Advertisement
KMI vs OKE
Which Stock Would AI Choose? Kinder Morgan (KMI) vs. ONEOK (OKE) Stock Comparison
Key Takeaways
- Kinder Morgan (KMI) reported record Q2 2026 net income of $867 million and adjusted EBITDA of $2,199 million, with EPS growth exceeding prior-year results.
- ONEOK (OKE) delivered strong Q1 2026 results with net income up 12% and raised full-year guidance, while its year-to-date total returns have outpaced those of KMI.
- Both companies operate fee-based midstream energy businesses focused on natural gas and liquids transportation, providing relative insulation from commodity price volatility.
- Recent market activity shows KMI shares consolidating near $32 with modest 30-day gains, while OKE trades near $91 amid broader sector interest in infrastructure expansion.
- Dividend profiles differ, with OKE offering a higher quarterly payout of $1.07 per share compared to KMI’s $0.298.
- Project backlogs and acquisition activity support growth narratives for both, though execution timelines and capital intensity vary.
Introduction
Kinder Morgan (KMI) and ONEOK (OKE) represent two prominent players in the U.S. midstream energy sector, where pipelines and processing infrastructure form the backbone of natural gas and liquids transportation. Investors and traders often compare these stocks when evaluating exposure to energy infrastructure with relatively stable, fee-based revenue models. This analysis examines their recent performance, business positioning, and market dynamics to assist those assessing relative value within the energy complex. The comparison draws on observable financial results, price behavior, and sector trends from recent weeks to inform a balanced view suitable for both institutional and individual market participants.
KMI Overview and Recent Performance
Kinder Morgan, Inc. (KMI) operates one of North America’s largest pipeline networks, transporting natural gas, refined products, and other energy commodities. In recent market activity, shares have traded in a relatively narrow range near $32, reflecting modest gains of approximately 2% over the trailing 30 days amid broader consolidation. The company’s Q2 2026 earnings highlighted record second-quarter net income and adjusted EBITDA, supported by volume growth and operational efficiency. Sentiment has been influenced by a substantial project backlog exceeding $9 billion, primarily in natural gas infrastructure, alongside ongoing acquisitions such as the Monument Pipeline. Institutional ownership remains elevated, and analyst coverage includes a mix of Buy and Hold ratings with targets reflecting measured optimism tied to execution on expansion initiatives.
OKE Overview and Recent Performance
ONEOK, Inc. (OKE) focuses on gathering, processing, and transporting natural gas and natural gas liquids across key U.S. basins. Recent market activity has seen shares trade near $91, with year-to-date total returns notably stronger than many sector peers. The company reported robust Q1 2026 results, including a 12% increase in net income and a 13% rise in adjusted EBITDA, prompting an upward revision to full-year guidance. Q2 2026 earnings are anticipated shortly, with consensus estimates pointing to continued growth. Dividend declarations remain consistent at $1.07 per share quarterly. Market positioning benefits from expanded infrastructure and acquisition synergies, contributing to constructive sentiment within the midstream space during recent weeks.
Trending AI Robots
Tickeron maintains a curated selection of AI trading bots designed to operate across thousands of tickers using varied strategies, timeframes, and performance profiles. The Trending AI Robots page highlights those demonstrating the strongest alignment with prevailing market conditions from among hundreds of available options. Bots in this section feature documented statistics such as annualized returns ranging from double-digit gains to select instances exceeding 50% in forward-tested periods, alongside metrics including Sharpe ratios, profit factors, and drawdown profiles. Each robot employs distinct approaches suited to different trading styles and asset sets. Readers interested in exploring these tools and their real-time signals may visit the Trending AI Robots page for additional details.
Head-to-Head Comparison
Kinder Morgan (KMI) and ONEOK (OKE) both emphasize fee-based midstream operations that reduce direct commodity price exposure, yet they differ in scale, geographic focus, and growth execution. OKE has posted stronger year-to-date total returns, supported by raised guidance following Q1 results, while KMI’s Q2 earnings underscored record quarterly profitability and a sizable project backlog. Dividend yields favor OKE at the current payout level, though KMI offers a lower but still competitive distribution. Risk factors include capital intensity for both, with KMI maintaining a notable debt profile and OKE navigating integration of prior acquisitions. Sector exposure centers on natural gas infrastructure for each, though OKE’s liquids emphasis provides additional diversification. Market sentiment has reflected relative outperformance by OKE in recent periods, balanced against KMI’s demonstrated earnings momentum.
