International Seaways vs Kinetik
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KIRA’s take AI analyst
I put International Seaways and Kinetik side by side, using each one’s latest annual report. Here is what stands out:
- 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%).
- International Seaways turned more of its sales into free cash flow (44.9% FCF margin, against 6.3%).
- Investors pay more for each dollar of Kinetik’s earnings: a P/E of 19.8x against 7.1x for International Seaways.
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
International Seaways
INSW
6/8
Operating marginNet marginFCF marginPiotroski F-scoreNet debt / EBITDAShare count change
Kinetik
KNTK
2/8
Revenue growth5-year growth
Side by side
Best in the row
| 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 |
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.