ONEOK vs Diamondback Energy
This page compares ONEOK Inc. and Diamondback Energy, Inc., examining business models, financial performance, and market context. The presentation aims to be neutral and accessible, helping readers understand how the companies operate and relate within their sector. Educational content, not financial advice.
This page compares ONEOK Inc. and Diamondback Energy, Inc., examining business models, financial performance, and market context. The presentation aims to be neutral and accessible, helping readers un...
Why It's Moving
ONEOK Boosts Dividend 4% Amid Stable Cash Flows and Expansion Momentum
- Dividend hike aligns with 3-4% annual growth target, supported by stable revenues from diversified pipeline operations and regulated rates.
- Recent acquisitions and synergies, including $250 million in targeted 2026 savings, bolster cost efficiencies and profitability.
- Organic expansions like new LPG export terminal and natural gas pipeline JVs set to deliver incremental cash flows through 2028.
Diamondback Energy Powers Ahead with Strong Q4 Results and Options Frenzy Amid Market Dips.
- Q4 2025 realized oil prices hit $58 per barrel, paired with a $73 million net gain from derivatives, bolstering cash flow resilience in a volatile energy sector.
- Options trading exploded to 7,869 contracts, dominated by $175 strike calls, as traders position for gains even as oil prices soften.
- Stock bucked the trend, rising 3% to a 20-day peak while S&P 500 and Nasdaq-100 fell, underscoring FANG's defensive appeal in choppy markets.
ONEOK Boosts Dividend 4% Amid Stable Cash Flows and Expansion Momentum
- Dividend hike aligns with 3-4% annual growth target, supported by stable revenues from diversified pipeline operations and regulated rates.
- Recent acquisitions and synergies, including $250 million in targeted 2026 savings, bolster cost efficiencies and profitability.
- Organic expansions like new LPG export terminal and natural gas pipeline JVs set to deliver incremental cash flows through 2028.
Diamondback Energy Powers Ahead with Strong Q4 Results and Options Frenzy Amid Market Dips.
- Q4 2025 realized oil prices hit $58 per barrel, paired with a $73 million net gain from derivatives, bolstering cash flow resilience in a volatile energy sector.
- Options trading exploded to 7,869 contracts, dominated by $175 strike calls, as traders position for gains even as oil prices soften.
- Stock bucked the trend, rising 3% to a 20-day peak while S&P 500 and Nasdaq-100 fell, underscoring FANG's defensive appeal in choppy markets.
Investment Analysis
ONEOK
OKE
Pros
- ONEOK has a strong infrastructure footprint with natural gas pipelines and processing plants across key U.S. regions, supporting stable cash flow generation.
- Analysts hold a consensus 'Buy' rating on ONEOK, projecting substantial share price appreciation potential of around 40% within the next year.
- The company returned value to shareholders through a robust quarterly dividend yielding approximately 6%, reflecting steady income distribution.
Considerations
- ONEOK’s stock price has declined substantially in 2025, dropping over 30% year-to-date amid sector headwinds and regulatory concerns.
- The company’s relatively high debt-to-equity ratio and low quick ratio suggest potential liquidity and financial risk challenges.
- ONEOK’s net profit margin near 11% is significantly lower than some peers, indicating relatively less profitability efficiency.
Pros
- Diamondback Energy demonstrates strong profitability with a net margin exceeding 27%, substantially outperforming many industry peers including ONEOK.
- The company has a large market cap around $41 billion and has maintained solid earnings, providing operational scale and stability.
- Diamondback trades at a more affordable price-to-earnings ratio than ONEOK, indicating potentially better valuation on earnings basis.
Considerations
- Diamondback has lower total revenue than ONEOK despite higher net margins, reflecting smaller scale in overall operations.
- The company’s stock has experienced significant volatility with a price decline over 20% in the past year, exposing investors to market risks.
- Diamondback’s media sentiment shows less frequent positive mentions compared to ONEOK, which may suggest comparatively lower market favourability.
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ONEOK (OKE) Next Earnings Date
ONEOK (OKE)'s next earnings date is estimated for February 23, 2026, aligning with the company's historical late-February pattern for year-end releases. This report will cover the Q4 2025 period. Confirmation from the company remains pending, with the earnings call likely following shortly thereafter.
Diamondback Energy (FANG) Next Earnings Date
Diamondback Energy (FANG) is estimated to report its next earnings on Monday, February 23, 2026, after market close. This release will cover the fiscal fourth quarter of 2025 (period ending December 2025), consistent with the company's historical quarterly reporting pattern. The date remains unconfirmed by the company but aligns with analyst projections from multiple sources.
ONEOK (OKE) Next Earnings Date
ONEOK (OKE)'s next earnings date is estimated for February 23, 2026, aligning with the company's historical late-February pattern for year-end releases. This report will cover the Q4 2025 period. Confirmation from the company remains pending, with the earnings call likely following shortly thereafter.
Diamondback Energy (FANG) Next Earnings Date
Diamondback Energy (FANG) is estimated to report its next earnings on Monday, February 23, 2026, after market close. This release will cover the fiscal fourth quarter of 2025 (period ending December 2025), consistent with the company's historical quarterly reporting pattern. The date remains unconfirmed by the company but aligns with analyst projections from multiple sources.
Which Baskets Do They Appear In?
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 BasketWhich Baskets Do They Appear In?
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
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