COMPARE · Reviewed August 7, 2026
LPG vs OKE
Verdict: Side-by-side breakdown using the Bull Rankings model. LPG scored 68.4, OKE scored 52.7 — LPG leads.
Compare another set
LPG
Dorian LPG Ltd.
68.4
$45.76 · $2.0B
fundamentals as of
Score gap
15.7
LPG leads
OKE
ONEOK, Inc.
52.7
$86.42 · $54.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
LPG
stronger →← stronger
OKE
86
Qualityreturns · margins · balance sheet
66
50
Growthrevenue & earnings expansion
50
75
Valuevaluation vs sector peers
44
LPG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LPG
OKE
$239mC
FCF
$2.8bB
+81.1%A
Rev
+40.8%A
0.52B
D/E
1.43C
6.1xA
P/E
14.9xB
0.16A
PEG
2.08C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
LPG
OKE
45% below
Price vs fair valuelower is cheaper
4% below
~-15%/yr
Growth the price implies10-yr FCF · lower = less priced in
~4%/yr
+104%
1-yr DCF upside
+1%
+83%
5-yr DCF upside
+5%
+57%
10-yr DCF upside
+11%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LPG
Why this score
- Raising its dividend
- Cyclical growth
OKE
Why this score
- Cyclical growth
The companies
LPGDorian LPG Ltd.
Why now
Oil & Gas Midstream · market cap $2.0b. 5% off the 52-week high of $48.12. Revenue growing +81% — in hypergrowth territory. PEG 0.16 — paying under fair value for the growth rate. 5 sell-side analysts rate this a Buy with a mean 1-yr target of $51.00 (implying +11% upside).
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 26% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
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.
OKEONEOK, Inc.
Why now
Oil & Gas Midstream · market cap $54.5b. 10% off the 52-week high of $96.07. Revenue growing +41% — in hypergrowth territory. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $96.14 (implying +11% upside).
Moat
ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. $54.5b 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
Dividend payout 73% of earnings on a 4.9% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. 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.