Energy Transfer LP (ET)vsHowmet Aerospace Inc (HWM)
ET
Energy Transfer LP
$19.34
-2.91%
ENERGY · Cap: $68.55B
HWM
Howmet Aerospace Inc
$270.56
-0.73%
INDUSTRIALS · Cap: $109.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 1018% more annual revenue ($92.29B vs $8.25B). HWM leads profitability with a 18.3% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.73. HWM earns a higher WallStSmart Score of 69/100 (B-).
ET
Buy62
out of 100
Grade: C+
HWM
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+87.8%
Fair Value
$148.63
Current Price
$19.34
$129.29 discount
Intrinsic value data unavailable for HWM.
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
Every $100 of equity generates 30 in profit
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 26.3%
Earnings expanding 20.3% YoY
Areas to Watch
4.7% margin — thin
Earnings declined 3.6%
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Trading at 20.3x book value
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 : HWM
The strongest argument for HWM centers on Return on Equity, Market Cap, PEG Ratio. Profitability is solid with margins at 18.3% and operating margin at 26.3%. Revenue growth of 14.6% 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 : HWM
The primary concerns for HWM are P/E Ratio, Price/Book. A P/E of 63.2x leaves little room for execution misses.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while HWM is a mature play — different risk/reward profiles.
HWM carries more volatility with a beta of 1.19 — expect wider price swings.
ET is growing revenue faster at 32.1% — sustainability is the question.
HWM generates stronger free cash flow (359M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (69/100 vs 62/100), backed by strong 18.3% margins and 14.6% revenue growth. ET offers better value entry with a 87.8% margin of safety. Both earn "Strong 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.
Howmet Aerospace Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Howmet Aerospace Inc. is an American aerospace company based in Pittsburgh, Pennsylvania. The company manufactures components for jet engines, fasteners and titanium structures for aerospace applications, and forged aluminum wheels for heavy trucks.
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