Kinder Morgan Inc vs TC Energy Corp

Kinder Morgan Inc (KMI) is slightly undervalued and TC Energy Corp (TRP) is overvalued.

Against our estimates of intrinsic value, KMI trades at the wider discount: a margin of safety of +9%, against -121% for TRP.

Values as of the 22 Sept 2026 close.

Kinder Morgan Inc (KMI)

Discounting its cash flows at 8.4% (average of 3 methods) values the shares at $34.28; the price of $31.27 is 9% below that value, and 79% of that value comes from beyond year five.

Leak Score 43/100 on 10 of 12 signals

TC Energy Corp (TRP)

Discounting its cash flows at 7.3% (average of 3 methods) values the shares at $27.04; the price of $59.78 is 121% above that value, and 82% of that value comes from beyond year five.

Leak Score 0/100 on 2 of 12 signals

MetricKMITRP
VerdictSlightly undervaluedOvervalued
Price$31.27$59.78
Intrinsic value$34.28$27.04
Margin of safety+9%-121%
Leak Score43/100 (10/12)0/100 (2/12)
Market cap$69.6B$59.8B
Revenue growth, 5 years7.9%2.6%
Operating margin29.6%46.3%
Net margin19.3%21.6%
Return on equity11.1%13.8%
Debt to equity1.022.30
P/E20.2x24.8x
Forward P/E20.3x21.2x
P/B2.2x3.5x
Dividend yield3.8%4.2%

All stocks in Oil & Gas Midstream