COMPARE · Reviewed July 29, 2026
INSW vs TRGP
Verdict: Side-by-side breakdown using the Bull Rankings model. INSW scored 64.5, TRGP scored 56.1 — INSW leads.
Compare another set
INSW
International Seaways, Inc.
64.5
$94.87 · $4.7B
fundamentals as of
Score gap
8.4
INSW leads
TRGP
Targa Resources Corp.
56.1
$269.19 · $57.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
INSW
stronger →← stronger
TRGP
90
Qualityreturns · margins · balance sheet
76
50
Growthrevenue & earnings expansion
50
60
Valuevaluation vs sector peers
46
INSW is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
INSW
TRGP
$302mC
FCF
$262mC
+14.5%B+
Rev
+1.1%C
0.28A-
D/E
5.85D
8.6xA
P/E
27.5xC
—
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
INSW
TRGP
27% above
Price vs fair valuelower is cheaper
931% above
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
-13%
1-yr DCF upside
-91%
-21%
5-yr DCF upside
-90%
-32%
10-yr DCF upside
-89%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
INSW
Why this score
- Raising its dividend
- Cyclical growth
TRGP
Why this score
- Raising its dividend
- Durable high returns
- Cyclical growth
The companies
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.
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.