KNOT Offshore Partners vs Ring Energy

This page compares KNOT Offshore Partners and Ring Energy, offering a neutral view of their business models, financial performance, and market context for readers. Educational content, not financial advice.

This page compares KNOT Offshore Partners and Ring Energy, offering a neutral view of their business models, financial performance, and market context for readers. Educational content, not financial a...

Comparison Snapshot

Key Financial Metrics

KNOP

Metric

REI

$352.73M

Market Cap

$195.29M

-0.68%

Potential Profit

177.81%

Hold

Analyst Rating

Buy

Investment Analysis

KNOT Offshore Partners

KNOP

Pros

Owns and operates the world’s largest fleet of modern DP2 shuttle tankers, ensuring a leading market position in a critical offshore oil transportation niche.
Generates revenue from stable, fixed-rate long-term charters primarily with energy majors and national oil companies, reducing direct exposure to oil price volatility.
Maintains diversified revenue streams with no single contract accounting for more than 10% of EBITDA, mitigating counterparty risk.

Considerations

Highly specialized vessels limit competition but also constrain market flexibility and could be a barrier to entering new markets or segments quickly.
Charters exclude fuel costs borne by customers, but changes in fuel efficiency regulations or vessel operating costs may impact margins indirectly.
Stock valuation shows a low price-to-book ratio, potentially reflecting market concerns about sector cyclicality or future growth uncertainties.

Ring Energy

REI

Pros

Focused on oil and gas exploration and production in prolific basins, which may provide significant hydrocarbon reserves and production growth opportunities.
Recent operational improvements and cost management efforts have enhanced cash flow stability and capital discipline.
Potentially well-positioned to benefit from rising energy demand and favourable commodity prices due to upstream exposure.

Considerations

Exposure to commodity price volatility makes earnings and cash flow sensitive to fluctuations in oil prices.
Smaller scale and less diversified compared to larger, integrated energy companies increases execution and financial risks.
Dependent on successful exploration and development activities, which carry high operational and capital expenditure risks.

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.

Ring Energy (REI)

Ring Energy, Inc. is an independent oil and natural gas company engaged in exploration, development, and production. Its operations are concentrated in the Permian Basin of West Texas and New Mexico, one of the most significant oil-producing regions in the United States. The company focuses on developing its assets in the Northwest Shelf and the Central Basin Platform, aiming to grow its reserves and production through a combination of drilling and strategic acquisitions. Ring Energy's reserve base is primarily oil-weighted, complemented by natural gas and natural gas liquids. As with any energy company, its performance is closely tied to commodity prices, and potential investors should consider the inherent volatility of the oil and gas markets. The company seeks to manage its portfolio to generate returns for its shareholders while navigating the dynamic energy sector.

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