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Company Analysis

ONE Gas, Inc. OGS

A comprehensive view of key metrics, scores, and financial health for ONE Gas, Inc.

Overview of ONE Gas, Inc.

OGS NYQ
Utilities Utilities - Regulated Gas Mid Cap
ONE Gas, Inc. (OGS), is a Mid Cap company, in the Utilities - Regulated Gas industry, last closed at $87.49, about 26.8% overvalued vs fair value, +17.4% 1Y return, ranked 81/116 in sector.
$87.49
0.69%
As of March 13, 2026
Previous close • Vol 90d: 15.2%
52-Week Range
Market Cap
$5.46B
Enterprise Value
$8.82B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.onegas.com
HQ Tulsa, OK
Employees 4,000
Fiscal year Dec 31

Next Events

Earnings May 4 Call: May 5

Fair Value Snapshot

Bear Base Bull
$52
$64
$75
Current: $87.49 -27% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$2.4B
16.5%%
Gross Profit
$1.4B
84.3%%
Operating Income
$457.5M
14.6%%
Net Income
$264.2M
18.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
-126.7%
Poor

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
0/6
Improving
1
High Impact
4
Critical
Locked Leak
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Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating ONE Gas, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
49
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
61
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing OGS's balance between Growth (36.1%), Profitability (33.2%), and Safety (30.7%). Growth 36% Safety 31% Profitability 33%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

47th percentile vs peers
48
Key Signals
Rev Growth YoY 16.5% 76p EPS CAGR 3Y 0.5% 50p EPS Growth YoY -5.6% 31p Revenue CAGR 3Y -2.0% 23p TSR 15.4% 50p
Strengths
  • Gross Profit Margin in top 20% of peers (58.9%, 82th percentile)
Risks

No significant risks identified for this axis.

Profitability

43th percentile vs peers
44
Key Signals
Strengths
Risks
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Safety

40th percentile vs peers
40
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for ONE Gas, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$64.03
- - -
-26.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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