Energy Transfer LP (ET)vsWestern Midstream Partners LP (WES)
ET
Energy Transfer LP
$21.47
-0.37%
ENERGY · Cap: $74.20B
WES
Western Midstream Partners LP
$49.03
+1.74%
ENERGY · Cap: $20.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 2379% more annual revenue ($107.38B vs $4.33B). WES leads profitability with a 29.0% profit margin vs 4.9%. ET appears more attractively valued with a PEG of 0.67. ET earns a higher WallStSmart Score of 72/100 (B).
ET
Strong Buy72
out of 100
Grade: B
WES
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.3%
Fair Value
$157.28
Current Price
$21.47
$135.81 discount
Margin of Safety
+1.4%
Fair Value
$43.03
Current Price
$49.03
$6.00 discount
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
Strong operational efficiency at 41.7%
Revenue surging 30.0% year-over-year
Every $100 of equity generates 30 in profit
Keeps 29 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
4.9% margin — thin
Elevated debt levels
Weak financial health signals
Weak financial health signals
Expensive relative to growth rate
Negative free cash flow — burning cash
Elevated debt levels
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 : WES
The strongest argument for WES centers on Operating Margin, Revenue Growth, Return on Equity. Profitability is solid with margins at 29.0% and operating margin at 41.7%. Revenue growth of 30.0% 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 : WES
The primary concerns for WES are Piotroski F-Score, PEG Ratio, Free Cash Flow. Debt-to-equity of 2.14 is elevated, increasing financial risk.
Key Dynamics to Monitor
ET profiles as a hypergrowth stock while WES is a growth play — different risk/reward profiles.
WES carries more volatility with a beta of 0.66 — 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 69/100) and 78.4% revenue growth. Both earn "Strong Buy" and "Strong 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.
Western Midstream Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Western Midstream Partners, LP, acquires, owns, develops and operates midstream assets primarily in the United States.
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