Energy Transfer LP (ET)vsWestern Midstream Partners LP (WES)
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
WES
Western Midstream Partners LP
$42.01
-0.54%
ENERGY · Cap: $17.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 2126% more annual revenue ($85.54B vs $3.84B). WES leads profitability with a 30.0% profit margin vs 5.2%. ET appears more attractively valued with a PEG of 0.64. ET earns a higher WallStSmart Score of 63/100 (C+).
ET
Buy63
out of 100
Grade: C+
WES
Buy57
out of 100
Grade: C
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
-109.5%
Fair Value
$20.26
Current Price
$42.01
$21.75 premium
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 32 in profit
Keeps 30 of every $100 in revenue as profit
Attractively priced relative to earnings
Strong operational efficiency at 28.1%
Areas to Watch
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
Weak financial health signals
Expensive relative to growth rate
Earnings declined 45.2%
Elevated debt levels
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 : WES
The strongest argument for WES centers on Return on Equity, Profit Margin, P/E Ratio. Profitability is solid with margins at 30.0% and operating margin at 28.1%. Revenue growth of 11.1% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Bear Case : WES
The primary concerns for WES are Piotroski F-Score, PEG Ratio, EPS Growth. Debt-to-equity of 2.22 is elevated, increasing financial risk.
Key Dynamics to Monitor
ET profiles as a growth stock while WES is a mature play — different risk/reward profiles.
WES carries more volatility with a beta of 0.71 — expect wider price swings.
ET is growing revenue faster at 29.6% — sustainability is the question.
WES generates stronger free cash flow (341M), providing more financial flexibility.
Bottom Line
ET scores higher overall (63/100 vs 57/100) and 29.6% revenue growth. Both earn "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.
Western Midstream Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Western Midstream Partners, LP, acquires, owns, develops and operates midstream assets primarily in the United States.
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