Enterprise Products Partners LP (EPD)vsEnergy Transfer LP (ET)
EPD
Enterprise Products Partners LP
$37.37
+0.35%
ENERGY · Cap: $82.38B
ET
Energy Transfer LP
$20.11
-0.89%
ENERGY · Cap: $72.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 67% more annual revenue ($107.38B vs $64.40B). EPD leads profitability with a 10.2% profit margin vs 4.9%. ET appears more attractively valued with a PEG of 0.66. ET earns a higher WallStSmart Score of 72/100 (B).
EPD
Strong Buy72
out of 100
Grade: B
ET
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.0%
Fair Value
$59.57
Current Price
$37.37
$22.20 discount
Margin of Safety
+86.5%
Fair Value
$155.22
Current Price
$20.11
$135.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 49.3% year-over-year
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 21.6% YoY
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
No major concerns identified
4.9% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : EPD
The strongest argument for EPD centers on Revenue Growth, Market Cap, Return on Equity. Revenue growth of 49.3% demonstrates continued momentum. PEG of 1.35 suggests the stock is reasonably priced for its growth.
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 0.66 suggests the stock is reasonably priced for its growth.
Bear Case : EPD
No major red flags identified for EPD, but monitor valuation.
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
EPD profiles as a growth stock while ET is a hypergrowth play — different risk/reward profiles.
ET carries more volatility with a beta of 0.60 — 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
EPD scores higher overall (72/100 vs 72/100) and 49.3% revenue growth. ET offers better value entry with a 86.5% margin of safety. Both earn "Strong Buy" and "Strong 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.
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.
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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