Enterprise Products Partners LP (EPD)vsThe Travelers Companies Inc (TRV)
EPD
Enterprise Products Partners LP
$37.19
-1.43%
ENERGY · Cap: $81.56B
TRV
The Travelers Companies Inc
$298.04
-0.30%
FINANCIAL SERVICES · Cap: $63.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Enterprise Products Partners LP generates 5% more annual revenue ($51.56B vs $48.94B). TRV leads profitability with a 15.5% profit margin vs 11.5%. EPD appears more attractively valued with a PEG of 2.18. TRV earns a higher WallStSmart Score of 72/100 (B).
EPD
Buy52
out of 100
Grade: C-
TRV
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.5%
Fair Value
$56.69
Current Price
$37.19
$19.50 discount
Intrinsic value data unavailable for TRV.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Attractively priced relative to earnings
Earnings expanding 357.6% YoY
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Revenue declined 6.7%
Expensive relative to growth rate
1.0% revenue growth
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : EPD
The strongest argument for EPD centers on Market Cap, P/E Ratio, Price/Book.
Bull Case : TRV
The strongest argument for TRV centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 15.5% and operating margin at 18.7%.
Bear Case : EPD
The primary concerns for EPD are PEG Ratio, Revenue Growth.
Bear Case : TRV
The primary concerns for TRV are PEG Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
EPD profiles as a declining stock while TRV is a value play — different risk/reward profiles.
TRV carries more volatility with a beta of 0.51 — expect wider price swings.
TRV is growing revenue faster at 1.0% — sustainability is the question.
TRV generates stronger free cash flow (2.2B), providing more financial flexibility.
Bottom Line
TRV scores higher overall (72/100 vs 52/100), backed by strong 15.5% margins. EPD offers better value entry with a 37.5% 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.
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.
The Travelers Companies Inc
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
The Travelers Companies, Inc., commonly known as Travelers, is an American insurance company.
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