Head to Head Survey: Dynagas LNG Partners (DLNG) vs. GasLog Partners (GLOP)
Dynagas LNG Partners (NYSE: DLNG) and GasLog Partners (NYSE:GLOP) are both small-cap transportation companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, institutional ownership, earnings, risk, valuation, dividends and analyst recommendations.
Dynagas LNG Partners pays an annual dividend of $1.69 per share and has a dividend yield of 11.7%. GasLog Partners pays an annual dividend of $2.04 per share and has a dividend yield of 8.8%. Dynagas LNG Partners pays out 107.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. GasLog Partners pays out 94.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Dynagas LNG Partners has increased its dividend for 2 consecutive years. Dynagas LNG Partners is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
This table compares Dynagas LNG Partners and GasLog Partners’ net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Dynagas LNG Partners||37.68%||23.74%||6.28%|
Valuation & Earnings
This table compares Dynagas LNG Partners and GasLog Partners’ gross revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|Dynagas LNG Partners||$166.20 million||3.08||$128.29 million||$1.58||9.11|
|GasLog Partners||$238.21 million||3.75||$174.92 million||$2.15||10.74|
GasLog Partners has higher revenue and earnings than Dynagas LNG Partners. Dynagas LNG Partners is trading at a lower price-to-earnings ratio than GasLog Partners, indicating that it is currently the more affordable of the two stocks.
This is a breakdown of current recommendations and price targets for Dynagas LNG Partners and GasLog Partners, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Dynagas LNG Partners||0||3||3||0||2.50|
Dynagas LNG Partners currently has a consensus price target of $16.25, indicating a potential upside of 12.85%. GasLog Partners has a consensus price target of $26.00, indicating a potential upside of 12.55%. Given Dynagas LNG Partners’ higher possible upside, equities research analysts plainly believe Dynagas LNG Partners is more favorable than GasLog Partners.
Insider and Institutional Ownership
21.7% of Dynagas LNG Partners shares are held by institutional investors. Comparatively, 58.4% of GasLog Partners shares are held 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.
Risk & Volatility
Dynagas LNG Partners has a beta of 1.1, suggesting that its share price is 10% more volatile than the S&P 500. Comparatively, GasLog Partners has a beta of 1.66, suggesting that its share price is 66% more volatile than the S&P 500.
GasLog Partners beats Dynagas LNG Partners on 10 of the 16 factors compared between the two stocks.
Dynagas LNG Partners Company Profile
Dynagas LNG Partners LP is a limited partnership, which focuses on owning and operating liquid natural gas (LNG) carriers. The Company’s vessels are employed on multi-year time charters with international energy companies. As of December 31, 2016, the Company owned and operated a fleet of six LNG carriers, consisting of the three LNG carriers in its Initial Fleet, the Clean Energy, the Ob River and the Amur River, and three 2013-built Ice Class LNG carriers that the Company acquired from its Sponsor the Arctic Aurora, the Yenisei River, and the Lena River (collectively referred as its Fleet). The vessels in its Fleet have an average age of 6.6 years and are contracted under multi-year charters with Shell, Gazprom, Statoil and Yamal with an average remaining charter term, as of March 17, 2017, of approximately 10.6 years, including the charter agreements relating to the Yenisei River and the Lena River with Yamal. The Company’s Fleet is managed by its manager, Dynagas Ltd.
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.
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