Advertisement
OKE vs TRGP
Which Stock Would AI Choose? ONEOK (OKE) vs. Targa Resources (TRGP) Stock Comparison
Key Takeaways
- Both OKE and TRGP operate in the midstream energy sector, delivering strong Q1 2026 earnings with raised guidance, supported by volume growth and favorable natural gas liquids (NGL) markets.
- TRGP outperforms year-to-date (YTD) with 39.20% gains versus OKE's 24.62%, driven by Permian Basin expansion and a 25% dividend increase.
- OKE offers a higher dividend yield of 4.74% compared to TRGP's 1.67%, appealing to income-focused investors amid stable operations.
- Market caps are comparable at around $55-57 billion, but TRGP trades at a higher price-to-earnings (P/E) ratio of 29.95 versus OKE's 16.11.
- Analyst targets suggest modest upside for both, with TRGP at $265.10 (4% potential) and OKE at $94.76 (5% potential).
Introduction
This comparison examines OKE and TRGP, two leading midstream energy companies focused on natural gas and NGL infrastructure. Both stocks have benefited from robust demand in recent market activity, making them relevant for traders seeking momentum plays and investors prioritizing dividends and growth in the energy sector. With similar market positioning yet distinct performance profiles, this analysis highlights relative strengths in price behavior, sentiment, and operational drivers to aid informed decision-making in the current environment.
OKE Overview and Recent Performance
ONEOK, Inc. (OKE) is a leading midstream provider of gathering, processing, fractionation, transportation, storage, and marketing services for natural gas and NGLs, primarily in the U.S. Mid-Continent and Permian Basin regions. In recent weeks, OKE reported strong Q1 2026 results, including net income of $776 million and earnings per share (EPS) of $1.23, beating estimates amid higher volumes. The company raised its full-year 2026 guidance, boosting sentiment. Stock performance reflects YTD gains of 24.62% and 17.88% over one year, with shares trading around $90 and a market cap of $56.93 billion. Influences include the EnLink Midstream acquisition and steady NGL demand, supporting a 4.74% dividend yield.
TRGP Overview and Recent Performance
Targa Resources Corp. (TRGP) delivers midstream services including gathering, processing, transportation, and marketing of natural gas and NGLs, with key operations in the Permian Basin, Eagle Ford, and Bakken shale regions. Recent market activity saw TRGP hike its quarterly dividend by 25% to $1.25, signaling confidence after record Q4 and full-year 2025 results. Shares have surged YTD by 39.20% and 60.21% over one year, trading near $254 with a $54.66 billion market cap. Positive sentiment stems from Permian expansion plans, projected EPS growth, and strong throughput volumes, though higher leverage tempers some views.
Trending AI Robots
Tickeron’s Trending AI Robots page curates the top 25 AI trading bots from over 351 available, selected for their ability to outperform in current market conditions across sectors like energy, semiconductors, and industrials. These bots deliver real-time signals for copy trading, boasting annualized returns from +23.53% to +163.10%, win rates of 51.30% to 88.33%, profit factors up to 11.70, and trade durations from 1 day to 49 days. Energy-focused bots, such as those trading oil, energy, and precious metals tickers, show returns up to +93.26% with 61% win rates. Each bot employs unique strategies, timeframes, and ticker sets, offering diverse options for traders. Explore the page to identify bots suited to your style.
Head-to-Head Comparison
Both OKE and TRGP share midstream business models centered on NGL infrastructure but differ in growth drivers: TRGP leverages Permian volumes for higher momentum, while OKE emphasizes diversified pipelines and acquisitions. Recent momentum favors TRGP with superior YTD and one-year returns, yet OKE exhibits greater stability via lower beta (0.76 vs. 0.74) and debt-to-equity (150% vs. 549%). Risk factors include commodity volatility for both, with TRGP facing higher leverage but projecting stronger EPS growth. Sector exposure aligns on energy midstream, though OKE offers better valuation at a lower P/E. Market sentiment leans positive for TRGP post-dividend hike, contrasting OKE's income appeal.
Tickeron AI Verdict
Tickeron’s AI currently favors TRGP due to its stronger trend consistency, superior YTD and one-year momentum, and growth catalysts like Permian investments and dividend growth. While OKE provides relative stability and attractive valuation, TRGP's positioning suggests higher probability of near-term outperformance amid favorable energy dynamics.
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. Disclaimers and Limitations
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 OKE is a Hold and TRGP is a Hold.
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).
OKE’s FA Score shows that 2 FA rating(s) are green whileTRGP’s FA Score has 3 green FA rating(s).
- OKE’s FA Score: 2 green, 3 red.
- TRGP’s FA Score: 3 green, 2 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.
OKE’s TA Score shows that 5 TA indicator(s) are bullish while TRGP’s TA Score has 6 bullish TA indicator(s).
- OKE’s TA Score: 5 bullish, 5 bearish.
