Critical Analysis: Golar LNG Partners (GMLP) versus Cheniere Energy Partners LP Holdings (CQH)
Golar LNG Partners (NASDAQ: GMLP) and Cheniere Energy Partners LP Holdings (NYSE:CQH) are both oils/energy companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, risk, analyst recommendations, profitability, dividends, earnings and valuation.
Valuation and Earnings
This table compares Golar LNG Partners and Cheniere Energy Partners LP Holdings’ top-line revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|Golar LNG Partners||$466.14 million||3.32||$388.08 million||$2.81||7.79|
|Cheniere Energy Partners LP Holdings||$20.34 million||279.09||N/A||N/A||N/A|
Golar LNG Partners has higher revenue and earnings than Cheniere Energy Partners LP Holdings.
This table compares Golar LNG Partners and Cheniere Energy Partners LP Holdings’ net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Golar LNG Partners||43.94%||31.69%||9.02%|
|Cheniere Energy Partners LP Holdings||88.04%||16,861.22%||3,028.20%|
This is a breakdown of current recommendations and price targets for Golar LNG Partners and Cheniere Energy Partners LP Holdings, as provided by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Golar LNG Partners||0||3||1||0||2.25|
|Cheniere Energy Partners LP Holdings||0||3||0||0||2.00|
Golar LNG Partners presently has a consensus price target of $23.25, indicating a potential upside of 6.16%. Cheniere Energy Partners LP Holdings has a consensus price target of $27.50, indicating a potential upside of 12.24%. Given Cheniere Energy Partners LP Holdings’ higher possible upside, analysts clearly believe Cheniere Energy Partners LP Holdings is more favorable than Golar LNG Partners.
Insider & Institutional Ownership
74.0% of Golar LNG Partners shares are owned by institutional investors. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.
Golar LNG Partners pays an annual dividend of $2.31 per share and has a dividend yield of 10.5%. Cheniere Energy Partners LP Holdings does not pay a dividend. Golar LNG Partners pays out 82.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.
Cheniere Energy Partners LP Holdings beats Golar LNG Partners on 7 of the 12 factors compared between the two stocks.
Golar LNG Partners Company Profile
Golar LNG Partners LP owns and operates floating storage regasification units (FSRUs) and liquefied natural gas (LNG) carriers under long-term time charters. The Company operates through the LNG market segment. The Company’s fleet consists of approximately six FSRUs and over four LNG carriers. The Company’s FSRU vessels include Golar Spirit, Golar Winter, Golar Freeze, NR Satu, Golar Igloo and Golar Eskimo. Its FSRU vessels have a total capacity of approximately 846,000 cubic meters. The Company’s LNG carriers include Golar Mazo, Methane Princess, Golar Grand and Golar Maria. Its LNG carriers have a total capacity of over 564,400 cubic meters.
Cheniere Energy Partners LP Holdings Company Profile
Cheniere Energy Partners LP Holdings, LLC (Cheniere Holdings) is a limited liability company. The Company’s business consists of owning and holding Cheniere Energy Patners, L.P. (Cheniere Partners) limited partner common units, Class B units and subordinated units (collectively, the Cheniere Partners units), along with cash or other property that it receives as distributions in respect of such units. Cheniere Partners is developing, constructing and operating natural gas liquefaction facilities at the Sabine Pass LNG terminal located in Cameron Parish, Louisiana, on the Sabine-Neches Waterway less than four miles from the Gulf Coast adjacent to the existing regasification facilities through its subsidiary, Sabine Pass Liquefaction, LLC (SPL). Cheniere Partners owns and operates the liquefied natural gas (LNG) regasification facilities at the Sabine Pass LNG terminal through its subsidiary, Sabine Pass LNG, L.P. (SPLNG).
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