Energy Transfer LP (ET)vsFrontline Ltd (FRO)
ET
Energy Transfer LP
$18.94
-1.46%
ENERGY · Cap: $65.07B
FRO
Frontline Ltd
$41.58
+2.96%
ENERGY · Cap: $8.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 3999% more annual revenue ($92.29B vs $2.25B). FRO leads profitability with a 40.2% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.57. FRO earns a higher WallStSmart Score of 74/100 (B).
ET
Buy65
out of 100
Grade: C+
FRO
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.4%
Fair Value
$137.98
Current Price
$18.94
$119.04 discount
Margin of Safety
-8.2%
Fair Value
$27.85
Current Price
$41.58
$13.73 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 1.5B in free cash flow
Attractively priced relative to earnings
Every $100 of equity generates 32 in profit
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 51.8%
Revenue surging 66.9% year-over-year
Earnings expanding 1580.0% YoY
Areas to Watch
4.7% margin — thin
Weak financial health signals
Earnings declined 3.6%
Elevated debt levels
Distress zone — elevated risk
Expensive relative to growth rate
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 0.57 suggests the stock is reasonably priced for its growth.
Bull Case : FRO
The strongest argument for FRO centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 40.2% and operating margin at 51.8%. Revenue growth of 66.9% demonstrates continued momentum.
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.
Bear Case : FRO
The primary concerns for FRO are Altman Z-Score, PEG Ratio.
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 0.54 — expect wider price swings.
FRO is growing revenue faster at 66.9% — sustainability is the question.
ET generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
FRO scores higher overall (74/100 vs 65/100), backed by strong 40.2% margins and 66.9% revenue growth. ET offers better value entry with a 86.4% 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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