Energy Transfer LP (ET)vsProgressive Corp (PGR)
ET
Energy Transfer LP
$19.34
-2.91%
ENERGY · Cap: $68.55B
PGR
Progressive Corp
$194.00
-0.89%
FINANCIAL SERVICES · Cap: $113.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 3% more annual revenue ($92.29B vs $89.42B). PGR leads profitability with a 12.9% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.73. ET earns a higher WallStSmart Score of 62/100 (C+).
ET
Buy62
out of 100
Grade: C+
PGR
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+87.8%
Fair Value
$148.63
Current Price
$19.34
$129.29 discount
Intrinsic value data unavailable for PGR.
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
Attractively priced relative to earnings
Every $100 of equity generates 38 in profit
Large-cap with strong market position
Generating 4.3B in free cash flow
Areas to Watch
4.7% margin — thin
Earnings declined 3.6%
Negative free cash flow — burning cash
Expensive relative to growth rate
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 : PGR
The strongest argument for PGR centers on P/E Ratio, Return on Equity, Market Cap.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow. Thin 4.7% margins leave little buffer for downturns.
Bear Case : PGR
The primary concerns for PGR are PEG Ratio.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while PGR 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.
PGR generates stronger free cash flow (4.3B), providing more financial flexibility.
Bottom Line
ET scores higher overall (62/100 vs 61/100) and 32.1% 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.
Progressive Corp
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
The Progressive Corporation is an American insurance company, one of the largest providers of car insurance in the United States. The company insures motorcycles, boats, RVs, and commercial vehicles and provides home insurance through select companies.
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