Dynagas Lng Partners Lp's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Dynagas Lng Partners Lp (DLNG) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Dynagas Lng Partners Lp vs Its Competitors
- TTM: Trailing 12-month revenue of 157M vs 8,058M combined for tracked competitors (1.9% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs accelerating (+265.6%) for its tracked peer group.
- Growth: Dynagas Lng Partners Lp generated 0.1% revenue growth year over year in Q4 2025, vs -10.5% for its tracked competitors combined.
- Profitability: Its 32.2% net margin compares with 21.8% for the peer group.
- Scale: Dynagas Lng Partners Lp ranks #17 of 20 companies by market capitalization in the Cruise and Shipping industry, holding 0.1% of industry market cap.
- Peer revenue share: Dynagas Lng Partners Lp accounted for 2.1% of combined revenue among its tracked peer group, up from 1.9% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
DLNG Sales vs. its Competitors, Q4 2025
Dynagas Lng Partners Lp reported revenue growth of 0.14 % year on year in Q4 2025, above its competitors' combined revenue change of -10.50 %.
With a net margin of 32.21 %, Dynagas Lng Partners Lp achieved higher profitability than its competitors (21.81 %).
Dynagas Lng Partners Lp generated 2.08 % of the combined sales of its peer group, up from 1.87 % a year earlier.
Dynagas Lng Partners Lp vs. its Competitors, Q4 2025
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Dynagas Lng Partners Lp and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Dynagas Lng Partners Lp | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (7) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Dynagas Lng Partners Lp's competitor groups requires a Commercial License.
For context: the Cruise and Shipping industry grew revenue 9.4% year over year, combined, vs 0.1% for Dynagas Lng Partners Lp. Dynagas Lng Partners Lp's share of combined industry revenue moved from 0.30% to 0.27%, a loss of 0.03 percentage points.
Dynagas Lng Partners Lp's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Dynagas Lng Partners Lp | Yes | Yes | Yes | No |
| Competitors combined (14) | ||||
| Similar-Size Competitors (6) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 50.00 % (4 of 8) | 50.00 % (4 of 8) | 14.30 % (1 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
DLNG Stock Performance relative to its Competitors
DLNG Stock Performance relative to Similar-Size Competitors
DLNG Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Nordic American Tankers Ltd | 282.9% | Outperformed |
| 2 | Golden Ocean Group Limited | 282.9% | Outperformed |
| 3 | Frontline Plc | 282.9% | Outperformed |
| 4 | Teekay Tankers Ltd | 282.9% | Outperformed |
| 5 | Dorian Lpg Ltd | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Dynagas Lng Partners Lp's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Dynagas Lng Partners Lp's Comment on Competition and Industry Peers
Publicly Traded Peers of Dynagas Lng Partners Lp
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Dynagas Lng Partners Lp | 129.05 | 156.62 |
| Frontline Plc | 5,413.08 | 1,971.17 |
| Golar Lng Limited | 5,348.78 | 393.52 |
| Golden Ocean Group Limited | 4,690.11 | 968.42 |
| Teekay Tankers Ltd | 3,345.75 | 951.80 |
| Dorian Lpg Ltd | 2,319.04 | 585.18 |
| SUBTOTAL | 29,780.83 | 9,182.70 |
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Sources: Dynagas Lng Partners Lp's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Dynagas Lng Partners Lp versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Dynagas Lng Partners Lp's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Russia | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Dynagas Lng Partners Lp's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Dynagas Lng Partners Lp's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Golar Lng Limited | FLNG 93.19 % |
| Teekay Tankers Ltd | Tankers 86.57 % |
| Teekay Corporation Ltd | Tankers 86.78 % |
| Top Ships Inc | Tanker Segment 94.59 % |
| Seapeak Llc | LNG 82.03 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Dynagas Lng Partners Lp's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Dynagas Lng Partners Lp | 129 | - | - |
| Frontline Plc | 5,413 | 25,599,649 | 4,923,130 |
| Golar Lng Limited | 5,349 | 504,515 | 144,328 |
| Golden Ocean Group Limited | 4,690 | 649,946 | 149,808 |
| Teekay Tankers Ltd | 3,346 | 38,071,880 | 14,047,440 |
| Dorian Lpg Ltd | 2,319 | 1,014,184 | 557,832 |
| PEERS TOTAL | 29,652 | 762,789 | 179,710 |
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Dynagas Lng Partners Lp's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Singularity Future Technology Ltd | CN 100.00 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Dynagas Lng Partners Lp's Position in Industry Market Structure
Market-capitalization share and concentration across all 19 companies in Dynagas Lng Partners Lp's industry classification, broader than the peer set above. Market cap in millions of $.Dynagas Lng Partners Lp ranks #17 of 19 companies by market capitalization in its industry, holding 0.07 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,086, indicating a moderately concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Royal Caribbean Cruises Ltd | 65,014 | 36.34 % |
| 2 | Viking Holdings Ltd | 35,401 | 19.79 % |
| 3 | Carnival Corporation | 30,730 | 17.18 % |
| 4 | Kirby Corporation | 7,066 | 3.95 % |
| 5 | Matson inc | 1,234 | 5.2% |
| 6 | Norwegian Cruise Line Holdings ltd | 1,234 | 5.2% |
| 7 | International Seaways Inc | 1,234 | 5.2% |
| 8 | Golar Lng Limited | 1,234 | 5.2% |
| 9 | Golden Ocean Group Limited | 1,234 | 5.2% |
| 10 | Tidewater Inc | 1,234 | 5.2% |
| 17 | Dynagas Lng Partners Lp | 129 | 0.07 % |
