Energy Transfer LP (ET)vsPembina Pipeline Corp (PBA)
ET
Energy Transfer LP
$21.47
-0.37%
ENERGY · Cap: $74.20B
PBA
Pembina Pipeline Corp
$47.81
-1.10%
ENERGY · Cap: $28.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 1249% more annual revenue ($107.38B vs $7.96B). PBA leads profitability with a 22.4% profit margin vs 4.9%. ET appears more attractively valued with a PEG of 0.67. PBA earns a higher WallStSmart Score of 75/100 (B).
ET
Strong Buy72
out of 100
Grade: B
PBA
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.3%
Fair Value
$157.28
Current Price
$21.47
$135.81 discount
Intrinsic value data unavailable for PBA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 78.4% year-over-year
Earnings expanding 85.3% YoY
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 34.0%
Keeps 22 of every $100 in revenue as profit
Reasonable price relative to book value
Revenue surging 20.1% year-over-year
Earnings expanding 26.2% YoY
Areas to Watch
4.9% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ET
The strongest argument for ET centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 78.4% demonstrates continued momentum. PEG of 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : PBA
The strongest argument for PBA centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 22.4% and operating margin at 34.0%. Revenue growth of 20.1% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.99 is elevated, increasing financial risk. Thin 4.9% margins leave little buffer for downturns.
Bear Case : PBA
The primary concerns for PBA are PEG Ratio, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while PBA is a growth play — different risk/reward profiles.
PBA carries more volatility with a beta of 0.70 — expect wider price swings.
ET is growing revenue faster at 78.4% — sustainability is the question.
ET generates stronger free cash flow (2.7B), providing more financial flexibility.
Bottom Line
PBA scores higher overall (75/100 vs 72/100), backed by strong 22.4% margins and 20.1% revenue growth. ET offers better value entry with a 86.3% margin of safety. Both earn "Strong Buy" and "Strong 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.
Pembina Pipeline Corp
ENERGY · OIL & GAS MIDSTREAM · USA
Pembina Pipeline Corporation provides transportation and midstream services for the energy industry. The company is headquartered in Calgary, Canada.
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