Antero Midstream Partners LP (AM)vsEnergy Transfer LP (ET)
AM
Antero Midstream Partners LP
$21.12
+0.38%
ENERGY · Cap: $10.06B
ET
Energy Transfer LP
$20.46
-2.39%
ENERGY · Cap: $74.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 8080% more annual revenue ($107.38B vs $1.31B). AM leads profitability with a 30.4% 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).
AM
Buy59
out of 100
Grade: C
ET
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AM.
Margin of Safety
+86.4%
Fair Value
$156.76
Current Price
$20.46
$136.30 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 52.0%
Every $100 of equity generates 21 in profit
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
Areas to Watch
Moderate valuation
Elevated debt levels
Earnings declined 8.0%
Distress zone — elevated risk
4.9% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AM
The strongest argument for AM centers on Profit Margin, Operating Margin, Return on Equity. Profitability is solid with margins at 30.4% and operating margin at 52.0%. PEG of 1.17 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : AM
The primary concerns for AM are P/E Ratio, Debt/Equity, EPS Growth. Debt-to-equity of 1.86 is elevated, increasing financial risk.
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.
Key Dynamics to Monitor
AM profiles as a mature stock while ET is a hypergrowth play — different risk/reward profiles.
AM carries more volatility with a beta of 0.63 — 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 59/100) and 78.4% revenue growth. 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.
Antero Midstream Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Antero Midstream Corporation owns, operates and develops midstream energy infrastructure. The company is headquartered in Denver, Colorado.
Energy Transfer LP
ENERGY · OIL & GAS MIDSTREAM · USA
Energy Transfer LP offers energy related services. The company is headquartered in Dallas, Texas.
Compare with Other OIL & GAS MIDSTREAM Stocks
Want to dig deeper into these stocks?