Reading the tape
NYSE: LNG
Cheniere Energy, Inc.
Energy · Oil & Gas Midstream
Market Cap
$57.34B
52w High
$300.89
52w Low
$186.20
P/E
10.97
Volume
2.44M
Outstanding Shares
210.14M
Price vs Fundamentals
Why The Stock Is Moving
Optimism is getting priced inModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 15.85%Revenue (TTM): 25.09%FCF (TTM): 51.93%P/FCF: 90th pct
What changed
The stock rose 15.85% over the last year. Revenue grew 25.09% over the trailing twelve months. Operating margin moved from 30.74% to 30.24%. Free cash flow grew 51.93% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (90th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 30.24% — continued expansion would be needed to justify the premium. Revenue growth of 25.09% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
Cheniere Energy, Inc., an energy infrastructure company, primarily engages in the liquefied natural gas (LNG) related businesses in the United States.
CEOJack A. Fusco
SectorEnergy
IndustryOil & Gas Midstream
Employees1,714
IPO dateApr 4, 1994
Valuation
Forward P/E—
EV/EBITDA6.24
Enterprise value$69.73B
Stock splits
Apr 25, 2005↑ Forward
Every 1 shares became 2
Oct 18, 2000↓ Reverse
Every 4 shares became 1
Jul 8, 1996↓ Reverse
Every 3 shares became 1
Jul 19, 1994↓ Reverse
Every 6 shares became 1
Profitability & growth
Revenue growth19.83%
Gross margin36.2%▼13.61%vs FY2024
Operating margin30.24%▼12.10%vs FY2024
ROE67.34%▲18.01%vs FY2024
Analyst consensus
RatingBuy
Target price$264.00▼3.24%
25
Buy
2
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 7, 2026
Q2 FY26 · EPS est $4.25 · Revenue est $5.68B
View
Dividends
$2.17/shareQuarterly3yr growth streakEx-div May 11, 2026 · in 6dSafeLNG pays a dividend with a 0.8% declared yield, 3 consecutive years of growth, growing at 12.72% annually, covered 5.5× by free cash flow.
Declared Yield
0.8%
Annual Div / Share
$2.17
TTM $2.11
3yr CAGR
+12.72%
Doubles every ~5.8yr
Payout Ratio
8.46%
Safe
Dividend Growth Rate
3yr CAGR
+12.72%
Dividend Safety
10/10Safe
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2026$2.17+12.1%
2025$1.94+13.8%
2024$1.70+12.2%
2023$1.51—
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$8/yr
$1/mo
In 5 yrs
$14/yr+76%
$1/mo
In 10 yrs
$25/yr+211%
$2/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$8/yr $1/mo | $14/yr+76% $1/mo | $25/yr+211% $2/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 0.8% → 2.47% over 10yr
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 5.5× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Risks to Watch
No strong risk signal stands out from the latest period pair.
Congressional Activity
Congress Trades in LNG
STOCK Act disclosures from senators and representatives.
Mark Warner
VAsenateDemocratSaleSelf2026-03-20$1,001 - $15,000+42d to discloseMark Warner
VAsenateDemocratSaleJoint2026-03-20$1,001 - $15,000+42d to disclose