Energy Transfer LP (ET)vsGlobal Partners LP (GLP)
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
GLP
Global Partners LP
$45.11
-2.30%
ENERGY · Cap: $1.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 361% more annual revenue ($85.54B vs $18.56B). ET leads profitability with a 5.2% profit margin vs 0.4%. ET appears more attractively valued with a PEG of 0.64. ET earns a higher WallStSmart Score of 63/100 (C+).
ET
Buy63
out of 100
Grade: C+
GLP
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-121.3%
Fair Value
$8.23
Current Price
$19.14
$10.91 premium
Margin of Safety
-55.1%
Fair Value
$31.23
Current Price
$45.11
$13.88 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 29.6% year-over-year
Reasonable price relative to book value
Areas to Watch
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
Smaller company, higher risk/reward
0.4% margin — thin
Operating margin of 1.2%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ET
The strongest argument for ET centers on Market Cap, PEG Ratio, P/E Ratio. Revenue growth of 29.6% demonstrates continued momentum. PEG of 0.64 suggests the stock is reasonably priced for its growth.
Bull Case : GLP
The strongest argument for GLP centers on Price/Book. Revenue growth of 11.0% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Bear Case : GLP
The primary concerns for GLP are Market Cap, Profit Margin, Operating Margin. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
ET profiles as a growth stock while GLP is a value play — different risk/reward profiles.
GLP carries more volatility with a beta of 1.00 — expect wider price swings.
ET is growing revenue faster at 29.6% — sustainability is the question.
GLP generates stronger free cash flow (62M), providing more financial flexibility.
Bottom Line
ET scores higher overall (63/100 vs 48/100) and 29.6% revenue growth. 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.
Energy Transfer LP
ENERGY · OIL & GAS MIDSTREAM · USA
Energy Transfer LP offers energy related services. The company is headquartered in Dallas, Texas.
Global Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Global Partners LP is engaged in the purchase, sale, collection, blending, storage and logistics of the transportation of gasoline and gasoline blends, distillates, residual oil, renewable fuels, crude oil and propane to wholesalers, retailers and commercial customers in New England. states and New York. The company is headquartered in Waltham, Massachusetts.
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