Kinder Morgan Inc vs Williams Cos Inc

Kinder Morgan Inc (KMI) is slightly undervalued and Williams Cos Inc (WMB) is overvalued.

Against our estimates of intrinsic value, KMI trades at the wider discount: a margin of safety of +9%, against -182% for WMB.

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

Williams Cos Inc (WMB)

Discounting its cash flows at 7.9% (average of 2 methods) values the shares at $25.17; the price of $70.98 is 182% above that value, and 80% of that value comes from beyond year five.

Leak Score 38/100 on 10 of 12 signals

MetricKMIWMB
VerdictSlightly undervaluedOvervalued
Price$31.27$70.98
Intrinsic value$34.28$25.17
Margin of safety+9%-182%
Leak Score43/100 (10/12)38/100 (10/12)
Market cap$69.6B$86.8B
Revenue growth, 5 years7.9%8.9%
Operating margin29.6%38.0%
Net margin19.3%24.9%
Return on equity11.1%24.0%
Debt to equity1.022.33
P/E20.2x28.3x
Forward P/E20.3x27.6x
P/B2.2x6.6x
Dividend yield3.8%3.0%

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