Market cap and industry share for the rest of Dynagas Lng Partners Lp's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Dynagas Lng Partners Lp's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 12 | Flex Lng Ltd | 1,670 | 23.14 % |
| 13 | Nordic American Tankers Ltd | 1,650 | 143.30 % |
| 14 | Costamare Bulkers Holdings Limited | 361 | 74.53 % |
| 15 | Knot Offshore Partners Lp | 1,234 | 12.3% |
| 16 | Eurodry Ltd | 1,234 | 12.3% |
| 17 | Dynagas Lng Partners Lp | 129 | -1.38 % |
| 18 | Odyssey Marine Exploration Inc | 1,234 | 12.3% |
| 19 | United Maritime Corp | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Dynagas Lng Partners Lp's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Dynagas Lng Partners Lp's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Cruise and Shipping industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (18 companies). See the full Cruise and Shipping industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 0.00 % | 47.32 % (avg) | -47.3 pp |
| Operating Margin | 48.09 % | industry median | +27.5 pp |
| EBITDA Margin | 66.65 % | 37.55 % (avg) | +29.1 pp |
| Capital Intensity (Capex / Revenue) | - | 15.60 % (avg) | - |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Dynagas Lng Partners Lp's Valuation vs Competitive Position
Valuation multiples vs the Cruise and Shipping industry average (18 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Cruise and Shipping industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 2.6x | 24.6x | -22.0x |
| EV / EBITDA | 4.0x | 15.4x | -11.4x |
| P/B | 0.3x | 4.0x | -3.7x |
| Return on Equity | 13.03 % | industry aggregate | -5.05 % |
| Return on Invested Capital | 6.15 % | 5.60 % (avg) | 0.55 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Dynagas Lng Partners Lp's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue Growth | 21.89 % | -2.54 % | 0.14 % |
| Operating Margin | 40.32 % | 49.50 % | 48.09 % |
| Return on Invested Capital | 3.67 % | 5.99 % | 6.15 % |
| P/E | 4.0x | 4.1x | 2.6x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Dynagas Lng Partners Lp's Strategic Group Map
Every company in Dynagas Lng Partners Lp's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Dynagas Lng Partners Lp is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Dynagas Lng Partners Lp's BCG Growth-Share Matrix
Relative market share (vs Dynagas Lng Partners Lp's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Dynagas Lng Partners Lp falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue -0.2% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Royal Caribbean Cruises Ltd alone holds 36% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Dynagas Lng Partners Lp's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 2,086 (see Industry Market Structure & Concentration above) |
| Supplier Power | Not covered on this page | See Dynagas Lng Partners Lp's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Dynagas Lng Partners Lp's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Dynagas Lng Partners Lp's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Dynagas Lng Partners Lp falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Dynagas Lng Partners Lp's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 27.5 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
- Return on equity 5.1 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.00x).
Opportunities
- Trades at a lower P/E than the industry average (2.6x vs 24.6x) despite a higher return on invested capital -- a possible re-rating opportunity.
- A meaningful share of tracked competitors (46.20 %) show financial-distress signals, a possible opening to gain share.
Threats
- Industry dominated by Royal Caribbean Cruises Ltd, holding 36.34 % of industry market cap.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Dynagas Lng Partners Lp's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Dynagas Lng Partners Lp | 0.52 | 0.63 | 0.68 |
| Frontline Plc | 0.51 | 1.43 | 1.09 |
| Golar Lng Limited | 2.12 | 2.55 | 1.66 |
| Golden Ocean Group Limited | 0.55 | 1.22 | 0.75 |
| Teekay Tankers Ltd | 6.14 | 7.98 | - |
| Dorian Lpg Ltd | 2.05 | 3.16 | 0.56 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Dynagas Lng Partners Lp's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Dynagas Lng Partners Lp | Q4 2025 | +0.1 % | +19.5 % |
| Frontline Plc | Q4 2025 | -8.8 % | -23.5 % |
| Golar Lng Limited | Q4 2025 | +32.2 % | +39.3 % |
| Golden Ocean Group Limited | Q4 2024 | +9.3 % | +98.8 % |
| Teekay Tankers Ltd | Q4 2025 | -22.6 % | -13.0 % |
| Dorian Lpg Ltd | Q2 2026 | +123.1 % | +1,271.6 % |
| PEERS TOTAL | -8.5 % | -5.5 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Dynagas Lng Partners Lp's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Dynagas Lng Partners Lp | Q4 2025 | - | - |
| Frontline Plc | Q4 2025 | - | -98.6 % |
| Golar Lng Limited | Q4 2025 | - | -87.5 % |
| Golden Ocean Group Limited | Q4 2024 | - | -99.1 % |
| Teekay Tankers Ltd | Q4 2025 | -21.7 % | +169.9 % |
| Dorian Lpg Ltd | Q2 2026 | - | - |
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Dynagas Lng Partners Lp's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Dynagas Lng Partners Lp | 7.84% | 8.20% | 13.03% |
| Frontline Plc | 6.59% | 12.61% | 15.10% |
| Golar Lng Limited | 2.11% | 2.32% | 6.11% |
| Golden Ocean Group Limited | 6.61% | 6.81% | 11.75% |
| Teekay Tankers Ltd | 15.67% | 16.63% | 17.18% |
| Dorian Lpg Ltd | 17.56% | 17.77% | 28.69% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Dynagas Lng Partners Lp's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Dynagas Lng Partners Lp | 2.56 | 0.82 |
| Frontline Plc | 14.28 | 2.75 |
| Golar Lng Limited | 81.42 | 13.59 |
| Golden Ocean Group Limited | 20.94 | 4.84 |
| Teekay Tankers Ltd | 9.53 | 3.52 |
| Dorian Lpg Ltd | 7.19 | 3.96 |
| PEERS AVERAGE | 13.61 | 3.24 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.