National Fuel Gas Company (NFG) vs Stabilis Solutions, Inc. (SLNG)

National Fuel Gas Company and Stabilis Solutions, Inc. are both Oil & Gas Integrated companies. National Fuel Gas Company is the larger, with a market value of $7.5B against $96.3M — 78.0× the size. Stabilis Solutions, Inc. has negative trailing earnings, so its P/E is not meaningful; National Fuel Gas Company trades at 10.9×. National Fuel Gas Company grew revenue faster over the last twelve months: 15.1% against −19.7%. National Fuel Gas Company has the higher net margin (26.9% vs −14.1%) and the higher return on invested capital (10.1% vs −10.7%). Across the 19 metrics below, National Fuel Gas Company leads on 10 and Stabilis Solutions, Inc. on 9.

Valuation

Metric NFG SLNG Oil & Gas Integrated median
P/E 10.90 n/m 11.88
P/S 2.99 1.75 1.20
P/B 1.91 1.67 1.56
Price to free cash flow 33.77 13.88 9.74
EV/EBITDA 6.79 n/m 4.94
EV/Sales 4.03 1.56 1.57
Earnings yield 9.18% (8.08%) 7.58%
Free cash flow yield 2.96% 7.20% 6.71%

Profitability

Metric NFG SLNG Oil & Gas Integrated median
Gross margin 87.74% 20.74% 39.18%
Operating margin 40.26% (13.94%) 14.90%
Net margin 26.86% (14.06%) 8.76%
Free cash flow margin 8.84% 14.26% 9.61%
Return on equity 19.58% (12.68%) 12.22%
Return on assets 7.15% (8.60%) 6.47%
Return on invested capital 10.11% (10.67%) 10.61%

Growth

Metric NFG SLNG Oil & Gas Integrated median
Revenue growth (TTM) 15.13% (19.66%) 5.63%
EPS growth (last fiscal year) 576.19% (128.00%) —
Revenue growth, 5-year CAGR 8.05% 10.43% 12.04%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric NFG SLNG Oil & Gas Integrated median
Debt to equity 0.91 0.10 0.55
Current ratio 3.20 1.59 1.18
Net debt to EBITDA 2.08 (0.28) 0.80

Dividend

Metric NFG SLNG Oil & Gas Integrated median
Dividend yield 4.01% — 5.01%
Payout ratio 0.32 0.00 0.29

Size

Metric NFG SLNG Oil & Gas Integrated median
Market cap 7.51b 96.33m 51.12b

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