Energy Transfer LP (ET)vsTarga Resources Inc (TRGP)
ET
Energy Transfer LP
$19.34
-2.91%
ENERGY · Cap: $68.55B
TRGP
Targa Resources Inc
$248.12
-1.71%
ENERGY · Cap: $54.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 442% more annual revenue ($92.29B vs $17.03B). TRGP leads profitability with a 11.3% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.73. TRGP earns a higher WallStSmart Score of 66/100 (B-).
ET
Buy62
out of 100
Grade: C+
TRGP
Strong Buy66
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 TRGP.
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
Every $100 of equity generates 51 in profit
Earnings expanding 74.5% YoY
Large-cap with strong market position
Strong operational efficiency at 22.6%
Areas to Watch
4.7% margin — thin
Earnings declined 3.6%
Negative free cash flow — burning cash
Moderate valuation
Trading at 17.4x book value
Revenue declined 7.9%
Distress zone — elevated risk
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 : TRGP
The strongest argument for TRGP centers on Return on Equity, EPS Growth, Market Cap. PEG of 1.10 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 : TRGP
The primary concerns for TRGP are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while TRGP is a declining play — different risk/reward profiles.
TRGP carries more volatility with a beta of 0.74 — expect wider price swings.
ET is growing revenue faster at 32.1% — sustainability is the question.
TRGP generates stronger free cash flow (542M), providing more financial flexibility.
Bottom Line
TRGP scores higher overall (66/100 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.
Targa Resources Inc
ENERGY · OIL & GAS MIDSTREAM · USA
Targa Resources Corp. The company is headquartered in Houston, Texas.
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