COMPARE · Data as of August 27, 2026
AM vs VG
Verdict: Side-by-side breakdown using the Bull Rankings model. AM scored 50.2, VG scored 51.3 — VG leads.
Compare another set
AM
Antero Midstream Corporation
50.2
$22.53 · $10.7B
fundamentals as of
Score gap
1.1
VG leads
VG
Venture Global, Inc.
51.3
$14.48 · $36.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthVG+100.7%
- Strongest balance sheetAM1.86
- Highest qualityAM73 / 100
- Largest discount to fair valueAM-57%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
AM
stronger →← stronger
VG
73
Qualityreturns · margins · balance sheet
52
50
Growthrevenue & earnings expansion
50
34
Valuevaluation vs sector peers
52
AM and VG split the three pillars evenly.
Fundamentals, head-to-head
AM
VG
$891mC+
FCF
-$7.0bF
+6.9%C+
Rev
+100.7%A
1.86C
D/E
3.55D
27.1xC
P/E
—
1.66C+
PEG
0.89B+
—
P/S
2.1xB
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
VG
57% below
Price vs fair valuelower is cheaper
—
~-9%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+95%
1-yr DCF upside
—
+132%
5-yr DCF upside
—
+202%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AM
Why this score
- Cyclical growth
VG
Why this score
- Cyclical growth
- Short track record
The companies
AMAntero Midstream Corporation
Why now
Oil & Gas Midstream · market cap $10.7b. 5% off the 52-week high of $23.84. 7 sell-side analysts rate this a Hold with a mean 1-yr target of $24.29 (implying +8% upside).
Moat
Net margin 32% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
VGVenture Global, Inc.
Why now
Oil & Gas Midstream · market cap $36.2b. 18% off the 52-week high of $17.62. Revenue growing +101% — in hypergrowth territory. PEG 0.89 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $16.47 (implying +14% upside).
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 44% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
D/E 3.55 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$7.0b) — capital raises or debt issuance likely required; dilution / leverage risk. Production-cost sensitivity — top-quartile cost producers generate cash through the cycle while marginal producers burn it; watch the cost-per-unit trend, not just headline revenue.
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 VG diverge
On the headline score the gap is 1.1 points in favor of VG. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityAM 73.4 · VG 52.4AM +21.0
- ValueAM 34.4 · VG 51.5VG +17.1
- GrowthAM 50.0 · VG 50.0level
Pillars run 0–100 against sector peers, so a 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.