Oil & Gas Midstream
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Side-by-side financial analysisStock Comparison
SOBO vs XOM vs CVX vs KMI vs WMB
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Integrated
Oil & Gas Integrated
Oil & Gas Midstream
Oil & Gas Midstream
SOBO vs XOM vs CVX vs KMI vs WMB — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Oil & Gas Midstream | Oil & Gas Integrated | Oil & Gas Integrated | Oil & Gas Midstream | Oil & Gas Midstream |
| Market Cap | $7.48B | $584.04B | $346.46B | $70.28B | $89.43B |
| Revenue (TTM) | $1.62B | $323.90B | $184.43B | $17.52B | $11.92B |
| Net Income (TTM) | $397M | $28.84B | $12.30B | $3.31B | $2.84B |
| Gross Margin | 37.9% | 21.7% | 30.4% | 46.9% | 62.8% |
| Operating Margin | 26.6% | 10.5% | 9.0% | 28.6% | 38.8% |
| Forward P/E | 20.4x | 12.5x | 12.1x | 21.6x | 30.9x |
| Total Debt | $5.78B | $43.54B | $46.74B | $32.39B | $29.36B |
| Cash & Equiv. | $574M | $10.68B | $6.47B | $109M | $63M |
SOBO vs XOM vs CVX vs KMI vs WMB — 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% |
| Exxon Mobil Corpora… (XOM) | 100 | 118.0 | +18.0% |
| Chevron Corporation (CVX) | 100 | 116.7 | +16.7% |
| Kinder Morgan, Inc. (KMI) | 100 | 128.9 | +28.9% |
| The Williams Compan… (WMB) | 100 | 139.6 | +39.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SOBO vs XOM vs CVX vs KMI vs WMB
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
- 24.5% margin vs CVX's 6.7%
XOM is the #2 pick in this set and the best alternative if efficiency is your priority.
- 6.4% ROA vs SOBO's 3.8%, ROIC 8.6% vs 3.0%
CVX ranks third and is worth considering specifically for value.
- Lower P/E (12.1x vs 30.9x)
KMI is the clearest fit if your priority is valuation efficiency.
- PEG 0.22 vs WMB's 0.47
WMB is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 13.8%, EPS growth 17.6%, 3Y rev CAGR 2.9%
- 300.0% 10Y total return vs KMI's 127.9%
- 13.8% revenue growth vs SOBO's -24.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 13.8% revenue growth vs SOBO's -24.0% | |
| Value | Lower P/E (12.1x vs 30.9x) | |
| Quality / Margins | 24.5% margin vs CVX's 6.7% | |
| Stability / Safety | Beta 0.01 vs WMB's 0.09 | |
| Dividends | 5.7% yield, 2-year raise streak, vs XOM's 2.9% | |
| Momentum (1Y) | +45.0% vs KMI's +18.8% | |
| Efficiency (ROA) | 6.4% ROA vs SOBO's 3.8%, ROIC 8.6% vs 3.0% |
SOBO vs XOM vs CVX vs KMI vs WMB — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
SOBO vs XOM vs CVX vs KMI vs WMB — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
XOM leads in 1 of 6 categories
WMB leads 1 • SOBO leads 0 • CVX leads 0 • KMI leads 0 • 4 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — SOBO and KMI and WMB each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
XOM is the larger business by revenue, generating $323.9B annually — 199.4x SOBO's $1.6B. SOBO is the more profitable business, keeping 24.5% of every revenue dollar as net income compared to CVX's 6.7%. On growth, KMI holds the edge at +13.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $1.6B | $323.9B | $184.4B | $17.5B | $11.9B |
| EBITDAEarnings before interest/tax | $662M | $59.9B | $37.1B | $7.5B | $6.8B |
| Net IncomeAfter-tax profit | $397M | $28.8B | $12.3B | $3.3B | $2.8B |
| Free Cash FlowCash after capex | $609M | $23.6B | $16.2B | $3.9B | $722M |
| Gross MarginGross profit ÷ Revenue | +37.9% | +21.7% | +30.4% | +46.9% | +62.8% |
| Operating MarginEBIT ÷ Revenue | +26.6% | +10.5% | +9.0% | +28.6% | +38.8% |
| Net MarginNet income ÷ Revenue | +24.5% | +8.9% | +6.7% | +18.9% | +23.8% |
| FCF MarginFCF ÷ Revenue | +37.5% | +7.3% | +8.8% | +22.2% | +6.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -16.2% | -1.3% | -5.3% | +13.5% | -0.6% |
| EPS Growth (YoY)Latest quarter vs prior year | -14.3% | -11.0% | -24.5% | +37.5% | +24.6% |
Valuation Metrics
Evenly matched — SOBO and XOM and CVX each lead in 2 of 7 comparable metrics.
