One Gas (OGS)
NYSEUtilitiesRegulated GasSnapshot 2026-10-29
$78.10+0.83%
Close 2026-10-29 · 1-day change
NYSEUtilitiesRegulated GasSnapshot 2026-10-29
Research Workspace
Put OGS 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 →
Utilities is in steady. 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 contracting — down about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskONE Gas’s case rests on strong recent financial performance and earnings, despite mixed quality and unsteady management. Its latest quarter beat consensus, though the prior quarter missed. It trades at 1× P/B versus a 2× peer median, and its own historical multiple is 1×. The price reflects less growth than our forecast, despite that peer discount. Our model puts the next-quarter miss probability near 24%. Guidance reversal after a recent increase would damage credibility. Peer multiples imply a price about 6% above where it trades; our read remains intact, and this read is provisional.
Trailing returns as of 2026-10-29. OGS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering OGS (as of Oct 2026).
Based on 5 Wall Street analysts offering 12-month price targets for OGS in the last 4 months.
Continue this research
Compare OGS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| OGS 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 2026-10-29. 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 Gas Utilities — fair value, gap to price, and forward P/E.
Compare the value case
Put OGS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Downgrade indicates potential challenges to earnings expectations.
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 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $78.10
The last 12 months of price, then the range of analyst 12-month targets from today’s $78.10.
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.
Around the middle 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: Raise 2026 adjusted earnings expectations
Improved earnings outlook supports growth expectations for 2026.
Advances: Raise 2026 adjusted earnings expectations
Increases adjusted EPS expectations and revenue guidance.
Target reduction may affect financial guidance outlook.