Can Dorian LPG Outrun Cheniere Energy in the Next Rally?

LNG: Cheniere Energy logo
LNG
Cheniere Energy

Cheniere Energy fell -17% during the past Month. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Dorian LPG gives you more. Dorian LPG (LPG) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Cheniere Energy (LNG) stock, suggesting you may be better off investing in LPG

  • LPG’s quarterly revenue growth was 102.0%, vs. LNG’s 7.8%.
  • In addition, its Last 12 Months revenue growth came in at 36.3%, ahead of LNG’s 20.8%.
  • LPG leads on profitability over both periods – LTM margin of 44.0% and 3-year average of 44.8%.

These differences become even clearer when you look at the financials side by side. The table highlights how LNG’s fundamentals stack up against those of LPG on growth, margins, momentum, and valuation multiples.

Trefis: LNG Stock Insights

Valuation & Performance Overview

  LNG LPG Preferred
     
Valuation      
P/EBIT Ratio 10.2 8.1 LPG
     
Revenue Growth      
Last Quarter 7.8% 102.0% LPG
Last 12 Months 20.8% 36.3% LPG
Last 3 Year Average -9.9% 14.4% LPG
     
Operating Margins      
Last 12 Months 22.9% 44.0% LPG
Last 3 Year Average 36.0% 44.8% LPG
     
Momentum      
Last 3 Year Return 66.7% 123.1% LPG

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.

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See detailed fundamentals on Buy or Sell LPG Stock and Buy or Sell LNG Stock. Below we compare market return and related metrics across years.

Historical Market Performance

  2021 2022 2023 2024 2025 2026 Total [1] Avg Best
Returns
LNG Return 69% 49% 15% 27% -9% 19% 301%    
LPG Return 13% 110% 171% -38% 10% 75% 667%   <===
S&P 500 Return 27% -19% 24% 23% 16% 10% 101%    
Monthly Win Rates [3]
LNG Win Rate 83% 67% 75% 58% 50% 60%   66% <===
LPG Win Rate 58% 67% 83% 25% 42% 80%   59%  
S&P 500 Win Rate 75% 42% 67% 75% 67% 60%   64%  
Max Drawdowns [4]
LNG Max Drawdown -12% -18% -16% -10% -25% -23%   -17%  
LPG Max Drawdown -25% -24% -16% -53% -34% -23%   -29%  
S&P 500 Max Drawdown -5% -25% -10% -8% -19% -9%   -13% <===

[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 5/29/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read LPG Dip Buyer Analyses and LNG Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.

Still not sure about LNG or LPG? Consider portfolio approach.

Portfolios Are The Smarter Way To Invest

Stocks soar and sink – the key is staying invested. A balanced portfolio helps you ride market volatility, boosts gains, and reduces single stock risk.

Why settle for average market returns? The Trefis High Quality (HQ) Portfolio invests in a diverse group of 30 stocks that have collectively delivered stronger upside with reduced volatility compared to the broader indices. Discover the methodology behind these smoother, higher returns by checking the HQ Portfolio performance data.