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U.S. Oil and Gas Storage and Transportation Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies63
  • 7D-3.1%
  • 3M20.6%
  • 1Y28.5%
  • YTDn/a

Over the last 7 days, the Oil and Gas Storage and Transportation industry has dropped 3.1%, driven by declines in ONEOK and Cheniere Energy of 6.0% and 5.3%, respectively. In contrast, Frontline has gained 8.8%. This takes the industry's 12 month performance to a gain of 29%. Earnings are forecast to grow by 7.2% annually.

Industry Valuation and Performance

Has the U.S. Oil and Gas Storage and Transportation Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$659.1bUS$387.5bUS$34.9b14.2x18.9x1.7x
Tue, 03 Mar 2026US$646.7bUS$386.9bUS$35.0b14.2x18.5x1.7x
Thu, 29 Jan 2026US$582.1bUS$384.8bUS$33.2b13.3x17.6x1.5x
Sat, 27 Dec 2025US$542.4bUS$384.3bUS$32.8b12.2x16.5x1.4x
Mon, 24 Nov 2025US$543.2bUS$384.3bUS$32.8b13x16.6x1.4x
Wed, 22 Oct 2025US$536.5bUS$382.8bUS$31.7b12.9x16.9x1.4x
Fri, 19 Sep 2025US$553.0bUS$382.9bUS$31.6b13.7x17.5x1.4x
Sun, 17 Aug 2025US$540.9bUS$383.0bUS$32.0b13.2x16.9x1.4x
Tue, 15 Jul 2025US$557.2bUS$385.3bUS$31.6b16.2x17.7x1.4x
Thu, 12 Jun 2025US$554.5bUS$385.0bUS$31.6b15x17.6x1.4x
Sat, 10 May 2025US$543.6bUS$388.1bUS$31.9b13x17x1.4x
Mon, 07 Apr 2025US$513.2bUS$381.1bUS$32.4b12.1x15.8x1.3x
Wed, 05 Mar 2025US$578.1bUS$381.2bUS$32.4b12.7x17.8x1.5x
Fri, 31 Jan 2025US$595.0bUS$388.5bUS$34.7b15.2x17.1x1.5x
Sun, 29 Dec 2024US$559.7bUS$388.4bUS$34.6b12.8x16.2x1.4x
Tue, 26 Nov 2024US$584.9bUS$388.3bUS$34.7b13.2x16.9x1.5x
Thu, 24 Oct 2024US$523.5bUS$385.0bUS$35.0b11.2x15x1.4x
Sat, 21 Sep 2024US$502.5bUS$385.1bUS$34.9b11.8x14.4x1.3x
Mon, 19 Aug 2024US$493.0bUS$385.0bUS$34.9b11.9x14.1x1.3x
Wed, 17 Jul 2024US$497.5bUS$377.4bUS$34.9b12.4x14.3x1.3x
Fri, 14 Jun 2024US$472.6bUS$377.9bUS$35.2b12.4x13.4x1.3x
Sun, 12 May 2024US$468.7bUS$378.3bUS$35.1b12.5x13.3x1.2x
Tue, 09 Apr 2024US$472.6bUS$377.7bUS$39.9b11.7x11.8x1.3x
Thu, 07 Mar 2024US$447.8bUS$377.7bUS$40.3b11.2x11.1x1.2x
Sat, 03 Feb 2024US$452.4bUS$408.5bUS$45.0b10.9x10x1.1x
Mon, 01 Jan 2024US$453.7bUS$407.7bUS$44.5b11x10.2x1.1x
Wed, 29 Nov 2023US$455.8bUS$407.7bUS$44.6b11.1x10.2x1.1x
Fri, 27 Oct 2023US$440.6bUS$429.4bUS$41.0b11x10.7x1x
Sun, 24 Sep 2023US$426.8bUS$430.6bUS$41.0b11.2x10.4x1x
Tue, 22 Aug 2023US$424.8bUS$430.4bUS$40.9b10.8x10.4x1x
Thu, 20 Jul 2023US$417.7bUS$467.8bUS$40.2b10.6x10.4x0.9x
Sat, 17 Jun 2023US$402.1bUS$467.8bUS$40.2b10.3x10x0.9x
Mon, 15 May 2023US$393.5bUS$467.3bUS$40.5b9.1x9.7x0.8x
Wed, 12 Apr 2023US$371.9bUS$446.4bUS$30.1b10.8x12.3x0.8x
Price to Earnings Ratio

12.3x


Total Market Cap: US$371.9bTotal Earnings: US$30.1bTotal Revenue: US$446.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Oil and Gas Storage and Transportation Industry Price to Earnings3Y Average 14.3x202420252026
Current Industry PE
  • Investors are optimistic on the American Oil and Gas Storage and Transportation industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 18.9x which is higher than its 3-year average PE of 14.3x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Oil and Gas Storage and Transportation industry have grown 5.0% per year over the last three years.
  • Meanwhile revenues for these companies have declined 4.6% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Comparison

How does U.S. Oil and Gas Storage and Transportation compare with similar industries?

