GasLog Partners (NYSE: GLOP) and PAA Natural Gas Storage (NYSE:PNG) are both transportation companies, but which is the better stock? We will contrast the two businesses based on the strength of their valuation, risk, earnings, institutional ownership, analyst recommendations, profitability and dividends.

Analyst Ratings

This is a summary of current recommendations and price targets for GasLog Partners and PAA Natural Gas Storage, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
GasLog Partners 0 1 3 0 2.75
PAA Natural Gas Storage 0 0 0 0 N/A

GasLog Partners currently has a consensus target price of $26.50, suggesting a potential upside of 15.97%.

Dividends

GasLog Partners pays an annual dividend of $2.07 per share and has a dividend yield of 9.1%. PAA Natural Gas Storage does not pay a dividend. GasLog Partners pays out 96.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. GasLog Partners has increased its dividend for 2 consecutive years.

Earnings & Valuation

This table compares GasLog Partners and PAA Natural Gas Storage’s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio NetIncome Earnings Per Share Price/Earnings Ratio
GasLog Partners $228.74 million 4.06 $77.34 million $2.14 10.68
PAA Natural Gas Storage N/A N/A N/A $0.92 N/A

GasLog Partners has higher revenue and earnings than PAA Natural Gas Storage. PAA Natural Gas Storage is trading at a lower price-to-earnings ratio than GasLog Partners, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares GasLog Partners and PAA Natural Gas Storage’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
GasLog Partners 34.89% 12.44% 5.17%
PAA Natural Gas Storage N/A N/A N/A

Institutional and Insider Ownership

42.6% of GasLog Partners shares are held by institutional investors. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Summary

GasLog Partners beats PAA Natural Gas Storage on 9 of the 10 factors compared between the two stocks.

About GasLog Partners

GasLog Partners LP is a limited partnership company. The Company focuses on owning, operating and acquiring liquefied natural gas (LNG) carriers under multi-year charters. The Company’s fleet consists of 9 LNG carriers with an average carrying capacity of approximately 149,500 cubic meters (cbm), each of which has a multi-year time charter. The Company’s fleet includes GasLog Seattle, GasLog Shanghai, GasLog Santiago, GasLog Sydney, Methane Rita Andrea, Methane Jane Elizabeth, Methane Alison Victoria, Methane Shirley Elisabeth and Methane Heather Sally. The GasLog Seattle is a tri-fuel diesel electric LNG carrier. Each of the GasLog Seattle, GasLog Shanghai, GasLog Santiago and GasLog Sydney vessels has a cargo capacity of approximately 155,000 cbm. Each of the Methane Rita Andrea, Methane Heather Sally, Methane Shirley Elisabeth, Methane Alison Victoria and Methane Jane Elizabeth vessels has a cargo capacity of approximately 145,000 cbm.

About PAA Natural Gas Storage

PAA Natural Gas Storage, L.P. is engaged in the business of acquisition, development, ownership, operation and commercial management of natural gas storage facilities. As of December 31, 2012, the Company owned and operated three natural gas storage facilities located in Louisiana, Mississippi and Michigan. The Company also leases storage capacity and pipelines transportation capacity from third parties. The Company provides natural gas storage services to a mix of customers, including local gas distribution company’s liquefied natural gas (LNG), electric utilities, pipelines, direct industrial users, electric power generators, marketers, producers, LNG exporters and affiliates of such entities. In December 31, 2013, Plains All American Pipeline, L.P. (Plains) completed the merger of PAA Natural Gas Storage, L.P with a wholly owned subsidiary of Plains, with Plains surviving the merger as a wholly owned subsidiary of PAA.

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