Energy Transfer LP (ET)vsSummit Midstream Corporation (SMC)
ET
Energy Transfer LP
$21.14
+0.43%
ENERGY · Cap: $74.20B
SMC
Summit Midstream Corporation
$32.51
+0.12%
ENERGY · Cap: $448.11M
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 18278% more annual revenue ($107.38B vs $584.27M). ET leads profitability with a 4.9% profit margin vs -3.5%. ET earns a higher WallStSmart Score of 72/100 (B).
ET
Strong Buy72
out of 100
Grade: B
SMC
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.4%
Fair Value
$156.76
Current Price
$21.14
$135.62 discount
Intrinsic value data unavailable for SMC.
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
Reasonable price relative to book value
Areas to Watch
4.9% margin — thin
Elevated debt levels
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -0.5% — below average capital efficiency
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 : SMC
The strongest argument for SMC centers on Price/Book. Revenue growth of 10.6% 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 : SMC
The primary concerns for SMC are EPS Growth, Market Cap, Return on Equity. Debt-to-equity of 2.07 is elevated, increasing financial risk.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while SMC is a turnaround play — different risk/reward profiles.
SMC carries more volatility with a beta of 0.74 — 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
ET scores higher overall (72/100 vs 47/100) and 78.4% revenue growth. Both earn "Strong 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.
Summit Midstream Corporation
ENERGY · OIL & GAS MIDSTREAM · USA
Summit Midstream Corporation (SMC) is a prominent midstream energy company focused on the gathering, processing, and transportation of natural gas across strategic U.S. markets. The firm has built a robust and efficient infrastructure that bolsters connectivity and reliability in essential natural gas supply chains, catering to the increasing demand for cleaner energy sources. SMC is committed to sustainability and long-term value creation, utilizing disciplined capital investments and operational excellence to adapt to the dynamic energy landscape. As it pursues strategic growth initiatives, SMC is positioned as a key player in the evolving midstream sector, appealing to institutional investors seeking stability and growth potential in their portfolios.
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