- TRGP’s TA Score: 6 bullish, 4 bearish.
Price Growth
OKE (@Oil & Gas Pipelines) experienced а +8.41% price change this week, while TRGP (@Oil & Gas Pipelines) price change was +9.62% for the same time period.
The average weekly price growth across all stocks in the @Oil & Gas Pipelines industry was +2.32%. For the same industry, the average monthly price growth was +6.09%, and the average quarterly price growth was +29.42%.
Reported Earning Dates
OKE is expected to report earnings on Aug 10, 2026.
TRGP is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Oil & Gas Pipelines (+2.32% 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.
| OKE | TRGP | OKE / TRGP | |
| Capitalization | 58.2B | 58.4B | 100% |
| EBITDA | 7.92B | 5.22B | 152% |
| Gain YTD | 28.852 | 48.899 | 59% |
| P/E Ratio | 16.46 | 27.78 | 59% |
| Revenue | 35.2B | 16.6B | 212% |
| Total Cash | 172M | 100M | 172% |
| Total Debt | 33.7B | 19.1B | 176% |
OKE | TRGP | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 41 | 44 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 18 Undervalued | 48 Fair valued | |
PROFIT vs RISK RATING 1..100 | 42 | 8 | |
SMR RATING 1..100 | 53 | 15 | |
PRICE GROWTH RATING 1..100 | 30 | 15 | |
P/E GROWTH RATING 1..100 | 50 | 60 | |
SEASONALITY SCORE 1..100 | 49 | 25 |
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 (18) in the Oil And Gas Pipelines industry is in the same range as TRGP (48) in the Oil Refining Or Marketing industry. This means that OKE’s stock grew similarly to TRGP’s over the last 12 months.
TRGP's Profit vs Risk Rating (8) in the Oil Refining Or Marketing industry is somewhat better than the same rating for OKE (42) in the Oil And Gas Pipelines industry. This means that TRGP’s stock grew somewhat faster than OKE’s over the last 12 months.
TRGP's SMR Rating (15) in the Oil Refining Or Marketing industry is somewhat better than the same rating for OKE (53) in the Oil And Gas Pipelines industry. This means that TRGP’s stock grew somewhat faster than OKE’s over the last 12 months.
TRGP's Price Growth Rating (15) in the Oil Refining Or Marketing industry is in the same range as OKE (30) in the Oil And Gas Pipelines industry. This means that TRGP’s stock grew similarly to OKE’s over the last 12 months.
OKE's P/E Growth Rating (50) in the Oil And Gas Pipelines industry is in the same range as TRGP (60) in the Oil Refining Or Marketing industry. This means that OKE’s stock grew similarly to TRGP’s over the last 12 months.
| OKE | TRGP | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 44% | 3 days ago 38% |
| Stochastic ODDS (%) | 3 days ago 56% | 3 days ago 49% |
| Momentum ODDS (%) | 3 days ago 67% | 3 days ago 82% |
| MACD ODDS (%) | 3 days ago 67% | 3 days ago 76% |
| TrendWeek ODDS (%) | 3 days ago 64% | 3 days ago 74% |
| TrendMonth ODDS (%) | 3 days ago 65% | 3 days ago 73% |
| Advances ODDS (%) | 3 days ago 64% | 3 days ago 75% |
| Declines ODDS (%) | 12 days ago 52% | 28 days ago 53% |
| BollingerBands ODDS (%) | 3 days ago 49% | 3 days ago 48% |
| Aroon ODDS (%) | 3 days ago 63% | 3 days ago 78% |
Advertisement
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HYRM | 23.27 | N/A | N/A |
| Xtrackers Risk Managed USD HY Strat ETF | |||
| LCDS | 67.56 | N/A | N/A |
| JPMorgan Fundamental Data Sci Lg Cor ETF | |||
| INDY | 42.40 | -0.29 | -0.68% |
| iShares India 50 ETF | |||
| VIGI | 92.13 | -0.73 | -0.79% |
| Vanguard Intl Div Apprec ETF | |||
| GSEU | 47.14 | -0.88 | -1.82% |
| Goldman Sachs ActiveBeta® Europe Eq ETF | |||
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 71% 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.
TRGP and
Correlation & Price change
A.I.dvisor indicates that over the last year, TRGP has been closely correlated with OKE. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if TRGP jumps, then OKE could also see price increases.
| Ticker / NAME | Correlation To TRGP | 1D Price Change % | ||
|---|---|---|---|---|
| TRGP | 100% | +1.69% | ||
| OKE - TRGP | 71% Closely correlated | +1.42% | ||
| KMI - TRGP | 54% Loosely correlated | +0.69% | ||
| KNTK - TRGP | 54% Loosely correlated | +0.65% | ||
| PAGP - TRGP | 53% Loosely correlated | +1.82% | ||
| VNOM - TRGP | 53% Loosely correlated | +2.72% | ||
More | ||||