Energy Transfer LP (ET)vsGolar LNG Limited (GLNG)
ET
Energy Transfer LP
$19.62
-0.84%
ENERGY · Cap: $67.24B
GLNG
Golar LNG Limited
$50.67
-1.44%
ENERGY · Cap: $5.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 19595% more annual revenue ($92.29B vs $468.57M). GLNG leads profitability with a 30.1% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.58. GLNG earns a higher WallStSmart Score of 68/100 (B-).
ET
Buy65
out of 100
Grade: C+
GLNG
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.0%
Fair Value
$138.44
Current Price
$19.61
$118.83 discount
Margin of Safety
+18.1%
Fair Value
$53.95
Current Price
$50.67
$3.28 discount
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
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 81.8%
Revenue surging 120.1% year-over-year
Earnings expanding 948.0% YoY
Reasonable price relative to book value
Areas to Watch
4.7% margin — thin
Weak financial health signals
Earnings declined 3.6%
Elevated debt levels
Premium valuation, high expectations priced in
ROE of 7.4% — below average capital efficiency
Elevated debt levels
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 0.58 suggests the stock is reasonably priced for its growth.
Bull Case : GLNG
The strongest argument for GLNG centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 30.1% and operating margin at 81.8%. Revenue growth of 120.1% 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 : GLNG
The primary concerns for GLNG are P/E Ratio, Return on Equity, Debt/Equity.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while GLNG is a growth play — different risk/reward profiles.
ET carries more volatility with a beta of 0.57 — expect wider price swings.
GLNG is growing revenue faster at 120.1% — sustainability is the question.
ET generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
GLNG scores higher overall (68/100 vs 65/100), backed by strong 30.1% margins and 120.1% revenue growth. ET offers better value entry with a 86.0% 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.
Golar LNG Limited
ENERGY · OIL & GAS MIDSTREAM · USA
Golar LNG Limited provides infrastructure for the liquefaction, transportation and regasification of LNG. The company is headquartered in Hamilton, Bermuda.
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