WallStSmart

Energy Transfer LP (ET)vsTsakos Energy Navigation Limited (TEN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Energy Transfer LP generates 10699% more annual revenue ($92.29B vs $854.60M). TEN leads profitability with a 24.8% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.57. TEN earns a higher WallStSmart Score of 78/100 (B+).

ET

Buy

65

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 8.7Quality: 3.8
Piotroski: 3/9

TEN

Strong Buy

78

out of 100

Grade: B+

Growth: 6.7Profit: 7.5Value: 5.7Quality: 4.3
Piotroski: 2/9Altman Z: 1.19
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ETUndervalued (+86.1%)

Margin of Safety

+86.1%

Fair Value

$137.98

Current Price

$19.13

$118.85 discount

UndervaluedFair: $137.98Overvalued

Intrinsic value data unavailable for TEN.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ET6 strengths · Avg: 8.5/10
Revenue GrowthGrowth
32.1%10/10

Revenue surging 32.1% year-over-year

Market CapQuality
$65.97B9/10

Large-cap with strong market position

PEG RatioValuation
0.578/10

Growing faster than its price suggests

P/E RatioValuation
16.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.50B8/10

Generating 1.5B in free cash flow

TEN6 strengths · Avg: 9.5/10
P/E RatioValuation
6.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Operating MarginProfitability
43.4%10/10

Strong operational efficiency at 43.4%

EPS GrowthGrowth
162.8%10/10

Earnings expanding 162.8% YoY

Profit MarginProfitability
24.8%9/10

Keeps 25 of every $100 in revenue as profit

Revenue GrowthGrowth
28.4%8/10

Revenue surging 28.4% year-over-year

Areas to Watch

ET4 concerns · Avg: 2.3/10
Profit MarginProfitability
4.7%3/10

4.7% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-3.6%2/10

Earnings declined 3.6%

Debt/EquityHealth
2.061/10

Elevated debt levels

TEN4 concerns · Avg: 2.8/10
Market CapQuality
$1.24B3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.103/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.532/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull 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 0.57 suggests the stock is reasonably priced for its growth.

Bull Case : TEN

The strongest argument for TEN centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 24.8% and operating margin at 43.4%. Revenue growth of 28.4% demonstrates continued momentum.

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 : TEN

The primary concerns for TEN are Market Cap, Debt/Equity, Piotroski F-Score.

Key Dynamics to Monitor

ET profiles as a hypergrowth stock while TEN is a growth play — different risk/reward profiles.

ET carries more volatility with a beta of 0.54 — 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

TEN scores higher overall (78/100 vs 65/100), backed by strong 24.8% margins and 28.4% revenue growth. ET offers better value entry with a 86.1% margin of safety. 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.

Tsakos Energy Navigation Limited

ENERGY · OIL & GAS MIDSTREAM · USA

Tenneco Inc. designs, manufactures and sells clean air, powertrain and driving performance products and systems for light vehicle, commercial truck, off-road, industrial and aftermarket customers worldwide. The company is headquartered in Lake Forest, Illinois.

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