Energy Transfer LP (ET)vsSummit Midstream Corporation (SMC)
ET
Energy Transfer LP
$18.89
+0.75%
ENERGY · Cap: $65.07B
SMC
Summit Midstream Corporation
$30.06
+2.84%
ENERGY · Cap: $411.39M
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 16106% more annual revenue ($92.29B vs $569.47M). ET leads profitability with a 4.7% profit margin vs -4.0%. ET earns a higher WallStSmart Score of 65/100 (C+).
ET
Buy65
out of 100
Grade: C+
SMC
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.4%
Fair Value
$137.98
Current Price
$18.89
$119.09 discount
Intrinsic value data unavailable for SMC.
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
Reasonable price relative to book value
Areas to Watch
4.7% margin — thin
Weak financial health signals
Earnings declined 3.6%
Elevated debt levels
4.9% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -1.3% — below average capital efficiency
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 0.57 suggests the stock is reasonably priced for its growth.
Bull Case : SMC
The strongest argument for SMC centers on Price/Book.
Bear Case : ET
The primary concerns for ET are Profit Margin, Piotroski F-Score, EPS Growth. Debt-to-equity of 2.06 is elevated, increasing financial risk. Thin 4.7% margins leave little buffer for downturns.
Bear Case : SMC
The primary concerns for SMC are Revenue Growth, EPS Growth, Market Cap. Debt-to-equity of 2.12 is elevated, increasing financial risk.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while SMC is a turnaround play — different risk/reward profiles.
SMC carries more volatility with a beta of 0.75 — 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 41/100) and 32.1% revenue growth. Both earn "Buy" and "Hold" 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.
Summit Midstream Corporation
ENERGY · OIL & GAS MIDSTREAM · USA
Summit Midstream Corporation (SMC) is a leading midstream energy firm that specializes in the gathering, processing, and transportation of natural gas across the United States. With a strategic focus on high-growth markets, SMC has developed an extensive and efficient infrastructure designed to enhance the connectivity and reliability of essential natural gas supply chains. The company prioritizes sustainability and long-term value creation, leveraging disciplined capital investment and operational excellence to navigate the evolving landscape of energy production and distribution. Through its commitment to strategic growth initiatives, SMC positions itself as a vital player within the competitive midstream sector.
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