Energy Transfer LP (ET)vsScorpio Tankers Inc (STNG)
ET
Energy Transfer LP
$19.62
-0.89%
ENERGY · Cap: $67.24B
STNG
Scorpio Tankers Inc
$75.96
+1.17%
ENERGY · Cap: $3.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 8799% more annual revenue ($92.29B vs $1.04B). STNG leads profitability with a 48.4% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.58. STNG earns a higher WallStSmart Score of 81/100 (A-).
ET
Buy65
out of 100
Grade: C+
STNG
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.0%
Fair Value
$138.44
Current Price
$19.61
$118.83 discount
Margin of Safety
-16.8%
Fair Value
$59.82
Current Price
$75.96
$16.14 premium
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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 48 of every $100 in revenue as profit
Strong operational efficiency at 49.1%
Revenue surging 46.2% year-over-year
Earnings expanding 254.1% YoY
Areas to Watch
4.7% margin — thin
Weak financial health signals
Earnings declined 3.6%
Elevated debt levels
Expensive relative to growth rate
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 0.58 suggests the stock is reasonably priced for its growth.
Bull Case : STNG
The strongest argument for STNG centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 48.4% and operating margin at 49.1%. Revenue growth of 46.2% demonstrates continued momentum.
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 : STNG
The primary concerns for STNG are PEG Ratio.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while STNG is a growth play — different risk/reward profiles.
ET carries more volatility with a beta of 0.57 — expect wider price swings.
STNG is growing revenue faster at 46.2% — sustainability is the question.
ET generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
STNG scores higher overall (81/100 vs 65/100), backed by strong 48.4% margins and 46.2% revenue growth. ET offers better value entry with a 86.0% margin of safety. Both earn "Exceptional 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.
Scorpio Tankers Inc
ENERGY · OIL & GAS MIDSTREAM · USA
Scorpio Tankers Inc., is engaged in the shipping of refined petroleum products in shipping markets around the world. The company is headquartered in Monaco.
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