DT Midstream Inc (DTM)vsEnergy Transfer LP (ET)
DTM
DT Midstream Inc
$145.04
-0.13%
ENERGY · Cap: $14.52B
ET
Energy Transfer LP
$18.89
-1.51%
ENERGY · Cap: $65.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 7133% more annual revenue ($92.29B vs $1.28B). DTM leads profitability with a 36.3% profit margin vs 4.7%. ET trades at a lower P/E of 15.9x. ET earns a higher WallStSmart Score of 65/100 (C+).
DTM
Buy57
out of 100
Grade: C
ET
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-76.9%
Fair Value
$74.43
Current Price
$145.04
$70.61 premium
Margin of Safety
+86.4%
Fair Value
$137.98
Current Price
$18.89
$119.09 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 49.7%
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
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
4.7% margin — thin
Weak financial health signals
Earnings declined 3.6%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : DTM
The strongest argument for DTM centers on Profit Margin, Operating Margin. Profitability is solid with margins at 36.3% and operating margin at 49.7%. Revenue growth of 10.9% demonstrates continued momentum.
Bull 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.
Bear Case : DTM
The primary concerns for DTM are P/E Ratio, Altman Z-Score.
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.
Key Dynamics to Monitor
DTM profiles as a mature stock while ET is a hypergrowth play — different risk/reward profiles.
DTM carries more volatility with a beta of 0.74 — 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 57/100) 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.
DT Midstream Inc
ENERGY · OIL & GAS MIDSTREAM · USA
DT Midstream Inc. is a leading energy infrastructure company specializing in the transportation and storage of natural gas and natural gas liquids throughout the United States. With a diverse portfolio that encompasses over 1,000 miles of interstate pipelines, extensive storage facilities, and state-of-the-art processing capabilities, DT Midstream is instrumental in ensuring energy reliability while advancing its sustainability objectives. The company's commitment to operational excellence and strategic innovation positions it favorably within the dynamic energy market, making it a compelling investment option for institutional investors looking to capitalize on growth opportunities in North America's energy landscape.
Visit Website →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?