Cheniere Energy vs ONEOK
Cheniere Energy, Inc. and ONEOK Inc. are examined side by side to compare their business models, financial performance, and market context in a neutral, accessible way for readers seeking understanding. Educational content, not financial advice.
Cheniere Energy, Inc. and ONEOK Inc. are examined side by side to compare their business models, financial performance, and market context in a neutral, accessible way for readers seeking understandin...
Why It's Moving
Cheniere Energy shares slide amid LNG margin squeeze from soaring US gas prices.
- US Henry Hub prices hover below $5.3/MMBtu, the highest in nearly three years, driven by heating needs and LNG plant pull, while European TTF prices dip below 27 EUR/MWh on supply glut fears.[4]
- Benchmark Henry Hub-TTF spread hits its tightest since April 2021, directly pressuring profitability for LNG giants like Cheniere as input costs rise faster than export prices.[4]
- Ongoing expansions like CCL Stage 3, with Trains 1-3 completed in 2025, position Cheniere for future volume growth but amplify margin risks with more US LNG capacity coming online.[1]
ONEOK shares drift as investors parse recent earnings, strategic funding moves and buy-side interest
- Earnings and guidance: ONEOK reported Q3 results that roughly matched consensus—EPS and adjusted EBITDA showed improvement driven by recent acquisitions and higher NGL throughput, and the firm maintained full‑year guidance, which signals management’s confidence in near‑term cash generation and synergy capture.
- Funding activity: The company expanded its commercial paper program and issued senior notes while using proceeds to pay down some maturities and support capital projects, a move that investors interpret as shoring up liquidity for growth projects but also keeps leverage squarely in focus.
- Institutional buying and analyst reaction: A disclosed incremental stake by a large institutional investor this week coincided with mixed analyst commentary—some highlight ongoing merger synergies and dividend yield as positives, while others point to valuation and near‑term execution risks, creating modest volatility in the stock.
Cheniere Energy shares slide amid LNG margin squeeze from soaring US gas prices.
- US Henry Hub prices hover below $5.3/MMBtu, the highest in nearly three years, driven by heating needs and LNG plant pull, while European TTF prices dip below 27 EUR/MWh on supply glut fears.[4]
- Benchmark Henry Hub-TTF spread hits its tightest since April 2021, directly pressuring profitability for LNG giants like Cheniere as input costs rise faster than export prices.[4]
- Ongoing expansions like CCL Stage 3, with Trains 1-3 completed in 2025, position Cheniere for future volume growth but amplify margin risks with more US LNG capacity coming online.[1]
ONEOK shares drift as investors parse recent earnings, strategic funding moves and buy-side interest
- Earnings and guidance: ONEOK reported Q3 results that roughly matched consensus—EPS and adjusted EBITDA showed improvement driven by recent acquisitions and higher NGL throughput, and the firm maintained full‑year guidance, which signals management’s confidence in near‑term cash generation and synergy capture.
- Funding activity: The company expanded its commercial paper program and issued senior notes while using proceeds to pay down some maturities and support capital projects, a move that investors interpret as shoring up liquidity for growth projects but also keeps leverage squarely in focus.
- Institutional buying and analyst reaction: A disclosed incremental stake by a large institutional investor this week coincided with mixed analyst commentary—some highlight ongoing merger synergies and dividend yield as positives, while others point to valuation and near‑term execution risks, creating modest volatility in the stock.
Which Baskets Do They Appear In?
Natural Gas Drilling Revival Play
A carefully selected group of stocks poised to benefit from the recent upturn in U.S. natural gas drilling activity. Our professional analysts have identified companies across the entire natural gas value chain that could see improved performance as drilling rebounds for the first time in twelve weeks.
Published: July 20, 2025
Explore BasketWhich Baskets Do They Appear In?
Natural Gas Drilling Revival Play
A carefully selected group of stocks poised to benefit from the recent upturn in U.S. natural gas drilling activity. Our professional analysts have identified companies across the entire natural gas value chain that could see improved performance as drilling rebounds for the first time in twelve weeks.
Published: July 20, 2025
Explore BasketInvestment Analysis
Pros
- Cheniere Energy has a strong financial profile with significant revenue growth, reporting $4.4 billion in Q3 2025 and raising full-year distributable cash flow guidance.
- The company secured a positive Final Investment Decision on the CCL Midscale Trains 8 & 9 Project, supporting future capacity expansion and growth.
- Cheniere operates strategic LNG terminals and related pipeline infrastructure, positioning it well in the growing liquefied natural gas market.
Considerations
- Cheniere’s forward price-to-earnings (P/E) ratio is relatively high at 21.36, indicating potential valuation concerns compared to peers.
- Recent stock forecasts indicate a modest near-term price decline and bearish sentiment, which may reflect market uncertainty or profit-taking.
- The company’s beta of 0.26 suggests low volatility but also limited upside responsiveness to market rallies.
ONEOK
OKE
Pros
- ONEOK maintains a strong market position in natural gas liquids (NGL) gathering, processing, and transportation with a large and integrated asset base.
- The company has a more attractive forward P/E ratio of 12.58, suggesting relatively better valuation compared to some energy peers.
- ONEOK benefits from stable cash flow generation and a modest beta near 1, indicating balanced market risk and return profile.
Considerations
- ONEOK is exposed to commodity price volatility typical of midstream natural gas markets, which can pressure earnings.
- The company’s PEG ratio is high at 19.47, implying growth expectations may already be priced into the stock.
- ONEOK operates in a highly regulated sector, which may introduce execution risks and constraints on operational flexibility.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Cheniere Energy vs Cameco
Cheniere Energy vs Cameco
Cheniere Energy vs Imperial Oil
Cheniere Energy vs Imperial Oil
Cheniere Energy vs Targa Resources
Cheniere Energy vs Targa Resources