Added to YB: 2025-10-29
Pitch date: 2025-10-27
OKE [bullish]
ONEOK, Inc.
+29.48%
current return
Author Info
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Company Info
ONEOK, Inc. operates as a midstream service provider of gathering, processing, fractionation, transportation, storage, and marine export services in the United States.
Market Cap
$54.6B
Pitch Price
$67.10
Price Target
96.00 (+10%)
Dividend
4.93%
EV/EBITDA
11.12
P/E
15.99
EV/Sales
2.76
Sector
Oil, Gas and Consumable Fuels
Category
value
Quick Value - ONEOK Inc (OKE)
OKE: Down 30% YTD vs peers -1-6%. Historically non-acquisitive co spent $30B+ on Magellan/Medallion/EnLink deals in 2 yrs, reshaping business. Trading 9x EBITDA, 12.5x P/E, 6% dividend yield. 90-95% fee-based revenue provides stability. $250M+ synergies expected 2025-26. Rising nat gas demand from AI/data centers. Peers trade 12-15x P/E; 16x multiple on $6+ 2026 EPS = $96 target vs $68 today.
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