Energy Transfer LP (ET)vsPlains GP Holdings LP (PAGP)
ET
Energy Transfer LP
$20.28
+1.91%
ENERGY · Cap: $71.41B
PAGP
Plains GP Holdings LP
$27.45
+1.03%
ENERGY · Cap: $6.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 105% more annual revenue ($107.38B vs $52.30B). ET leads profitability with a 4.9% profit margin vs 1.1%. 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
PAGP
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.9%
Fair Value
$155.73
Current Price
$20.27
$135.45 discount
Intrinsic value data unavailable for PAGP.
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 1210.0% YoY
Growing faster than its price suggests
Areas to Watch
4.9% margin — thin
Elevated debt levels
Weak financial health signals
1.1% margin — thin
Operating margin of 2.8%
Weak financial health signals
Premium valuation, high expectations priced in
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 : PAGP
The strongest argument for PAGP centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 66.3% demonstrates continued momentum. PEG of 0.70 suggests the stock is reasonably priced for its growth.
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 : PAGP
The primary concerns for PAGP are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 61.8x leaves little room for execution misses. Debt-to-equity of 5.47 is elevated, increasing financial risk.
Key Dynamics to Monitor
ET carries more volatility with a beta of 0.60 — 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 66/100) 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 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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