Kodiak Gas Services (KGS) vs South Bow (SOBO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Kodiak Gas Services (KGS) has outperformed South Bow (SOBO) over the past year, gaining 47.8% versus a gain of 19.0%. South Bow is the larger company by market cap ($6.93 billion vs $5.54 billion), about 1.3 times the size, while Kodiak Gas Services is growing revenue faster (+12.8% vs -6.3%). On valuation, South Bow trades at a lower forward P/E (17.1x vs 17.2x for Kodiak Gas Services).
South Bow offers the higher dividend yield (6.02% vs 3.58%). South Bow converts more of its revenue into profit, with a net margin of 21.8% versus 6.2%.
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 | KGS | SOBO |
|---|---|---|
| Share price | $54.75 | $33.23 |
| Market cap | $5.54B | $6.93B |
| 1-day change | +2.21% | -1.77% |
| YTD return | +43.24% | +23.19% |
| 1-year return | +47.78% | +19.03% |
| P/E ratio (TTM) | 63.66 | 15.10 |
| Forward P/E | 17.25 | 17.11 |
| EPS (TTM) | $0.86 | $2.20 |
| Dividend yield | 3.58% | 6.02% |
| Annual dividend | $1.96 | $2.00 |
| Revenue (latest FY) | $1.31B | $1.99B |
| Revenue growth (YoY) | +12.83% | -6.32% |
| Net income (latest FY) | $80.52M | $433.00M |
| Gross margin | 63.31% | 84.24% |
| Operating margin | 25.99% | — |
| Net margin | 6.16% | 21.80% |
| 52-week high | $77.68 | $39.02 |
| 52-week low | $32.55 | $25.02 |
| Distance from 52-week high | -29.52% | -14.84% |
| Analyst consensus | strong_buy | hold |
| Avg. price target upside | +51.11% | +6.65% |
| Average volume | 1.77M | 618.51K |
| Shares outstanding | 101.10M | 208.59M |
| Employees | 1,300 | — |
| Sector | Utilities | Energy |
| 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
- KGS has outperformed SOBO by 28.8 percentage points over the past year.
- Kodiak Gas Services trades at a higher earnings multiple (63.7x vs 15.1x trailing P/E).
- South Bow offers a meaningfully higher dividend yield (6.02% vs 3.58%).
- South Bow is more profitable, keeping 21.8 cents of every revenue dollar as net income versus 6.2 cents for Kodiak Gas Services.
- Kodiak Gas Services grew revenue faster in its latest fiscal year (+12.83% vs -6.32%).
- The two companies sit in different sectors: Kodiak Gas Services in Utilities and South Bow in Energy.
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
About South Bow
SOBO stock →South Bow Corporation operates as an energy infrastructure company. It operates through three segments: Keystone Pipeline System, Marketing, and Intra-Alberta & Other.
Energy · Natural Gas Distribution
KGS vs SOBO FAQ
Which is bigger, Kodiak Gas Services or South Bow?
South Bow (SOBO) is larger, with a market capitalization of $6.93B compared with $5.54B for Kodiak Gas Services (KGS).
Which stock has performed better over the past year, KGS or SOBO?
KGS returned +47.78% over the past 12 months, compared with +19.03% for SOBO (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, KGS or SOBO?
SOBO has the lower trailing P/E at 15.1, versus 63.7 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, Kodiak Gas Services or South Bow?
South Bow has the higher yield at 6.02%, compared with 3.58% for Kodiak Gas Services.
Are Kodiak Gas Services and South Bow in the same industry?
Yes. Both are classified in the Natural Gas Distribution industry within the Utilities sector.