Energy Transfer LP (ET)vsWilliams Companies Inc (WMB)
ET
Energy Transfer LP
$19.62
0.00%
ENERGY · Cap: $65.07B
WMB
Williams Companies Inc
$72.42
+2.62%
ENERGY · Cap: $87.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 662% more annual revenue ($92.29B vs $12.11B). WMB leads profitability with a 23.1% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.57. WMB earns a higher WallStSmart Score of 65/100 (C+).
ET
Buy65
out of 100
Grade: C+
WMB
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.4%
Fair Value
$137.98
Current Price
$19.61
$118.36 discount
Intrinsic value data unavailable for WMB.
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
Strong operational efficiency at 33.6%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 23 of every $100 in revenue as profit
Earnings expanding 25.0% YoY
Areas to Watch
4.7% margin — thin
Weak financial health signals
Earnings declined 3.6%
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 0.57 suggests the stock is reasonably priced for its growth.
Bull Case : WMB
The strongest argument for WMB centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 23.1% and operating margin at 33.6%.
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 : WMB
The primary concerns for WMB are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 2.33 is elevated, increasing financial risk.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while WMB is a mature play — different risk/reward profiles.
WMB carries more volatility with a beta of 0.60 — 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 65/100) 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.
Williams Companies Inc
ENERGY · OIL & GAS MIDSTREAM · USA
The Williams Companies, Inc., is an American energy company based in Tulsa, Oklahoma. Its core business is natural gas processing and transportation, with additional petroleum and electricity generation assets.
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