WallStSmart

CMB.TECH NV (CMBT)vsEnterprise Products Partners LP (EPD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Enterprise Products Partners LP generates 2543% more annual revenue ($51.56B vs $1.95B). CMBT leads profitability with a 24.9% profit margin vs 11.5%. CMBT trades at a lower P/E of 8.9x. CMBT earns a higher WallStSmart Score of 73/100 (B).

CMBT

Strong Buy

73

out of 100

Grade: B

Growth: 10.0Profit: 8.0Value: 8.3Quality: 2.5
Piotroski: 1/9Altman Z: 0.73

EPD

Buy

56

out of 100

Grade: C

Growth: 3.3Profit: 6.5Value: 7.3Quality: 4.3
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CMBTUndervalued (+33.1%)

Margin of Safety

+33.1%

Fair Value

$19.36

Current Price

$15.27

$4.09 discount

UndervaluedFair: $19.36Overvalued
EPDUndervalued (+25.1%)

Margin of Safety

+25.1%

Fair Value

$48.68

Current Price

$38.17

$10.51 discount

UndervaluedFair: $48.68Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMBT6 strengths · Avg: 9.5/10
P/E RatioValuation
8.9x10/10

Attractively priced relative to earnings

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Revenue GrowthGrowth
121.1%10/10

Revenue surging 121.1% year-over-year

EPS GrowthGrowth
460.6%10/10

Earnings expanding 460.6% YoY

Profit MarginProfitability
24.9%9/10

Keeps 25 of every $100 in revenue as profit

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

EPD3 strengths · Avg: 8.3/10
Market CapQuality
$78.97B9/10

Large-cap with strong market position

P/E RatioValuation
13.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Areas to Watch

CMBT3 concerns · Avg: 2.7/10
Debt/EquityHealth
1.783/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.732/10

Distress zone — elevated risk

EPD2 concerns · Avg: 2.5/10
Debt/EquityHealth
1.173/10

Elevated debt levels

Revenue GrowthGrowth
-6.7%2/10

Revenue declined 6.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : CMBT

The strongest argument for CMBT centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 24.9% and operating margin at 33.0%. Revenue growth of 121.1% demonstrates continued momentum.

Bull Case : EPD

The strongest argument for EPD centers on Market Cap, P/E Ratio, Price/Book. PEG of 1.49 suggests the stock is reasonably priced for its growth.

Bear Case : CMBT

The primary concerns for CMBT are Debt/Equity, Piotroski F-Score, Altman Z-Score. Debt-to-equity of 1.78 is elevated, increasing financial risk.

Bear Case : EPD

The primary concerns for EPD are Debt/Equity, Revenue Growth.

Key Dynamics to Monitor

CMBT profiles as a growth stock while EPD is a declining play — different risk/reward profiles.

EPD carries more volatility with a beta of 0.47 — expect wider price swings.

CMBT is growing revenue faster at 121.1% — sustainability is the question.

EPD generates stronger free cash flow (486M), providing more financial flexibility.

Bottom Line

CMBT scores higher overall (73/100 vs 56/100), backed by strong 24.9% margins and 121.1% revenue growth. EPD offers better value entry with a 25.1% margin of safety. 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.

CMB.TECH NV

ENERGY · OIL & GAS MIDSTREAM · USA

Euronav NV, engages in the transportation and storage of crude oil globally.

Enterprise Products Partners LP

ENERGY · OIL & GAS MIDSTREAM · USA

Enterprise Products Partners LP provides midstream energy services to producers and consumers of natural gas, natural gas liquids (NGL), crude oil, petrochemicals, and refined products. The company is headquartered in Houston, Texas.

Want to dig deeper into these stocks?