GEL vs SOBO
Genesis Energy LP and South Bow Corp., side by side — 3 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | GEL | SOBO |
|---|---|---|
| Revenue | $1.6B | $2.0B |
| Net income | $-440.4M | $433.0M |
| Gross margin | · | 84.2% |
| Net margin | −24.1% | 21.8% |
| Return on equity | · | 16.3% |
| Diluted EPS | −$4.19 | $2.07 |
| Dividend / share | · | · |
| Payout ratio | · | 96.1% |
| Free cash flow | $65.9M | · |
| Equity | · | · |
| Net debt / equity | · | · |
| Current ratio | 0.98× | 1.50× |
| Revenue CAGR 5y | −2.2% | · |
| Profit CAGR 5y | · | · |
SOBO bills 1.2× the revenue of GEL, and GEL closed the last reported year at a loss.
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
3 years side by side
| Fiscal year | GEL | SOBO |
|---|---|---|
| FY2025 | $1.6B | $2.0B |
| FY2024 | $1.7B | $2.1B |
| FY2023 | $1.7B | $2.0B |
Bottom line
| Fiscal year | GEL | SOBO |
|---|---|---|
| FY2025 | $-440.4M | $433.0M |
| FY2024 | $-63.9M | $316.0M |
| FY2023 | $117.7M | $442.0M |
Standard deviation, each side
GEL's net margin has been more volatile than SOBO's over the 3 comparable fiscal years — 13.6 percentage points of standard deviation against 3.3.
3 of 17 comparable fiscal years — a year missing data on either side is not counted.
Year by year
SOBO led in net margin in every one of the 3 comparable fiscal years — a structural lead, not a recent swing.
3 of 17 comparable fiscal years — a year missing data on either side is not counted.