Antero Midstream Partners LP (AM)vsEnergy Transfer LP (ET)
AM
Antero Midstream Partners LP
$23.60
+1.37%
ENERGY · Cap: $11.09B
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 6693% more annual revenue ($85.54B vs $1.26B). AM leads profitability with a 32.8% 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+).
AM
Buy57
out of 100
Grade: C
ET
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-249.4%
Fair Value
$5.85
Current Price
$23.60
$17.75 premium
Margin of Safety
-121.3%
Fair Value
$8.23
Current Price
$19.14
$10.91 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 59.5%
Every $100 of equity generates 20 in profit
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
Areas to Watch
Moderate valuation
3.1% revenue growth
Earnings declined 52.6%
Distress zone — elevated risk
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
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 32.8% and operating margin at 59.5%. PEG of 1.17 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : AM
The primary concerns for AM are P/E Ratio, Revenue Growth, EPS Growth.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
AM profiles as a value stock while ET is a growth play — different risk/reward profiles.
AM carries more volatility with a beta of 0.75 — expect wider price swings.
ET is growing revenue faster at 29.6% — sustainability is the question.
AM generates stronger free cash flow (207M), 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.
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.
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