Energy Transfer LP (ET)vsInternational Seaways Inc (INSW)
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
INSW
International Seaways Inc
$70.27
-3.94%
ENERGY · Cap: $3.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 10043% more annual revenue ($85.54B vs $843.30M). INSW leads profitability with a 36.7% profit margin vs 5.2%. INSW trades at a lower P/E of 11.3x. INSW earns a higher WallStSmart Score of 75/100 (B).
ET
Buy63
out of 100
Grade: C+
INSW
Strong Buy75
out of 100
Grade: B
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
+78.4%
Fair Value
$291.56
Current Price
$70.27
$221.29 discount
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
Attractively priced relative to earnings
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 48.1%
Revenue surging 37.6% year-over-year
Earnings expanding 254.4% YoY
Reasonable price relative to book value
Areas to Watch
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
Negative free cash flow — burning cash
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 : INSW
The strongest argument for INSW centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 36.7% and operating margin at 48.1%. Revenue growth of 37.6% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Bear Case : INSW
The primary concerns for INSW are Free Cash Flow.
Key Dynamics to Monitor
ET carries more volatility with a beta of 0.65 — expect wider price swings.
INSW is growing revenue faster at 37.6% — sustainability is the question.
INSW generates stronger free cash flow (-7M), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INSW scores higher overall (75/100 vs 63/100), backed by strong 36.7% margins and 37.6% revenue growth. 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.
International Seaways Inc
ENERGY · OIL & GAS MIDSTREAM · USA
International Seaways, Inc. owns and operates a fleet of transoceanic vessels for the transportation of crude oil and petroleum products in the international flag trade. The company is headquartered in New York, New York.
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