Oil & Gas Midstream
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Side-by-side financial analysisStock Comparison
SOBO vs WMB vs JPM
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Midstream
Banks - Diversified
SOBO vs WMB vs JPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||
|---|---|---|---|
| Industry | Oil & Gas Midstream | Oil & Gas Midstream | Banks - Diversified |
| Market Cap | $7.48B | $89.43B | $908.57B |
| Revenue (TTM) | $1.62B | $11.92B | $280.33B |
| Net Income (TTM) | $397M | $2.84B | $57.05B |
| Gross Margin | 37.9% | 62.8% | 60.0% |
| Operating Margin | 26.6% | 38.8% | 25.9% |
| Forward P/E | 20.4x | 30.9x | 14.6x |
| Total Debt | $5.78B | $29.36B | $942.38B |
| Cash & Equiv. | $574M | $63M | $343.34B |
SOBO vs WMB vs JPM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Oct 24 | Jun 26 | Return |
|---|---|---|---|
| South Bow Corporati… (SOBO) | 100 | 143.7 | +43.7% |
| The Williams Compan… (WMB) | 100 | 139.6 | +39.6% |
| JPMorgan Chase & Co. (JPM) | 100 | 146.5 | +46.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SOBO vs WMB vs JPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SOBO carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 2 yrs, beta 0.01, yield 5.7%
- Lower volatility, beta 0.01, current ratio 1.50x
- Beta 0.01, yield 5.7%, current ratio 1.50x
WMB is the clearest fit if your priority is growth exposure and valuation efficiency.
- Rev growth 13.8%, EPS growth 17.6%, 3Y rev CAGR 2.9%
- PEG 0.47 vs JPM's 0.83
- 13.8% revenue growth vs SOBO's -24.0%
JPM is the clearest fit if your priority is long-term compounding.
- 481.2% 10Y total return vs WMB's 300.0%
- Lower P/E (14.6x vs 20.4x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 13.8% revenue growth vs SOBO's -24.0% | |
| Value | Lower P/E (14.6x vs 20.4x) | |
| Quality / Margins | 24.5% margin vs JPM's 20.4% | |
| Stability / Safety | Beta 0.01 vs JPM's 0.87, lower leverage | |
| Dividends | 5.7% yield, 2-year raise streak, vs JPM's 1.8% | |
| Momentum (1Y) | +45.0% vs JPM's +20.9% | |
| Efficiency (ROA) | 4.9% ROA vs JPM's 1.3%, ROIC 7.7% vs 4.5% |
SOBO vs WMB vs JPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
SOBO vs WMB vs JPM — Financial Metrics
Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
WMB leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
JPM is the larger business by revenue, generating $280.3B annually — 172.6x SOBO's $1.6B. Profitability is closely matched — net margins range from 24.5% (SOBO) to 20.4% (JPM). On growth, WMB holds the edge at -0.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||
|---|---|---|---|
| RevenueTrailing 12 months | $1.6B | $11.9B | $280.3B |
| EBITDAEarnings before interest/tax | $662M | $6.8B | $81.4B |
| Net IncomeAfter-tax profit | $397M | $2.8B | $57.0B |
| Free Cash FlowCash after capex | $609M | $722M | $100.9B |
| Gross MarginGross profit ÷ Revenue | +37.9% | +62.8% | +60.0% |
| Operating MarginEBIT ÷ Revenue | +26.6% | +38.8% | +25.9% |
| Net MarginNet income ÷ Revenue | +24.5% | +23.8% | +20.4% |
| FCF MarginFCF ÷ Revenue | +37.5% | +6.1% | +36.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | -16.2% | -0.6% | — |
| EPS Growth (YoY)Latest quarter vs prior year | -14.3% | +24.6% | +16.0% |
Valuation Metrics
JPM leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 16.2x trailing earnings, JPM trades at a 53% valuation discount to WMB's 34.2x P/E. Adjusting for growth (PEG ratio), WMB offers better value at 0.52x vs JPM's 0.92x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||
|---|---|---|---|
| Market CapShares × price | $7.5B | $89.4B | $908.6B |
| Enterprise ValueMkt cap + debt − cash | $12.7B | $118.7B | $1.51T |
| Trailing P/EPrice ÷ TTM EPS | 17.00x | 34.17x | 16.22x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.43x | 30.92x | 14.60x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.52x | 0.92x |
| EV / EBITDAEnterprise value multiple | 22.31x | 17.59x | 18.52x |
| Price / SalesMarket cap ÷ Revenue | 4.64x | 7.48x | 3.25x |
| Price / BookPrice ÷ Book value/share | 2.77x | 5.95x | 2.51x |
| Price / FCFMarket cap ÷ FCF | 13.64x | 88.98x | 9.01x |
Profitability & Efficiency
WMB leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
WMB delivers a 19.0% return on equity — every $100 of shareholder capital generates $19 in annual profit, vs $16 for JPM. WMB carries lower financial leverage with a 1.96x debt-to-equity ratio, signaling a more conservative balance sheet compared to JPM's 2.60x. On the Piotroski fundamental quality scale (0–9), WMB scores 7/9 vs JPM's 5/9, reflecting strong financial health.
