Enterprise Products Partners LP (EPD)vsEnergy Transfer LP (ET)
EPD
Enterprise Products Partners LP
$37.56
+0.29%
ENERGY · Cap: $80.07B
ET
Energy Transfer LP
$19.01
+0.26%
ENERGY · Cap: $65.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 63% more annual revenue ($85.54B vs $52.60B). EPD leads profitability with a 11.1% profit margin vs 5.2%. ET appears more attractively valued with a PEG of 0.64. ET earns a higher WallStSmart Score of 63/100 (C+).
EPD
Buy50
out of 100
Grade: C-
ET
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-40.0%
Fair Value
$25.32
Current Price
$37.56
$12.24 premium
Margin of Safety
-121.3%
Fair Value
$8.23
Current Price
$19.01
$10.78 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 29.6% year-over-year
Areas to Watch
Expensive relative to growth rate
1.7% earnings growth
Revenue declined 2.9%
Negative free cash flow — burning cash
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : EPD
The strongest argument for EPD centers on Market Cap, P/E Ratio, Price/Book.
Bull Case : ET
The strongest argument for ET centers on Market Cap, PEG Ratio, P/E Ratio. Revenue growth of 29.6% demonstrates continued momentum. PEG of 0.64 suggests the stock is reasonably priced for its growth.
Bear Case : EPD
The primary concerns for EPD are PEG Ratio, EPS Growth, Revenue Growth.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
EPD profiles as a declining stock while ET is a growth play — different risk/reward profiles.
ET carries more volatility with a beta of 0.65 — expect wider price swings.
ET is growing revenue faster at 29.6% — sustainability is the question.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ET scores higher overall (63/100 vs 50/100) and 29.6% 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.
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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