KNOT Offshore Partners LP (KNOP) vs Summit Midstream Partners, LP (SMC)

KNOT Offshore 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 $631.8M against $369.4M — 1.7× the size. Summit Midstream Partners, LP has negative trailing earnings, so its P/E is not meaningful; KNOT Offshore Partners LP trades at 24.1×. Summit Midstream Partners, LP grew revenue faster over the last twelve months: 20.9% against 12.9%. KNOT Offshore Partners LP has the higher net margin (2.04% vs −2.29%) and the higher return on invested capital (3.03% vs 2.59%). Across the 21 metrics below, KNOT Offshore Partners LP leads on 12 and Summit Midstream Partners, LP on 9.

Valuation

Metric KNOP SMC Oil & Gas Midstream median
P/E 24.11 n/m 13.19
P/S 0.96 0.73 2.60
P/B 0.68 0.50 2.08
Price to free cash flow 2.38 9.49 10.14
EV/EBITDA 5.65 8.01 8.11
EV/Sales 3.07 2.80 3.89
Earnings yield 4.15% (3.57%) 6.83%
Free cash flow yield 41.94% 10.54% 6.94%

Profitability

Metric KNOP SMC Oil & Gas Midstream median
Gross margin 63.67% 45.03% 58.81%
Operating margin 18.13% 15.10% 32.14%
Net margin 2.04% (2.29%) 21.16%
Free cash flow margin 40.24% 7.69% 10.15%
Return on equity 1.46% (1.57%) 11.30%
Return on assets 0.48% (0.55%) 5.00%
Return on invested capital 3.03% 2.59% 6.13%

Growth

Metric KNOP SMC Oil & Gas Midstream median
Revenue growth (TTM) 12.85% 20.94% 15.44%
EPS growth (last fiscal year) 68.29% 87.40% —
Revenue growth, 5-year CAGR 5.47% 7.95% 8.96%
Net income growth, 5-year CAGR (22.27%) 0.00% 0.00%

Health

Metric KNOP SMC Oil & Gas Midstream median
Debt to equity 1.45 1.35 0.78
Current ratio 0.34 0.94 1.19
Net debt to EBITDA 4.37 5.27 3.42

Dividend

Metric KNOP SMC Oil & Gas Midstream median
Dividend yield 1.81% — 7.29%
Payout ratio — — 0.64

Size

Metric KNOP SMC Oil & Gas Midstream median
Market cap 369.37m 631.78m 3.61b

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