Enterprise Products Partners LP (EPD)vsKNOT Offshore Partners LP (KNOP)
EPD
Enterprise Products Partners LP
$36.71
-0.25%
ENERGY · Cap: $82.38B
KNOP
KNOT Offshore Partners LP
$8.47
-3.09%
ENERGY · Cap: $354.51M
Smart Verdict
WallStSmart Research — data-driven comparison
Enterprise Products Partners LP generates 17036% more annual revenue ($64.40B vs $375.78M). EPD leads profitability with a 10.2% profit margin vs 4.0%. EPD appears more attractively valued with a PEG of 1.35. EPD earns a higher WallStSmart Score of 72/100 (B).
EPD
Strong Buy72
out of 100
Grade: B
KNOP
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.0%
Fair Value
$59.57
Current Price
$36.71
$22.86 discount
Margin of Safety
+63.9%
Fair Value
$28.79
Current Price
$8.47
$20.32 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 49.3% year-over-year
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 21.6% YoY
Reasonable price relative to book value
Areas to Watch
No major concerns identified
Smaller company, higher risk/reward
ROE of 3.0% — below average capital efficiency
4.0% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : EPD
The strongest argument for EPD centers on Revenue Growth, Market Cap, Return on Equity. Revenue growth of 49.3% demonstrates continued momentum. PEG of 1.35 suggests the stock is reasonably priced for its growth.
Bull Case : KNOP
The strongest argument for KNOP centers on Price/Book.
Bear Case : EPD
No major red flags identified for EPD, but monitor valuation.
Bear Case : KNOP
The primary concerns for KNOP are Market Cap, Return on Equity, Profit Margin. A P/E of 73.3x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
EPD profiles as a growth stock while KNOP is a value play — different risk/reward profiles.
EPD carries more volatility with a beta of 0.48 — expect wider price swings.
EPD is growing revenue faster at 49.3% — sustainability is the question.
EPD generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
EPD scores higher overall (72/100 vs 46/100) and 49.3% revenue growth. KNOP offers better value entry with a 63.9% margin of safety. Both earn "Strong Buy" and "Hold" 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.
KNOT Offshore Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
KNOT Offshore Partners LP owns and operates tanker vessels under long-term charters in the North Sea and Brazil. The company is headquartered in Aberdeen, the United Kingdom.
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