Tickeron AI Verdict
Based on observable factors such as stronger year-to-date total returns, raised financial guidance, and consistent earnings momentum, Tickeron’s AI would currently assign a higher probabilistic preference to ONEOK (OKE) over Kinder Morgan (KMI). KMI’s positioning could shift with upcoming quarterly results and project execution updates. This assessment reflects trend consistency and relative market positioning rather than definitive forecasts, as conditions may evolve.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is KMI is a StrongBuy and OKE is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
KMI’s FA Score shows that 2 FA rating(s) are green whileOKE’s FA Score has 1 green FA rating(s).
- KMI’s FA Score: 2 green, 3 red.
- OKE’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
KMI’s TA Score shows that 4 TA indicator(s) are bullish while OKE’s TA Score has 6 bullish TA indicator(s).
- KMI’s TA Score: 4 bullish, 5 bearish.
- OKE’s TA Score: 6 bullish, 2 bearish.
Price Growth
KMI (@Oil & Gas Pipelines) experienced а +2.56% price change this week, while OKE (@Oil & Gas Pipelines) price change was +5.36% for the same time period.
The average weekly price growth across all stocks in the @Oil & Gas Pipelines industry was +3.39%. For the same industry, the average monthly price growth was +0.18%, and the average quarterly price growth was +16.25%.
Reported Earning Dates
KMI is expected to report earnings on Oct 21, 2026.
OKE is expected to report earnings on Nov 03, 2026.
Industries' Descriptions
@Oil & Gas Pipelines (+3.39% weekly)Oil & Gas Pipelines industry includes companies that transport natural gas and crude oil through pipelines. These companies also collect and market the fuels. The pipeline segment could be considered as a midstream operation – functioning as a link between the upstream and downstream operations in the oil and gas industry. Some of the largest U.S. pipeline players include Enterprise Products Partners L.P, TC Energy Corporation and Energy Transfer, L.P.
| KMI | OKE | KMI / OKE | |
| Capitalization | 71.4B | 58.4B | 122% |
| EBITDA | 7.7B | 7.92B | 97% |
| Gain YTD | 20.024 | 30.840 | 65% |
| P/E Ratio | 20.70 | 16.00 | 129% |
| Revenue | 18B | 35.2B | 51% |
| Total Cash | N/A | N/A | - |
| Total Debt | 32.1B | 33.7B | 95% |
KMI | OKE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 24 | 18 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 20 Undervalued | 15 Undervalued | |
PROFIT vs RISK RATING 1..100 | 7 | 44 | |
SMR RATING 1..100 | 68 | 54 | |
PRICE GROWTH RATING 1..100 | 53 | 35 | |
P/E GROWTH RATING 1..100 | 55 | 38 | |
SEASONALITY SCORE 1..100 | 75 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
OKE's Valuation (15) in the Oil And Gas Pipelines industry is in the same range as KMI (20). This means that OKE’s stock grew similarly to KMI’s over the last 12 months.
KMI's Profit vs Risk Rating (7) in the Oil And Gas Pipelines industry is somewhat better than the same rating for OKE (44). This means that KMI’s stock grew somewhat faster than OKE’s over the last 12 months.
OKE's SMR Rating (54) in the Oil And Gas Pipelines industry is in the same range as KMI (68). This means that OKE’s stock grew similarly to KMI’s over the last 12 months.
OKE's Price Growth Rating (35) in the Oil And Gas Pipelines industry is in the same range as KMI (53). This means that OKE’s stock grew similarly to KMI’s over the last 12 months.
OKE's P/E Growth Rating (38) in the Oil And Gas Pipelines industry is in the same range as KMI (55). This means that OKE’s stock grew similarly to KMI’s over the last 12 months.
| KMI | OKE | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 1 day ago 43% | 1 day ago 65% |
| Momentum ODDS (%) | 1 day ago 67% | 1 day ago 65% |
| MACD ODDS (%) | 1 day ago 74% | 1 day ago 72% |
| TrendWeek ODDS (%) | 1 day ago 59% | 1 day ago 66% |
| TrendMonth ODDS (%) | 1 day ago 40% | 1 day ago 66% |
| Advances ODDS (%) | 1 day ago 58% | 1 day ago 67% |
| Declines ODDS (%) | 10 days ago 42% | 10 days ago 51% |
| BollingerBands ODDS (%) | 1 day ago 50% | N/A |
| Aroon ODDS (%) | 1 day ago 45% | 1 day ago 67% |
Advertisement
OKE and
Correlation & Price change
A.I.dvisor indicates that over the last year, OKE has been closely correlated with TRGP. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if OKE jumps, then TRGP could also see price increases.