Comparing HF Sinclair (NYSE:DINO) and International Seaways (NYSE:INSW)

International Seaways (NYSE:INSW) and HF Sinclair (NYSE:DINO) are both energy companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, risk, analyst recommendations, earnings, valuation, profitability and dividends.

Profitability

This table compares International Seaways and HF Sinclair’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
International Seaways	61.98%	31.75%	23.54%
HF Sinclair	10.12%	32.95%	18.22%

Institutional & Insider Ownership

67.3% of International Seaways shares are held by institutional investors. Comparatively, 88.3% of HF Sinclair shares are held by institutional investors. 1.7% of International Seaways shares are held by company insiders. Comparatively, 0.3% of HF Sinclair shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Analyst Ratings

This is a breakdown of recent recommendations and price targets for International Seaways and HF Sinclair, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
International Seaways	0	1	6	1	3.00
HF Sinclair	1	7	6	2	2.56

International Seaways currently has a consensus target price of $109.80, indicating a potential upside of 11.74%. HF Sinclair has a consensus target price of $116.00, indicating a potential upside of 12.69%. Given HF Sinclair’s higher possible upside, analysts clearly believe HF Sinclair is more favorable than International Seaways.

Earnings and Valuation

This table compares International Seaways and HF Sinclair”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
International Seaways	$1.26 billion	3.87	$309.26 million	$15.64	6.28
HF Sinclair	$26.87 billion	0.66	$579.00 million	$19.71	5.22

HF Sinclair has higher revenue and earnings than International Seaways. HF Sinclair is trading at a lower price-to-earnings ratio than International Seaways, indicating that it is currently the more affordable of the two stocks.

Volatility and Risk

International Seaways has a beta of -0.1, indicating that its stock price is 110% less volatile than the S&P 500. Comparatively, HF Sinclair has a beta of 0.73, indicating that its stock price is 27% less volatile than the S&P 500.

Dividends

International Seaways pays an annual dividend of $20.20 per share and has a dividend yield of 20.6%. HF Sinclair pays an annual dividend of $2.10 per share and has a dividend yield of 2.0%. International Seaways pays out 129.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. HF Sinclair pays out 10.7% of its earnings in the form of a dividend. HF Sinclair has increased its dividend for 3 consecutive years.

Summary

HF Sinclair beats International Seaways on 10 of the 17 factors compared between the two stocks.

About International Seaways

International Seaways, Inc. owns and operates a fleet of oceangoing vessels for the transportation of crude oil and petroleum products in the international flag trade. It operates in two segments: Crude Tankers and Product Carriers. As of December 31, 2023, the company owned a fleet of 73 vessels. It serves independent and state-owned oil companies, oil traders, refinery operators, and international government entities. The company was formerly known as OSG International, Inc. and changed its name to International Seaways, Inc. in October 2016. International Seaways, Inc. was incorporated in 1999 and is headquartered in New York, New York.

About HF Sinclair

HF Sinclair Corporation operates as an independent energy company. The company produces and markets gasoline, diesel fuel, jet fuel, renewable diesel, specialty lubricant products, specialty chemicals, specialty and modified asphalt, and others. It owns and operates refineries located in Kansas, Oklahoma, New Mexico, Utah, Washington, and Wyoming; and markets its refined products principally in the Southwest United States and Rocky Mountains, Pacific Northwest, and in other neighboring Plains states. In addition, the company supplies fuels to approximately 1,500 independent Sinclair branded stations and licenses the use of the Sinclair brand at approximately 300 additional locations. Further, it produces base oils and other specialized lubricants; and provides petroleum product and crude oil transportation, terminalling, storage, and throughput services to the petroleum sector. HF Sinclair Corporation is headquartered in Dallas, Texas.