International Seaways
INSW · Oil & Gas Storage & Transportation
$110.78
2.2%Kinetik
KNTK · Oil & Gas Storage & Transportation
$55.70
1.9%The short version
- Kinetik is the larger business, with $1.8B of revenue in fiscal 2025 against $843M for International Seaways, about 2.1 times as much.
- Kinetik grew revenue faster (19.0%, against −11.4%).
- International Seaways kept more of each dollar of sales as operating profit (41.0% operating margin, against 9.4% operating margin).
- International Seaways turned more of its sales into free cash flow (44.9% FCF margin, against 6.3% FCF margin).
- Investors pay more for each dollar of Kinetik’s earnings: a P/E of 19.8x against 7.1x for International Seaways.
| Latest fiscal year | INSW · FY25 | KNTK · FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.5B | $4.2B |
| Revenue | $843M | $1.8B |
| Free cash flow | $379M | $112M |
| Net income | $309M | $178M |
| Growth | ||
| Revenue growth | −11.4% | 19.0% |
| 5-year growth | 14.9% | 64.1% |
| Share count change | −0.2% | 4.2% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 41.0% | 9.4% |
| Net margin | 36.7% | 10.1% |
| FCF margin | 44.9% | 6.3% |
| Return on capital | — | 8.6% |
| Return on equity | 16.0% | — |
| Balance sheet | ||
| Net debt | $400M | $3.6B |
| Net debt / EBITDA | 0.8x | 6.7x |
| Dividends and buybacks | $145M | $370M |
| Valuation & quality | ||
| P/E | 7.1x | 19.8x |
| Piotroski F-score | 6 | 5 |
FY16
INSW $398M
KNTK —
FY17
INSW $290M
KNTK $15.1M
FY18
INSW $270M
KNTK $76.8M
FY19
INSW $366M
KNTK $136M
FY20
INSW $422M
KNTK $148M
FY21
INSW $273M
KNTK $161M
FY22
INSW $865M
KNTK $1.2B
FY23
INSW $1.1B
KNTK $1.3B
FY24
INSW $952M
KNTK $1.5B
FY25
INSW $843M
KNTK $1.8B
INSW
KNTK
FY16
INSW 1.8%
KNTK —
FY17
INSW −37.2%
KNTK −76.2%
FY18
INSW −20.2%
KNTK −16.0%
FY19
INSW 15.1%
KNTK −946.8%
FY20
INSW 9.5%
KNTK −687.6%
FY21
INSW −41.1%
KNTK 33.3%
FY22
INSW 51.2%
KNTK 12.4%
FY23
INSW 57.4%
KNTK 12.7%
FY24
INSW 47.8%
KNTK 12.1%
FY25
INSW 41.0%
KNTK 9.4%
INSW
KNTK
FY16
INSW $127M
KNTK —
FY17
INSW −$156M
KNTK $0.0M
FY18
INSW −$161M
KNTK −$83.3M
FY19
INSW $86.9M
KNTK −$266M
FY20
INSW $216M
KNTK −$79.3M
FY21
INSW −$77.2M
KNTK $158M
FY22
INSW $287M
KNTK $407M
FY23
INSW $687M
KNTK $272M
FY24
INSW $546M
KNTK $374M
FY25
INSW $379M
KNTK $112M
INSW
KNTK
FY16
INSW 0.4%
KNTK —
FY17
INSW −5.5%
KNTK —
FY18
INSW −2.6%
KNTK —
FY19
INSW 2.6%
KNTK —
FY20
INSW 2.2%
KNTK −161.3%
FY21
INSW −5.1%
KNTK 1.8%
FY22
INSW 20.3%
KNTK 6.1%
FY23
INSW 27.5%
KNTK 5.7%
FY24
INSW —
KNTK 9.4%
FY25
INSW —
KNTK 8.6%
INSW
KNTK
Add another company
Compare up to four at once.
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.