Comparing DHT (NYSE:DHT) and Excelerate Energy (NYSE:EE)

Excelerate Energy (NYSE:EE) and DHT (NYSE:DHT) are both mid-cap energy companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, risk, analyst recommendations, earnings, valuation, profitability and dividends.

Profitability

This table compares Excelerate Energy and DHT’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Excelerate Energy	3.23%	2.24%	1.22%
DHT	65.52%	39.40%	28.63%

Institutional & Insider Ownership

21.8% of Excelerate Energy shares are held by institutional investors. Comparatively, 58.5% of DHT shares are held by institutional investors. 2.3% of Excelerate Energy shares are held by company insiders. Comparatively, 1.6% of DHT shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Analyst Ratings

This is a breakdown of recent recommendations and price targets for Excelerate Energy and DHT, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Excelerate Energy	0	6	5	3	2.79
DHT	0	2	3	0	2.60

Excelerate Energy currently has a consensus target price of $40.73, indicating a potential upside of 2.69%. DHT has a consensus target price of $19.33, indicating a potential downside of 0.70%. Given Excelerate Energy’s stronger consensus rating and higher possible upside, equities research analysts clearly believe Excelerate Energy is more favorable than DHT.

Valuation & Earnings

This table compares Excelerate Energy and DHT”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Excelerate Energy	$1.23 billion	3.66	$39.20 million	$1.45	27.35
DHT	$723.00 million	4.34	$211.09 million	$2.94	6.62

DHT has lower revenue, but higher earnings than Excelerate Energy. DHT is trading at a lower price-to-earnings ratio than Excelerate Energy, indicating that it is currently the more affordable of the two stocks.

Volatility and Risk

Excelerate Energy has a beta of 1.22, indicating that its stock price is 22% more volatile than the S&P 500. Comparatively, DHT has a beta of -0.11, indicating that its stock price is 111% less volatile than the S&P 500.

Dividends

Excelerate Energy pays an annual dividend of $0.36 per share and has a dividend yield of 0.9%. DHT pays an annual dividend of $4.88 per share and has a dividend yield of 25.1%. Excelerate Energy pays out 24.8% of its earnings in the form of a dividend. DHT pays out 166.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Excelerate Energy has increased its dividend for 2 consecutive years.

Summary

Excelerate Energy beats DHT on 10 of the 18 factors compared between the two stocks.

About Excelerate Energy

Excelerate Energy, Inc. provides flexible liquefied natural gas (LNG) solutions worldwide. The company offers regasification services, including floating storage and regasification units (FSRUs), infrastructure development, and LNG and natural gas supply, procurement, and distribution services; LNG terminal services; and natural gas supply to-power projects. Excelerate Energy, Inc. was founded in 2003 and is headquartered in The Woodlands, Texas. Excelerate Energy, Inc. is a subsidiary of Excelerate Energy Holdings, LLC.

About DHT

DHT Holdings, Inc., through its subsidiaries, owns and operates crude oil tankers primarily in Monaco, Singapore, and Norway. The company also offers technical management services. As of March 15, 2024, it had a fleet of 24 very large crude carriers. The company was incorporated in 2005 and is headquartered in Hamilton, Bermuda.