Energy Transfer LP (ET)vsNGL Energy Partners LP (NGL)
ET
Energy Transfer LP
$18.90
+0.38%
ENERGY · Cap: $72.00B
NGL
NGL Energy Partners LP
$14.95
+1.36%
ENERGY · Cap: $2.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 2947% more annual revenue ($107.38B vs $3.52B). ET leads profitability with a 4.9% profit margin vs -3.8%. 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
NGL
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+87.6%
Fair Value
$154.72
Current Price
$18.90
$135.82 discount
Margin of Safety
+10.1%
Fair Value
$12.75
Current Price
$14.95
$2.20 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 59.1% year-over-year
Earnings expanding 1129.0% YoY
Every $100 of equity generates 26 in profit
Areas to Watch
4.9% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Negative free cash flow — burning cash
Currently unprofitable
Elevated debt levels
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 : NGL
The strongest argument for NGL centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 59.1% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, Debt/Equity, Piotroski F-Score. Thin 4.9% margins leave little buffer for downturns.
Bear Case : NGL
The primary concerns for NGL are PEG Ratio, Free Cash Flow, Profit Margin. Debt-to-equity of 103.75 is elevated, increasing financial risk.
Key Dynamics to Monitor
NGL carries more volatility with a beta of 0.84 — 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 52/100) and 78.4% revenue growth. 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.
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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