COMPARE · Reviewed July 2, 2026
LPG vs RRC
Verdict: Side-by-side breakdown using the Bull Rankings model. LPG scored 64.2, RRC scored 66.9 — RRC ahead by 2.700000000000003.
LPG
Dorian LPG Ltd.
64.2
$36.01
Score gap
2.700000000000003
RRC leads
RRC
Range Resources Corporation
66.9
$37.81
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.
RRCRange Resources Corporation
Why now
Oil & Gas E&P · market cap $8.9b. Down 22% from 52-week high of $48.31 — deep drawdown territory. Revenue growing +27% — in hypergrowth territory. 22 sell-side analysts rate this a Hold with a mean 1-yr target of $46.68 (implying +23% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 162% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Hedge-book exposure — many commodity producers hedge forward production; if the hedge book is concentrated at prices well below spot, the upside the market expects is already locked away.
Base grades (each contributes ~14.3% of base composite)
| LPG | Component | RRC |
|---|---|---|
| C65 | FCF | C+70 |
| A95 | Rev | A-90 |
| B80 | D/E | A-90 |
| A-90 | P/E or P/S | A-90 |
| A95 | PEG | B+85 |
| Supplemental signals · feed the score, not on the row card | ||
| A95 | FCF Yield | A95 |
| B+85 | ROE | B+85 |
| 87.2 | Base composite | 87.4 |
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
RRC
compounder synergy (FCF yield ≥5% + ROE ≥15% + D/E <1)+4
hypergrowth premium (rev +27%)+2
analyst consensus weak (26% buy)-2
insider cluster buying (net +8.6%, 22 txns)+2
DCF cross-check (avg upside 171%)+2
Total+8
DCF cross-check (per-share value vs. live price)
| LPG upside | Horizon | RRC upside |
|---|---|---|
| +128% | 1Y | +152% |
| +105% | 5Y | +168% |
| +75% | 10Y | +193% |
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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