Antero Midstream GP (AMGP) versus National Oilwell Varco (NOV) Critical Analysis
Antero Midstream GP (NASDAQ: AMGP) and National Oilwell Varco (NYSE:NOV) are both mid-cap energy companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, analyst recommendations, valuation, profitabiliy, institutional ownership, risk and earnings.
This table compares Antero Midstream GP and National Oilwell Varco’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Antero Midstream GP||N/A||-106.21%||-57.58%|
|National Oilwell Varco||-35.50%||-2.44%||-1.64%|
Valuation & Earnings
This table compares Antero Midstream GP and National Oilwell Varco’s gross revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|Antero Midstream GP||$26.65 million||146.84||N/A||N/A||N/A|
|National Oilwell Varco||$6.80 billion||1.85||-$644.00 million||($6.42)||-5.17|
Antero Midstream GP has higher revenue, but lower earnings than National Oilwell Varco.
This is a breakdown of current ratings for Antero Midstream GP and National Oilwell Varco, as provided by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Antero Midstream GP||0||4||10||1||2.80|
|National Oilwell Varco||2||16||5||0||2.13|
Antero Midstream GP presently has a consensus target price of $26.80, indicating a potential upside of 27.50%. National Oilwell Varco has a consensus target price of $38.78, indicating a potential upside of 16.87%. Given Antero Midstream GP’s stronger consensus rating and higher probable upside, equities analysts clearly believe Antero Midstream GP is more favorable than National Oilwell Varco.
Insider and Institutional Ownership
91.4% of National Oilwell Varco shares are owned by institutional investors. 0.6% of National Oilwell Varco shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.
National Oilwell Varco pays an annual dividend of $0.20 per share and has a dividend yield of 0.6%. Antero Midstream GP does not pay a dividend. National Oilwell Varco pays out -3.1% of its earnings in the form of a dividend.
National Oilwell Varco beats Antero Midstream GP on 7 of the 13 factors compared between the two stocks.
Antero Midstream GP Company Profile
Antero Midstream GP LP, formerly Antero Resources Midstream Management LLC, owns, operates and develops midstream energy infrastructure. The Company’s segments include gathering and processing and water handling and treatment. The gathering and processing segment consist of long-term, fee-based activities including low-pressure gathering, compression, high-pressure gathering, processing, fractionation, and condensate gathering. The Company’s water handling and treatment segment consists of long-term fee based activities including fresh water delivery used in completion activity, and water handling services. The Company’s assets are located both in the southwestern core of the Marcellus Shale in northwest West Virginia and in the core of the Utica Shale in southern Ohio.
National Oilwell Varco Company Profile
National Oilwell Varco, Inc. is an oilfield equipment manufacturer and technology provider. The Company operates through four segments: Rig Systems, Rig Aftermarket, Wellbore Technologies and Completion & Production Solutions. The Rig Systems segment makes and supports the capital equipment and integrated systems needed to drill oil and gas wells on land and offshore. The Rig Systems segment designs, manufactures and sells land rigs, offshore drilling equipment packages, and drilling rig components. The Rig Aftermarket segment provides aftermarket products and services to support a large installed base of land and offshore rigs, and drilling rig components manufactured by the Company’s Rig Systems segment. The Wellbore Technologies segment designs, manufactures, rents and sells a range of equipment and technologies used to perform drilling operations. The Completion & Production Solutions segment integrates technologies for well completions and oil and gas production.
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