COMPARE · Reviewed July 2, 2026
LPG vs PARR
Verdict: Side-by-side breakdown using the Bull Rankings model. LPG scored 64.2, PARR scored 65.2 — PARR ahead by 1.
LPG
Dorian LPG Ltd.
64.2
$36.01
Score gap
1
PARR leads
PARR
Par Pacific Holdings, Inc.
65.2
$58.49
The companies
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.
PARRPar Pacific Holdings, Inc.
Why now
Oil & Gas Refining & Marketing · market cap $2.9b. 17% off the 52-week high of $70.39. Revenue -6% — in contraction; any catalyst that reverses this triggers re-rating. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $75.00 (implying +28% upside).
Moat
ROE 30% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Revenue contracting -6% — the operational turn is not yet visible in the top line. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
Base grades (each contributes ~14.3% of base composite)
| LPG | Component | PARR |
|---|---|---|
| C65 | FCF | C65 |
| A95 | Rev | D50 |
| B80 | D/E | C+70 |
| A-90 | P/E or P/S | A95 |
| A95 | PEG | C65 |
| Supplemental signals · feed the score, not on the row card | ||
| A95 | FCF Yield | A-90 |
| B+85 | ROE | A-90 |
| 87.2 | Base composite | 75.9 |
Adjustments (signed deltas applied on top of base)
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
PARR
compounder synergy (FCF yield ≥5% + ROE ≥15% + D/E <1)+4
analyst consensus bullish (86% buy/strong-buy)+2
Total+6
DCF cross-check (per-share value vs. live price)
| LPG upside | Horizon | PARR upside |
|---|---|---|
| +128% | 1Y | +38% |
| +105% | 5Y | +23% |
| +75% | 10Y | +6% |
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.