Energy Transfer LP (ET)vsWestern Midstream Partners LP (WES)
ET
Energy Transfer LP
$19.62
-0.84%
ENERGY · Cap: $67.24B
WES
Western Midstream Partners LP
$44.37
-1.60%
ENERGY · Cap: $17.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 2179% more annual revenue ($92.29B vs $4.05B). WES leads profitability with a 29.5% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.58. ET earns a higher WallStSmart Score of 65/100 (C+).
ET
Buy65
out of 100
Grade: C+
WES
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.0%
Fair Value
$138.44
Current Price
$19.61
$118.83 discount
Margin of Safety
-0.3%
Fair Value
$42.30
Current Price
$44.37
$2.07 premium
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
Generating 1.5B in free cash flow
Every $100 of equity generates 36 in profit
Strong operational efficiency at 41.1%
Keeps 30 of every $100 in revenue as profit
Attractively priced relative to earnings
Revenue surging 22.5% year-over-year
Areas to Watch
4.7% margin — thin
Weak financial health signals
Earnings declined 3.6%
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Elevated debt levels
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 0.58 suggests the stock is reasonably priced for its growth.
Bull Case : WES
The strongest argument for WES centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 29.5% and operating margin at 41.1%. Revenue growth of 22.5% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, Piotroski F-Score, EPS Growth. Debt-to-equity of 2.06 is elevated, increasing financial risk. Thin 4.7% margins leave little buffer for downturns.
Bear Case : WES
The primary concerns for WES are Piotroski F-Score, PEG Ratio, Debt/Equity. Debt-to-equity of 2.59 is elevated, increasing financial risk.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while WES is a growth play — different risk/reward profiles.
WES carries more volatility with a beta of 0.65 — expect wider price swings.
ET is growing revenue faster at 32.1% — sustainability is the question.
ET generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
ET scores higher overall (65/100 vs 63/100) and 32.1% 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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