Energy Transfer LP (ET)vsPayPal Holdings Inc (PYPL)
ET
Energy Transfer LP
$19.34
-2.91%
ENERGY · Cap: $68.55B
PYPL
PayPal Holdings Inc
$45.37
-1.84%
FINANCIAL SERVICES · Cap: $40.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 174% more annual revenue ($92.29B vs $33.73B). PYPL leads profitability with a 15.0% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.73. PYPL earns a higher WallStSmart Score of 70/100 (B-).
ET
Buy62
out of 100
Grade: C+
PYPL
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+87.8%
Fair Value
$148.63
Current Price
$19.34
$129.29 discount
Intrinsic value data unavailable for PYPL.
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
Attractively priced relative to earnings
Every $100 of equity generates 25 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
4.7% margin — thin
Earnings declined 3.6%
Negative free cash flow — burning cash
Distress zone — elevated risk
Earnings declined 6.2%
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 0.73 suggests the stock is reasonably priced for its growth.
Bull Case : PYPL
The strongest argument for PYPL centers on P/E Ratio, Return on Equity, PEG Ratio. PEG of 0.91 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. Thin 4.7% margins leave little buffer for downturns.
Bear Case : PYPL
The primary concerns for PYPL are Altman Z-Score, EPS Growth.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while PYPL is a value play — different risk/reward profiles.
PYPL carries more volatility with a beta of 1.40 — expect wider price swings.
ET is growing revenue faster at 32.1% — sustainability is the question.
PYPL generates stronger free cash flow (911M), providing more financial flexibility.
Bottom Line
PYPL scores higher overall (70/100 vs 62/100). ET offers better value entry with a 87.8% margin of safety. Both earn "Strong 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.
PayPal Holdings Inc
FINANCIAL SERVICES · CREDIT SERVICES · USA
PayPal Holdings, Inc. is an American company operating an online payments system in the majority of countries that support online money transfers, and serves as an electronic alternative to traditional paper methods like checks and money orders. The company operates as a payment processor for online vendors, auction sites, and many other commercial users, for which it charges a fee.
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