Energy Transfer LP (ET)vsPlains GP Holdings LP (PAGP)
ET
Energy Transfer LP
$19.42
+0.05%
ENERGY · Cap: $68.82B
PAGP
Plains GP Holdings LP
$24.35
-1.42%
ENERGY · Cap: $5.80B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 104% more annual revenue ($92.29B vs $45.26B). ET leads profitability with a 4.7% profit margin vs 0.4%. ET appears more attractively valued with a PEG of 0.58. ET earns a higher WallStSmart Score of 65/100 (C+).
ET
Buy65
out of 100
Grade: C+
PAGP
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.4%
Fair Value
$147.68
Current Price
$19.42
$128.26 discount
Intrinsic value data unavailable for PAGP.
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
Growing faster than its price suggests
Areas to Watch
4.7% margin — thin
Earnings declined 3.6%
Premium valuation, high expectations priced in
0.4% 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, Market Cap, PEG Ratio. Revenue growth of 32.1% demonstrates continued momentum. PEG of 0.58 suggests the stock is reasonably priced for its growth.
Bull Case : PAGP
The strongest argument for PAGP centers on PEG Ratio. PEG of 0.70 suggests the stock is reasonably priced for its growth.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth. Thin 4.7% margins leave little buffer for downturns.
Bear Case : PAGP
The primary concerns for PAGP are P/E Ratio, Profit Margin, Operating Margin. Debt-to-equity of 9.09 is elevated, increasing financial risk. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while PAGP is a value play — different risk/reward profiles.
ET carries more volatility with a beta of 0.57 — 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 50/100) and 32.1% revenue growth. Both earn "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.
Plains GP Holdings LP
ENERGY · OIL & GAS MIDSTREAM · USA
Plains GP Holdings, LP owns and operates midstream power infrastructure in the United States and Canada. The company is headquartered in Houston, Texas.
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