Energy Transfer LP (ET)vsPlains All American Pipeline LP (PAA)
ET
Energy Transfer LP
$19.62
-0.89%
ENERGY · Cap: $67.24B
PAA
Plains All American Pipeline LP
$22.92
-2.23%
ENERGY · Cap: $15.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 104% more annual revenue ($92.29B vs $45.26B). ET leads profitability with a 4.7% profit margin vs 2.5%. ET appears more attractively valued with a PEG of 0.58. ET earns a higher WallStSmart Score of 65/100 (C+).
ET
Buy65
out of 100
Grade: C+
PAA
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.0%
Fair Value
$138.44
Current Price
$19.61
$118.83 discount
Intrinsic value data unavailable for PAA.
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 1.5B in free cash flow
Reasonable price relative to book value
Areas to Watch
4.7% margin — thin
Weak financial health signals
Earnings declined 3.6%
Elevated debt levels
Expensive relative to growth rate
2.5% margin — thin
Operating margin of 2.8%
Elevated debt levels
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 0.58 suggests the stock is reasonably priced for its growth.
Bull Case : PAA
The strongest argument for PAA centers on Price/Book.
Bear Case : ET
The primary concerns for ET are Profit Margin, Piotroski F-Score, EPS Growth. Debt-to-equity of 2.06 is elevated, increasing financial risk. Thin 4.7% margins leave little buffer for downturns.
Bear Case : PAA
The primary concerns for PAA are PEG Ratio, Profit Margin, Operating Margin. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while PAA is a value play — different risk/reward profiles.
ET carries more volatility with a beta of 0.57 — expect wider price swings.
ET is growing revenue faster at 32.1% — sustainability is the question.
ET generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
ET scores higher overall (65/100 vs 50/100) and 32.1% revenue growth. Both earn "Buy" and "Hold" 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.
Plains All American Pipeline LP
ENERGY · OIL & GAS MIDSTREAM · USA
Plains All American Pipeline, LP, is engaged in the transportation, completion, storage and collection of crude oil and natural gas liquids (NGL) through pipelines in the United States and Canada. The company is headquartered in Houston, Texas.
Compare with Other OIL & GAS MIDSTREAM Stocks
Want to dig deeper into these stocks?