Energy Transfer LP (ET)vsMartin Midstream Partners LP (MMLP)
ET
Energy Transfer LP
$20.11
-0.89%
ENERGY · Cap: $72.00B
MMLP
Martin Midstream Partners LP
$1.92
-3.03%
ENERGY · Cap: $79.81M
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 13203% more annual revenue ($107.38B vs $807.18M). ET leads profitability with a 4.9% profit margin vs -1.4%. ET appears more attractively valued with a PEG of 0.66. ET earns a higher WallStSmart Score of 72/100 (B).
ET
Strong Buy72
out of 100
Grade: B
MMLP
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.5%
Fair Value
$155.22
Current Price
$20.11
$135.12 discount
Margin of Safety
+83.8%
Fair Value
$15.83
Current Price
$1.92
$13.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 78.4% year-over-year
Earnings expanding 85.3% YoY
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 37.3% year-over-year
Earnings expanding 230.8% YoY
Conservative balance sheet, low leverage
Areas to Watch
4.9% margin — thin
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Operating margin of 4.4%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ET
The strongest argument for ET centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 78.4% demonstrates continued momentum. PEG of 0.66 suggests the stock is reasonably priced for its growth.
Bull Case : MMLP
The strongest argument for MMLP centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 37.3% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.99 is elevated, increasing financial risk. Thin 4.9% margins leave little buffer for downturns.
Bear Case : MMLP
The primary concerns for MMLP are Market Cap, Return on Equity, Operating Margin.
Key Dynamics to Monitor
ET carries more volatility with a beta of 0.60 — expect wider price swings.
ET is growing revenue faster at 78.4% — sustainability is the question.
ET generates stronger free cash flow (2.7B), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ET scores higher overall (72/100 vs 53/100) and 78.4% revenue growth. MMLP offers better value entry with a 83.8% 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.
Martin Midstream Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Martin Midstream Partners LP, is engaged in the completion, processing, storage and packaging of petroleum products and by-products primarily in the Gulf Coast region of the United States. The company is headquartered in Kilgore, Texas.
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