ANTERO RESOURCES Corp 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 revenue growth, AR reads +21.9% and PBA reads +4.6%; on p/s, AR reads 1.84 and PBA reads 4.81. The rest of the comparable metrics sit closer together. On valuation, today's AR price has a different growth bar priced in than PBA (-3.1% implied for AR vs -3.8% for PBA); the higher figure is the steeper assumption to clear, not a better or worse stock. The bull and bear cases for each are in their full reports below.
| Metric | AR | PBA |
|---|---|---|
| Price | $35.90 | $47.33 |
| Market cap | $11.2B | $27.5B |
| Sector | Oil & Gas | Oil & Gas |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | -3.1% | -3.8% |
| P/E | 10.3 | 24.1 |
| P/B | 1.34 | 2.23 |
| P/S | 1.84 | 4.81 |
| EV/EBITDA | 5.9 | 12.9 |
| 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% | 7.6% |
| FCF yield | 8.4% | 6.7% |
| Debt / equity | 0.31 | 0.70 |
| Current ratio | 0.40 | 0.61 |
| Altman Z (solvency) | 1.59 | 1.65 |
| Piotroski F (quality) | 6 / 9 | 4 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.