MetaCap

Kinetik (KNTK) 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

Kinetik (KNTK) has outperformed South Bow (SOBO) over the past year, gaining 36.0% versus a gain of 19.0%. Kinetik is the larger company by market cap ($9.21 billion vs $7.06 billion), about 1.3 times the size. On valuation, South Bow trades at a lower forward P/E (17.4x vs 25.0x for Kinetik).

South Bow offers the higher dividend yield (5.91% vs 5.90%). South Bow converts more of its revenue into profit, with a net margin of 21.8% versus 10.1%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

KNTK+39.97%SOBO+17.38%
+47%+13%-21%
Oct 8, 20251 yearOct 7, 2026
KNTK+10.85%SOBO+53.26%
+80%+21%-38%
Sep 30, 20245 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

KNTK versus SOBO key metrics
MetricKNTKSOBO
Share price$54.41$33.84
Market cap$9.21B$7.06B
1-day change+1.28%+1.41%
YTD return+49.02%+23.19%
1-year return+36.00%+19.03%
5-year return+22.10%—
P/E ratio (TTM)19.0215.38
Forward P/E24.9517.43
EPS (TTM)$2.86$2.20
Dividend yield5.90%5.91%
Annual dividend$3.21$2.00
Revenue (latest FY)$1.76B$1.99B
Revenue growth (YoY)+18.98%-6.32%
Net income (latest FY)$178.26M$433.00M
Gross margin55.45%84.24%
Operating margin9.35%—
Net margin10.10%21.80%
52-week high$56.92$39.02
52-week low$31.33$25.02
Distance from 52-week high-4.41%-13.27%
Analyst consensusnonehold
Avg. price target upside+5.33%+4.73%
Average volume1.14M618.51K
Shares outstanding80.44M208.59M
Employees500—
SectorUtilitiesEnergy
IndustryNatural Gas DistributionOil & Gas Midstream

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

  • KNTK has outperformed SOBO by 17.0 percentage points over the past year.
  • South Bow is more profitable, keeping 21.8 cents of every revenue dollar as net income versus 10.1 cents for Kinetik.
  • Kinetik grew revenue faster in its latest fiscal year (+18.98% vs -6.32%).
  • The two companies sit in different sectors: Kinetik in Utilities and South Bow in Energy.

About Kinetik

KNTK stock →

Kinetik Holdings Inc., through its subsidiaries, operates as a midstream company in the Texas Delaware Basin. The company operates through two segments, Midstream Logistics and Pipeline Transportation.

Utilities · Natural Gas Distribution · 500 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 · Oil & Gas Midstream

KNTK vs SOBO FAQ

Which is bigger, Kinetik or South Bow?

Kinetik (KNTK) is larger, with a market capitalization of $9.21B compared with $7.06B for South Bow (SOBO).

Which stock has performed better over the past year, KNTK or SOBO?

KNTK returned +36.00% 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, KNTK or SOBO?

SOBO has the lower trailing P/E at 15.4, versus 19.0 for KNTK. 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, Kinetik or South Bow?

South Bow has the higher yield at 5.91%, compared with 5.90% for Kinetik.

Are Kinetik and South Bow in the same industry?

No. Kinetik is in the Utilities sector, while South Bow is in Energy.

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