KMI vs. LNG: Kinder Morgan vs. Cheniere Energy Stock Comparison
How do Kinder Morgan (KMI) and Cheniere Energy (LNG) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Kinder Morgan (KMI) and Cheniere Energy (LNG) are both classified in the Oil & Gas Storage & Transportation sub-industry within the broader Oil, Gas & Consumable Fuels industry, placing them in the closest GICS peer bucket.
| Profile Item | KMI | LNG |
|---|---|---|
| Name | Kinder Morgan Inc. | Cheniere Energy Inc. |
| Country/Region | United States | United States |
| GICS Sector | Energy | Energy |
| GICS Industry Group | Energy | Energy |
| GICS Industry | Oil, Gas & Consumable Fuels | Oil, Gas & Consumable Fuels |
| GICS Sub-Industry | Oil & Gas Storage & Transportation | Oil & Gas Storage & Transportation |
| Market Capitalization | 66.74 billion USD | 56.76 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | February 11, 2011 | April 4, 1994 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | KMI | LNG |
|---|---|---|
| Total Return (1Y) | 19.50% | 36.89% |
| Total Return (3Y, Annualized) | 29.33% | 19.36% |
| Total Return (5Y, Annualized) | 18.80% | 22.59% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | KMI | LNG |
|---|---|---|
| Volatility (1Y, Annualized) | 22.00% | 31.41% |
| Beta (5Y) | 0.60 | 0.06 |
| Max Drawdown (5Y) | -20.31% | -24.87% |
| Avg. Volume (3M) | 12.88M | 2.00M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | KMI | LNG |
|---|---|---|
| Sharpe Ratio (1Y) | 0.69 | 1.04 |
| Sortino Ratio (1Y) | 1.01 | 1.54 |
Profitability
ROE (TTM)
Cheniere Energy (LNG) at 39.68% sits in the top ROE quartile, while Kinder Morgan (KMI) at 11.43% is closer to the peer norm — stronger capital efficiency for LNG.
KMI
Energy industry group
11.43%
- Max
- 53.85%
- Q3
- 24.79%
- Median
- 12.85%
- KMI
- 11.43%
- Q1
- 2.03%
- Min
- -29.09%
LNG
Energy industry group
39.68%
- Max
- 53.85%
- LNG
- 39.68%
- Q3
- 24.79%
- Median
- 12.85%
- Q1
- 2.03%
- Min
- -29.09%
Net Margin (TTM)
Both Kinder Morgan (KMI) at 19.64% and Cheniere Energy (LNG) at 13.40% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
KMI
Energy industry group
19.64%
- Max
- 56.92%
- Q3
- 22.92%
- KMI
- 19.64%
- Median
- 10.10%
- Q1
- 0.07%
- Min
- -27.38%
LNG
Energy industry group
13.40%
- Max
- 56.92%
- Q3
- 22.92%
- LNG
- 13.40%
- Median
- 10.10%
- Q1
- 0.07%
- Min
- -27.38%
Operating Margin (TTM)
Both Kinder Morgan (KMI) at 24.03% and Cheniere Energy (LNG) at 30.82% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
KMI
Energy industry group
24.03%
- Max
- 71.31%
- Q3
- 33.75%
- KMI
- 24.03%
- Median
- 18.73%
- Q1
- 6.94%
- Min
- -24.52%
LNG
Energy industry group
30.82%
- Max
- 71.31%
- Q3
- 33.75%
- LNG
- 30.82%
- Median
- 18.73%
- Q1
- 6.94%
- Min
- -24.52%
Profitability Metrics
| Metric | KMI | LNG |
|---|---|---|
| ROE (TTM) | 11.43% | 39.68% |
| ROA (TTM) | 4.44% | 8.61% |
| Net Margin (TTM) | 19.64% | 13.40% |
| Operating Margin (TTM) | 24.03% | 30.82% |
| Gross Margin (TTM) | 48.65% | 34.89% |
Growth
Revenue Growth
Cheniere Energy (LNG) at 27.21% sits in the top revenue growth quartile, while Kinder Morgan (KMI) at 12.17% is closer to the peer norm — faster top-line expansion for LNG.
EPS Growth
Cheniere Energy (LNG) at 69.93% sits in the top EPS growth quartile, while Kinder Morgan (KMI) at 17.09% is closer to the peer norm — faster per-share earnings growth for LNG.
Growth Metrics
| Metric | KMI | LNG |
|---|---|---|
| Revenue Growth (YoY) | 12.17% | 27.21% |
| Revenue Growth (3Y CAGR) | -4.09% | -15.77% |
| EPS Growth (YoY) | 17.09% | 69.93% |
| EPS Growth (3Y CAGR) | 6.95% | 62.34% |
Financial Strength
Current Ratio (MRQ)
Cheniere Energy (LNG) at 0.90 keeps current ratio within its industry’s typical mid-range, while Kinder Morgan (KMI) at 0.67 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for KMI.
KMI
Energy industry group
0.67
- Max
- 3.64
- Q3
- 2.21
- Median
- 1.41
- Q1
- 0.88
- KMI
- 0.67
- Min
- 0.24
LNG
Energy industry group
0.90
- Max
- 3.64
- Q3
- 2.21
- Median
- 1.41
- LNG
- 0.90
- Q1
- 0.88
- Min
- 0.24
Debt / Equity (MRQ)
Both balance sheets lean debt-heavy versus peers, but LNG is more stretched: Kinder Morgan (KMI) at 1.02 sits in the higher-leverage quartile and Cheniere Energy (LNG) at 2.31 is above its industry benchmark range.
KMI
Energy industry group
1.02
- Max
- 1.75
- KMI
- 1.02
- Q3
- 0.93
- Median
- 0.54
- Q1
- 0.30
- Min
- 0.00
LNG
Energy industry group
2.31
- LNG
- 2.31
- Max
- 1.75
- Q3
- 0.93
- Median
- 0.54
- Q1
- 0.30
- Min
- 0.00
Financial Strength Metrics
| Metric | KMI | LNG |
|---|---|---|
| Current Ratio (MRQ) | 0.67 | 0.90 |
| Debt / Equity (MRQ) | 1.02 | 2.31 |
| Net Debt / EBITDA | 4.23 | 3.26 |
Dividends
Dividend Yield (TTM)
Kinder Morgan (KMI) at 3.93% delivers top-quartile income for its industry, while Cheniere Energy (LNG) at 0.82% pays a more typical yield — both are credible income propositions, KMI the richer one.
KMI
Energy industry group
3.93%
- Max
- 8.57%
- KMI
- 3.93%
- Q3
- 3.58%
- Median
- 1.71%
- Q1
- 0.00%
- Min
- 0.00%
LNG
Energy industry group
0.82%
- Max
- 8.57%
- Q3
- 3.58%
- Median
- 1.71%
- LNG
- 0.82%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Cheniere Energy (LNG) at 15.80% pays out a band-typical share of earnings, while Kinder Morgan (KMI) at 72.84% distributes more than its industry norm — less retained, thinner cover.
KMI
Energy industry group
72.84%
- Max
- 133.24%
- KMI
- 72.84%
- Q3
- 53.31%
- Median
- 25.24%
- Q1
- 0.00%
- Min
- 0.00%
LNG
Energy industry group
15.80%
- Max
- 133.24%
- Q3
- 53.31%
- Median
- 25.24%
- LNG
- 15.80%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | KMI | LNG |
|---|---|---|
| Dividend Yield (TTM) | 3.93% | 0.82% |
| Dividend Payout Ratio (TTM) | 72.84% | 15.80% |
Valuation
P/E Ratio (TTM)
Both Kinder Morgan (KMI) at 18.49 and Cheniere Energy (LNG) at 19.78 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
KMI
Energy industry group
18.49
- Max
- 39.54
- Q3
- 21.72
- KMI
- 18.49
- Median
- 12.19
- Q1
- 7.71
- Min
- 2.99
LNG
Energy industry group
19.78
- Max
- 39.54
- Q3
- 21.72
- LNG
- 19.78
- Median
- 12.19
- Q1
- 7.71
- Min
- 2.99
P/S Ratio (TTM)
Cheniere Energy (LNG) at 2.50 is priced about in line with its industry on P/S ratio, while Kinder Morgan (KMI) at 3.64 sits in the pricier quartile — KMI costs more per dollar of sales.
KMI
Energy industry group
3.64
- Max
- 5.40
- KMI
- 3.64
- Q3
- 2.85
- Median
- 1.69
- Q1
- 0.88
- Min
- 0.00
LNG
Energy industry group
2.50
- Max
- 5.40
- Q3
- 2.85
- LNG
- 2.50
- Median
- 1.69
- Q1
- 0.88
- Min
- 0.00
P/B Ratio (MRQ)
Kinder Morgan (KMI) at 2.11 sits near its industry’s typical P/B ratio, while Cheniere Energy (LNG) at 8.70 prices above its benchmark range — LNG looks rich relative to book.
KMI
Energy industry group
2.11
- Max
- 4.21
- Q3
- 2.38
- KMI
- 2.11
- Median
- 1.51
- Q1
- 1.08
- Min
- 0.01
LNG
Energy industry group
8.70
- LNG
- 8.70
- Max
- 4.21
- Q3
- 2.38
- Median
- 1.51
- Q1
- 1.08
- Min
- 0.01
Valuation Metrics
| Metric | KMI | LNG |
|---|---|---|
| P/E Ratio (TTM) | 18.49 | 19.78 |
| P/S Ratio (TTM) | 3.64 | 2.50 |
| P/B Ratio (MRQ) | 2.11 | 8.70 |
| Free Cash Flow Yield (TTM) | 1.61% | 3.17% |