Enterprise Products Partners LP (EPD)vsGE Vernova LLC (GEV)
EPD
Enterprise Products Partners LP
$39.00
+1.58%
ENERGY · Cap: $81.20B
GEV
GE Vernova LLC
$923.69
+1.57%
INDUSTRIALS · Cap: $246.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Enterprise Products Partners LP generates 38% more annual revenue ($52.60B vs $38.07B). GEV leads profitability with a 12.8% profit margin vs 11.1%. EPD appears more attractively valued with a PEG of 2.16. GEV earns a higher WallStSmart Score of 55/100 (C-).
EPD
Buy50
out of 100
Grade: C-
GEV
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-40.0%
Fair Value
$25.32
Current Price
$38.99
$13.67 premium
Margin of Safety
-6.0%
Fair Value
$829.76
Current Price
$923.69
$93.93 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
Mega-cap, among the largest globally
Every $100 of equity generates 43 in profit
Generating 1.8B in free cash flow
Areas to Watch
Expensive relative to growth rate
1.7% earnings growth
Revenue declined 2.9%
Negative free cash flow — burning cash
3.8% revenue growth
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 22.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : EPD
The strongest argument for EPD centers on Market Cap, P/E Ratio, Price/Book.
Bull Case : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, Free Cash Flow.
Bear Case : EPD
The primary concerns for EPD are PEG Ratio, EPS Growth, Revenue Growth.
Bear Case : GEV
The primary concerns for GEV are Revenue Growth, PEG Ratio, P/E Ratio. A P/E of 51.3x leaves little room for execution misses.
Key Dynamics to Monitor
EPD profiles as a declining stock while GEV is a value play — different risk/reward profiles.
GEV is growing revenue faster at 3.8% — sustainability is the question.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GEV scores higher overall (55/100 vs 50/100). 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.
GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
Visit Website →Compare with Other OIL & GAS MIDSTREAM Stocks
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