ANTERO RESOURCES CORPORATION vs PEMBINA PIPELINE CORPORATION, two Oil & Gas stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AR and PBA diverge most: on debt / equity, AR reads 0.31 and PBA reads 0.00; on revenue growth, AR reads +21.9% and PBA reads +4.6%. The rest of the comparable metrics sit closer together. On valuation, today's AR price has a different growth bar priced in than PBA (-1.7% implied for AR vs -2.3% for PBA); the higher figure is the steeper assumption to clear, not a better or worse stock. What AR's price implies is a bet that sits within the historical range (whole-company basis). What PBA's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AR | PBA |
|---|---|---|
| Price | $36.15 | $48.94 |
| Market cap | $11.2B | $28.4B |
| Sector | Oil & Gas | Oil & Gas |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | -1.7% | -2.3% |
| P/E | 10.4 | 24.9 |
| P/B | 1.35 | 2.31 |
| P/S | 1.85 | 4.97 |
| EV/EBITDA | 6.0 | 13.7 |
| Revenue growth | +21.9% | +4.6% |
| Gross margin | — | 41.0% |
| Operating margin | 24.1% | 36.1% |
| Net margin | 18.5% | 21.8% |
| Return on equity | 13.5% | 10.1% |
| Return on assets | 7.4% | 4.8% |
| Return on invested capital | 10.8% | 12.9% |
| FCF yield | 17.6% | 8.5% |
| Debt / equity | 0.31 | 0.00 |
| Current ratio | 0.40 | 0.61 |
| Altman Z (solvency) | 1.60 | 1.69 |
| Piotroski F (quality) | 6 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.