Kinetik vs Williams Companies
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KIRA’s take AI analyst
I put Kinetik and Williams Companies side by side, using each one’s latest annual report. Here is what stands out:
- Williams Companies is the larger business, with $12.0B of revenue in fiscal 2025 against $1.8B for Kinetik, about 6.8 times as much.
- Kinetik grew revenue faster (19.0%, against 13.8%).
- Williams Companies kept more of each dollar of sales as operating profit (35.1% operating margin, against 9.4%).
- Williams Companies turned more of its sales into free cash flow (8.4% FCF margin, against 6.3%).
- Kinetik earned a higher return on the capital invested in it (8.6%, against 7.5%).
- Investors pay more for each dollar of Williams Companies’s earnings: a P/E of 28.6x against 19.8x for Kinetik.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Kinetik
KNTK
3/9
Revenue growth5-year growthReturn on capital
Williams Companies
WMB
6/9
Operating marginNet marginFCF marginPiotroski F-scoreNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | KNTK FY25 | WMB FY25 |
|---|---|---|
| Size | ||
| Market cap | $4.2B | $87.8B |
| Revenue | $1.8B | $12.0B |
| Free cash flow | $112M | $1.0B |
| Net income | $178M | $2.6B |
| Growth | ||
| Revenue growth | 19.0% | 13.8% |
| 5-year growth | 64.1% | 9.1% |
| Share count change | 4.2% | 0.2% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 9.4% | 35.1% |
| Net margin | 10.1% | 21.9% |
| FCF margin | 6.3% | 8.4% |
| Return on capital | 8.6% | 7.5% |
| Return on equity | — | 20.7% |
| Balance sheet | ||
| Net debt | $3.6B | $29.3B |
| Net debt / EBITDA | 6.7x | 4.5x |
| Dividends and buybacks | $370M | $2.4B |
| Valuation & quality | ||
| P/E | 19.8x | 28.6x |
| Piotroski F-score | 5 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.