Antero Midstream Partners LP (AM)vsEnergy Transfer LP (ET)
AM
Antero Midstream Partners LP
$20.92
-1.51%
ENERGY · Cap: $10.09B
ET
Energy Transfer LP
$19.34
-2.91%
ENERGY · Cap: $68.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 7078% more annual revenue ($92.29B vs $1.29B). AM leads profitability with a 31.9% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.73. ET earns a higher WallStSmart Score of 62/100 (C+).
AM
Buy61
out of 100
Grade: C+
ET
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AM.
Margin of Safety
+87.8%
Fair Value
$148.63
Current Price
$19.34
$129.29 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 55.4%
Every $100 of equity generates 20 in profit
Revenue surging 32.1% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Earnings declined 0.3%
Distress zone — elevated risk
4.7% margin — thin
Earnings declined 3.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : AM
The strongest argument for AM centers on Profit Margin, Operating Margin, Return on Equity. Profitability is solid with margins at 31.9% and operating margin at 55.4%. PEG of 1.17 suggests the stock is reasonably priced for its growth.
Bull Case : ET
The strongest argument for ET centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 32.1% demonstrates continued momentum. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : AM
The primary concerns for AM are EPS Growth, Altman Z-Score.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
AM profiles as a mature stock while ET is a hypergrowth play — different risk/reward profiles.
AM carries more volatility with a beta of 0.66 — expect wider price swings.
ET is growing revenue faster at 32.1% — sustainability is the question.
AM generates stronger free cash flow (201M), providing more financial flexibility.
Bottom Line
ET scores higher overall (62/100 vs 61/100) and 32.1% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Antero Midstream Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Antero Midstream Corporation owns, operates and develops midstream energy infrastructure. The company is headquartered in Denver, Colorado.
Energy Transfer LP
ENERGY · OIL & GAS MIDSTREAM · USA
Energy Transfer LP offers energy related services. The company is headquartered in Dallas, Texas.
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