Energy Transfer LP (ET)vsIntercontinental Exchange Inc (ICE)
ET
Energy Transfer LP
$19.34
-2.91%
ENERGY · Cap: $68.55B
ICE
Intercontinental Exchange Inc
$155.82
-0.19%
FINANCIAL SERVICES · Cap: $88.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 784% more annual revenue ($92.29B vs $10.44B). ICE leads profitability with a 37.7% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.73. ICE earns a higher WallStSmart Score of 71/100 (B).
ET
Buy62
out of 100
Grade: C+
ICE
Strong Buy71
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
Intrinsic value data unavailable for ICE.
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
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 57.3%
Earnings expanding 79.7% YoY
Large-cap with strong market position
Revenue surging 20.4% year-over-year
Generating 1.1B in free cash flow
Areas to Watch
4.7% margin — thin
Earnings declined 3.6%
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 : ICE
The strongest argument for ICE centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.7% and operating margin at 57.3%. Revenue growth of 20.4% 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 : ICE
The primary concerns for ICE are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while ICE is a growth play — different risk/reward profiles.
ICE carries more volatility with a beta of 0.96 — expect wider price swings.
ET is growing revenue faster at 32.1% — sustainability is the question.
ET generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
ICE scores higher overall (71/100 vs 62/100), backed by strong 37.7% margins and 20.4% 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.
Intercontinental Exchange Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
The Intercontinental Exchange (ICE) is an American Fortune 500 company formed in 2000 that operates global exchanges, clearing houses and provides mortgage technology, data and listing services. The company owns exchanges for financial and commodity markets, and operates regulated exchanges and marketplaces.
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