Energy Transfer LP (ET)vsMPLX LP (MPLX)
ET
Energy Transfer LP
$18.90
+0.38%
ENERGY · Cap: $72.00B
MPLX
MPLX LP
$55.91
+1.01%
ENERGY · Cap: $60.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 792% more annual revenue ($107.38B vs $12.03B). MPLX leads profitability with a 39.3% profit margin vs 4.9%. ET appears more attractively valued with a PEG of 0.66. ET earns a higher WallStSmart Score of 72/100 (B).
ET
Strong Buy72
out of 100
Grade: B
MPLX
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+87.6%
Fair Value
$154.72
Current Price
$18.90
$135.82 discount
Margin of Safety
-18.6%
Fair Value
$47.16
Current Price
$55.91
$8.75 premium
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 34 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 38.3%
Large-cap with strong market position
Attractively priced relative to earnings
Areas to Watch
4.9% margin — thin
Elevated debt levels
Weak financial health signals
3.2% earnings growth
Elevated debt levels
Weak financial health signals
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 0.66 suggests the stock is reasonably priced for its growth.
Bull Case : MPLX
The strongest argument for MPLX centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 39.3% and operating margin at 38.3%. Revenue growth of 10.6% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, Debt/Equity, Piotroski F-Score. Thin 4.9% margins leave little buffer for downturns.
Bear Case : MPLX
The primary concerns for MPLX are EPS Growth, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.93 is elevated, increasing financial risk.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while MPLX is a mature play — different risk/reward profiles.
ET carries more volatility with a beta of 0.60 — 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 60/100) and 78.4% 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.
MPLX LP
ENERGY · OIL & GAS MIDSTREAM · USA
MPLX LP owns and operates energy infrastructure and midstream logistics assets primarily in the United States.
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