Across the 23 metrics below, Cheniere Energy Partners, L.P. leads on 15 and Western Midstream Partners, LP on 8.

Valuation

Metric CQP WES Oil & Gas Midstream median
P/E 11.12 14.29 13.19
P/S 2.67 4.19 2.60
P/B 40.72 4.12 2.08
Price to free cash flow 11.02 15.35 10.14
EV/EBITDA 9.75 10.75 8.11
EV/Sales 3.89 6.26 3.89
Earnings yield 8.99% 7.00% 6.83%
Free cash flow yield 9.07% 6.51% 6.94%

Profitability

Metric CQP WES Oil & Gas Midstream median
Gross margin 40.64% 92.08% 58.81%
Operating margin 33.63% 40.23% 32.14%
Net margin 23.11% 29.00% 21.16%
Free cash flow margin 24.23% 27.30% 10.15%
Return on equity 1,283.57% 32.48% 11.30%
Return on assets 15.35% 8.82% 5.00%
Return on invested capital 16.40% 8.16% 6.13%

Growth

Metric CQP WES Oil & Gas Midstream median
Revenue growth (TTM) 15.44% 18.00% 15.44%
EPS growth (last fiscal year) 21.65% (25.87%) —
Revenue growth, 5-year CAGR 11.77% 6.75% 8.96%
Net income growth, 5-year CAGR 22.04% 17.48% 0.00%

Health

Metric CQP WES Oil & Gas Midstream median
Debt to equity 19.16 2.06 0.78
Current ratio 1.22 0.91 1.19
Net debt to EBITDA 3.23 3.37 3.42

Dividend

Metric CQP WES Oil & Gas Midstream median
Dividend yield 8.27% 8.96% 7.29%
Payout ratio — — 0.64

Size

Metric CQP WES Oil & Gas Midstream median
Market cap 30.81b 18.74b 3.61b

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