Utilities - Regulated Gas. Scored on the same transparent model behind the daily rankings.
★
OGS
ONE Gas, Inc. · Utilities - Regulated Gas
67.7Score
$72.50Oct 9 close$4.6B
1Y Target$86.17Analyst consensus · 9 analysts
5Y Target$150.71Compound horizon
10Y Target$269.34Long-dated conviction
FCF-$173mTTM · 06/26F
FCF is negative (-$173m) — cash-burning phase; acceptable only for pre-profit spec names · TTM from SEC filings (OCF − CapEx), four quarters to 06/26.
Rev+42.5%FY YoYA
Revenue +42.5% — hypergrowth, top decile · Latest fiscal year vs the prior one, from SEC filings — a trailing-twelve-month comparison couldn't be assembled from this company's filings.
D/E0.96A-
D/E 0.96 — less debt than most Utilities peers (≈25th pctile)
P/S*1.8xB+
P/S 1.8x — below the Utilities median (≈40th pctile)
PEG6.16est.D
PEG 6.16 — very expensive; pricing in best-case scenarios · PEG derived: P/E ÷ analysts' expected EPS growth for next year, because this name has no vendor-supplied PEG. When earnings are expected to dip this year, the growth used is the yearly average over this year and next, so a recovery isn't counted as growth.
* P/S replaces P/E — no positive earnings to divide by
Targets: 1-year is analyst consensus where covered, 5- and 10-year are model estimates; the DCF is a cross-check, not a target. Methodology
Quality-growth score · 67.7
Quality45.7
Growth80.4
Value84.3
Why this score
Diluting shareholders
Entry · Margin of safety
52-week rangeNear 52-week low
20% off the 12-month high
Quality signals
Gross profitability20% · C+gross profit ÷ total assets — not in the score
ROIC6.2% · C+return on invested capital — leads the quality score
Model-generatedFrom reported fundamentals, checked against the figures above · Editorial standards
Why now
Utilities - Regulated Gas · market cap $4.6b. Down 20% from 52-week high of $90.78 — deep drawdown territory. Revenue growing +43% — in hypergrowth territory. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $86.17 (implying +19% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Free cash flow is negative (-$173m) — capital raises or debt issuance likely required; dilution / leverage risk. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
Horizon
1-3 yr $86.17 (9-analyst consensus) — catalyst-driven; binary events dominate. 5 yr $150.71 — requires the platform / technology to reach commercial scale. 10 yr $269.34 — return distribution heavily skewed.
OGS vs the Top Picks average
Pillar
OGS
Book avg
Diff
Quality
46
83
-37
Growth
80
89
-9
Value
84
76
+8
Average of today's Top 30 (mean score 82.6); size and sector limits also decide the book.
Score history · OGS
Trend
+3.7 over 80 daily scores
From 64.0 (Jun 22) → 67.7 (now)
One point per daily run; read From → To for the actual range.
OGS at a glance
Same audited fundamentals as the score, unless a card says otherwise.
Analyst estimate revisions
30-day change
-0.5%
90-day change
+0.3%
Forward EPS estimate
$5.03
Over the last 90 days, what analysts expect OGS to earn is essentially unchanged. The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.
Estimates move both ways and are not part of the Bull Rankings score. Biggest movers →
Position sizing · OGS
$
%
%
Shares to buy
27
Position size
$1,958
3.9% of portfolio
Stop price
$54.38
25% below $72.50
$ at risk if stopped
$489.38
budget $500.00 · 1% of portfolio
Math only: excludes commissions, slippage and gap risk. Inputs stay in your browser.
ONE Gas, Inc. (OGS): score, valuation & FAQ
ONE Gas, Inc. (OGS) is a Utilities - Regulated Gas company that scores 67.7 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
Its strongest graded signals are Rev (A), D/E (A-) and P/S (B+), while PEG (D) and FCF (F) rate weaker.
Is OGS a good stock to buy?
Bull Rankings scores OGS 67.7 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by Rev (A), D/E (A-) and P/S (B+). A score is a quantitative screen of ONE Gas, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does OGS score 67.7 on Bull Rankings?
The score leans on value at 84.3 out of 100, with quality the weakest pillar at 45.7 — the three combine geometrically, so a weak one cannot be papered over by a strong one. OGS earns its highest marks on Rev (A), D/E (A-) and P/S (B+), and is held back by PEG (D) and FCF (F). Each signal is graded against sector-aware thresholds rather than one absolute bar, so OGS is measured against Utilities - Regulated Gas peers, not against the market as a whole.
Is OGS overvalued or undervalued?
We don't compute a reliable discounted-cash-flow value for OGS — typically because it is not yet consistently profitable or free-cash-flow positive — so its valuation rests on growth and price-to-sales rather than on earnings-based intrinsic value. Judge it on the trajectory of the business, not a single multiple.
What are the main risks of investing in OGS?
Free cash flow is negative (-$173m) — capital raises or debt issuance likely required; dilution / leverage risk. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.