Critical Analysis: GasLog (GLOG) vs. Hess Midstream Partners (HESM)
GasLog (NYSE: GLOG) and Hess Midstream Partners (NYSE:HESM) are both small-cap transportation companies, but which is the better business? We will compare the two businesses based on the strength of their risk, valuation, institutional ownership, earnings, dividends, profitability and analyst recommendations.
Insider & Institutional Ownership
47.8% of GasLog shares are owned by institutional investors. Comparatively, 57.1% of Hess Midstream Partners shares are owned by institutional investors. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.
GasLog pays an annual dividend of $0.56 per share and has a dividend yield of 3.1%. Hess Midstream Partners pays an annual dividend of $1.24 per share and has a dividend yield of 6.5%. GasLog pays out 160.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.
This table compares GasLog and Hess Midstream Partners’ net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Hess Midstream Partners||28.19%||6.64%||6.15%|
This is a summary of current ratings and recommmendations for GasLog and Hess Midstream Partners, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Hess Midstream Partners||0||0||5||0||3.00|
GasLog currently has a consensus target price of $18.98, suggesting a potential upside of 5.43%. Hess Midstream Partners has a consensus target price of $28.80, suggesting a potential upside of 51.58%. Given Hess Midstream Partners’ stronger consensus rating and higher probable upside, analysts plainly believe Hess Midstream Partners is more favorable than GasLog.
Valuation and Earnings
This table compares GasLog and Hess Midstream Partners’ revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|GasLog||$466.06 million||3.11||-$21.48 million||$0.35||51.43|
|Hess Midstream Partners||$509.80 million||1.02||$206.30 million||N/A||N/A|
Hess Midstream Partners has higher revenue and earnings than GasLog.
Hess Midstream Partners beats GasLog on 10 of the 12 factors compared between the two stocks.
GasLog Company Profile
GasLog Ltd. is an international owner, operator and manager of liquefied natural gas (LNG) carriers. The Company provides support to international energy companies as part of their LNG logistics chain. The Company’s owned consolidated fleet consists of 27 LNG carriers, including 22 ships in operation and five LNG carriers on order. The Company also had four LNG carriers operating under its technical management for third parties. GasLog Partners LP, a master limited partnership formed by the Company, owned a further of approximately 10 LNG carriers. Its on the water fleet includes Methane Lydon Volney, GasLog Savannah, GasLog Savannah, GasLog Chelsea, GasLog Skagen, Solaris and GasLog Saratoga. Its new builds vessels include Hull No. 2130, Hull No. 2800 and Hull No. 2801. Its GasLog Partners Fleet includes GasLog Seattle, GasLog Shanghai, GasLog Santiago, GasLog Sydney and Methane Jane Elizabeth. Its managed fleet includes Methane Julia Louise and Methane Nile Eagle.
Hess Midstream Partners Company Profile
Hess Midstream Partners LP is a fee-based, traditional master limited partnership formed to own, operate, develop and acquire a set of midstream assets to provide services to Hess and third-party crude oil and natural gas producers. The Company’s assets are primarily located in the Bakken and Three Forks shale plays in the Williston Basin area of North Dakota (collectively referred as the Bakken). It operates its business through three segments: gathering; processing and storage; and terminaling and export. The Company’s gathering business consisted of its 20% controlling economic interest in Gathering Opco, which owns North Dakota natural gas, natural gas liquids and crude oil gathering systems. The Company’s processing and storage business consisted of its 20% controlling economic interest in the Tioga Gas Plant and its 100% interest in the Mentor Storage Terminal. The Company’s terminaling and export business consisted of its 20% controlling economic interest in Logistics Opco.
Receive News & Ratings for GasLog LP. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for GasLog LP. and related companies with MarketBeat.com's FREE daily email newsletter.