COMPARE · Reviewed August 1, 2026
AEP vs OGS
Verdict: Side-by-side breakdown using the Bull Rankings model. AEP scored 65.7, OGS scored 63.7 — AEP leads.
Compare another set
AEP
American Electric Power Company, Inc.
65.7
$127.85 · $69.6B
fundamentals as of
Score gap
2.0
AEP leads
OGS
ONE Gas, Inc.
63.7
$77.65 · $4.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
AEP
stronger →← stronger
OGS
60
Qualityreturns · margins · balance sheet
45
73
Growthrevenue & earnings expansion
88
65
Valuevaluation vs sector peers
64
AEP and OGS split the three pillars evenly.
Fundamentals, head-to-head
AEP
OGS
$2.6bB
FCF
-$219mF
+8.2%B
Rev
+42.5%A
1.61B
D/E
0.96A-
22.2xC+
P/E
—
2.20C
PEG
1.07B+
—
P/S
1.9xB+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AEP
OGS
64% above
Price vs fair valuelower is cheaper
—
~18%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-43%
1-yr DCF upside
—
-39%
5-yr DCF upside
—
-33%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AEP
No notable signals flagged.
OGS
Why this score
- Diluting shareholders
The companies
AEPAmerican Electric Power Company, Inc.
Why now
Utilities - Regulated Electric · market cap $69.6b. 9% off the 52-week high of $140.58. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $145.67 (implying +14% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. $69.6b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
OGSONE Gas, Inc.
Why now
Utilities - Regulated Gas · market cap $4.9b. 14% off the 52-week high of $90.78. Revenue growing +43% — in hypergrowth territory. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $91.63 (implying +18% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Free cash flow is negative (-$219m) — capital raises or debt issuance likely required; dilution / leverage risk. ROE 8% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.