Energy Transfer LP (ET)vsTarga Resources Inc (TRGP)
ET
Energy Transfer LP
$21.14
+0.43%
ENERGY · Cap: $74.20B
TRGP
Targa Resources Inc
$292.19
+2.50%
ENERGY · Cap: $62.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 541% more annual revenue ($107.38B vs $16.74B). TRGP leads profitability with a 13.6% profit margin vs 4.9%. ET appears more attractively valued with a PEG of 0.67. ET earns a higher WallStSmart Score of 72/100 (B).
ET
Strong Buy72
out of 100
Grade: B
TRGP
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.4%
Fair Value
$156.76
Current Price
$21.14
$135.62 discount
Intrinsic value data unavailable for TRGP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 78.4% year-over-year
Earnings expanding 85.3% YoY
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 62 in profit
Large-cap with strong market position
Strong operational efficiency at 27.8%
Earnings expanding 23.3% YoY
Areas to Watch
4.9% margin — thin
Elevated debt levels
Weak financial health signals
Moderate valuation
Trading at 20.0x book value
4.2% revenue growth
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ET
The strongest argument for ET centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 78.4% demonstrates continued momentum. PEG of 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : TRGP
The strongest argument for TRGP centers on Return on Equity, Market Cap, Operating Margin. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bear Case : ET
The primary concerns for ET are Profit Margin, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.99 is elevated, increasing financial risk. Thin 4.9% margins leave little buffer for downturns.
Bear Case : TRGP
The primary concerns for TRGP are P/E Ratio, Price/Book, Revenue Growth. Debt-to-equity of 5.51 is elevated, increasing financial risk.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while TRGP is a value play — different risk/reward profiles.
TRGP carries more volatility with a beta of 0.72 — expect wider price swings.
ET is growing revenue faster at 78.4% — sustainability is the question.
ET generates stronger free cash flow (2.7B), providing more financial flexibility.
Bottom Line
ET scores higher overall (72/100 vs 66/100) and 78.4% revenue growth. Both earn "Strong Buy" and "Strong 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.
Compare with Other OIL & GAS MIDSTREAM Stocks
Want to dig deeper into these stocks?