Energy Transfer LP (ET)vsMPLX LP (MPLX)
ET
Energy Transfer LP
$20.13
-0.97%
ENERGY · Cap: $69.96B
MPLX
MPLX LP
$58.85
-0.82%
ENERGY · Cap: $61.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 686% more annual revenue ($92.29B vs $11.73B). MPLX leads profitability with a 40.0% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.61. ET earns a higher WallStSmart Score of 62/100 (C+).
ET
Buy62
out of 100
Grade: C+
MPLX
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.1%
Fair Value
$136.61
Current Price
$20.13
$116.48 discount
Margin of Safety
-29.4%
Fair Value
$45.83
Current Price
$58.85
$13.02 premium
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 1.5B in free cash flow
Every $100 of equity generates 33 in profit
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Large-cap with strong market position
Attractively priced relative to earnings
Areas to Watch
4.7% margin — thin
Weak financial health signals
Earnings declined 3.6%
Elevated debt levels
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Revenue declined 2.8%
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 0.61 suggests the stock is reasonably priced for its growth.
Bull Case : MPLX
The strongest argument for MPLX centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 40.0% and operating margin at 36.1%.
Bear Case : ET
The primary concerns for ET are Profit Margin, Piotroski F-Score, EPS Growth. Debt-to-equity of 2.06 is elevated, increasing financial risk. Thin 4.7% margins leave little buffer for downturns.
Bear Case : MPLX
The primary concerns for MPLX are Debt/Equity, Piotroski F-Score, PEG Ratio. Debt-to-equity of 1.86 is elevated, increasing financial risk.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while MPLX is a declining play — different risk/reward profiles.
ET carries more volatility with a beta of 0.56 — expect wider price swings.
ET is growing revenue faster at 32.1% — sustainability is the question.
ET generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
ET scores higher overall (62/100 vs 52/100) 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.
MPLX LP
ENERGY · OIL & GAS MIDSTREAM · USA
MPLX LP owns and operates energy infrastructure and midstream logistics assets primarily in the United States.
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