KNOT Offshore Partners vs Mistras

This page compares KNOT Offshore Partners LP and Mistras Group Inc as stock peers, outlining their business models, financial performance indicators, and the market context for each. It presents neutral, accessible information about strategies, products, and competitive positioning, helping readers understand similarities and differences without bias. Educational content, not financial advice.

This page compares KNOT Offshore Partners LP and Mistras Group Inc as stock peers, outlining their business models, financial performance indicators, and the market context for each. It presents neutr...

Comparison Snapshot

Key Financial Metrics

KNOP

Metric

MG

$352.73M

Market Cap

$447.67M

-0.68%

Potential Profit

55.53%

Hold

Analyst Rating

Buy

Investment Analysis

KNOT Offshore Partners

KNOP

Pros

Operates the world’s largest fleet of shuttle tankers with a leading market share in the North Sea and Brazil.
Revenue is diversified across high-quality counterparties with no single contract exceeding 10% of EBITDA, reducing counterparty risk.
Contracts are primarily long-term fixed-rate charters, insulating revenue from crude oil price volatility.

Considerations

Business is highly dependent on the oil and gas transportation sector, which can be affected by long-term energy transition trends.
The fleet operation and chartering model exposes the company to operational risks and potential regulation changes in maritime and environmental standards.
Market valuation shows a relatively low price-to-book ratio compared to peers, which could reflect underlying concerns or limited growth outlook.

Mistras

MG

Pros

Mistras Group Inc is a global leader in asset protection solutions with diverse applications in aerospace, energy, and manufacturing sectors.
Strong focus on technological innovation and digital solutions enhances competitive positioning in non-destructive testing and inspection services.
The company has a broad geographic footprint and diversified client base, reducing dependence on any single market or industry.

Considerations

Revenue can be cyclical and tied to capital expenditure cycles in sectors like oil and gas, which may impact near-term growth.
Mistras faces integration and execution risks from acquisitions that are part of its growth strategy.
Exposure to global economic fluctuations and tightening budgets in key industries could pressure margins and contract volumes.

About The Companies

KNOT Offshore Partners (KNOP)

KNOT Offshore Partners LP (KNOP) is a limited partnership that owns and operates shuttle tankers used to move crude oil from offshore fields to onshore terminals. The business typically signs long‑term time or bareboat charters with major oil companies, giving it predictable cash flows while remaining exposed to charter rates and vessel utilisation. With a market cap of about $299.3M, investors often watch KNOP for its distribution potential, asset-backed cash generation and fleet renewal decisions. Key considerations include counterparty credit, vessel operating costs, maintenance dry‑docking and industry cyclicality driven by oil demand. Environmental and regulatory trends in shipping also matter. This summary is for educational purposes only, not personalised investment advice; values and distributions can rise or fall and are not guaranteed. Always consider your own situation or seek regulated advice before investing.

Mistras (MG)

MISTRAS Group, Inc. is a global provider of technology-enabled asset protection solutions, designed to evaluate the structural integrity and reliability of critical infrastructure. The company operates through three main segments: North America, International, and Products and Systems. Its core business involves providing non-destructive testing, inspection, and mechanical services for the energy, industrial, and public infrastructure sectors, as well as for commercial aerospace components. MISTRAS also designs, manufactures, and sells its own asset protection products and systems. By offering these integrated services, the company helps its clients maintain safety, reduce downtime, and manage the lifecycle of their assets. Investors may be interested in its crucial role in maintaining essential industries, though it's important to remember that the value of any investment can go down as well as up.

Which Baskets Do They Appear In?

The Venezuelan Crude Comeback

Chevron is resuming crude oil shipments from Venezuela to the U.S. after receiving a new license. This development could benefit American refiners and logistics companies that specialize in handling heavy crude oil.

Published: August 16, 2025

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Guyana's Offshore Oil Boom

ExxonMobil's new production vessel has significantly increased Guyana's oil output, cementing its status as a key global energy producer. This rapid expansion creates an investment opportunity in the ecosystem of companies providing essential offshore exploration, production, and infrastructure services.

Published: August 11, 2025

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Brazil's Offshore Oil Renaissance

BP's massive oil discovery in Brazil's Santos Basin has renewed excitement in the region's energy potential. This theme focuses on companies, including competitor Equinor, that are positioned to benefit from the increased investment and upcoming auctions in one of the world's most promising offshore oil frontiers.

Published: August 6, 2025

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Which Baskets Do They Appear In?

The Venezuelan Crude Comeback

Chevron is resuming crude oil shipments from Venezuela to the U.S. after receiving a new license. This development could benefit American refiners and logistics companies that specialize in handling heavy crude oil.

Published: August 16, 2025

Explore Basket

Guyana's Offshore Oil Boom

ExxonMobil's new production vessel has significantly increased Guyana's oil output, cementing its status as a key global energy producer. This rapid expansion creates an investment opportunity in the ecosystem of companies providing essential offshore exploration, production, and infrastructure services.

Published: August 11, 2025

Explore Basket

Brazil's Offshore Oil Renaissance

BP's massive oil discovery in Brazil's Santos Basin has renewed excitement in the region's energy potential. This theme focuses on companies, including competitor Equinor, that are positioned to benefit from the increased investment and upcoming auctions in one of the world's most promising offshore oil frontiers.

Published: August 6, 2025

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Energy Supermajor Consolidation

This carefully selected group of stocks captures the ripple effects of Chevron's game-changing $53 billion Hess acquisition. Our professional analysts have identified companies positioned to benefit from this new wave of energy sector consolidation, from competing supermajors to specialized service providers crucial for developing offshore mega-projects.

Published: July 20, 2025

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North Sea Oil Expansion

Tap into companies positioned to benefit from Equinor's massive $1.3 billion investment in the Johan Sverdrup oilfield. Our analysts have carefully selected businesses across drilling, subsea engineering, and marine transport that are essential to this renewed North Sea activity.

Published: July 2, 2025

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Comparison Snapshot