Williams Companies (WMB)
NYSEEnergyOil & Gas MidstreamSnapshot 2026-11-04
$67.86-6.36%
Close 2026-11-04 · 1-day change
NYSEEnergyOil & Gas MidstreamSnapshot 2026-11-04
Research Workspace
Put WMB beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Energy is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 9% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 42%, softest on free-cash-flow margins.
View QualityManagement screens strong on margins.
View ManagementExpectations look high — the market is pricing in about 46% growth a year, above the roughly 14% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskWilliams Companies' dividend growth has to keep compounding to justify the price. Revenue grew 9% year over year in the latest quarter. The company missed its earnings target by 3.8% recently. It trades at 33 times earnings versus a 22 times peer median. The market is pricing in more growth than we forecast. Our model puts the next-quarter miss probability near 27%. Peer multiples imply a price about 65% below where it trades. Our read remains intact. This read is provisional.
Trailing returns as of 2026-11-04. WMB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 25 analysts currently covering WMB (as of Nov 2026).
Based on 8 Wall Street analysts offering 12-month price targets for WMB in the last 4 months.
Continue this research
Compare WMB with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| WMB Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-11-04. 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.
A price-focused, side-by-side fair-value read versus Oil & Gas Storage & Transportation — fair value, gap to price, and forward P/E.
Compare the value case
Put WMB next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand pipeline transmission projects
Explicit 11% EBITDA CAGR target confirms growth thesis.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $67.86
The last 12 months of price, then the range of analyst 12-month targets from today’s $67.86.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average 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.
Advances: Disciplined capital expenditure management
Revenue beat confirms disciplined execution and financial health.
Advances: Maintain dividend growth
5% dividend increase directly supports capital allocation objective.
Threatens: Expand pipeline transmission projects
Lost water permit threatens Q4 2027 project start date.
Advances: Optimize portfolio through strategic transactions
Sealed $5.5B deal optimizes portfolio and expands network.
Advances: Expand pipeline transmission projects
Strengthens pipeline transmission projects, aligning with growth objectives.
Advances: Expand pipeline transmission projects
New JV and higher EBITDA target support pipeline expansion.
Advances: Expand pipeline transmission projects
JV with Blackstone supports pipeline expansion goals.
