Energy Transfer LP (ET)vsScorpio Tankers Inc (STNG)
ET
Energy Transfer LP
$19.14
-0.36%
ENERGY · Cap: $66.09B
STNG
Scorpio Tankers Inc
$72.39
-3.63%
ENERGY · Cap: $3.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 9017% more annual revenue ($85.54B vs $938.22M). STNG leads profitability with a 36.7% profit margin vs 5.2%. STNG trades at a lower P/E of 10.7x. STNG earns a higher WallStSmart Score of 71/100 (B).
ET
Buy63
out of 100
Grade: C+
STNG
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-121.3%
Fair Value
$8.23
Current Price
$19.14
$10.91 premium
Margin of Safety
+78.8%
Fair Value
$329.00
Current Price
$72.39
$256.61 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 29.6% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 34.7%
Earnings expanding 80.4% YoY
Revenue surging 23.9% year-over-year
Areas to Watch
5.2% margin — thin
Earnings declined 15.2%
Negative free cash flow — burning cash
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : ET
The strongest argument for ET centers on Market Cap, PEG Ratio, P/E Ratio. Revenue growth of 29.6% demonstrates continued momentum. PEG of 0.64 suggests the stock is reasonably priced for its growth.
Bull Case : STNG
The strongest argument for STNG centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 36.7% and operating margin at 34.7%. Revenue growth of 23.9% demonstrates continued momentum.
Bear Case : ET
The primary concerns for ET are Profit Margin, EPS Growth, Free Cash Flow.
Bear Case : STNG
No major red flags identified for STNG, but monitor valuation.
Key Dynamics to Monitor
ET carries more volatility with a beta of 0.65 — expect wider price swings.
ET is growing revenue faster at 29.6% — sustainability is the question.
STNG generates stronger free cash flow (156M), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STNG scores higher overall (71/100 vs 63/100), backed by strong 36.7% margins and 23.9% revenue growth. Both earn "Strong 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.
Scorpio Tankers Inc
ENERGY · OIL & GAS MIDSTREAM · USA
Scorpio Tankers Inc., is engaged in the shipping of refined petroleum products in shipping markets around the world. The company is headquartered in Monaco.
Compare with Other OIL & GAS MIDSTREAM Stocks
Want to dig deeper into these stocks?