WallStSmart

Energy Transfer LP (ET)vsTsakos Energy Navigation Ltd (TEN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Energy Transfer LP generates 10610% more annual revenue ($85.54B vs $798.69M). TEN leads profitability with a 20.2% profit margin vs 5.2%. ET appears more attractively valued with a PEG of 0.64. TEN earns a higher WallStSmart Score of 72/100 (B).

ET

Buy

63

out of 100

Grade: C+

Growth: 4.0Profit: 5.5Value: 7.3Quality: 5.0

TEN

Strong Buy

72

out of 100

Grade: B

Growth: 4.7Profit: 7.5Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ETSignificantly Overvalued (-121.3%)

Margin of Safety

-121.3%

Fair Value

$8.23

Current Price

$19.14

$10.91 premium

UndervaluedFair: $8.23Overvalued
TENUndervalued (+81.6%)

Margin of Safety

+81.6%

Fair Value

$147.89

Current Price

$38.22

$109.67 discount

UndervaluedFair: $147.89Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ET5 strengths · Avg: 8.2/10
Market CapQuality
$66.09B9/10

Large-cap with strong market position

PEG RatioValuation
0.648/10

Growing faster than its price suggests

P/E RatioValuation
15.9x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
29.6%8/10

Revenue surging 29.6% year-over-year

TEN5 strengths · Avg: 9.0/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Operating MarginProfitability
36.6%10/10

Strong operational efficiency at 36.6%

Profit MarginProfitability
20.2%9/10

Keeps 20 of every $100 in revenue as profit

P/E RatioValuation
12.5x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
18.0%8/10

18.0% revenue growth

Areas to Watch

ET3 concerns · Avg: 2.3/10
Profit MarginProfitability
5.2%3/10

5.2% margin — thin

EPS GrowthGrowth
-15.2%2/10

Earnings declined 15.2%

Free Cash FlowQuality
$-225.00M2/10

Negative free cash flow — burning cash

TEN3 concerns · Avg: 3.0/10
EPS GrowthGrowth
3.2%4/10

3.2% earnings growth

Market CapQuality
$1.19B3/10

Smaller company, higher risk/reward

PEG RatioValuation
2.532/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull 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 : TEN

The strongest argument for TEN centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 20.2% and operating margin at 36.6%. Revenue growth of 18.0% demonstrates continued momentum.

Bear Case : ET

The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.

Bear Case : TEN

The primary concerns for TEN are EPS Growth, Market Cap, PEG Ratio.

Key Dynamics to Monitor

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.

TEN generates stronger free cash flow (85M), providing more financial flexibility.

Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TEN scores higher overall (72/100 vs 63/100), backed by strong 20.2% margins and 18.0% revenue growth. 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.

Tsakos Energy Navigation Ltd

ENERGY · OIL & GAS MIDSTREAM · USA

Tenneco Inc. designs, manufactures and sells clean air, powertrain and driving performance products and systems for light vehicle, commercial truck, off-road, industrial and aftermarket customers worldwide. The company is headquartered in Lake Forest, Illinois.

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