Energy Transfer LP (ET)vsHess Midstream Partners LP (HESM)
ET
Energy Transfer LP
$19.34
-2.91%
ENERGY · Cap: $68.55B
HESM
Hess Midstream Partners LP
$38.17
-1.14%
ENERGY · Cap: $8.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 5564% more annual revenue ($92.29B vs $1.63B). HESM leads profitability with a 22.6% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.73. ET earns a higher WallStSmart Score of 62/100 (C+).
ET
Buy62
out of 100
Grade: C+
HESM
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+87.7%
Fair Value
$148.16
Current Price
$19.34
$128.82 discount
Margin of Safety
+6.7%
Fair Value
$39.02
Current Price
$38.17
$0.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 32.1% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 3.4B in free cash flow
Every $100 of equity generates 152 in profit
Strong operational efficiency at 61.0%
Keeps 23 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
4.7% margin — thin
Earnings declined 3.6%
Expensive relative to growth rate
Trading at 8.7x book value
2.1% revenue growth
4.8% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull 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 : HESM
The strongest argument for HESM centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 22.6% and operating margin at 61.0%.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth. Thin 4.7% margins leave little buffer for downturns.
Bear Case : HESM
The primary concerns for HESM are PEG Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while HESM is a value 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 32.1% — sustainability is the question.
ET generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
ET scores higher overall (62/100 vs 60/100) 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.
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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