| Metric | |||
|---|---|---|---|
| ROE (TTM)Return on equity | +16.1% | +19.0% | +15.9% |
| ROA (TTM)Return on assets | +3.8% | +4.9% | +1.3% |
| ROICReturn on invested capital | +3.0% | +7.7% | +4.5% |
| ROCEReturn on capital employed | +3.3% | +8.7% | +8.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 | 5 |
| Debt / EquityFinancial leverage | 2.14x | 1.96x | 2.60x |
| Net DebtTotal debt minus cash | $5.2B | $29.3B | $599.0B |
| Cash & Equiv.Liquid assets | $574M | $63M | $343.3B |
| Total DebtShort + long-term debt | $5.8B | $29.4B | $942.4B |
| Interest CoverageEBIT ÷ Interest expense | 1.78x | 3.37x | 0.74x |
Total Returns (Dividends Reinvested)
WMB leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WMB five years ago would be worth $31,612 today (with dividends reinvested), compared to $17,438 for SOBO. Over the past 12 months, SOBO leads with a +45.0% total return vs JPM's +20.9%. The 3-year compound annual growth rate (CAGR) favors WMB at 37.1% vs SOBO's 20.4% — a key indicator of consistent wealth creation.
| Metric | |||
|---|---|---|---|
| YTD ReturnYear-to-date | +30.4% | +21.9% | +0.8% |
| 1-Year ReturnPast 12 months | +45.0% | +27.1% | +20.9% |
| 3-Year ReturnCumulative with dividends | +74.4% | +157.7% | +138.8% |
| 5-Year ReturnCumulative with dividends | +74.4% | +216.1% | +135.5% |
| 10-Year ReturnCumulative with dividends | +74.4% | +300.0% | +481.2% |
| CAGR (3Y)Annualised 3-year return | +20.4% | +37.1% | +33.7% |
Risk & Volatility
Evenly matched — SOBO and JPM each lead in 1 of 2 comparable metrics.
Risk & Volatility
SOBO is the less volatile stock with a 0.01 beta — it tends to amplify market swings less than JPM's 0.87 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JPM currently trades 96.2% from its 52-week high vs WMB's 91.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||
|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.01x | 0.09x | 0.87x |
| 52-Week HighHighest price in past year | $38.45 | $80.08 | $338.09 |
| 52-Week LowLowest price in past year | $25.02 | $55.82 | $269.72 |
| % of 52W HighCurrent price vs 52-week peak | +93.3% | +91.3% | +96.2% |
| RSI (14)Momentum oscillator 0–100 | 46.7 | 41.6 | 72.1 |
| Avg Volume (50D)Average daily shares traded | 763K | 5.6M | 7.4M |
Analyst Outlook
Evenly matched — SOBO and JPM each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: SOBO as "Hold", WMB as "Buy", JPM as "Buy". Consensus price targets imply 14.5% upside for WMB (target: $84) vs -11.3% for SOBO (target: $32). For income investors, SOBO offers the higher dividend yield at 5.65% vs JPM's 1.83%.
