Energy Transfer LP (ET)vsCheniere Energy Inc (LNG)
ET
Energy Transfer LP
$21.47
-0.37%
ENERGY · Cap: $74.20B
LNG
Cheniere Energy Inc
$278.34
-1.47%
ENERGY · Cap: $57.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 413% more annual revenue ($107.38B vs $20.92B). LNG leads profitability with a 13.9% profit margin vs 4.9%. 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
LNG
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.3%
Fair Value
$157.28
Current Price
$21.47
$135.81 discount
Intrinsic value data unavailable for LNG.
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
Every $100 of equity generates 47 in profit
Strong operational efficiency at 75.0%
Earnings expanding 100.7% YoY
Large-cap with strong market position
Revenue surging 22.7% year-over-year
Areas to Watch
4.9% margin — thin
Elevated debt levels
Weak financial health signals
Trading at 9.3x book value
Distress zone — elevated risk
Expensive relative to growth rate
Elevated debt levels
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 : LNG
The strongest argument for LNG centers on Return on Equity, Operating Margin, EPS Growth. Revenue growth of 22.7% 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 : LNG
The primary concerns for LNG are Price/Book, Altman Z-Score, PEG Ratio. Debt-to-equity of 4.29 is elevated, increasing financial risk.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while LNG is a growth play — different risk/reward profiles.
ET carries more volatility with a beta of 0.57 — 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.
Bottom Line
ET scores higher overall (72/100 vs 70/100) and 78.4% revenue growth. Both earn "Strong Buy" and "Strong 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.
Cheniere Energy Inc
ENERGY · OIL & GAS MIDSTREAM · USA
Cheniere Energy, Inc., an energy infrastructure company, is involved in business related to liquefied natural gas (LNG) in the United States. The company is headquartered in Houston, Texas.
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