Energy Transfer LP (ET)vsPlains All American Pipeline LP (PAA)
ET
Energy Transfer LP
$21.55
-0.83%
ENERGY · Cap: $74.20B
PAA
Plains All American Pipeline LP
$26.10
+1.50%
ENERGY · Cap: $18.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 105% more annual revenue ($107.38B vs $52.30B). PAA leads profitability with a 5.3% profit margin vs 4.9%. ET appears more attractively valued with a PEG of 0.67. ET earns a higher WallStSmart Score of 72/100 (B).
ET
Strong Buy72
out of 100
Grade: B
PAA
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.3%
Fair Value
$157.28
Current Price
$21.55
$135.73 discount
Intrinsic value data unavailable for PAA.
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 66.3% year-over-year
Earnings expanding 1077.0% YoY
Every $100 of equity generates 25 in profit
Reasonable price relative to book value
Areas to Watch
4.9% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
5.3% margin — thin
Operating margin of 2.8%
Weak financial health signals
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 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : PAA
The strongest argument for PAA centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 66.3% 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 : PAA
The primary concerns for PAA are PEG Ratio, Profit Margin, Operating Margin.
Key Dynamics to Monitor
ET carries more volatility with a beta of 0.57 — 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 68/100) 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.
Plains All American Pipeline LP
ENERGY · OIL & GAS MIDSTREAM · USA
Plains All American Pipeline, LP, is engaged in the transportation, completion, storage and collection of crude oil and natural gas liquids (NGL) through pipelines in the United States and Canada. The company is headquartered in Houston, Texas.
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