Cheniere Energy Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Cheniere Energy Inc (LNG) 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: Cheniere Energy Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 23,223M vs -M combined for its competitors (100.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+6.3% annualized vs trailing 12 months).
- Scale: Cheniere Energy Inc ranks #8 of 45 companies by market capitalization in the Natural Gas Utilities industry, holding 6.1% of industry market cap.
- Peer revenue share: Cheniere Energy Inc accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
- Peer differentiation: Revenue per employee of $13.53M compares with $4.44M for the peer group (3.0x).
- Structure: Cheniere Energy Inc reports the following subsidiaries: Cheniere Corpus Christi Holdings, LLC, Cheniere Energy Partners L p (competes with Carbon Energy Corp), Sabine Pass Liquefaction, LLC, Sabine Pass LNG, L.P..
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
LNG Sales vs. its Competitors, Q3 2026
Cheniere Energy Inc generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.
API endpoints for this dataset
For context: the Natural Gas Utilities industry grew revenue 43.4% year over year, combined, vs 39.0% for Cheniere Energy Inc. Cheniere Energy Inc's share of combined industry revenue moved from 2.14% to 2.07%, a loss of 0.07 percentage points.
Cheniere Energy Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Cheniere Energy Inc | Yes | Yes | Yes | No |
| Competitors combined (1) | ||||
| Similar-Size Competitors (8) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 0.00 % (0 of 8) |
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.
LNG Stock Performance relative to its Competitors
LNG Stock Performance relative to Similar-Size Competitors
LNG 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 | Sunoco Lp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Cheniere Energy Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Cheniere Energy Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Cheniere Energy Inc |
57,507.85 | 23,223.00 |
 Sunoco Lp |
- | 39,581.00 |
| SUBTOTAL | 57,507.85 | 62,804.00 |
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Cheniere Energy Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Cheniere Energy Inc's Competitors Named by the Company
Competitive relationships identified from Cheniere Energy Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Carbon Energy Corp | Company report | 85% |
| Tellurian Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Cheniere Energy Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Cheniere Energy Inc'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 |
|---|---|
| Sunoco Lp | Refinery 5.38 % |
Source: operating segment revenue as reported in each company's reports (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).
Cheniere Energy Inc'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 |
|---|---|---|---|
| Cheniere Energy Inc | 57,508 | 13,525,335 | 2,523,588 |
| Sunoco Lp | - | 4,442,312 | 107,295 |
| PEERS TOTAL | - | 4,442,312 | 107,295 |
Cheniere Energy Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 44 companies in Cheniere Energy Inc's industry classification, broader than the peer set above. Market cap in millions of $.Cheniere Energy Inc ranks #8 of 44 companies by market capitalization in its industry, holding 6.05 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 525, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Enbridge Inc | 102,689 | 10.67 % |
| 2 | Enterprise Products Partners L p | 80,911 | 8.41 % |
| 3 | Williams companies inc | 78,498 | 8.16 % |
| 4 | Kinder Morgan Inc | 66,661 | 6.93 % |
| 5 | Energy Transfer Lp | 1,234 | 5.2% |
| 6 | Tc Energy Corporation | 1,234 | 5.2% |
| 8 | Cheniere Energy Inc | 58,231 | 6.05 % |
| 10 | Targa Resources Corp | 1,234 | 5.2% |
| 11 | Oneok Inc | 1,234 | 5.2% |
| 12 | Venture Global Inc | 1,234 | 5.2% |
Market cap and industry share for the rest of Cheniere Energy Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Cheniere Energy Inc'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 |
|---|---|---|---|
| 3 | Williams companies inc | 78,498 | 13.16 % |
| 4 | Kinder Morgan Inc | 66,661 | 16.01 % |
| 5 | Energy Transfer Lp | 65,522 | 11.77 % |
| 6 | Tc Energy Corporation | 1,234 | 12.3% |
| 8 | Cheniere Energy Inc | 58,231 | 36.33 % |
| 10 | Targa Resources Corp | 1,234 | 12.3% |
| 11 | Oneok Inc | 1,234 | 12.3% |
| 12 | Venture Global Inc | 1,234 | 12.3% |
| 13 | Atmos Energy Corp | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Cheniere Energy Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Cheniere Energy Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Natural Gas Utilities industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (100 companies). See the full Natural Gas Utilities industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 45.42 % | 40.84 % (avg) | +4.6 pp |
| Operating Margin | 28.08 % | industry median | -1.7 pp |
| EBITDA Margin | 32.21 % | 30.84 % (avg) | +1.4 pp |
| Capital Intensity (Capex / Revenue) | 14.61 % | 21.06 % (avg) | -6.5 pp |
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.
