Dynagas LNG Partners LP (DLNG) vs Summit Midstream Partners, LP (SMC)

Dynagas LNG Partners LP and Summit Midstream Partners, LP are both Oil & Gas Midstream companies. Summit Midstream Partners, LP is the larger, with a market value of $663.9M against $134.6M — 4.9× the size. Summit Midstream Partners, LP has negative trailing earnings, so its P/E is not meaningful; Dynagas LNG Partners LP trades at 2.2×. Summit Midstream Partners, LP grew revenue faster over the last twelve months: 20.9% against 0.00%. Dynagas LNG Partners LP has the higher net margin (34.5% vs −2.29%) and the lower return on invested capital (0.00% vs 2.59%). Across the 21 metrics below, Dynagas LNG Partners LP leads on 14 and Summit Midstream Partners, LP on 7.

Valuation

Metric DLNG SMC Oil & Gas Midstream median
P/E 2.16 n/m 12.43
P/S 0.83 0.76 2.57
P/B 0.31 0.52 2.20
Price to free cash flow 1.38 9.87 10.28
EV/EBITDA 3.56 8.09 8.57
EV/Sales 2.42 2.83 3.82
Earnings yield 46.25% (3.43%) 6.97%
Free cash flow yield 72.55% 10.14% 6.62%

Profitability

Metric DLNG SMC Oil & Gas Midstream median
Gross margin 72.43% 45.03% 56.58%
Operating margin 46.55% 15.10% 34.18%
Net margin 34.46% (2.29%) 22.50%
Free cash flow margin 0.00% 7.69% 10.15%
Return on equity 0.00% (1.57%) 14.65%
Return on assets 0.00% (0.55%) 5.00%
Return on invested capital 0.00% 2.59% 6.13%

Growth

Metric DLNG SMC Oil & Gas Midstream median
Revenue growth (TTM) 0.00% 20.94% 15.44%
EPS growth (last fiscal year) 31.43% 87.40% (7.86%)
Revenue growth, 5-year CAGR 2.69% 7.95% 9.59%
Net income growth, 5-year CAGR 17.54% 0.00% 0.00%

Health

Metric DLNG SMC Oil & Gas Midstream median
Debt to equity 0.09 1.35 0.78
Current ratio 0.88 0.94 1.19
Net debt to EBITDA 0.02 5.27 3.42

Dividend

Metric DLNG SMC Oil & Gas Midstream median
Dividend yield 5.56% — 4.43%
Payout ratio 0.12 — 0.76

Size

Metric DLNG SMC Oil & Gas Midstream median
Market cap 134.62m 663.87m 3.97b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack