KMI Kinder Morgan
too hard · 56
Owner-earnings value$21.44
Price$31.25
Margin of safety
-31.4%
Quality gate · 56/100
⚠ sub-hurdle returns (median roic 6% < 9%) · over-levered (net debt/EBITDA 4.1x > 4x)
Median ROIC5.5%
Gross margin52.8%
Net debt / EBITDA4.1x
FCF conversion126%
Share count / yr-0.3%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 3.16B |
| Owner-earnings yield | 4.5% |
| Free-cash-flow yield | 4.5% |
| Growth used (normalized) | 0.0% |
| Market-implied growth (reverse DCF) | 9.0% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 9.0% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 3.16B | 0.0% | 2.90B |
| 2 | 3.17B | 0.3% | 2.67B |
| 3 | 3.19B | 0.7% | 2.46B |
| 4 | 3.22B | 1.0% | 2.28B |
| 5 | 3.26B | 1.3% | 2.12B |
| 6 | 3.32B | 1.7% | 1.98B |
| 7 | 3.39B | 2.0% | 1.85B |
| 8 | 3.46B | 2.3% | 1.74B |
| 9 | 3.56B | 2.7% | 1.64B |
| 10 | 3.66B | 3.0% | 1.55B |
Recent news
score · 8 articles
- Why ONEOK’s Dividend Raise Matters More Than Its Eye-Catching Yield
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- Kinder Morgan Poised to Benefit From Higher Commodity Prices, RBC Says
- XLE Is 91% Oil and Gas. Investors Buying “Energy” May Own Less Than They Think
- 2 High-Yield Energy Dividend Stocks to Buy in September With Dividends You Can Count On
- Kinder Morgan, Inc. (KMI) is Attracting Investor Attention: Here is What You Should Know
- Why Kinder Morgan Stock’s Payout Ratio Rebound to 77% Matters for Future Raises
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~9%/yr owner-earnings growth over 10y (reverse DCF); model credits 0%.