Cheniere Energy Inc's Valuation vs Competitive Position
Valuation multiples vs the Natural Gas Utilities industry average (100 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 Natural Gas Utilities industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 19.1x | 25.1x | -6.0x |
| EV / EBITDA | 10.4x | 11.5x | -1.1x |
| P/B | 4.9x | 2.5x | +2.4x |
| Return on Equity | 38.45 % | industry aggregate | 14.28 % |
| Return on Invested Capital | 10.88 % | 5.83 % (avg) | 5.05 % |
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.
Cheniere Energy Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 42.60 % | 21.82 % | -3.82 % | 69.52 % | 110.72 % | -38.99 % | -23.00 % | 27.21 % |
| Operating Margin | 25.34 % | 24.27 % | 28.11 % | -4.42 % | 13.64 % | 75.95 % | 39.02 % | 45.61 % |
| Return on Invested Capital | 6.06 % | 6.38 % | 6.83 % | -1.85 % | 13.01 % | 33.36 % | 12.28 % | 16.57 % |
| P/E | 31.6x | 25.1x | - | - | 28.1x | 5.2x | 14.3x | 8.7x |
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.
Cheniere Energy Inc's Strategic Group Map
Cheniere Energy Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Cheniere Energy Inc's trailing-12-month revenue growth of 22.5% and operating margin of 28.1% compares with an average of 14.9% growth and 28.4% margin across its 8 closest peers by combined growth, margin and ROIC -- Cheniere Energy Inc sits above that peer average on growth and below it on margin.
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.
Cheniere Energy Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Cheniere Energy Inc falls in the Dog quadrant: relative market share of 0.57x vs its largest competitor, in an industry growing revenue 6.7% (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.
Cheniere Energy Inc'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 | High | Industry HHI of 525 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 14.61 % vs industry average 21.06 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Cheniere Energy Inc's dedicated Suppliers and Customers pages, not here.
Cheniere Energy Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Cheniere Energy Inc 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.
Cheniere Energy Inc'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
- Return on equity 14.3 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+6.3% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
No rule matched.
Opportunities
- Trades at a lower P/E than the industry average (19.1x vs 25.1x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Cheniere Energy Inc'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 |
|---|---|---|---|
| Cheniere Energy Inc | 0.29 | 0.79 | 2.12 |
| Sunoco Lp | 0.06 | 1.56 | 2.54 |
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.
Cheniere Energy Inc'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 |
|---|---|---|---|
| Cheniere Energy Inc | Q3 2026 | +39.0 % | -9.7 % |
| Sunoco Lp | Q2 2026 | +164.5 % | +229.1 % |
| PEERS TOTAL | +107.8 % | +5.1 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Cheniere Energy Inc'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 |
|---|---|---|---|
| Cheniere Energy Inc | Q3 2026 | +83.3 % | +6.6 % |
| Sunoco Lp | Q2 2026 | +165.4 % | +8.1 % |
Cheniere Energy Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Cheniere Energy Inc | 9.05% | 8.91% | 38.45% |
| Sunoco Lp | 3.59% | 2.73% | 12.64% |
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).
Cheniere Energy Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Cheniere Energy Inc | 19.75 | 2.48 |
| Sunoco Lp | 13.31 | - |
| PEERS AVERAGE | 10.87 | 0.92 |
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.