HF Sinclair (DINO) vs Kodiak Gas Services (KGS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
HF Sinclair (DINO) has outperformed Kodiak Gas Services (KGS) over the past year, gaining 131.8% versus a gain of 52.1%. HF Sinclair is the larger company by market cap ($21.57 billion vs $5.41 billion), about 4.0 times the size, while Kodiak Gas Services is growing revenue faster (+12.8% vs -6.0%). On valuation, HF Sinclair trades at a lower forward P/E (8.9x vs 16.8x for Kodiak Gas Services).
Kodiak Gas Services offers the higher dividend yield (3.67% vs 1.65%). Kodiak Gas Services converts more of its revenue into profit, with a net margin of 6.2% versus 2.2%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | DINO | KGS |
|---|---|---|
| Share price | $121.30 | $53.47 |
| Market cap | $21.57B | $5.41B |
| 1-day change | +0.48% | -0.19% |
| YTD return | +163.24% | +42.97% |
| 1-year return | +131.75% | +52.08% |
| 5-year return | +232.88% | — |
| P/E ratio (TTM) | 11.50 | 62.17 |
| Forward P/E | 8.86 | 16.85 |
| EPS (TTM) | $10.55 | $0.86 |
| Dividend yield | 1.65% | 3.67% |
| Annual dividend | $2.00 | $1.96 |
| Revenue (latest FY) | $26.87B | $1.31B |
| Revenue growth (YoY) | -5.99% | +12.83% |
| Net income (latest FY) | $579.00M | $80.52M |
| Gross margin | 8.56% | 63.31% |
| Operating margin | 3.45% | 25.99% |
| Net margin | 2.15% | 6.16% |
| 52-week high | $124.22 | $77.68 |
| 52-week low | $45.71 | $32.55 |
| Distance from 52-week high | -2.35% | -31.17% |
| Analyst consensus | hold | strong_buy |
| Avg. price target upside | -12.23% | +54.72% |
| Average volume | 2.74M | 1.78M |
| Shares outstanding | 177.78M | 101.10M |
| Employees | 5,165 | 1,300 |
| Sector | Energy | Utilities |
| Industry | Natural Gas Distribution | Natural Gas Distribution |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- HF Sinclair is about 4.0 times larger than Kodiak Gas Services by market value ($21.57B vs $5.41B).
- DINO has outperformed KGS by 79.7 percentage points over the past year.
- Kodiak Gas Services trades at a higher earnings multiple (62.2x vs 11.5x trailing P/E).
- Kodiak Gas Services offers a meaningfully higher dividend yield (3.67% vs 1.65%).
- Kodiak Gas Services grew revenue faster in its latest fiscal year (+12.83% vs -5.99%).
- The two companies sit in different sectors: HF Sinclair in Energy and Kodiak Gas Services in Utilities.
About HF Sinclair
DINO stock →HF Sinclair Corporation operates as an independent energy company in the United States. It operates through five segments: Refining, Renewables, Marketing, Lubricants & Specialties, and Midstream.
Energy · Natural Gas Distribution · 5,165 employees
About Kodiak Gas Services
KGS stock →Kodiak Gas Services, Inc. operates and provides contract compression infrastructure for customers in the oil and gas industry in the United States.
Utilities · Natural Gas Distribution · 1,300 employees
DINO vs KGS FAQ
Which is bigger, HF Sinclair or Kodiak Gas Services?
HF Sinclair (DINO) is larger, with a market capitalization of $21.57B compared with $5.41B for Kodiak Gas Services (KGS).
Which stock has performed better over the past year, DINO or KGS?
DINO returned +131.75% over the past 12 months, compared with +52.08% for KGS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, DINO or KGS?
DINO has the lower trailing P/E at 11.5, versus 62.2 for KGS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, HF Sinclair or Kodiak Gas Services?
Kodiak Gas Services has the higher yield at 3.67%, compared with 1.65% for HF Sinclair.
Are HF Sinclair and Kodiak Gas Services in the same industry?
Yes. Both are classified in the Natural Gas Distribution industry within the Energy sector.