Enterprise Products Partners LP (EPD)vsQnity Electronics, Inc (Q)
EPD
Enterprise Products Partners LP
$37.19
-1.43%
ENERGY · Cap: $81.56B
Q
Qnity Electronics, Inc
$143.59
-3.91%
TECHNOLOGY · Cap: $30.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Enterprise Products Partners LP generates 985% more annual revenue ($51.56B vs $4.75B). Q leads profitability with a 14.6% profit margin vs 11.5%. EPD appears more attractively valued with a PEG of 2.18. EPD earns a higher WallStSmart Score of 52/100 (C-).
EPD
Buy52
out of 100
Grade: C-
Q
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.5%
Fair Value
$56.69
Current Price
$37.19
$19.50 discount
Margin of Safety
-9.0%
Fair Value
$105.09
Current Price
$143.59
$38.50 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
Strong operational efficiency at 20.4%
Areas to Watch
Expensive relative to growth rate
Revenue declined 6.7%
ROE of 8.0% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 52.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : EPD
The strongest argument for EPD centers on Market Cap, P/E Ratio, Price/Book.
Bull Case : Q
The strongest argument for Q centers on Operating Margin.
Bear Case : EPD
The primary concerns for EPD are PEG Ratio, Revenue Growth.
Bear Case : Q
The primary concerns for Q are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 43.5x leaves little room for execution misses.
Key Dynamics to Monitor
EPD profiles as a declining stock while Q is a value play — different risk/reward profiles.
Q is growing revenue faster at 8.1% — sustainability is the question.
EPD generates stronger free cash flow (486M), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EPD scores higher overall (52/100 vs 49/100). 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.
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.
Qnity Electronics, Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
IQVIA Holdings Inc. provides integrated information and technology-enabled healthcare services in the Americas, Europe, Africa, and Asia-Pacific. The company is headquartered in Durham, North Carolina.
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