Energy Transfer LP (ET)vsNGL Energy Partners LP (NGL)
ET
Energy Transfer LP
$18.94
-1.46%
ENERGY · Cap: $65.07B
NGL
NGL Energy Partners LP
$15.22
-4.87%
ENERGY · Cap: $2.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 2824% more annual revenue ($92.29B vs $3.16B). ET leads profitability with a 4.7% profit margin vs -4.5%. ET appears more attractively valued with a PEG of 0.57. ET earns a higher WallStSmart Score of 65/100 (C+).
ET
Buy65
out of 100
Grade: C+
NGL
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.4%
Fair Value
$137.98
Current Price
$18.94
$119.04 discount
Margin of Safety
-1.9%
Fair Value
$11.25
Current Price
$15.22
$3.97 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 26 in profit
Areas to Watch
4.7% margin — thin
Weak financial health signals
Earnings declined 3.6%
Elevated debt levels
Operating margin of 2.1%
Expensive relative to growth rate
Revenue declined 13.3%
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 0.57 suggests the stock is reasonably priced for its growth.
Bull Case : NGL
The strongest argument for NGL centers on Return on Equity.
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 : NGL
The primary concerns for NGL are Operating Margin, PEG Ratio, Revenue Growth. Debt-to-equity of 129.59 is elevated, increasing financial risk.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while NGL is a turnaround 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 (1.5B), providing more financial flexibility.
Bottom Line
ET scores higher overall (65/100 vs 32/100) and 32.1% revenue growth. Both earn "Buy" and "Avoid" 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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