COMPARE · Reviewed July 29, 2026
EE vs TRGP
Verdict: Side-by-side breakdown using the Bull Rankings model. EE scored 50.0, TRGP scored 56.1 — TRGP leads.
Compare another set
EE
Excelerate Energy Inc
50
$37.90 · $4.2B
Score gap
6.1
TRGP leads
TRGP
Targa Resources Corp.
56.1
$269.19 · $57.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
EE
stronger →← stronger
TRGP
56
Qualityreturns · margins · balance sheet
76
96
Growthrevenue & earnings expansion
50
23
Valuevaluation vs sector peers
46
TRGP is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EE
TRGP
$366mC
FCF
$262mC
+27.2%A-
Rev
+1.1%C
0.42B+
D/E
5.85D
105.7xD
P/E
27.5xC
3.88D
PEG
1.25B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
EE
TRGP
41% below
Price vs fair valuelower is cheaper
931% above
~1%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
+30%
1-yr DCF upside
-91%
+70%
5-yr DCF upside
-90%
+150%
10-yr DCF upside
-89%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EE
Why this score
- Diluting shareholders
TRGP
Why this score
- Raising its dividend
- Durable high returns
- 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.
TRGPTarga Resources Corp.
Why now
Oil & Gas Midstream · market cap $57.8b. 8% off the 52-week high of $291.04. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $296.62 (implying +10% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 68% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $57.8b 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
D/E 5.85 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.