Antero Midstream Partners LP (AM)vsEnergy Transfer LP (ET)
AM
Antero Midstream Partners LP
$21.27
-1.02%
ENERGY · Cap: $10.43B
ET
Energy Transfer LP
$20.13
-0.97%
ENERGY · Cap: $69.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 6931% more annual revenue ($92.29B vs $1.31B). AM leads profitability with a 30.4% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.61. ET earns a higher WallStSmart Score of 62/100 (C+).
AM
Buy59
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
+85.1%
Fair Value
$136.61
Current Price
$20.13
$116.48 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 52.0%
Every $100 of equity generates 21 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
Generating 1.5B in free cash flow
Areas to Watch
Moderate valuation
Elevated debt levels
Earnings declined 8.0%
Distress zone — elevated risk
4.7% margin — thin
Weak financial health signals
Earnings declined 3.6%
Elevated debt levels
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 30.4% and operating margin at 52.0%. 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 0.61 suggests the stock is reasonably priced for its growth.
Bear Case : AM
The primary concerns for AM are P/E Ratio, Debt/Equity, EPS Growth. Debt-to-equity of 1.92 is elevated, increasing financial risk.
Bear Case : ET
The primary concerns for ET are Profit Margin, Piotroski F-Score, EPS Growth. Debt-to-equity of 2.06 is elevated, increasing financial risk. 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 0.61 — expect wider price swings.
ET is growing revenue faster at 32.1% — sustainability is the question.
ET generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
ET scores higher overall (62/100 vs 59/100) 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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