Enterprise Products Partners LP (EPD)vsVertiv Holdings Co (VRT)
EPD
Enterprise Products Partners LP
$39.28
+0.46%
ENERGY · Cap: $84.52B
VRT
Vertiv Holdings Co
$251.07
-0.53%
INDUSTRIALS · Cap: $103.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Enterprise Products Partners LP generates 414% more annual revenue ($52.60B vs $10.23B). VRT leads profitability with a 13.0% profit margin vs 11.1%. VRT appears more attractively valued with a PEG of 1.83. VRT earns a higher WallStSmart Score of 67/100 (B-).
EPD
Buy50
out of 100
Grade: C-
VRT
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-40.0%
Fair Value
$25.32
Current Price
$39.28
$13.96 premium
Margin of Safety
-55.7%
Fair Value
$159.59
Current Price
$251.07
$91.48 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
Every $100 of equity generates 42 in profit
Large-cap with strong market position
Strong operational efficiency at 21.2%
Revenue surging 22.7% 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
Expensive relative to growth rate
2.0% earnings growth
Premium valuation, high expectations priced in
Trading at 24.4x 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 : VRT
The strongest argument for VRT centers on Return on Equity, Market Cap, Operating Margin. Revenue growth of 22.7% demonstrates continued momentum.
Bear Case : EPD
The primary concerns for EPD are PEG Ratio, EPS Growth, Revenue Growth.
Bear Case : VRT
The primary concerns for VRT are PEG Ratio, EPS Growth, P/E Ratio. A P/E of 79.4x leaves little room for execution misses.
Key Dynamics to Monitor
EPD profiles as a declining stock while VRT is a growth play — different risk/reward profiles.
VRT carries more volatility with a beta of 2.08 — expect wider price swings.
VRT is growing revenue faster at 22.7% — sustainability is the question.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VRT scores higher overall (67/100 vs 50/100) and 22.7% 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.
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.
Vertiv Holdings Co
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Vertiv Holdings Co designs, manufactures and services critical digital infrastructure technologies and lifecycle services for data centers, communication networks, and commercial and industrial environments in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Columbus, Ohio.
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