CNX vs WES
CNX Resources vs Western Midstream Partners, LP — AI-powered side-by-side comparison
VS
WES
Western Midstream Partners, LP
54
Watch
| Metric | CNX | WES |
|---|
| AI Score |
68
|
54
|
| Price |
$36.11
|
$48.15
|
| P/E Ratio |
5.28×
|
14.99×
|
| ROE |
14.6%
|
29.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.9%
|
66.5%
|
| Debt / Equity |
0.49×
|
2.14×
|
| Dividend Yield |
0.0%
|
7.6%
|
| RSI (14) |
65.8
|
67.0
|
| Beta |
0.611
|
0.657
|
| Expected Upside |
+16.5%
|
—
|
AI Committee View
Current Innellis committee reasoning for CNX versus WES.
CNX leads by 14 points.
CNX scores 68/100 (Buy) versus WES at 54/100 (Watch).
CNX Committee View
83% agreement
6 analysts
The primary driver is p/e of 5.6 is inexpensive for the broad market. The main limiting factor is current ratio of 0.44 is tight -- limited short-term liquidity cushion. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 5.6 is inexpensive for the broad market — Value
- Price-to-book of 1.1x is a discount to asset value — Value
- ROE of 21.2% shows genuine earnings power backing the valuation — Value
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Current ratio of 0.44 is tight -- limited short-term liquidity cushion — Risk
WES Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — high leverage (debt-to-equity 2.15) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 34.6% shows genuine earnings power backing the valuation — Value
- Dividend yield of 7.9% pays you to wait — Value
- Price structure making higher highs and higher lows — Technical
Bear Case
- Price-to-book of 4.0x prices in significant intangible value — Value
- Debt-to-equity of 2.15 adds balance-sheet risk to the value case — Value
- EPS declining -2.5% YoY despite any revenue growth — Growth