Energy Transfer LP (ET)vsNational Grid PLC ADR (NGG)
ET
Energy Transfer LP
$20.19
+2.18%
ENERGY · Cap: $67.98B
NGG
National Grid PLC ADR
$89.54
+4.14%
UTILITIES · Cap: $85.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 389% more annual revenue ($85.54B vs $17.48B). NGG leads profitability with a 16.4% profit margin vs 5.2%. ET appears more attractively valued with a PEG of 0.71. ET earns a higher WallStSmart Score of 63/100 (C+).
ET
Buy63
out of 100
Grade: C+
NGG
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.9%
Fair Value
$138.67
Current Price
$20.19
$118.48 discount
Intrinsic value data unavailable for NGG.
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
Large-cap with strong market position
Strong operational efficiency at 24.1%
Areas to Watch
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
Trading at 9.0x book value
ROE of 7.9% — below average capital efficiency
Elevated debt levels
Revenue declined 11.3%
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 0.71 suggests the stock is reasonably priced for its growth.
Bull Case : NGG
The strongest argument for NGG centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 24.1%. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Bear Case : NGG
The primary concerns for NGG are Price/Book, Return on Equity, Debt/Equity.
Key Dynamics to Monitor
ET profiles as a growth stock while NGG is a declining play — different risk/reward profiles.
NGG carries more volatility with a beta of 0.64 — expect wider price swings.
ET is growing revenue faster at 29.6% — sustainability is the question.
ET generates stronger free cash flow (-225M), providing more financial flexibility.
Bottom Line
ET scores higher overall (63/100 vs 50/100) and 29.6% revenue growth. Both earn "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.
National Grid PLC ADR
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
National Grid plc transmits and distributes electricity and natural gas. The company is headquartered in London, the United Kingdom.
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