US Market3.46%
Energy-5.02%
Oil and Gas-5.08%
Oil and Gas Storage and Transportation-3.07%
Coal and Fuels-3.51%
Oil and Gas Refining and Marketing-4.78%
Integrated Oil and Gas-5.80%
Oil and Gas Exploration and Production-5.96%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
FRO FrontlineUS$36.608.8%
+US$656.7m		185.3%PE21.5x
INSW International SeawaysUS$75.385.9%
+US$208.6m		162.1%PE12.1x
TNK Teekay TankersUS$76.996.3%
+US$157.3m		123.4%PE7.6x
NAT Nordic American TankersUS$6.158.7%
+US$103.8m		178.3%PE106.1x
DHT DHT HoldingsUS$18.663.1%
+US$90.2m		97.5%PE14.2x

Latest News

FRO
US$36.60
Frontline
7D
8.8%
1Y
185.3%

FRO: Winter Strength And Fleet Renewal Will Support Future Earnings Quality

Analysts have raised their fair value estimate for Frontline from $31.00 to $46.00, referencing updated assumptions around discount rates, revenue trends, profit margins, and future P/E that they see reflected in recent price target increases and rating changes on the stock. Analyst Commentary Recent Street research points to a more constructive view on Frontline, with bullish analysts adjusting both ratings and targets in a way that lines up with the higher fair value estimate.
AM
US$22.75
Antero Midstream
7D
-1.9%
1Y
39.3%

AM: Share Buybacks And Stable Margins Will Support Future Fair Value

Analysts now see Antero Midstream's fair value at about $22.29 per share, up from roughly $21.57. This reflects updated views on its discount rate, revenue growth, profit margin and future P/E assumptions.
KMI
US$32.97
Kinder Morgan
7D
-3.1%
1Y
30.4%
OKE
US$88.30
ONEOK
7D
-6.0%
1Y
9.2%
INSW
US$75.38
International Seaways
7D
5.9%
1Y
162.1%

INSW: Dividends And Cost Efficiency Will Shape Balanced Debt And Cash Return Outlook

Analysts have raised the implied fair value for International Seaways from $61.40 to $75.20. This change reflects higher Street price targets in the $80 to $90 range as they incorporate resilient spot rates, lower cash costs, and ongoing balance sheet improvement following fleet renewal investments.
HESM
US$38.81
Hess Midstream
7D
-2.5%
1Y
4.4%

Hess Midstream: Iran Conflict Reduces Bakken Production Fears

Apr 02
TNK
US$76.99
Teekay Tankers
7D
6.3%
1Y
123.4%

TNK: Fair Value View Balances Peak Rate Risks And Governance Concerns

Analyst price targets for Teekay Tankers have recently shifted higher into a $69 to $84 range, as analysts factor in updated views on tanker rates, parent company risks, orderbook trends, and the potential impact of any sanctions unwind. Analyst Commentary Recent Street research on Teekay Tankers has moved price targets into a $69 to $84 band, but the tone is not uniformly positive.
NVGS
US$19.92
Navigator Holdings
7D
5.3%
1Y
82.4%

NVGS: Q4 Beat And Positive Outlook Will Support Higher Price Potential

Analysts have lifted their price target on Navigator Holdings to $25 from $24, citing a recent Q4 beat and a more positive outlook from the company as support for the change. Analyst Commentary Bullish Takeaways Bullish analysts view the move to a US$25 price target as a signal that recent execution, including the Q4 beat, supports a higher valuation range than previously assumed.
LNG
US$281.16
Cheniere Energy
7D
-5.3%
1Y
42.5%

Cheniere Energy: The "Corpus Christi Stage 3" Expansion and the $10 Billion Buyback Inflection

Cheniere Energy, Inc. (LNG) is currently solidifying its position as the undisputed "King of U.S. LNG Exports," transitioning from a high-growth infrastructure builder into a massive cash-flow-generating machine.
TRGP
US$244.39
Targa Resources
7D
-2.3%
1Y
51.6%
DHT
US$18.66
DHT Holdings
7D
3.1%
1Y
97.5%

DHT: Winter Tanker Setup Will Reflect Newbuild Deliveries And Balanced Rating Shift

Analysts have adjusted their price targets on DHT Holdings, with one firm lifting its target by $2 and another moving its rating to Hold. This reflects a more balanced view of potential upside as updated assumptions for fair value, discount rate, revenue trends, profit margin and future P/E are incorporated.
WMB
US$72.00
Williams Companies
7D
-2.1%
1Y
31.9%

WMB: Future Gas Infrastructure Investments Will Support Long Term EBITDA Visibility

Analysts have raised the Williams Companies fair value estimate to $90.00 from $89.00, citing a series of upward price target revisions and more constructive views on revenue growth, profit margins, and future P/E support across recent research updates. Analyst Commentary Recent research updates on Williams Companies have leaned constructive, with several bullish analysts lifting price targets and, in one case, adding the stock to a high-conviction idea list.
DTM
US$134.06
DT Midstream
7D
-1.0%
1Y
53.7%

DTM: US$3.4b Gas Backlog And Dividend Increases Will Shape Fair Outlook

The analyst price target for DT Midstream has increased by about $2 after analysts refreshed their models following the company's Q4 results, updated earnings, updated commodity price assumptions, and a larger long-term project backlog. Analyst Commentary Recent research updates show a mix of optimism on DT Midstream's growth outlook and some caution tied to valuation and longer term assumptions.
TEN
US$40.19
Tsakos Energy Navigation
7D
5.4%
1Y
191.0%

TEN: Higher Profit Margin Outlook Will Support Future Upside Potential

Analysts have raised their price target on Tsakos Energy Navigation from $41 to $46, citing updated assumptions for revenue trends, profit margin and future P/E that they believe are more closely aligned with the company’s current outlook. What's in the News On March 3, 2026, Co Chief Financial Officer Paul Durham stepped down from his role at Tsakos Energy Navigation and will continue with the company in an advisory capacity (Key Developments).
TK
US$12.73
Teekay
7D
6.1%
1Y
117.6%
NAT
US$6.15
Nordic American Tankers
7D
8.7%
1Y
178.3%