Cheniere Energy Inc (LNG)
NYSEEnergyOil & Gas MidstreamSnapshot 2026-09-04
NYSEEnergyOil & Gas MidstreamSnapshot 2026-09-04
QuarterlyIQ Insights · LNG
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $292 LNG trades at 16× p/e, below its 23× p/e peer median, but our blended $183 fair value sits well below the price. We hold it with low confidence: our number sits well below the analyst range and quality doesn't explain valuation multiples in this sub-industry, so the peer comparison is a weak guide. Analysts target $274–$330. Note: our $183 fair value sits below the entire analyst range ($274–$330). Even valued only for durable growth at sustainable margins, it's worth about $1,250 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $295.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $82.35 | — | — | Hist. CAGR | high |
| graham number | 12M | $147.83 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $126.01 | 7.5 | 31.36 | TTM | high |
| Peer P/FCF |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$274.00 – $330.00 (median $295.00) · 8 analysts · as of 2026-08-24
Flags: expensive valuation, a turbulent sector regime (Heating).
For similar setups historically (n=2,301): about 43% saw a 20%+ drawdown, and roughly 77% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Richer than its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $152.83 |
| 14.1 |
| 10.86 |
| TTM |
| high |
| Peer P/E | 12M | $188.01 | 14.4 | 13.02 | ntm analyst | high |
| Peer P/S | 12M | $176.10 | 1.7 | 102.58 | TTM | high |
| residual income | 12M | $106.06 | — | — | TTM | high |
| Own P/E history | 12M | $212.27 | 12.0 | 17.71 | TTM | high |
| triangulated | 12M | $418.54 | 22.5 | 18.59 | Triangulated | high |
| Peer P/FCF | 3Y | $40.90 | 14.1 | 2.91 | Hist. CAGR(prov.) | high |
| Peer P/E | 3Y | $294.89 | 14.4 | 20.42 | Analyst | high |
| Peer P/S | 3Y | $215.66 | 1.7 | 125.63 | Analyst | high |
| Own P/E history | 3Y | $244.76 | 12.0 | 20.42 | Analyst | high |
| Peer P/E | 5Y | $336.47 | 14.4 | 23.30 | Analyst | high |
| Peer P/S | 5Y | $246.07 | 1.7 | 143.34 | Analyst | high |
| Own P/E history | 5Y | $279.27 | 12.0 | 23.30 | Analyst | high |