Enterprise Products Partners LP (EPD)vsHess Midstream Partners LP (HESM)
EPD
Enterprise Products Partners LP
$37.75
-0.79%
ENERGY · Cap: $82.47B
HESM
Hess Midstream Partners LP
$39.80
-0.35%
ENERGY · Cap: $8.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Enterprise Products Partners LP generates 3488% more annual revenue ($58.47B vs $1.63B). HESM leads profitability with a 22.6% profit margin vs 10.8%. EPD appears more attractively valued with a PEG of 1.55. EPD earns a higher WallStSmart Score of 68/100 (B-).
EPD
Strong Buy68
out of 100
Grade: B-
HESM
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.0%
Fair Value
$54.68
Current Price
$37.75
$16.93 discount
Margin of Safety
-15.3%
Fair Value
$31.56
Current Price
$39.80
$8.24 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 60.8% year-over-year
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 29.6% YoY
Every $100 of equity generates 71 in profit
Strong operational efficiency at 61.0%
Keeps 23 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Negative free cash flow — burning cash
Expensive relative to growth rate
Trading at 9.9x book value
2.1% revenue growth
4.8% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : EPD
The strongest argument for EPD centers on Revenue Growth, Market Cap, Return on Equity. Revenue growth of 60.8% demonstrates continued momentum.
Bull Case : HESM
The strongest argument for HESM centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 22.6% and operating margin at 61.0%.
Bear Case : EPD
The primary concerns for EPD are PEG Ratio, Free Cash Flow.
Bear Case : HESM
The primary concerns for HESM are PEG Ratio, Price/Book, Revenue Growth. Debt-to-equity of 7.28 is elevated, increasing financial risk.
Key Dynamics to Monitor
EPD profiles as a growth stock while HESM is a value play — different risk/reward profiles.
HESM carries more volatility with a beta of 0.51 — expect wider price swings.
EPD is growing revenue faster at 60.8% — sustainability is the question.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EPD scores higher overall (68/100 vs 60/100) and 60.8% 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.
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.
Hess Midstream Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Hess Midstream LP owns, develops, operates and acquires midstream assets. The company is headquartered in Houston, Texas.
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