Cheniere Energy Partners LP (CQP)vsEnterprise Products Partners LP (EPD)
CQP
Cheniere Energy Partners LP
$67.74
-1.54%
ENERGY · Cap: $33.27B
EPD
Enterprise Products Partners LP
$38.90
-1.09%
ENERGY · Cap: $84.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Enterprise Products Partners LP generates 409% more annual revenue ($58.47B vs $11.50B). CQP leads profitability with a 27.3% profit margin vs 10.8%. EPD appears more attractively valued with a PEG of 1.39. EPD earns a higher WallStSmart Score of 72/100 (B).
CQP
Buy64
out of 100
Grade: C+
EPD
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.3%
Fair Value
$194.46
Current Price
$67.74
$126.72 discount
Margin of Safety
+28.7%
Fair Value
$54.56
Current Price
$38.90
$15.66 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 85 in profit
Strong operational efficiency at 51.9%
Earnings expanding 136.1% YoY
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Revenue surging 60.8% year-over-year
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 28.5% YoY
Areas to Watch
Trading at 8.9x book value
Expensive relative to growth rate
Elevated debt levels
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CQP
The strongest argument for CQP centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 27.3% and operating margin at 51.9%.
Bull Case : EPD
The strongest argument for EPD centers on Revenue Growth, Market Cap, Return on Equity. Revenue growth of 60.8% demonstrates continued momentum. PEG of 1.39 suggests the stock is reasonably priced for its growth.
Bear Case : CQP
The primary concerns for CQP are Price/Book, PEG Ratio, Debt/Equity. Debt-to-equity of 3.91 is elevated, increasing financial risk.
Bear Case : EPD
The primary concerns for EPD are Debt/Equity.
Key Dynamics to Monitor
CQP profiles as a mature stock while EPD is a growth play — different risk/reward profiles.
EPD carries more volatility with a beta of 0.48 — expect wider price swings.
EPD is growing revenue faster at 60.8% — sustainability is the question.
EPD generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
EPD scores higher overall (72/100 vs 64/100) and 60.8% revenue growth. CQP offers better value entry with a 70.3% margin of safety. Both earn "Strong 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.
Cheniere Energy Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Cheniere Energy Partners, LP, owns and operates regasification facilities at the Sabine Pass liquefied natural gas (LNG) terminal located in Cameron Parish, Louisiana, on the Sabine-Neches waterway. The company is headquartered in Houston, Texas.
Enterprise Products Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Enterprise Products Partners LP provides midstream energy services to producers and consumers of natural gas, natural gas liquids (NGL), crude oil, petrochemicals, and refined products. The company is headquartered in Houston, Texas.
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