Energy Transfer LP (ET)vsFrontline Ltd (FRO)
ET
Energy Transfer LP
$20.50
+0.44%
ENERGY · Cap: $74.20B
FRO
Frontline Ltd
$47.92
-3.79%
ENERGY · Cap: $11.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 3855% more annual revenue ($107.38B vs $2.71B). FRO leads profitability with a 54.8% profit margin vs 4.9%. ET appears more attractively valued with a PEG of 0.67. FRO earns a higher WallStSmart Score of 73/100 (B).
ET
Strong Buy72
out of 100
Grade: B
FRO
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.4%
Fair Value
$156.76
Current Price
$20.50
$136.26 discount
Margin of Safety
+10.9%
Fair Value
$33.81
Current Price
$47.92
$14.11 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Attractively priced relative to earnings
Every $100 of equity generates 32 in profit
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 65.8%
Revenue surging 96.5% year-over-year
Earnings expanding 750.0% YoY
Areas to Watch
4.9% margin — thin
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : FRO
The strongest argument for FRO centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 54.8% and operating margin at 65.8%. Revenue growth of 96.5% demonstrates continued momentum.
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.
Bear Case : FRO
The primary concerns for FRO are Altman Z-Score, PEG Ratio.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while FRO is a growth play — different risk/reward profiles.
ET carries more volatility with a beta of 0.57 — expect wider price swings.
FRO is growing revenue faster at 96.5% — sustainability is the question.
ET generates stronger free cash flow (2.7B), providing more financial flexibility.
Bottom Line
FRO scores higher overall (73/100 vs 72/100), backed by strong 54.8% margins and 96.5% revenue growth. ET offers better value entry with a 86.4% 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.
Energy Transfer LP
ENERGY · OIL & GAS MIDSTREAM · USA
Energy Transfer LP offers energy related services. The company is headquartered in Dallas, Texas.
Frontline Ltd
ENERGY · OIL & GAS MIDSTREAM · USA
Frontline Ltd., a shipping company, is engaged in shipping crude oil and petroleum products globally. The company is headquartered in Hamilton, Bermuda.
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