Excelerate Energy, Inc. (EE) vs International Seaways Inc. (INSW)

Excelerate Energy, Inc. and International Seaways Inc. are both Oil & Gas Midstream companies. International Seaways Inc. is the larger, with a market value of $5.3B against $3.8B — 1.4× the size. International Seaways Inc. trades at the lower P/E: 6.7× against 22.2×. International Seaways Inc. grew revenue faster over the last twelve months: 57.4% against 49.0%. International Seaways Inc. has the higher net margin (62.0% vs 3.23%) and the higher return on invested capital (20.3% vs 6.44%). Both pay a dividend; International Seaways Inc. yields more (10.8% vs 0.57%). Across the 22 metrics below, International Seaways Inc. leads on 16 and Excelerate Energy, Inc. on 6.

Valuation

Metric EE INSW Oil & Gas Midstream median
P/E 22.21 6.71 13.19
P/S 0.71 4.16 2.60
P/B 0.46 2.31 2.08
Price to free cash flow 43.58 8.80 10.14
EV/EBITDA 3.95 5.58 8.11
EV/Sales 1.28 4.35 3.89
Earnings yield 4.50% 14.91% 6.83%
Free cash flow yield 2.29% 11.37% 6.94%

Profitability

Metric EE INSW Oil & Gas Midstream median
Gross margin 37.48% 72.40% 58.81%
Operating margin 21.78% 64.49% 32.14%
Net margin 3.23% 61.98% 21.16%
Free cash flow margin 1.64% 47.29% 10.15%
Return on equity 2.15% 37.41% 11.30%
Return on assets 1.16% 28.12% 5.00%
Return on invested capital 6.44% 20.25% 6.13%

Growth

Metric EE INSW Oil & Gas Midstream median
Revenue growth (TTM) 48.97% 57.36% 15.44%
EPS growth (last fiscal year) 0.79% (25.66%) —
Revenue growth, 5-year CAGR 23.31% 14.87% 8.96%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric EE INSW Oil & Gas Midstream median
Debt to equity 0.53 0.29 0.78
Current ratio 1.80 5.94 1.19
Net debt to EBITDA 1.65 0.78 3.42

Dividend

Metric EE INSW Oil & Gas Midstream median
Dividend yield 0.57% 10.75% 7.29%
Payout ratio 0.09 0.17 0.64

Size

Metric EE INSW Oil & Gas Midstream median
Market cap 3.81b 5.25b 3.61b

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