| Metric | |||
|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy |
| Price TargetConsensus 12-month target | $31.80 | $83.75 | $339.75 |
| # AnalystsCovering analysts | 6 | 34 | 61 |
| Dividend YieldAnnual dividend ÷ price | +5.7% | +2.7% | +1.8% |
| Dividend StreakConsecutive years of raises | 2 | 8 | 15 |
| Dividend / ShareAnnual DPS | $2.03 | $2.00 | $5.95 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | +3.8% |
WMB leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). JPM leads in 1 (Valuation Metrics). 2 tied.
SOBO vs WMB vs JPM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SOBO or WMB or JPM a better buy right now?
For growth investors, The Williams Companies, Inc.
(WMB) is the stronger pick with 13. 8% revenue growth year-over-year, versus -24. 0% for South Bow Corporation (SOBO). JPMorgan Chase & Co. (JPM) offers the better valuation at 16. 2x trailing P/E (14. 6x forward), making it the more compelling value choice. Analysts rate The Williams Companies, Inc. (WMB) a "Buy" — based on 34 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — SOBO or WMB or JPM?
On trailing P/E, JPMorgan Chase & Co.
(JPM) is the cheapest at 16. 2x versus The Williams Companies, Inc. at 34. 2x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 14. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: The Williams Companies, Inc. wins at 0. 47x versus JPMorgan Chase & Co. 's 0. 83x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — SOBO or WMB or JPM?
Over the past 5 years, The Williams Companies, Inc.
(WMB) delivered a total return of +216. 1%, compared to +74. 4% for South Bow Corporation (SOBO). Over 10 years, the gap is even starker: JPM returned +481. 2% versus SOBO's +74. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SOBO or WMB or JPM?
By beta (market sensitivity over 5 years), South Bow Corporation (SOBO) is the lower-risk stock at 0.
01β versus JPMorgan Chase & Co. 's 0. 87β — meaning JPM is approximately 13044% more volatile than SOBO relative to the S&P 500. On balance sheet safety, The Williams Companies, Inc. (WMB) carries a lower debt/equity ratio of 196% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.
05Which is growing faster — SOBO or WMB or JPM?
By revenue growth (latest reported year), The Williams Companies, Inc.
(WMB) is pulling ahead at 13. 8% versus -24. 0% for South Bow Corporation (SOBO). On earnings-per-share growth, the picture is similar: South Bow Corporation grew EPS 38. 8% year-over-year, compared to 1. 5% for JPMorgan Chase & Co.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — SOBO or WMB or JPM?
South Bow Corporation (SOBO) is the more profitable company, earning 27.
4% net margin versus 20. 4% for JPMorgan Chase & Co. — meaning it keeps 27. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WMB leads at 36. 8% versus 19. 7% for SOBO. At the gross margin level — before operating expenses — JPM leads at 59. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is SOBO or WMB or JPM more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, The Williams Companies, Inc. (WMB) is the more undervalued stock at a PEG of 0. 47x versus JPMorgan Chase & Co. 's 0. 83x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, JPMorgan Chase & Co. (JPM) trades at 14. 6x forward P/E versus 30. 9x for The Williams Companies, Inc. — 16. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WMB: 14. 5% to $83. 75.
08Which pays a better dividend — SOBO or WMB or JPM?
All stocks in this comparison pay dividends.
South Bow Corporation (SOBO) offers the highest yield at 5. 7%, versus 1. 8% for JPMorgan Chase & Co. (JPM).
09Is SOBO or WMB or JPM better for a retirement portfolio?
For long-horizon retirement investors, The Williams Companies, Inc.
(WMB) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 09), 2. 7% yield, +300. 0% 10Y return). Both have compounded well over 10 years (WMB: +300. 0%, JPM: +481. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between SOBO and WMB and JPM?
These companies operate in different sectors (SOBO (Energy) and WMB (Energy) and JPM (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: SOBO is a small-cap deep-value stock; WMB is a mid-cap quality compounder stock; JPM is a large-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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