COMPARE · Data as of August 27, 2026
INSW vs OKE
Verdict: Side-by-side breakdown using the Bull Rankings model. INSW scored 69.4, OKE scored 49.2 — INSW leads.
Compare another set
INSW
International Seaways, Inc.
69.4
$99.26 · $4.9B
fundamentals as of
Score gap
20.2
INSW leads
OKE
ONEOK, Inc.
49.2
$94.72 · $59.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestINSW6.3x
- Fastest growthINSW+57.4%
- Strongest balance sheetINSW0.29
- Highest qualityINSW93 / 100
- Largest discount to fair valueINSW-17%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
INSW
stronger →← stronger
OKE
93
Qualityreturns · margins · balance sheet
66
50
Growthrevenue & earnings expansion
50
72
Valuevaluation vs sector peers
36
INSW is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
INSW
OKE
$484mC
FCF
$2.8bB
+57.4%A
Rev
+40.8%A
0.29A-
D/E
1.43C
6.3xA
P/E
16.4xB
—
PEG
1.97C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
INSW
OKE
17% below
Price vs fair valuelower is cheaper
5% above
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~6%/yr
+34%
1-yr DCF upside
-8%
+20%
5-yr DCF upside
-4%
+4%
10-yr DCF upside
+1%
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
OKE
Why this score
- Cyclical growth
The companies
INSWInternational Seaways, Inc.
Why now
Oil & Gas Midstream · market cap $4.9b. 3% off the 52-week high of $102.36. Revenue growing +57% — in hypergrowth territory. 6 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $100.00 (implying +1% upside).
Moat
Net margin 62% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 34% — 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 $59.7b. 3% off the 52-week high of $97.90. Revenue growing +41% — in hypergrowth territory. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $96.62 (implying +2% 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. $59.7b 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 4.5% 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.
Where INSW and OKE diverge
On the headline score the gap is 20.2 points in favor of INSW. The widest single difference is Value, where INSW leads by 35.8 points.
- ValueINSW 71.8 · OKE 36.0INSW +35.8
- QualityINSW 93.2 · OKE 66.3INSW +26.9
- GrowthINSW 50.0 · OKE 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.