Energy Transfer LP (ET)vsONEOK Inc (OKE)
ET
Energy Transfer LP
$20.90
+0.92%
ENERGY · Cap: $69.76B
OKE
ONEOK Inc
$94.54
+1.34%
ENERGY · Cap: $58.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 173% more annual revenue ($107.38B vs $39.37B). OKE leads profitability with a 9.3% profit margin vs 4.9%. ET appears more attractively valued with a PEG of 0.62. ET earns a higher WallStSmart Score of 75/100 (B).
ET
Strong Buy75
out of 100
Grade: B
OKE
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.8%
Fair Value
$155.22
Current Price
$20.90
$134.32 discount
Margin of Safety
-56.9%
Fair Value
$61.42
Current Price
$94.54
$33.12 premium
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 52.8% year-over-year
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 1.4B in free cash flow
Areas to Watch
4.9% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Elevated debt levels
Distress zone — elevated risk
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 0.62 suggests the stock is reasonably priced for its growth.
Bull Case : OKE
The strongest argument for OKE centers on Revenue Growth, Market Cap, P/E Ratio. Revenue growth of 52.8% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.99 is elevated, increasing financial risk. Thin 4.9% margins leave little buffer for downturns.
Bear Case : OKE
The primary concerns for OKE are PEG Ratio, Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
OKE carries more volatility with a beta of 0.80 — 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 (75/100 vs 69/100) and 78.4% revenue growth. Both earn "Strong Buy" and "Strong 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.
ONEOK Inc
ENERGY · OIL & GAS MIDSTREAM · USA
Oneok, Inc. is a diversified Fortune 500 energy corporation based in Tulsa, Oklahoma.
Visit Website →Compare with Other OIL & GAS MIDSTREAM Stocks
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