COMPARE · Reviewed July 21, 2026
AR vs INSW
Verdict: Side-by-side breakdown using the Bull Rankings model. AR scored 64.1, INSW scored 64.5 — INSW leads.
Compare another set
AR
Antero Resources Corporation
64.1
$33.23 · $10.3B
Score gap
0.4
INSW leads
INSW
International Seaways, Inc.
64.5
$88.40 · $4.4B
The model, pillar by pillar (0–100 each)
AR
stronger →← stronger
INSW
65
Qualityreturns · margins · balance sheet
90
50
Growthrevenue & earnings expansion
50
81
Valuevaluation vs sector peers
60
AR and INSW split the three pillars evenly.
Fundamentals, head-to-head
AR
INSW
$953mC+
FCF
$302mC
+28.8%A-
Rev
+14.5%B+
0.58B
D/E
0.28A-
10.8xA-
P/E
8.1xA-
0.60A-
PEG
—
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AR
INSW
23% below
Price vs fair valuelower is cheaper
19% above
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~3%/yr
+33%
1-yr DCF upside
-6%
+30%
5-yr DCF upside
-16%
+25%
10-yr DCF upside
-27%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AR
Why this score
- Cyclical growth
INSW
Why this score
- Raising its dividend
- Cyclical growth
The companies
ARAntero Resources Corporation
Why now
Oil & Gas E&P · market cap $10.3b. Down 27% from 52-week high of $45.75 — deep drawdown territory. Revenue growing +29% — in hypergrowth territory. PEG 0.60 — paying under fair value for the growth rate. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $48.40 (implying +46% 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.
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.
INSWInternational Seaways, Inc.
Why now
Oil & Gas Midstream · market cap $4.4b. 5% off the 52-week high of $92.66. Revenue growing +14%, comfortably above the S&P median. 6 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $93.00 (implying +5% upside).
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 25% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
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.