Energy Transfer LP (ET)vsMPLX LP (MPLX)
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
MPLX
MPLX LP
$58.89
-0.47%
ENERGY · Cap: $60.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 624% more annual revenue ($85.54B vs $11.82B). MPLX leads profitability with a 41.6% profit margin vs 5.2%. ET appears more attractively valued with a PEG of 0.64. ET earns a higher WallStSmart Score of 63/100 (C+).
ET
Buy63
out of 100
Grade: C+
MPLX
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-121.3%
Fair Value
$8.23
Current Price
$19.14
$10.91 premium
Margin of Safety
+45.9%
Fair Value
$102.96
Current Price
$58.89
$44.07 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
Every $100 of equity generates 35 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Large-cap with strong market position
Attractively priced relative to earnings
Areas to Watch
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
Weak financial health signals
Expensive relative to growth rate
Negative free cash flow — burning cash
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 : MPLX
The strongest argument for MPLX centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 41.6% and operating margin at 42.9%.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Bear Case : MPLX
The primary concerns for MPLX are Piotroski F-Score, PEG Ratio, Free Cash Flow.
Key Dynamics to Monitor
ET profiles as a growth stock while MPLX is a mature play — different risk/reward profiles.
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.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ET scores higher overall (63/100 vs 60/100) and 29.6% revenue growth. MPLX offers better value entry with a 45.9% margin of safety. 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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