Energy Transfer LP (ET)vsKinder Morgan Inc (KMI)
ET
Energy Transfer LP
$19.01
+0.26%
ENERGY · Cap: $65.40B
KMI
Kinder Morgan Inc
$32.84
-1.79%
ENERGY · Cap: $73.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 405% more annual revenue ($85.54B vs $16.94B). KMI leads profitability with a 18.0% profit margin vs 5.2%. ET appears more attractively valued with a PEG of 0.64. KMI earns a higher WallStSmart Score of 64/100 (C+).
ET
Buy63
out of 100
Grade: C+
KMI
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-121.3%
Fair Value
$8.23
Current Price
$19.01
$10.78 premium
Margin of Safety
+50.2%
Fair Value
$63.18
Current Price
$32.84
$30.34 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 30.3%
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 49.3% YoY
Generating 1.6B in free cash flow
Areas to Watch
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
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 : KMI
The strongest argument for KMI centers on Operating Margin, Market Cap, Price/Book. Profitability is solid with margins at 18.0% and operating margin at 30.3%. Revenue growth of 13.1% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Bear Case : KMI
The primary concerns for KMI are PEG Ratio.
Key Dynamics to Monitor
ET profiles as a growth stock while KMI is a mature play — different risk/reward profiles.
KMI 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.
KMI generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
KMI scores higher overall (64/100 vs 63/100), backed by strong 18.0% margins and 13.1% 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.
Kinder Morgan Inc
ENERGY · OIL & GAS MIDSTREAM · USA
Kinder Morgan, Inc. is one of the largest energy infrastructure companies in North America. The company specializes in owning and controlling oil and gas pipelines and terminals.
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