Global Partners LP (GLP)vsTC Energy Corp (TRP)
GLP
Global Partners LP
$52.75
-2.44%
ENERGY · Cap: $1.81B
TRP
TC Energy Corp
$60.88
-1.66%
ENERGY · Cap: $65.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Global Partners LP generates 37% more annual revenue ($21.46B vs $15.69B). TRP leads profitability with a 22.9% profit margin vs 0.8%. TRP appears more attractively valued with a PEG of 3.32. GLP earns a higher WallStSmart Score of 65/100 (C+).
GLP
Buy65
out of 100
Grade: C+
TRP
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.2%
Fair Value
$57.09
Current Price
$52.75
$4.34 discount
Margin of Safety
-44.3%
Fair Value
$42.21
Current Price
$60.88
$18.67 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Revenue surging 46.8% year-over-year
Earnings expanding 238.2% YoY
Every $100 of equity generates 21 in profit
Reasonable price relative to book value
Strong operational efficiency at 44.3%
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Generating 1.3B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
0.8% margin — thin
Operating margin of 1.6%
Expensive relative to growth rate
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : GLP
The strongest argument for GLP centers on P/E Ratio, Revenue Growth, EPS Growth. Revenue growth of 46.8% demonstrates continued momentum.
Bull Case : TRP
The strongest argument for TRP centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 22.9% and operating margin at 44.3%.
Bear Case : GLP
The primary concerns for GLP are Market Cap, Profit Margin, Operating Margin. Debt-to-equity of 2.70 is elevated, increasing financial risk. Thin 0.8% margins leave little buffer for downturns.
Bear Case : TRP
The primary concerns for TRP are PEG Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.30 is elevated, increasing financial risk.
Key Dynamics to Monitor
GLP profiles as a hypergrowth stock while TRP is a mature play — different risk/reward profiles.
GLP carries more volatility with a beta of 1.05 — expect wider price swings.
GLP is growing revenue faster at 46.8% — sustainability is the question.
TRP generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
GLP scores higher overall (65/100 vs 61/100) and 46.8% revenue growth. Both earn "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.
Global Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Global Partners LP is engaged in the purchase, sale, collection, blending, storage and logistics of the transportation of gasoline and gasoline blends, distillates, residual oil, renewable fuels, crude oil and propane to wholesalers, retailers and commercial customers in New England. states and New York. The company is headquartered in Waltham, Massachusetts.
TC Energy Corp
ENERGY · OIL & GAS MIDSTREAM · USA
TC Energy Corporation is an energy infrastructure company in North America. The company is headquartered in Calgary, Canada.
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