Energy Transfer LP (ET)vsGlobal Partners LP (GLP)
ET
Energy Transfer LP
$21.55
-0.83%
ENERGY · Cap: $74.20B
GLP
Global Partners LP
$52.75
-2.44%
ENERGY · Cap: $1.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 400% more annual revenue ($107.38B vs $21.46B). ET leads profitability with a 4.9% profit margin vs 0.8%. ET appears more attractively valued with a PEG of 0.67. ET earns a higher WallStSmart Score of 72/100 (B).
ET
Strong Buy72
out of 100
Grade: B
GLP
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.3%
Fair Value
$157.28
Current Price
$21.55
$135.73 discount
Margin of Safety
+15.2%
Fair Value
$57.09
Current Price
$52.75
$4.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 78.4% year-over-year
Earnings expanding 85.3% YoY
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Attractively priced relative to earnings
Revenue surging 46.8% year-over-year
Earnings expanding 238.2% YoY
Every $100 of equity generates 21 in profit
Reasonable price relative to book value
Areas to Watch
4.9% margin — thin
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
0.8% margin — thin
Operating margin of 1.6%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ET
The strongest argument for ET centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 78.4% demonstrates continued momentum. PEG of 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : GLP
The strongest argument for GLP centers on P/E Ratio, Revenue Growth, EPS Growth. Revenue growth of 46.8% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.99 is elevated, increasing financial risk. Thin 4.9% margins leave little buffer for downturns.
Bear Case : GLP
The primary concerns for GLP are Market Cap, Profit Margin, Operating Margin. Debt-to-equity of 2.70 is elevated, increasing financial risk. Thin 0.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
GLP carries more volatility with a beta of 1.05 — expect wider price swings.
ET is growing revenue faster at 78.4% — sustainability is the question.
ET generates stronger free cash flow (2.7B), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ET scores higher overall (72/100 vs 65/100) and 78.4% revenue growth. GLP offers better value entry with a 15.2% 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.
Global Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Global Partners LP is engaged in the purchase, sale, collection, blending, storage and logistics of the transportation of gasoline and gasoline blends, distillates, residual oil, renewable fuels, crude oil and propane to wholesalers, retailers and commercial customers in New England. states and New York. The company is headquartered in Waltham, Massachusetts.
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