Energy Transfer LP (ET)vsGolar LNG Limited (GLNG)
ET
Energy Transfer LP
$21.55
-0.83%
ENERGY · Cap: $74.20B
GLNG
Golar LNG Limited
$52.89
+0.38%
ENERGY · Cap: $5.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 20416% more annual revenue ($107.38B vs $523.38M). GLNG leads profitability with a 31.3% profit margin vs 4.9%. ET appears more attractively valued with a PEG of 0.67. ET earns a higher WallStSmart Score of 72/100 (B).
ET
Strong Buy72
out of 100
Grade: B
GLNG
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.3%
Fair Value
$157.28
Current Price
$21.55
$135.73 discount
Margin of Safety
+26.0%
Fair Value
$59.70
Current Price
$52.89
$6.81 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
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 51.1%
Revenue surging 72.4% year-over-year
Earnings expanding 120.8% YoY
Reasonable price relative to book value
Areas to Watch
4.9% margin — thin
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
ROE of 7.4% — below average capital efficiency
Elevated debt levels
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 : GLNG
The strongest argument for GLNG centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 31.3% and operating margin at 51.1%. Revenue growth of 72.4% 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 : GLNG
The primary concerns for GLNG are P/E Ratio, Return on Equity, Debt/Equity.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while GLNG is a growth play — different risk/reward profiles.
ET carries more volatility with a beta of 0.57 — expect wider price swings.
ET is growing revenue faster at 78.4% — sustainability is the question.
ET generates stronger free cash flow (2.7B), providing more financial flexibility.
Bottom Line
ET scores higher overall (72/100 vs 70/100) and 78.4% revenue growth. GLNG offers better value entry with a 26.0% 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.
Golar LNG Limited
ENERGY · OIL & GAS MIDSTREAM · USA
Golar LNG Limited provides infrastructure for the liquefaction, transportation and regasification of LNG. The company is headquartered in Hamilton, Bermuda.
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