COMPARE · Reviewed July 2, 2026
GPOR vs LPG
Verdict: Side-by-side breakdown using the Bull Rankings model. GPOR scored 67, LPG scored 64.2 — GPOR ahead by 2.799999999999997.
GPOR
Gulfport Energy Corporation
67
$168.87
Score gap
2.799999999999997
GPOR leads
LPG
Dorian LPG Ltd.
64.2
$36.01
The companies
GPORGulfport Energy Corporation
Why now
Oil & Gas E&P · market cap $3.0b. Down 25% from 52-week high of $225.78 — deep drawdown territory. Revenue growing +48% — in hypergrowth territory. PEG 0.13 — paying under fair value for the growth rate. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $242.00 (implying +43% upside).
Moat
Net margin 36% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
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.
LPGDorian LPG Ltd.
Why now
Oil & Gas Midstream · market cap $1.5b. Down 25% from 52-week high of $48.12 — deep drawdown territory. Revenue growing +36% — in hypergrowth territory. PEG 0.22 — paying under fair value for the growth rate. 5 sell-side analysts publish a mean 1-yr target of $51.20 (implying +42% upside).
Moat
Net margin 40% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 108% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
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.
Base grades (each contributes ~14.3% of base composite)
| GPOR | Component | LPG |
|---|---|---|
| C65 | FCF | C65 |
| A95 | Rev | A95 |
| B80 | D/E | B80 |
| A95 | P/E or P/S | A-90 |
| A95 | PEG | A95 |
| Supplemental signals · feed the score, not on the row card | ||
| A95 | FCF Yield | A95 |
| A95 | ROE | B+85 |
| 89.3 | Base composite | 87.2 |
Adjustments (signed deltas applied on top of base)
GPOR
compounder synergy (FCF yield ≥5% + ROE ≥15% + D/E <1)+4
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus tilt buy (62%)+1
DCF cross-check (avg upside 152%)+2
Total+8
LPG
compounder synergy (FCF yield ≥5% + ROE ≥15% + D/E <1)+4
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus tilt buy (60%)+1
safe high yield (8.4% at 54% payout)+1
forward P/E richer (8 → 11)-1
DCF cross-check (avg upside 103%)+2
Total+8
DCF cross-check (per-share value vs. live price)
| GPOR upside | Horizon | LPG upside |
|---|---|---|
| +100% | 1Y | +128% |
| +141% | 5Y | +105% |
| +216% | 10Y | +75% |
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.