Cheniere Energy Partners LP (CQP)vsEnergy Transfer LP (ET)
CQP
Cheniere Energy Partners LP
$64.47
+0.17%
ENERGY · Cap: $30.59B
ET
Energy Transfer LP
$19.62
-0.89%
ENERGY · Cap: $67.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 712% more annual revenue ($92.29B vs $11.37B). CQP leads profitability with a 22.3% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.58. ET earns a higher WallStSmart Score of 65/100 (C+).
CQP
Hold46
out of 100
Grade: D+
ET
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.6%
Fair Value
$196.51
Current Price
$64.47
$132.04 discount
Margin of Safety
+86.0%
Fair Value
$138.44
Current Price
$19.61
$118.83 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 86 in profit
Keeps 22 of every $100 in revenue as profit
Attractively priced relative to earnings
Revenue surging 20.4% year-over-year
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
Trading at 10.6x book value
Expensive relative to growth rate
Earnings declined 82.4%
Elevated debt levels
4.7% margin — thin
Weak financial health signals
Earnings declined 3.6%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CQP
The strongest argument for CQP centers on Return on Equity, Profit Margin, P/E Ratio. Profitability is solid with margins at 22.3% and operating margin at 10.0%. Revenue growth of 20.4% demonstrates continued momentum.
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 0.58 suggests the stock is reasonably priced for its growth.
Bear Case : CQP
The primary concerns for CQP are Price/Book, PEG Ratio, EPS Growth. Debt-to-equity of 4.84 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
CQP profiles as a growth stock while ET is a hypergrowth play — different risk/reward profiles.
ET carries more volatility with a beta of 0.57 — 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 (65/100 vs 46/100) and 32.1% revenue growth. CQP offers better value entry with a 70.6% margin of safety. Both earn "Buy" and "Hold" 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.
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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