COMPARE · Data as of August 27, 2026
INSW vs PBA
Verdict: Side-by-side breakdown using the Bull Rankings model. INSW scored 69.4, PBA scored 45.6 — INSW leads.
Compare another set
Different reporting periods. INSW's fundamentals are as of June 2026, but PBA's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
INSW
International Seaways, Inc.
69.4
$99.26 · $4.9B
fundamentals as of
Score gap
23.8
INSW leads
PBA
Pembina Pipeline Corporation
45.6
$51.29 · $29.8B
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
The model, pillar by pillar (0–100 each)
INSW
stronger →← stronger
PBA
93
Qualityreturns · margins · balance sheet
68
50
Growthrevenue & earnings expansion
50
72
Valuevaluation vs sector peers
32
INSW is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
INSW
PBA
$484mC
FCF
$1.4bC+
+57.4%A
Rev
+5.3%C+
0.29A-
D/E
0.82C+
6.3xA
P/E
27.4xC+
—
PEG
2.74C
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
PBA
17% below
Price vs fair valuelower is cheaper
12% above
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~5%/yr
+34%
1-yr DCF upside
-9%
+20%
5-yr DCF upside
-10%
+4%
10-yr DCF upside
-12%
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
PBA
Why this score
- Cyclical growth
- Foreign reporter (CAD)
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.
PBAPembina Pipeline Corporation
Why now
Oil & Gas Midstream · market cap $29.8b. Trading near 52-week high of $51.56 — momentum setup, limited technical margin of safety.
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 129% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Dividend payout 107% of earnings on a 4.0% 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 PBA diverge
On the headline score the gap is 23.8 points in favor of INSW. The widest single difference is Value, where INSW leads by 39.5 points.
- ValueINSW 71.8 · PBA 32.3INSW +39.5
- QualityINSW 93.2 · PBA 68.4INSW +24.8
- GrowthINSW 50.0 · PBA 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.