COMPARE · Reviewed July 29, 2026
EE vs INSW
Verdict: Side-by-side breakdown using the Bull Rankings model. EE scored 50.0, INSW scored 64.5 — INSW leads.
Compare another set
EE
Excelerate Energy Inc
50
$37.90 · $4.2B
Score gap
14.5
INSW leads
INSW
International Seaways, Inc.
64.5
$94.87 · $4.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
EE
stronger →← stronger
INSW
56
Qualityreturns · margins · balance sheet
90
96
Growthrevenue & earnings expansion
50
23
Valuevaluation vs sector peers
60
INSW is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EE
INSW
$366mC
FCF
$302mC
+27.2%A-
Rev
+14.5%B+
0.42B+
D/E
0.28A-
105.7xD
P/E
8.6xA
3.88D
PEG
—
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
EE
INSW
41% below
Price vs fair valuelower is cheaper
27% above
~1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~4%/yr
+30%
1-yr DCF upside
-13%
+70%
5-yr DCF upside
-21%
+150%
10-yr DCF upside
-32%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EE
Why this score
- Diluting shareholders
INSW
Why this score
- Raising its dividend
- Cyclical growth
The companies
EEExcelerate Energy Inc
Why now
Energy · market cap $4.2b. 12% off the 52-week high of $43.17. Revenue growing +27% — in hypergrowth territory.
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Trailing P/E 105.7x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Net margin 3.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 6% 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.
INSWInternational Seaways, Inc.
Why now
Oil & Gas Midstream · market cap $4.7b. Trading near 52-week high of $95.65 — momentum setup, limited technical margin of safety. 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 -2% 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
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. 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.