WallStSmart

Energy Transfer LP (ET)vsCorning Incorporated (GLW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Energy Transfer LP generates 465% more annual revenue ($92.29B vs $16.32B). GLW leads profitability with a 11.1% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.73. GLW earns a higher WallStSmart Score of 62/100 (C+).

ET

Buy

62

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 8.7Quality: 5.0

GLW

Buy

62

out of 100

Grade: C+

Growth: 7.3Profit: 7.0Value: 3.7Quality: 6.5
Piotroski: 5/9Altman Z: 2.03
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ETUndervalued (+87.8%)

Margin of Safety

+87.8%

Fair Value

$148.63

Current Price

$19.34

$129.29 discount

UndervaluedFair: $148.63Overvalued

Intrinsic value data unavailable for GLW.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ET5 strengths · Avg: 8.6/10
Revenue GrowthGrowth
32.1%10/10

Revenue surging 32.1% year-over-year

Market CapQuality
$68.55B9/10

Large-cap with strong market position

PEG RatioValuation
0.738/10

Growing faster than its price suggests

P/E RatioValuation
16.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

GLW3 strengths · Avg: 9.0/10
EPS GrowthGrowth
138.9%10/10

Earnings expanding 138.9% YoY

Market CapQuality
$160.89B9/10

Large-cap with strong market position

Revenue GrowthGrowth
20.0%8/10

Revenue surging 20.0% year-over-year

Areas to Watch

ET3 concerns · Avg: 2.3/10
Profit MarginProfitability
4.7%3/10

4.7% margin — thin

EPS GrowthGrowth
-3.6%2/10

Earnings declined 3.6%

Free Cash FlowQuality
$-225.00M2/10

Negative free cash flow — burning cash

GLW3 concerns · Avg: 3.3/10
PEG RatioValuation
1.804/10

Expensive relative to growth rate

Price/BookValuation
13.6x4/10

Trading at 13.6x book value

P/E RatioValuation
89.9x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : ET

The strongest argument for ET centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 32.1% demonstrates continued momentum. PEG of 0.73 suggests the stock is reasonably priced for its growth.

Bull Case : GLW

The strongest argument for GLW centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 20.0% demonstrates continued momentum.

Bear Case : ET

The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow. Thin 4.7% margins leave little buffer for downturns.

Bear Case : GLW

The primary concerns for GLW are PEG Ratio, Price/Book, P/E Ratio. A P/E of 89.9x leaves little room for execution misses.

Key Dynamics to Monitor

ET profiles as a hypergrowth stock while GLW is a growth play — different risk/reward profiles.

GLW carries more volatility with a beta of 1.14 — expect wider price swings.

ET is growing revenue faster at 32.1% — sustainability is the question.

GLW generates stronger free cash flow (30M), providing more financial flexibility.

Bottom Line

ET scores higher overall (62/100 vs 62/100) and 32.1% revenue growth. Both earn "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.

Energy Transfer LP

ENERGY · OIL & GAS MIDSTREAM · USA

Energy Transfer LP offers energy related services. The company is headquartered in Dallas, Texas.

Corning Incorporated

TECHNOLOGY · ELECTRONIC COMPONENTS · USA

Corning Incorporated is an American multinational technology company that specializes in specialty glass, ceramics, and related materials and technologies including advanced optics, primarily for industrial and scientific applications.

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