Kinder MorganEni

Kinder Morgan vs Eni

This page compares Kinder Morgan and Eni in terms of business models, financial performance, and market context. It provides neutral, accessible insights into how each company operates and their place...

Why It's Moving

Kinder Morgan

Kinder Morgan Projects Strong Growth Through 2026 Despite Recent Market Dip.

  • 2025 Adjusted EPS projected at $1.27, up 10% year-over-year, with 2026 expectations rising to $1.37, an 8% increase, underscoring resilient earnings momentum.
  • Committed projects worth $8.1 billion and strong cash flowsβ€”$5.9 billion CFFO forecasted for 2025β€”bolster growth outlook in natural gas transmission, handling 40% of U.S. production.
  • Plans eighth straight dividend hike after 64% total shareholder return since 2016, reinforcing commitment to returning value while maintaining a solid BBB balance sheet.
Sentiment:
πŸƒBullish
Eni

Eni ramps up treasury share buybacks, signaling management confidence amid steady energy sector flows.

  • Acquired 3,794,333 shares between Dec 1-5 for €61.4 million, boosting total buybacks since May to 87.9 million shares worth €1.29 billion.
  • Treasury holdings now at 174.8 million shares (5.55% of capital), reflecting strong balance sheet flexibility post solid Q3 earnings beat.
  • Consensus analyst rating remains 'Hold' with shares trading above targets, as energy majors navigate flat hydrocarbon prices.
Sentiment:
βš–οΈNeutral

Which Baskets Do They Appear In?

Fueling Profits: Beneficiaries Of OPEC+ Production Policy

Fueling Profits: Beneficiaries Of OPEC+ Production Policy

OPEC+ is expected to maintain its policy of gradually increasing oil production, aiming to stabilize global energy markets. This could lead to moderated fuel costs, creating a potential advantage for companies in sectors like transportation and manufacturing where fuel is a major expense.

Published: July 25, 2025

Explore Basket
OPEC+ Opens The Taps: Midstream's Moment

OPEC+ Opens The Taps: Midstream's Moment

OPEC+ has decided to maintain its policy of gradually increasing oil production to meet rising global demand. This creates an investment opportunity in companies that provide the essential midstream services, such as transportation and storage, which will see increased business from the higher oil supply.

Published: July 25, 2025

Explore Basket
Post-IRA Energy Shift

Post-IRA Energy Shift

A carefully selected group of energy companies positioned to benefit from potential U.S. policy changes affecting renewables. These stocks were handpicked by our analysts to give you exposure to nuclear, natural gas, and domestic manufacturers that could gain market share if Chinese-component taxes are implemented.

Published: June 30, 2025

Explore Basket
Toll Road Businesses

Toll Road Businesses

These gatekeepers of modern commerce own indispensable infrastructure and collect fees on the flow of goods, energy, and data. Our analysts have selected companies with durable, recurring revenues from hard-to-replicate physical and digital networks.

Published: June 17, 2025

Explore Basket
Political Donors: Team Red

Political Donors: Team Red

This collection showcases companies with significant financial ties to the Republican party. These carefully selected stocks, primarily from energy and industrial sectors, may benefit from favorable legislation if their supported political agenda succeeds.

Published: June 17, 2025

Explore Basket
Oil & Gas

Oil & Gas

Fuel up with investment opportunities in the energy markets. This collection features carefully selected stocks from industry giants and innovators, chosen by professional analysts for their potential in the growing $6.93 trillion global oil and gas market.

Published: May 15, 2025

Explore Basket

Investment Analysis

Pros

  • Kinder Morgan projects 8% adjusted EPS growth in 2025, driven by expansion in Natural Gas Pipelines and Energy Transition Ventures.
  • The company maintains a strong dividend track record, increasing its dividend for eight consecutive years, with a 2025 yield around 4.5%.
  • Kinder Morgan’s 2025 net debt-to-EBITDA ratio is targeted at a moderate 3.8x, indicating balanced leverage and capacity for further investment.

Considerations

  • Stock price forecasts suggest a potential decline of around 12% by end of 2025, indicating near-term market uncertainty.
  • Kinder Morgan’s P/E ratio near 21 suggests it may be fairly valued or slightly expensive relative to some peers, limiting upside potential.
  • The company faces exposure to regulatory and commodity price risks inherent in the energy infrastructure sector, which could impact cash flow stability.

Pros

  • Eni has a diversified integrated energy business with significant operations in oil, gas, and renewables, supporting multiple growth avenues.
  • The company benefits from a strong presence in both upstream production and downstream refining, creating stability through market cycles.
  • Recent strategic moves towards energy transition investments align with broader industry trends, potentially enhancing future profitability.

Considerations

  • Eni is exposed to geopolitical risks, especially due to its operations in politically sensitive regions, which may disrupt production.
  • Volatility in crude oil prices directly affects Eni’s earnings given its significant reliance on hydrocarbon production.
  • The company carries notable debt levels that may constrain flexibility in funding new projects or handling downturns.

Why invest with Nemo?

Nemo Logo Fade
πŸ†“

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

πŸ”’

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

πŸ’°

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

Kinder MorganPhillips 66

Kinder Morgan vs Phillips 66

Kinder Morgan vs Phillips 66

Kinder MorganTC Energy

Kinder Morgan vs TC Energy

Kinder Morgan vs TC Energy

Kinder MorganEOG Resources

Kinder Morgan vs EOG Resources

Kinder Morgan vs EOG Resources

Frequently asked questions