Energy Transfer LP (ET)vsONEOK Inc (OKE)
ET
Energy Transfer LP
$19.34
-2.91%
ENERGY · Cap: $68.55B
OKE
ONEOK Inc
$85.16
-0.83%
ENERGY · Cap: $54.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 162% more annual revenue ($92.29B vs $35.20B). OKE leads profitability with a 10.0% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.73. OKE earns a higher WallStSmart Score of 65/100 (C+).
ET
Buy62
out of 100
Grade: C+
OKE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+87.7%
Fair Value
$148.16
Current Price
$19.34
$128.82 discount
Margin of Safety
-18.0%
Fair Value
$71.97
Current Price
$85.16
$13.19 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 32.1% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 3.4B in free cash flow
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
19.6% revenue growth
Areas to Watch
4.7% margin — thin
Earnings declined 3.6%
Expensive relative to growth rate
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ET
The strongest argument for ET centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 32.1% demonstrates continued momentum. PEG of 0.73 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 19.6% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth. Thin 4.7% margins leave little buffer for downturns.
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
ET profiles as a hypergrowth stock while OKE is a growth play — different risk/reward profiles.
OKE carries more volatility with a beta of 0.76 — expect wider price swings.
ET is growing revenue faster at 32.1% — sustainability is the question.
ET generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
OKE scores higher overall (65/100 vs 62/100) and 19.6% revenue growth. ET offers better value entry with a 87.7% margin of safety. 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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