Energy Transfer LP (ET)vsVenture Global, Inc. (VG)
ET
Energy Transfer LP
$19.62
-0.89%
ENERGY · Cap: $67.24B
VG
Venture Global, Inc.
$12.80
-2.74%
ENERGY · Cap: $30.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 496% more annual revenue ($92.29B vs $15.47B). VG leads profitability with a 18.0% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.58. VG earns a higher WallStSmart Score of 81/100 (A-).
ET
Buy65
out of 100
Grade: C+
VG
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.0%
Fair Value
$138.44
Current Price
$19.61
$118.83 discount
Intrinsic value data unavailable for VG.
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
Generating 1.5B in free cash flow
Every $100 of equity generates 30 in profit
Revenue surging 58.9% year-over-year
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 25.0%
Earnings expanding 26.7% YoY
Areas to Watch
4.7% margin — thin
Weak financial health signals
Earnings declined 3.6%
Elevated debt levels
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
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 0.58 suggests the stock is reasonably priced for its growth.
Bull Case : VG
The strongest argument for VG centers on Return on Equity, Revenue Growth, PEG Ratio. Profitability is solid with margins at 18.0% and operating margin at 25.0%. Revenue growth of 58.9% 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 : VG
The primary concerns for VG are Piotroski F-Score, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.24 is elevated, increasing financial risk.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while VG is a growth play — different risk/reward profiles.
VG is growing revenue faster at 58.9% — sustainability is the question.
ET generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VG scores higher overall (81/100 vs 65/100), backed by strong 18.0% margins and 58.9% revenue growth. ET offers better value entry with a 86.0% margin of safety. Both earn "Exceptional 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.
Venture Global, Inc.
ENERGY · OIL & GAS MIDSTREAM · USA
Vonage Holdings Corp. The company is headquartered in Holmdel, New Jersey.
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