Cheniere Energy Partners LP (CQP)vsEnergy Transfer LP (ET)
CQP
Cheniere Energy Partners LP
$67.22
-4.16%
ENERGY · Cap: $33.95B
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 695% more annual revenue ($85.54B vs $10.76B). CQP leads profitability with a 27.8% 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+).
CQP
Buy60
out of 100
Grade: C+
ET
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.6%
Fair Value
$247.57
Current Price
$67.22
$180.35 discount
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
Strong operational efficiency at 50.5%
Earnings expanding 127.0% YoY
Keeps 28 of every $100 in revenue as profit
Attractively priced relative to earnings
18.3% revenue growth
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
Trading at 10.3x book value
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CQP
The strongest argument for CQP centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 27.8% and operating margin at 50.5%. Revenue growth of 18.3% demonstrates continued momentum.
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 : CQP
The primary concerns for CQP are Price/Book, Return on Equity, PEG Ratio.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
ET carries more volatility with a beta of 0.65 — expect wider price swings.
ET is growing revenue faster at 29.6% — sustainability is the question.
CQP generates stronger free cash flow (864M), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ET scores higher overall (63/100 vs 60/100) and 29.6% revenue growth. CQP offers better value entry with a 76.6% margin of safety. 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.
Cheniere Energy Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Cheniere Energy Partners, LP, owns and operates regasification facilities at the Sabine Pass liquefied natural gas (LNG) terminal located in Cameron Parish, Louisiana, on the Sabine-Neches waterway. The company is headquartered in Houston, Texas.
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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