Financial Contrast: PJSC Tatneft (OTCMKTS:OAOFY) and Global Partners (NYSE:GLP)

PJSC Tatneft (OTCMKTS:OAOFY) and Global Partners (NYSE:GLP) are both energy companies, but which is the better investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, valuation, risk, dividends, profitability and analyst recommendations.

Dividends

PJSC Tatneft pays an annual dividend of $42.53 per share and has a dividend yield of 445.3%. Global Partners pays an annual dividend of $3.12 per share and has a dividend yield of 6.0%. PJSC Tatneft pays out 16.9% of its earnings in the form of a dividend. Global Partners pays out 63.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Global Partners has increased its dividend for 5 consecutive years. PJSC Tatneft is clearly the better dividend stock, given its higher yield and lower payout ratio.

Analyst Ratings

This is a breakdown of current ratings and recommmendations for PJSC Tatneft and Global Partners, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
PJSC Tatneft	0	0	0	0	0.00
Global Partners	0	2	1	0	2.33

Global Partners has a consensus price target of $46.00, suggesting a potential downside of 11.52%. Given Global Partners’ stronger consensus rating and higher probable upside, analysts clearly believe Global Partners is more favorable than PJSC Tatneft.

Profitability

This table compares PJSC Tatneft and Global Partners’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
PJSC Tatneft	N/A	N/A	N/A
Global Partners	0.91%	30.87%	4.92%

Valuation & Earnings

This table compares PJSC Tatneft and Global Partners”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
PJSC Tatneft	N/A	N/A	N/A	$252.31	0.04
Global Partners	$18.56 billion	0.10	$79.22 million	$4.91	10.59

Global Partners has higher revenue and earnings than PJSC Tatneft. PJSC Tatneft is trading at a lower price-to-earnings ratio than Global Partners, indicating that it is currently the more affordable of the two stocks.

Institutional & Insider Ownership

7.2% of PJSC Tatneft shares are owned by institutional investors. Comparatively, 38.1% of Global Partners shares are owned by institutional investors. 41.5% of Global Partners shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Summary

Global Partners beats PJSC Tatneft on 11 of the 14 factors compared between the two stocks.

About PJSC Tatneft

PJSC Tatneft engages in exploration, development, and production of crude oil in Russia and internationally. It holds interests in oil and gas fields located in Tatarstan in Russia. The company is also involved in the refining and marketing crude oil; and the purchase and sale of crude oil and refined products. In addition, it manufactures and sells equipment; operates gas station network; manufacturers fiberglass; and engages in electric power business, as well as process oil, gas, and petrochemical projects. Further, the company sells oilfield equipment, and auxiliary petrochemical related services and materials. Additionally, it is involved in the banking activities. PJSC Tatneft was founded in 1950 and is headquartered in Almetyevsk, Russia.

About Global Partners

Global Partners LP engages in the purchasing, selling, gathering, blending, storing, and logistics of transporting gasoline and gasoline blendstocks, distillates, residual oil, renewable fuels, crude oil, and propane to wholesalers, retailers, and commercial customers. The company operates through three segments: Wholesale, Gasoline Distribution and Station Operations, and Commercial. The Wholesale segment sells home heating oil, branded and unbranded gasoline and gasoline blendstocks, diesel, kerosene, and residual oil to home heating oil and propane retailers and wholesale distributors. This segment also transports the products by railcars, barges, trucks and/or pipelines. Its Gasoline Distribution and Station Operations segment sells branded and unbranded gasoline to gasoline station operators and sub-jobbers; operates gasoline stations and convenience stores; and provides car wash, lottery, and ATM services, as well as leases gasoline stations. The Commercial segment sells and delivers unbranded gasoline, home heating oil, diesel, kerosene, residual oil, and bunker fuel to customers in the public sector, as well as to commercial and industrial end-users; and sells custom blended fuels. The company is also involved in the transportation of petroleum products and renewable fuels through rail from the mid-continent region of the United States and Canada. Global Partners LP was founded in 2005 and is based in Waltham, Massachusetts.