Energy Transfer LP (ET)vsFrontline Ltd (FRO)
ET
Energy Transfer LP
$19.34
-2.91%
ENERGY · Cap: $68.55B
FRO
Frontline Ltd
$39.51
+3.65%
ENERGY · Cap: $8.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 4596% more annual revenue ($92.29B vs $1.97B). FRO leads profitability with a 19.3% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.73. FRO earns a higher WallStSmart Score of 65/100 (B-).
ET
Buy62
out of 100
Grade: C+
FRO
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+87.7%
Fair Value
$148.16
Current Price
$19.34
$128.82 discount
Margin of Safety
-11.0%
Fair Value
$27.13
Current Price
$39.51
$12.38 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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 3.4B in free cash flow
Strong operational efficiency at 44.5%
Revenue surging 46.7% year-over-year
Earnings expanding 241.6% YoY
Areas to Watch
4.7% margin — thin
Earnings declined 3.6%
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 0.73 suggests the stock is reasonably priced for its growth.
Bull Case : FRO
The strongest argument for FRO centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 19.3% and operating margin at 44.5%. Revenue growth of 46.7% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth. Thin 4.7% margins leave little buffer for downturns.
Bear Case : FRO
The primary concerns for FRO are Piotroski F-Score, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while FRO is a growth play — different risk/reward profiles.
ET carries more volatility with a beta of 0.57 — expect wider price swings.
FRO is growing revenue faster at 46.7% — sustainability is the question.
ET generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
FRO scores higher overall (65/100 vs 62/100), backed by strong 19.3% margins and 46.7% revenue growth. ET offers better value entry with a 87.7% 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.
Energy Transfer LP
ENERGY · OIL & GAS MIDSTREAM · USA
Energy Transfer LP offers energy related services. The company is headquartered in Dallas, Texas.
Frontline Ltd
ENERGY · OIL & GAS MIDSTREAM · USA
Frontline Ltd., a shipping company, is engaged in shipping crude oil and petroleum products globally. The company is headquartered in Hamilton, Bermuda.
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