WallStSmart

Hess Midstream Partners LP (HESM)vsTotalEnergies SE ADR (TTE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TotalEnergies SE ADR generates 11190% more annual revenue ($183.96B vs $1.63B). HESM leads profitability with a 22.6% profit margin vs 8.2%. TTE appears more attractively valued with a PEG of 0.72. TTE earns a higher WallStSmart Score of 72/100 (B).

HESM

Buy

60

out of 100

Grade: C+

Growth: 4.7Profit: 9.0Value: 4.7Quality: 3.8
Piotroski: 4/9

TTE

Strong Buy

72

out of 100

Grade: B

Growth: 5.3Profit: 6.5Value: 7.0Quality: 5.0
Piotroski: 3/9Altman Z: 1.91
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HESMSignificantly Overvalued (-16.3%)

Margin of Safety

-16.3%

Fair Value

$31.30

Current Price

$38.82

$7.52 premium

UndervaluedFair: $31.30Overvalued

Intrinsic value data unavailable for TTE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HESM4 strengths · Avg: 9.3/10
Return on EquityProfitability
71.2%10/10

Every $100 of equity generates 71 in profit

Operating MarginProfitability
61.0%10/10

Strong operational efficiency at 61.0%

Profit MarginProfitability
22.6%9/10

Keeps 23 of every $100 in revenue as profit

P/E RatioValuation
13.3x8/10

Attractively priced relative to earnings

TTE6 strengths · Avg: 8.8/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

EPS GrowthGrowth
57.1%10/10

Earnings expanding 57.1% YoY

Market CapQuality
$195.51B9/10

Large-cap with strong market position

PEG RatioValuation
0.728/10

Growing faster than its price suggests

P/E RatioValuation
13.1x8/10

Attractively priced relative to earnings

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

Areas to Watch

HESM4 concerns · Avg: 4.0/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Price/BookValuation
9.6x4/10

Trading at 9.6x book value

Revenue GrowthGrowth
2.1%4/10

2.1% revenue growth

EPS GrowthGrowth
4.8%4/10

4.8% earnings growth

TTE4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.4%4/10

3.4% revenue growth

Altman Z-ScoreHealth
1.914/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-1.24B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : HESM

The strongest argument for HESM centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 22.6% and operating margin at 61.0%.

Bull Case : TTE

The strongest argument for TTE centers on Price/Book, EPS Growth, Market Cap. PEG of 0.72 suggests the stock is reasonably priced for its growth.

Bear Case : HESM

The primary concerns for HESM are PEG Ratio, Price/Book, Revenue Growth. Debt-to-equity of 7.28 is elevated, increasing financial risk.

Bear Case : TTE

The primary concerns for TTE are Revenue Growth, Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

HESM carries more volatility with a beta of 0.51 — expect wider price swings.

TTE is growing revenue faster at 3.4% — sustainability is the question.

HESM generates stronger free cash flow (225M), providing more financial flexibility.

Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TTE scores higher overall (72/100 vs 60/100). 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.

Hess Midstream Partners LP

ENERGY · OIL & GAS MIDSTREAM · USA

Hess Midstream LP owns, develops, operates and acquires midstream assets. The company is headquartered in Houston, Texas.

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TotalEnergies SE ADR

ENERGY · OIL & GAS INTEGRATED · USA

TotalEnergies SE is a global integrated oil and gas company. The company is headquartered in Paris, France.

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