Energy Transfer LP (ET)vsNGL Energy Partners LP (NGL)
ET
Energy Transfer LP
$19.34
-2.91%
ENERGY · Cap: $68.55B
NGL
NGL Energy Partners LP
$16.33
+1.24%
ENERGY · Cap: $2.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 2518% more annual revenue ($92.29B vs $3.53B). ET leads profitability with a 4.7% profit margin vs 4.5%. ET appears more attractively valued with a PEG of 0.73. ET earns a higher WallStSmart Score of 62/100 (C+).
ET
Buy62
out of 100
Grade: C+
NGL
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+87.7%
Fair Value
$148.16
Current Price
$19.34
$128.82 discount
Margin of Safety
+47.7%
Fair Value
$21.93
Current Price
$16.33
$5.60 discount
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 3.4B in free cash flow
Strong operational efficiency at 43.9%
Areas to Watch
4.7% margin — thin
Earnings declined 3.6%
Smaller company, higher risk/reward
4.5% margin — thin
Expensive relative to growth rate
Earnings declined 60.1%
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 0.73 suggests the stock is reasonably priced for its growth.
Bull Case : NGL
The strongest argument for NGL centers on Operating Margin.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth. Thin 4.7% margins leave little buffer for downturns.
Bear Case : NGL
The primary concerns for NGL are Market Cap, Profit Margin, PEG Ratio. Debt-to-equity of 5.05 is elevated, increasing financial risk. Thin 4.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while NGL is a value play — different risk/reward profiles.
NGL carries more volatility with a beta of 0.58 — expect wider price swings.
ET is growing revenue faster at 32.1% — sustainability is the question.
ET generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
ET scores higher overall (62/100 vs 52/100) and 32.1% revenue growth. NGL offers better value entry with a 47.7% 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.
NGL Energy Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
NGL Energy Partners LP is engaged in the crude oil and liquids logistics and water solutions businesses. The company is headquartered in Tulsa, Oklahoma.
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