Energy Transfer LP (ET)vsGolar LNG Limited (GLNG)
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
GLNG
Golar LNG Limited
$53.09
-2.61%
ENERGY · Cap: $4.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 26088% more annual revenue ($85.54B vs $326.63M). GLNG leads profitability with a 18.3% profit margin vs 5.2%. ET appears more attractively valued with a PEG of 0.64. ET earns a higher WallStSmart Score of 63/100 (C+).
ET
Buy63
out of 100
Grade: C+
GLNG
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-121.3%
Fair Value
$8.23
Current Price
$19.14
$10.91 premium
Margin of Safety
-1081.8%
Fair Value
$3.74
Current Price
$53.09
$49.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 29.6% year-over-year
Strong operational efficiency at 39.8%
Revenue surging 89.1% year-over-year
Reasonable price relative to book value
Areas to Watch
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
ROE of 4.2% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ET
The strongest argument for ET centers on Market Cap, PEG Ratio, P/E Ratio. Revenue growth of 29.6% demonstrates continued momentum. PEG of 0.64 suggests the stock is reasonably priced for its growth.
Bull Case : GLNG
The strongest argument for GLNG centers on Operating Margin, Revenue Growth, Price/Book. Profitability is solid with margins at 18.3% and operating margin at 39.8%. Revenue growth of 89.1% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Bear Case : GLNG
The primary concerns for GLNG are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 81.6x leaves little room for execution misses.
Key Dynamics to Monitor
ET carries more volatility with a beta of 0.65 — expect wider price swings.
GLNG is growing revenue faster at 89.1% — sustainability is the question.
GLNG generates stronger free cash flow (-17M), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ET scores higher overall (63/100 vs 54/100) and 29.6% revenue growth. Both earn "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.
Visit Website →Compare with Other OIL & GAS MIDSTREAM Stocks
Want to dig deeper into these stocks?