Utilities
ONE Gas, Inc.(OGS)
Live Price
Offline$76.76
+0.93% today
1Y Change
+6.73%
Window
Jun 25, 2025 โ Jun 18, 2026
- Market Cap
- $5.58B
- Revenue Growth
- +16.5%
- EPS Growth
- +12.0%
- Dividend Yield
- 3.0%
Coverage: 247 bars ยท Jun 25, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
ONE Gas, Inc. (OGS) is a Utilities stock with a market cap of $5.58B and listed on NYSE. The stock last traded around $76.76 and up 6.7% across the available one-year price window (Jun 25, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +16.5%, EPS growth of +12.0%, a dividend yield of 3.0%. What stands out right now is revenue +16.5%, EPS +12.0%, free cash flow +61.6% with operating margin 18.8% and ROIC 4.3%. The dividend matters to the case here, with a current yield around 3.0%. Valuation is more restrained than many high-expectation growth names at P/E 20.3 and price/sales 2.3. Stock Foundry combines OGS price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Utilities peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+16.5% vs +6.1% peer median
Operating Margin
Below sector median
+18.8% vs +21.0% peer median
P/E
Near sector median
20.3 vs 19.5 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 4, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +16.5% and EPS at +12.0%, with operating margin around 18.8%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 3.0%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.8% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 4, 2026 | โ | -2.4% | -4.3% | -12.8% |
2026 Feb 18, 2026 | +4.2% | +1.9% | +2.1% | +2.2% |
2025 Nov 3, 2025 | +0.0% | +0.5% | -0.0% | -1.0% |
Benchmark Edge
OGS vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
OGS
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
OGS Max Drawdown
-16.15%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for OGS and SPY.
Company Overview
ONE Gas, Inc.
New York Stock Exchange
ONE Gas, Inc., together with its subsidiaries, 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. It serves residential, commercial, and transportation customers. As of December 31, 2021, it operated approximately 41,600 miles of distribution mains; and 2,400 miles of transmission pipelines, as well as had 51.4 billion cubic feet of natural gas storage capacity. ONE Gas, Inc. was founded in 1906 and is headquartered in Tulsa, Oklahoma.
- Leadership
- Robert S. McAnnally
- IPO Date
- Jan 16, 2014
- Employees
- 3.9k
- Street Address
- 15 East Fifth Street
- Mailing
- Tulsa, OK, 74103
- Region
- Tulsa, OK, US
- Reporting Currency
- USD
- Investor Line
- 918 947 7000
- Last Updated
- May 3, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 20.3
- EV/EBITDA
- 11.4
- Price/Sales
- 2.3
- Price/Book
- 1.6
Growth
- Revenue
- +16.5%
- EPS
- +12.0%
- Free Cash Flow
- +61.6%
Profitability
- Gross Margin
- 58.8%
- Operating Margin
- 18.8%
- Net Margin
- 10.9%
- ROE
- 8.1%
- ROIC
- 4.3%
Balance Sheet
- Debt/Equity
- 0.99
- Current Ratio
- 0.60
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.