Valuation Metrics
At 17.0x trailing earnings, SOBO trades at a 50% valuation discount to WMB's 34.2x P/E. Adjusting for growth (PEG ratio), KMI offers better value at 0.24x vs WMB's 0.52x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $7.5B | $584.0B | $346.5B | $70.3B | $89.4B |
| Enterprise ValueMkt cap + debt − cash | $12.7B | $616.9B | $386.7B | $102.6B | $118.7B |
| Trailing P/EPrice ÷ TTM EPS | 17.00x | 20.57x | 26.19x | 23.06x | 34.17x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.43x | 12.55x | 12.14x | 21.58x | 30.92x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | 0.24x | 0.52x |
| EV / EBITDAEnterprise value multiple | 22.31x | 10.29x | 10.42x | 14.12x | 17.59x |
| Price / SalesMarket cap ÷ Revenue | 4.64x | 1.80x | 1.88x | 4.15x | 7.48x |
| Price / BookPrice ÷ Book value/share | 2.77x | 2.23x | 1.68x | 2.17x | 5.95x |
| Price / FCFMarket cap ÷ FCF | 13.64x | 24.73x | 20.88x | 21.82x | 88.98x |
Profitability & Efficiency
XOM leads this category, winning 5 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 $7 for CVX. XOM carries lower financial leverage with a 0.16x debt-to-equity ratio, signaling a more conservative balance sheet compared to SOBO's 2.14x. On the Piotroski fundamental quality scale (0–9), KMI scores 8/9 vs XOM's 3/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +16.1% | +10.7% | +7.2% | +10.3% | +19.0% |
| ROA (TTM)Return on assets | +3.8% | +6.4% | +4.2% | +4.5% | +4.9% |
| ROICReturn on invested capital | +3.0% | +8.6% | +6.2% | +5.6% | +7.7% |
| ROCEReturn on capital employed | +3.3% | +8.9% | +6.6% | +7.0% | +8.7% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 3 | 5 | 8 | 7 |
| Debt / EquityFinancial leverage | 2.14x | 0.16x | 0.24x | 1.00x | 1.96x |
| Net DebtTotal debt minus cash | $5.2B | $32.9B | $40.3B | $32.3B | $29.3B |
| Cash & Equiv.Liquid assets | $574M | $10.7B | $6.5B | $109M | $63M |
| Total DebtShort + long-term debt | $5.8B | $43.5B | $46.7B | $32.4B | $29.4B |
| Interest CoverageEBIT ÷ Interest expense | 1.78x | 69.44x | 17.22x | 2.86x | 3.37x |
Total Returns (Dividends Reinvested)
WMB leads this category, winning 4 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 KMI's +18.8%. The 3-year compound annual growth rate (CAGR) favors WMB at 37.1% vs CVX's 8.0% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +30.4% | +14.0% | +13.7% | +16.1% | +21.9% |
| 1-Year ReturnPast 12 months | +45.0% | +25.4% | +21.9% | +18.8% | +27.1% |
| 3-Year ReturnCumulative with dividends | +74.4% | +45.6% | +26.0% | +110.4% | +157.7% |
| 5-Year ReturnCumulative with dividends | +74.4% | +159.4% | +98.9% | +111.0% | +216.1% |
| 10-Year ReturnCumulative with dividends | +74.4% | +90.0% | +122.6% | +127.9% | +300.0% |
| CAGR (3Y)Annualised 3-year return | +20.4% | +13.3% | +8.0% | +28.1% | +37.1% |
Risk & Volatility
Evenly matched — SOBO and XOM each lead in 1 of 2 comparable metrics.
