Energy Transfer LP (ET)vsOshkosh Corporation (OSK)
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
OSK
Oshkosh Corporation
$147.89
+0.85%
INDUSTRIALS · Cap: $9.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 721% more annual revenue ($85.54B vs $10.42B). OSK leads profitability with a 6.2% 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+
OSK
Hold48
out of 100
Grade: D+
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
-156.1%
Fair Value
$68.14
Current Price
$147.89
$79.75 premium
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
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
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 : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
ET profiles as a growth stock while OSK is a value play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.35 — expect wider price swings.
ET is growing revenue faster at 29.6% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
ET scores higher overall (63/100 vs 48/100) and 29.6% revenue growth. Both earn "Buy" and "Hold" 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.
Oshkosh Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.
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