Verdict: Side-by-side breakdown using the Bull Rankings model. AM scored 45.3, LNG scored 58.8 — LNG leads.
Compare another set
AM
Antero Midstream Corporation
Oil & Gas Midstream · Quality-Growth
45.3
$21.09 · $10.0B
fundamentals as of
Score gap
13.5
LNG leads
LNG
Cheniere Energy, Inc.
Oil & Gas Midstream · Quality-Growth
58.8
$278.18 · $57.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestLNG21.0x
Fastest growthLNG+27.2%
Strongest balance sheetAM1.86
Highest qualityLNG82 / 100
Largest discount to fair valueAM-39%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
AM
stronger →← stronger
LNG
72
Qualityreturns · margins · balance sheet
82
50
Growthrevenue & earnings expansion
50
26
Valuevaluation vs sector peers
50
LNG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AM
LNG
$776mC+
FCF
$2.8bB
+7.0%C+
Rev
+27.2%A-
1.86C
D/E
2.43D
25.4xC
P/E
21.0xC+
1.55C+
PEG
9.46D
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
AM
LNG
39% below
Price vs fair valuelower is cheaper
6% above
~-6%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~12%/yr
+56%
1-yr DCF upside
-19%
+63%
5-yr DCF upside
-5%
+73%
10-yr DCF upside
+19%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AM
Why this score
Cyclical growth
LNG
Why this score
Buying back stock
Raising its dividend
Durable high returns
Cyclical growth
The companies
AMAntero Midstream Corporation
Oil & Gas Midstream · $21.09 · beta 0.69
Why now
Oil & Gas Midstream · market cap $10.0b. 12% off the 52-week high of $23.84. 7 sell-side analysts publish a mean 1-yr target of $24.00 (implying +14% upside).
Moat
Net margin 30% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 20% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 194% of net income — earnings translate cleanly into cash.
Risk
Dividend payout 108% of earnings on a 4.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
LNGCheniere Energy, Inc.
Oil & Gas Midstream · $278.18 · beta 0.06
Why now
Oil & Gas Midstream · market cap $57.5b. 8% off the 52-week high of $300.89. Revenue growing +27% — in hypergrowth territory. 21 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $310.57 (implying +12% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 39% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 96% of net income — earnings translate cleanly into cash.
Risk
D/E 2.43 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. 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.
Where AM and LNG diverge
On the headline score the gap is 13.5 points in favor of LNG. The widest single difference is Value, where LNG leads by 23.9 points.
ValueAM 25.7 · LNG 49.6LNG +23.9
QualityAM 72.4 · LNG 81.8LNG +9.4
GrowthAM 50.0 · LNG 50.0level
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is LNG or AM the better stock?
LNG scores higher: LNG 58.8, AM 45.3 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do LNG and AM differ most?
The widest gap is value, where LNG leads by 24 points on the 0–100 pillar scale. LNG also leads quality, while growth is effectively level between them.
How are LNG and AM scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.