Energy Transfer LP (ET)vsSummit Midstream Corporation (SMC)
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
SMC
Summit Midstream Corporation
$32.13
+1.48%
ENERGY · Cap: $327.15M
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 16528% more annual revenue ($85.54B vs $514.39M). ET leads profitability with a 5.2% profit margin vs -2.9%. ET earns a higher WallStSmart Score of 63/100 (C+).
ET
Buy63
out of 100
Grade: C+
SMC
Buy53
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
Intrinsic value data unavailable for SMC.
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
Reasonable price relative to book value
Revenue surging 40.4% year-over-year
Strong operational efficiency at 20.6%
Areas to Watch
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
0.0% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
ROE of -2.1% — below average capital efficiency
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 : SMC
The strongest argument for SMC centers on Price/Book, Revenue Growth, Operating Margin. Revenue growth of 40.4% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Bear Case : SMC
The primary concerns for SMC are EPS Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.57 is elevated, increasing financial risk.
Key Dynamics to Monitor
ET profiles as a growth stock while SMC is a hypergrowth play — different risk/reward profiles.
SMC carries more volatility with a beta of 0.87 — expect wider price swings.
SMC is growing revenue faster at 40.4% — sustainability is the question.
SMC generates stronger free cash flow (-14M), providing more financial flexibility.
Bottom Line
ET scores higher overall (63/100 vs 53/100) and 29.6% 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.
Summit Midstream Corporation
ENERGY · OIL & GAS MIDSTREAM · USA
Summit Midstream Corporation (SMC) is a leading midstream energy firm focused on the gathering, processing, and transportation of natural gas across the United States. With a strategic emphasis on high-growth markets, SMC operates an extensive and efficient infrastructure that enhances the connectivity and reliability of natural gas supply chains. Committed to sustainable practices, the company prioritizes long-term value creation through disciplined capital investment and operational excellence, positioning itself as a key player amidst evolving energy demands.
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