Energy Transfer LP (ET)vsNGL Energy Partners LP (NGL)
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
NGL
NGL Energy Partners LP
$12.95
-4.71%
ENERGY · Cap: $1.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 2326% more annual revenue ($85.54B vs $3.53B). ET leads profitability with a 5.2% profit margin vs 4.5%. ET earns a higher WallStSmart Score of 63/100 (C+).
ET
Buy63
out of 100
Grade: C+
NGL
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-121.3%
Fair Value
$8.23
Current Price
$19.14
$10.91 premium
Intrinsic value data unavailable for NGL.
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
Strong operational efficiency at 43.9%
Areas to Watch
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
Smaller company, higher risk/reward
4.5% margin — thin
Earnings declined 60.1%
Elevated debt levels
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 : NGL
The strongest argument for NGL centers on Operating Margin.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Bear Case : NGL
The primary concerns for NGL are Market Cap, Profit Margin, EPS Growth. Debt-to-equity of 5.05 is elevated, increasing financial risk. Thin 4.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
ET profiles as a growth stock while NGL is a value play — different risk/reward profiles.
ET carries more volatility with a beta of 0.65 — expect wider price swings.
ET is growing revenue faster at 29.6% — sustainability is the question.
NGL generates stronger free cash flow (46M), providing more financial flexibility.
Bottom Line
ET scores higher overall (63/100 vs 53/100) 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.
NGL Energy Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
NGL Energy Partners LP is engaged in the crude oil and liquids logistics and water solutions businesses. The company is headquartered in Tulsa, Oklahoma.
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