Risk & Volatility
XOM is the less volatile stock with a -0.39 beta — it tends to amplify market swings less than WMB's 0.09 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SOBO currently trades 93.3% from its 52-week high vs XOM's 78.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.01x | -0.39x | -0.32x | -0.03x | 0.09x |
| 52-Week HighHighest price in past year | $38.45 | $176.41 | $214.71 | $34.80 | $80.08 |
| 52-Week LowLowest price in past year | $25.02 | $105.53 | $142.40 | $25.60 | $55.82 |
| % of 52W HighCurrent price vs 52-week peak | +93.3% | +78.1% | +80.9% | +90.8% | +91.3% |
| RSI (14)Momentum oscillator 0–100 | 46.7 | 36.2 | 36.6 | 43.6 | 41.6 |
| Avg Volume (50D)Average daily shares traded | 763K | 13.7M | 8.0M | 9.5M | 5.6M |
Analyst Outlook
Evenly matched — SOBO and XOM each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: SOBO as "Hold", XOM as "Hold", CVX as "Buy", KMI as "Hold", WMB as "Buy". Consensus price targets imply 23.4% upside for XOM (target: $170) vs -11.3% for SOBO (target: $32). For income investors, SOBO offers the higher dividend yield at 5.65% vs WMB's 2.74%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold | Buy | Hold | Buy |
| Price TargetConsensus 12-month target | $31.80 | $170.08 | $200.13 | $36.67 | $83.75 |
| # AnalystsCovering analysts | 6 | 55 | 53 | 34 | 34 |
| Dividend YieldAnnual dividend ÷ price | +5.7% | +2.9% | +4.0% | +3.7% | +2.7% |
| Dividend StreakConsecutive years of raises | 2 | 43 | 38 | 8 | 8 |
| Dividend / ShareAnnual DPS | $2.03 | $4.00 | $6.87 | $1.17 | $2.00 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +3.5% | +3.4% | 0.0% | 0.0% |
XOM leads in 1 of 6 categories (Profitability & Efficiency). WMB leads in 1 (Total Returns). 4 tied.
SOBO vs XOM vs CVX vs KMI vs WMB: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SOBO or XOM or CVX or KMI or WMB 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). South Bow Corporation (SOBO) offers the better valuation at 17. 0x trailing P/E (20. 4x forward), making it the more compelling value choice. Analysts rate Chevron Corporation (CVX) a "Buy" — based on 53 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 XOM or CVX or KMI or WMB?
On trailing P/E, South Bow Corporation (SOBO) is the cheapest at 17.
0x versus The Williams Companies, Inc. at 34. 2x. On forward P/E, Chevron Corporation is actually cheaper at 12. 1x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Kinder Morgan, Inc. wins at 0. 22x versus The Williams Companies, Inc. 's 0. 47x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — SOBO or XOM or CVX or KMI or WMB?
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: WMB returned +300. 0% 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 XOM or CVX or KMI or WMB?
By beta (market sensitivity over 5 years), Exxon Mobil Corporation (XOM) is the lower-risk stock at -0.
39β versus The Williams Companies, Inc. 's 0. 09β — meaning WMB is approximately -124% more volatile than XOM relative to the S&P 500. On balance sheet safety, Exxon Mobil Corporation (XOM) carries a lower debt/equity ratio of 16% versus 2% for South Bow Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — SOBO or XOM or CVX or KMI or WMB?
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 -31. 8% for Chevron Corporation. Over a 3-year CAGR, WMB leads at 2. 9% annualised revenue growth. 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 XOM or CVX or KMI or WMB?
South Bow Corporation (SOBO) is the more profitable company, earning 27.
4% net margin versus 6. 7% for Chevron Corporation — 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 9. 0% for CVX. At the gross margin level — before operating expenses — KMI leads at 43. 7%, 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 XOM or CVX or KMI or WMB 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, Kinder Morgan, Inc. (KMI) is the more undervalued stock at a PEG of 0. 22x versus The Williams Companies, Inc. 's 0. 47x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Chevron Corporation (CVX) trades at 12. 1x forward P/E versus 30. 9x for The Williams Companies, Inc. — 18. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for XOM: 23. 4% to $170. 08.
08Which pays a better dividend — SOBO or XOM or CVX or KMI or WMB?
All stocks in this comparison pay dividends.
South Bow Corporation (SOBO) offers the highest yield at 5. 7%, versus 2. 7% for The Williams Companies, Inc. (WMB).
09Is SOBO or XOM or CVX or KMI or WMB better for a retirement portfolio?
For long-horizon retirement investors, Exxon Mobil Corporation (XOM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
39), 2. 9% yield). Both have compounded well over 10 years (XOM: +90. 0%, SOBO: +74. 4%), 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 XOM and CVX and KMI and WMB?
Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: SOBO is a small-cap deep-value stock; XOM is a large-cap quality compounder stock; CVX is a large-cap income-oriented stock; KMI is a mid-cap income-oriented stock; WMB is a mid-cap quality compounder 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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