DT Midstream Inc (DTM)vsEnergy Transfer LP (ET)
DTM
DT Midstream Inc
$125.05
-0.64%
ENERGY · Cap: $12.76B
ET
Energy Transfer LP
$20.46
-2.11%
ENERGY · Cap: $74.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 8097% more annual revenue ($107.38B vs $1.31B). DTM leads profitability with a 35.7% profit margin vs 4.9%. ET trades at a lower P/E of 14.9x. ET earns a higher WallStSmart Score of 72/100 (B).
DTM
Buy55
out of 100
Grade: C
ET
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-68.8%
Fair Value
$78.01
Current Price
$125.05
$47.04 premium
Margin of Safety
+86.4%
Fair Value
$156.76
Current Price
$20.46
$136.30 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 50.4%
Reasonable price relative to book value
Revenue surging 78.4% year-over-year
Earnings expanding 85.3% YoY
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
Moderate valuation
4.8% earnings growth
Distress zone — elevated risk
4.9% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DTM
The strongest argument for DTM centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 35.7% and operating margin at 50.4%. Revenue growth of 11.0% demonstrates continued momentum.
Bull Case : ET
The strongest argument for ET centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 78.4% demonstrates continued momentum. PEG of 0.67 suggests the stock is reasonably priced for its growth.
Bear Case : DTM
The primary concerns for DTM are P/E Ratio, EPS Growth, Altman Z-Score.
Bear Case : ET
The primary concerns for ET are Profit Margin, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.99 is elevated, increasing financial risk. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
DTM profiles as a mature stock while ET is a hypergrowth play — different risk/reward profiles.
DTM carries more volatility with a beta of 0.72 — expect wider price swings.
ET is growing revenue faster at 78.4% — sustainability is the question.
ET generates stronger free cash flow (2.7B), providing more financial flexibility.
Bottom Line
ET scores higher overall (72/100 vs 55/100) and 78.4% revenue growth. 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.
DT Midstream Inc
ENERGY · OIL & GAS MIDSTREAM · USA
DT Midstream Inc. is a premier energy infrastructure company focused on the transportation, storage, and processing of natural gas and natural gas liquids across the United States. Boasting a robust portfolio that includes over 1,000 miles of interstate pipelines and extensive storage facilities, DT Midstream plays a crucial role in ensuring energy reliability while actively pursuing sustainability initiatives. The company’s emphasis on operational excellence and innovative solutions enhances its competitive edge in the evolving energy landscape, presenting a compelling investment opportunity for institutional investors seeking growth in North America's energy sector.
Visit Website →Energy Transfer LP
ENERGY · OIL & GAS MIDSTREAM · USA
Energy Transfer LP offers energy related services. The company is headquartered in Dallas, Texas.
Compare with Other OIL & GAS MIDSTREAM Stocks
Want to dig deeper into these stocks?