Energy Transfer LP (ET)vsTarga Resources Inc (TRGP)
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
TRGP
Targa Resources Inc
$245.46
-0.26%
ENERGY · Cap: $52.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 402% more annual revenue ($85.54B vs $17.03B). TRGP leads profitability with a 11.3% profit margin vs 5.2%. ET appears more attractively valued with a PEG of 0.64. TRGP earns a higher WallStSmart Score of 66/100 (B-).
ET
Buy63
out of 100
Grade: C+
TRGP
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-121.3%
Fair Value
$8.23
Current Price
$19.14
$10.91 premium
Margin of Safety
+44.1%
Fair Value
$397.33
Current Price
$245.46
$151.87 discount
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
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
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
Moderate valuation
Trading at 17.2x book value
Revenue declined 7.9%
Distress zone — elevated risk
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 : TRGP
The strongest argument for TRGP centers on Return on Equity, EPS Growth, Market Cap. PEG of 1.23 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.
Bear Case : TRGP
The primary concerns for TRGP are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
ET profiles as a growth stock while TRGP is a declining play — different risk/reward profiles.
TRGP carries more volatility with a beta of 0.85 — expect wider price swings.
ET is growing revenue faster at 29.6% — sustainability is the question.
TRGP generates stronger free cash flow (542M), providing more financial flexibility.
Bottom Line
TRGP scores higher overall (66/100 vs 63/100). 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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