Open contest
10 companies value 191 bn revenue 190 bn margin 8.5% free cash flow 14 bn avg. score 4.8
EPD holds 41.7% of the group's value, 1.4x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EPD | Enterprise Products Partners United States · score 5.5 | 42% | 80 bn | 58 bn | 10.8% | 3.5 bn | 4.4% | 0.1% | Pipelines, terminals and processing of natural gas and NGLs · Largest US energy MLP; 25+ years of rising distributions. Issues a K-1, which complicates taxes | |
| 2 | MPLX | MPLX LP United States · score 6.3 | 31% | 59 bn | 13 bn | 36.1% | 3.3 bn | 5.7% | — | Marathon's pipelines, terminals and gas processing · Marathon's pipeline arm; contracted cash flow, K-1 reporting | |
| 3 | WES | Western Midstream Partners, LP United States · score 6.3 | 10% | 18 bn | 4.3 bn | 29.6% | 1.2 bn | 6.7% | 8.1% | Gathering, processing and transport of gas, NGLs, crude and produced water · Texas — revenue of $4.3bn | |
| 4 | PAA | Plains All American Pipeline United States · score 7.3 | 9% | 18 bn | 52 bn | 5.3% | 2.4 bn | 13.3% | 2.4% | Crude oil and NGL pipelines and terminals · Oil pipelines and logistics from the Permian Basin to the coast | |
| 5 | PAGP | PLAINS GP HOLDINGS LP United States · score 6.6 | 3% | 5.4 bn | 52 bn | 1.1% | 2.4 bn | 43.8% | 26.7% | Oil and NGL pipelines and terminals · Texas — revenue of $52.3bn | |
| 6 | HESM | Hess Midstream LP United States · score 7.1 | 2% | 3.9 bn | 1.6 bn | 23.2% | 0.8 bn | 21.6% | — | Oil and gas midstream in the Bakken, under contract with Chevron · Texas — revenue of $1.6bn | |
| 7 | DKL | Delek Logistics Partners, LP United States · score 2.8 | 2% | 3.0 bn | 1.2 bn | 12.8% | 0.1 bn | 4.5% | — | Gathering, transport, storage and water in the Permian · Tennessee — revenue of $1.2bn | |
| 8 | NGL | NGL Energy Partners LP United States · score 1.0 | 1% | 1.9 bn | 3.5 bn | -3.8% | 0.1 bn | 5.3% | 0.3% | Logistics for produced water, liquids and crude oil · Oklahoma — revenue of $3.5bn | |
| 9 | GEL | GENESIS ENERGY LP United States · score 5.5 | 1% | 1.7 bn | 1.8 bn | 4.3% | 0.3 bn | 19.9% | — | Midstream oil, soda ash and sulfur · Texas — revenue of $1.8bn | |
| 10 | MMLP | MARTIN MIDSTREAM PARTNERS L.P. United States · score 0.0 | 0% | 0.1 bn | 0.7 bn | -2.1% | -0.0 bn | -13.9% | — | Terminals, transportation and specialty petroleum products · Texas — revenue of $744m |
Other industries in the same sector
- Sector overview
- Integrated oil 5 companies
- Exploration and production (E&P) 51 companies
- Midstream and pipelines 18 companies
- National and state oil companies 5 companies
- Refining and marketing 10 companies
- Canadian oil producers 8 companies
- Oilfield services and equipment 27 companies
- LNG and gas exports 11 companies
- Natural gas (E&P) 11 companies
- Oil and land royalties 9 companies
- Uranium and nuclear fuel 17 companies
- Subsea and offshore equipment 3 companies
and 5 industries more
- Offshore drilling 5 companies
- Coal 11 companies
- Fracking and pressure pumping services 13 companies
- Biofuels 14 companies
- Fuel distribution 14 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.