Compare · NFG vs OGS
NFG vs OGS
Side-by-side comparison of National Fuel Gas Company (NFG) and ONE Gas Inc. (OGS): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both NFG and OGS operate in Oil/Gas Transmission (Utilities), so they compete in similar markets.
- NFG is the larger of the two at $7.69B, about 1.5x OGS ($5.00B).
- Over the past year, NFG is down 9.3% and OGS is up 8.7% - OGS leads by 18.0 points.
- NFG has been more active in the news (15 items in the past 4 weeks vs 5 for OGS).
- OGS has more recent analyst coverage (25 ratings vs 10 for NFG).
National Fuel Gas Company
National Fuel Gas Company operates as a diversified energy company. It operates through four segments: Exploration and Production, Pipeline and Storage, Gathering, and Utility. The Exploration and Production segment explores for, develops, and produces natural gas and oil in California and in the Appalachian region of the United States. As of September 30, 2020, it had proved developed and undeveloped reserves of 22,100 thousand barrels of oil and 3,325,085 million cubic feet of natural gas. The Pipeline and Storage segment provides interstate natural gas transportation and storage services through an integrated gas pipeline systems in Pennsylvania and New York; and owns and operates 31 underground natural gas storage fields. This segment also transports natural gas for National Fuel Gas Distribution Corporation, as well as for other utilities, industrial companies, and power producers in New York State; and owns and operates the Empire Pipeline. The Gathering segment builds, owns, and operates natural gas processing and pipeline gathering facilities in the Appalachian region, as well as provides gathering services to Seneca Resources Company, LLC. The Utility segment sells natural gas or provides natural gas transportation services to approximately 747,000 customers in Buffalo, Niagara Falls, and Jamestown, New York; and Erie and Sharon, Pennsylvania. The company markets gas to industrial, wholesale, commercial, public authority, and residential customers primarily in western and central New York, and northwestern Pennsylvania. As of September 30, 2020, the company also owned approximately 95,000 acres of timber property; and managed approximately 2,500 additional acres of timber cutting rights. National Fuel Gas Company was founded in 1902 and is headquartered in Williamsville, New York.
ONE Gas Inc.
ONE Gas, Inc. operates as a regulated natural gas distribution utility company in the United States. The company operates through three divisions: Oklahoma Natural Gas, Kansas Gas Service, and Texas Gas Service. It provides natural gas distribution services to 2.2 million customers in three states. The company serves residential, commercial, and transportation customers. As of December 31, 2020, it operated approximately 41,200 miles of distribution mains; and 2,600 miles of transmission pipelines, as well as had 48.4 billion cubic feet of natural gas storage capacity. The company was founded in 1906 and is headquartered in Tulsa, Oklahoma.
Latest NFG
- National Fuel Schedules Third Quarter Fiscal 2026 Earnings Conference Call
- Director Tanski Ronald J was granted 564 shares, increasing direct ownership by 0.16% to 358,097 units (SEC Form 4)
- SEC Form 4 filed by Director Skains Thomas E
- SEC Form 4 filed by Director Smith David F
- Director Shaw Jeffrey W was granted 564 shares, increasing direct ownership by 2% to 36,798 units (SEC Form 4)
- Director Jaggers Joseph N was granted 564 shares, increasing direct ownership by 2% to 34,514 units (SEC Form 4)
- Director Ranich Rebecca acquired $9,509 worth of shares (106 units at $89.71), increasing direct ownership by 0.59% to 18,025 units (SEC Form 4)
- SEC Form 4 filed by Director Finch Steven C.
- Director Carroll David C. acquired $16,327 worth of shares (182 units at $89.71), increasing direct ownership by 0.59% to 30,804 units (SEC Form 4)
- Director Baumann Barbara M was granted 564 shares, increasing direct ownership by 3% to 22,323 units (SEC Form 4)
Latest OGS
- SEC Form 8-K filed by ONE Gas Inc.
- ONE Gas Adds New Member to Board of Directors
- ONE Gas Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- ONE Gas Second Quarter 2026 Conference Call and Webcast Scheduled
- SEC Form 11-K filed by ONE Gas Inc.
- BTIG Research initiated coverage on ONE Gas with a new price target
- Mccormick Joseph L exercised 3,328 shares at a strike of $76.00 and covered exercise/tax liability with 1,459 shares, increasing direct ownership by 2% to 76,775 units (SEC Form 4)
- Director Gibson John William exercised 19,976 shares at a strike of $77.47, increasing direct ownership by 7% to 292,670 units (SEC Form 4)
- Director Moore Pattye L exercised 5,638 shares at a strike of $77.47, increasing direct ownership by 1,253% to 6,088 units (SEC Form 4)
- SEC Form 8-K filed by ONE Gas Inc.