GasLog Partners (NYSE: GLOP) and Golar LNG Limited (NASDAQ:GLNG) are both transportation companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, earnings, analyst recommendations, valuation, dividends, risk and profitabiliy.

Profitability

This table compares GasLog Partners and Golar LNG Limited’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
GasLog Partners 35.19% 11.77% 5.30%
Golar LNG Limited -228.55% -7.51% -3.15%

Dividends

GasLog Partners pays an annual dividend of $2.00 per share and has a dividend yield of 8.3%. Golar LNG Limited pays an annual dividend of $0.20 per share and has a dividend yield of 0.9%. GasLog Partners pays out 90.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Golar LNG Limited has raised its dividend for 2 consecutive years.

Analyst Ratings

This is a summary of recent ratings and recommmendations for GasLog Partners and Golar LNG Limited, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
GasLog Partners 0 1 6 0 2.86
Golar LNG Limited 0 2 9 0 2.82

GasLog Partners presently has a consensus target price of $25.60, indicating a potential upside of 5.79%. Golar LNG Limited has a consensus target price of $33.14, indicating a potential upside of 42.31%. Given Golar LNG Limited’s higher possible upside, analysts plainly believe Golar LNG Limited is more favorable than GasLog Partners.

Valuation and Earnings

This table compares GasLog Partners and Golar LNG Limited’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio EBITDA Earnings Per Share Price/Earnings Ratio
GasLog Partners $229.60 million 4.12 $168.28 million $2.22 10.90
Golar LNG Limited $88.81 million 25.70 -$60.92 million N/A N/A

GasLog Partners has higher revenue and earnings than Golar LNG Limited.

Risk and Volatility

GasLog Partners has a beta of 1.64, indicating that its share price is 64% more volatile than the S&P 500. Comparatively, Golar LNG Limited has a beta of 0.87, indicating that its share price is 13% less volatile than the S&P 500.

Insider & Institutional Ownership

58.8% of GasLog Partners shares are owned by institutional investors. Comparatively, 89.0% of Golar LNG Limited shares are owned by institutional investors. 0.0% of Golar LNG Limited shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

GasLog Partners beats Golar LNG Limited on 8 of the 15 factors compared between the two stocks.

GasLog Partners Company Profile

GasLog Partners LP is a limited partnership company. The Company focuses on owning, operating and acquiring liquefied natural gas (LNG) carriers under multi-year charters. The Company’s fleet consists of 9 LNG carriers with an average carrying capacity of approximately 149,500 cubic meters (cbm), each of which has a multi-year time charter. The Company’s fleet includes GasLog Seattle, GasLog Shanghai, GasLog Santiago, GasLog Sydney, Methane Rita Andrea, Methane Jane Elizabeth, Methane Alison Victoria, Methane Shirley Elisabeth and Methane Heather Sally. The GasLog Seattle is a tri-fuel diesel electric LNG carrier. Each of the GasLog Seattle, GasLog Shanghai, GasLog Santiago and GasLog Sydney vessels has a cargo capacity of approximately 155,000 cbm. Each of the Methane Rita Andrea, Methane Heather Sally, Methane Shirley Elisabeth, Methane Alison Victoria and Methane Jane Elizabeth vessels has a cargo capacity of approximately 145,000 cbm.

Golar LNG Limited Company Profile

Golar LNG Limited is a midstream liquefied natural gas (LNG) company engaged primarily in the transportation, regasification, liquefaction and trading of LNG. The Company is engaged in the acquisition, ownership, operation and chartering of LNG carriers and Floating Storage Regasification Unit (FSRUs) through its subsidiaries and affiliates, and the development of LNG projects, such as floating LNGs (FLNGs). The Company’s segments include Vessel operations, LNG trading and FLNG. Under the Vessel operations segment, the Company operates and charters out LNG carriers and FSRUs on fixed terms to customers. Through the LNG trading segment, the Company provides physical and financial risk management in LNG and gas markets for customers around the world. The FLNG segment includes the costs associated with the conversion of its LNG carrier, the Hilli, to a FLNG. The Company, along with its affiliate, Golar LNG Partners LP, has a combined fleet of approximately 30 vessels.

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