Energy Transfer LP (ET)vsPlains GP Holdings LP (PAGP)
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
PAGP
Plains GP Holdings LP
$24.07
-0.29%
ENERGY · Cap: $5.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 93% more annual revenue ($85.54B vs $44.26B). ET leads profitability with a 5.2% profit margin vs 0.6%. 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+
PAGP
Buy56
out of 100
Grade: C
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
+41.2%
Fair Value
$36.04
Current Price
$24.07
$11.97 discount
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
Growing faster than its price suggests
Areas to Watch
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
1.5% earnings growth
0.6% margin — thin
Operating margin of 3.5%
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 : 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, Free Cash Flow.
Bear Case : PAGP
The primary concerns for PAGP are P/E Ratio, EPS Growth, Profit Margin. Debt-to-equity of 7.08 is elevated, increasing financial risk. Thin 0.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
ET profiles as a growth stock while PAGP is a value play — different risk/reward profiles.
ET carries more volatility with a beta of 0.65 — expect wider price swings.
ET is growing revenue faster at 29.6% — sustainability is the question.
PAGP generates stronger free cash flow (637M), providing more financial flexibility.
Bottom Line
ET scores higher overall (63/100 vs 56/100) and 29.6% revenue growth. PAGP offers better value entry with a 41.2% margin of safety. 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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