Energy Transfer LP (ET)vsONEOK Inc (OKE)
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
OKE
ONEOK Inc
$92.13
+1.31%
ENERGY · Cap: $56.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 154% more annual revenue ($85.54B vs $33.63B). OKE leads profitability with a 10.1% profit margin vs 5.2%. ET appears more attractively valued with a PEG of 0.64. OKE earns a higher WallStSmart Score of 63/100 (C+).
ET
Buy63
out of 100
Grade: C+
OKE
Buy63
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
Margin of Safety
-130.3%
Fair Value
$36.86
Current Price
$92.13
$55.27 premium
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
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 29.5% year-over-year
Areas to Watch
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
Expensive relative to growth rate
Elevated debt levels
Weak financial health signals
Earnings declined 1.5%
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 : OKE
The strongest argument for OKE centers on Market Cap, P/E Ratio, Price/Book. Revenue growth of 29.5% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Bear Case : OKE
The primary concerns for OKE are PEG Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.53 is elevated, increasing financial risk.
Key Dynamics to Monitor
OKE carries more volatility with a beta of 0.88 — expect wider price swings.
ET is growing revenue faster at 29.6% — sustainability is the question.
OKE generates stronger free cash flow (576M), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ET scores higher overall (63/100 vs 63/100) 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.
ONEOK Inc
ENERGY · OIL & GAS MIDSTREAM · USA
Oneok, Inc. is a diversified Fortune 500 energy corporation based in Tulsa, Oklahoma.
Visit Website →Compare with Other OIL & GAS MIDSTREAM Stocks
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