Energy Transfer LP (ET)vsHess Midstream Partners LP (HESM)
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
HESM
Hess Midstream Partners LP
$39.75
-1.02%
ENERGY · Cap: $8.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 5176% more annual revenue ($85.54B vs $1.62B). HESM leads profitability with a 21.8% profit margin vs 5.2%. 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+
HESM
Buy62
out of 100
Grade: C+
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
+40.9%
Fair Value
$61.55
Current Price
$39.75
$21.80 discount
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
Strong operational efficiency at 62.3%
Keeps 22 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
Expensive relative to growth rate
Trading at 9.1x book value
2.1% revenue growth
ROE of 1.5% — below average capital efficiency
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 : HESM
The strongest argument for HESM centers on Operating Margin, Profit Margin, P/E Ratio. Profitability is solid with margins at 21.8% and operating margin at 62.3%.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Bear Case : HESM
The primary concerns for HESM are PEG Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
ET profiles as a growth stock while HESM is a value play — different risk/reward profiles.
ET carries more volatility with a beta of 0.65 — expect wider price swings.
ET is growing revenue faster at 29.6% — sustainability is the question.
HESM generates stronger free cash flow (36M), providing more financial flexibility.
Bottom Line
ET scores higher overall (63/100 vs 62/100) and 29.6% revenue growth. HESM offers better value entry with a 40.9% margin of safety. 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.
Hess Midstream Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Hess Midstream LP owns, develops, operates and acquires midstream assets. The company is headquartered in Houston, Texas.
Visit Website →Compare with Other OIL & GAS MIDSTREAM Stocks
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