Venture Global owns and operates liquefied natural gas export terminals on the U.S. Gulf Coast, including Calcasieu Pass and Plaquemines, and sells LNG under long-term contracts to buyers in Europe and Asia. Its edge is cost and speed: it built its liquefaction capacity on a modular, lower-capex model and has moved from construction to operating volumes faster than most peers, which is what gives it cash flow ahead of rivals still in development. Revenue growth of 47.6% and a 47.8% operating margin show that the ramp is already reaching the income statement, with ROE at 33.6%. The stock trades at 10.3 times trailing earnings and 12.2 times forward, a low multiple for a business growing this fast, so the central question is whether that growth and margin profile holds through commodity price swings and the completion of further phases. This is worth a deeper look to test the durability of the margins and the contract book, not a conclusion in itself.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 21 Oct 2026, 12:04 CEST | Rating | Fairly valued | first publication | $12.61 |
| 21 Oct 2026, 12:04 CEST | Fair value | $12.65 | $13.30 | $12.61 |
| 18 Oct 2026, 01:52 CEST | ACCE price target | $13.50 | $15.00 | $12.72 |
| 17 Oct 2026, 00:00 CEST | Fair value | $13.30 | $13.98 | $12.50 |
| 11 Oct 2026, 00:00 CEST | Fair value | $13.98 | $19.34 | $13.16 |
| 26 Sept 2026, 00:00 CEST | Fair value | $19.34 | $20.17 | $13.23 |
| 21 Sept 2026, 00:00 CEST | ACCE price target | $15.00 | first publication | $14.02 |
| 19 Sept 2026, 00:00 CEST | Fair value | $20.17 | $20.40 | $14.42 |
| 12 Sept 2026, 00:00 CEST | Fair value | $20.40 | $20.19 | $15.50 |
| 5 Sept 2026, 00:00 CEST | Fair value | $20.19 | $18.72 | $14.73 |
Answered from Venture Global Inc. Class A common stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| VG Venture Global Inc. Class A common stock | $14.00 | $13 | 11% above | 10.1x | 33.6% | 78 | 79 |
| PBA Pembina Pipeline Corp. Ordinary Shares (Canada) | $49.37 | $26 | 93% above | 24.6x | 10.5% | 73 | 73 |
| PPL.TO Pembina Pipeline | C$69.13 | C$35 | 95% above | 24.8x | 10.5% | 68 | 72 |
| OKE ONEOK Inc. Common Stock | $93.90 | $64 | 46% above | 16.1x | 16.3% | 59 | 74 |
| LNG Cheniere Energy Inc. Common Stock | $287.01 | $197 | 46% above | 21.5x | 39.1% | 71 | 78 |
| TRGP Targa Resources Inc. Common Stock | $289.54 | - | - | 28.2x | 70.8% | 75 | 67 |
| VNOM Viper Energy Inc. Class A Common Stock | $45.35 | - | - | 2267.5x | 1.1% | 67 | 69 |
Where VG ranks against its sector peers on each metric.