Energy Transfer LP (ET)vsKNOT Offshore Partners LP (KNOP)
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
KNOP
KNOT Offshore Partners LP
$10.03
+1.42%
ENERGY · Cap: $319.68M
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 24151% more annual revenue ($85.54B vs $352.71M). KNOP leads profitability with a 15.0% profit margin vs 5.2%. ET appears more attractively valued with a PEG of 0.64. KNOP earns a higher WallStSmart Score of 74/100 (B).
ET
Buy63
out of 100
Grade: C+
KNOP
Strong Buy74
out of 100
Grade: B
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
+83.5%
Fair Value
$63.18
Current Price
$10.03
$53.15 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
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 31.7%
Revenue surging 27.0% year-over-year
Earnings expanding 49.0% YoY
Areas to Watch
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
Smaller company, higher risk/reward
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 : KNOP
The strongest argument for KNOP centers on P/E Ratio, Price/Book, Operating Margin. Revenue growth of 27.0% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Bear Case : KNOP
The primary concerns for KNOP are Market Cap, PEG Ratio.
Key Dynamics to Monitor
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.
KNOP generates stronger free cash flow (44M), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KNOP scores higher overall (74/100 vs 63/100) and 27.0% revenue growth. 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.
KNOT Offshore Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
KNOT Offshore Partners LP owns and operates tanker vessels under long-term charters in the North Sea and Brazil. The company is headquartered in Aberdeen, the United Kingdom.
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