COMPARE · Reviewed August 7, 2026
LPG vs PBF
Verdict: Side-by-side breakdown using the Bull Rankings model. LPG scored 68.4, PBF scored 67.4 — LPG leads.
Compare another set
LPG
Dorian LPG Ltd.
68.4
$45.76 · $2.0B
fundamentals as of
Score gap
1.0
LPG leads
PBF
PBF Energy Inc.
67.4
$61.71 · $7.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
LPG
stronger →← stronger
PBF
86
Qualityreturns · margins · balance sheet
70
50
Growthrevenue & earnings expansion
50
75
Valuevaluation vs sector peers
87
LPG and PBF split the three pillars evenly.
Fundamentals, head-to-head
LPG
PBF
$239mC
FCF
$743mC+
+81.1%A
Rev
+13.5%B+
0.52B
D/E
0.38B+
6.1xA
P/E
5.4xA
0.16A
PEG
—
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
LPG
PBF
45% below
Price vs fair valuelower is cheaper
19% below
~-15%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-7%/yr
+104%
1-yr DCF upside
+38%
+83%
5-yr DCF upside
+24%
+57%
10-yr DCF upside
+7%
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
PBF
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.
PBFPBF Energy Inc.
Why now
Oil & Gas Refining & Marketing · market cap $7.3b. 17% off the 52-week high of $74.74. Revenue growing +14%, comfortably above the S&P median. 13 sell-side analysts rate this a Hold with a mean 1-yr target of $64.85 (implying +5% upside).
Moat
ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Net margin 3.9% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
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.