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Company Analysis

Energy Transfer LP ET

A comprehensive view of key metrics, scores, and financial health for Energy Transfer LP

Overview of Energy Transfer LP

ET NYQ
Energy Oil & Gas Midstream Large Cap
Energy Transfer LP (ET), is a Large Cap company, in the Oil & Gas Midstream industry, last closed at $19.41, about 40.0% undervalued vs fair value, +17.4% 1Y return, ranked 109/255 in sector.
Metrics Rev Growth -0.1% ROE 28.5% Gross Margin 21.8% Div Yield 8.35%
$19.41
1.89%
As of April 28, 2026
Previous close • Vol 90d: 16.0%
52-Week Range
Market Cap
$66.78B
Enterprise Value
$137.11B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Weak
Valuation
Fair
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Weak
Valuation
Fair
Completeness: 82%
Confidence: 79%
Updated: Mar 8
Top Beats
No strong beats yet

Quick Facts

Website https://energytransfer.com
HQ Dallas, TX
Employees 22,311
Fiscal year Dec 31

Next Events

Earnings May 6 Estimated

Fair Value Snapshot

Bear Base Bull
$24
$27
$30
Current: $19.41 +40% vs base

Engine Room Money Flow™

Large Cap

Commodities & Mining - Where revenue goes and how value is created

Flow Steps
Revenue
None
-0.1%%
Gross Profit
$18.0B
15.9%%
Operating Income
$9.4B
2.7%%
EBITDA
None
-3%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Commodities & Mining

Quality & Reliability Indicators

Cash Conversion Ratio
1.50x
Excellent

Free cash flow relative to net income

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$5.7B
77.6% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
4
Active Leaks
0/4
Improving
0
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Energy Transfer LP's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
38
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
46
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Commodities & Mining vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing ET's balance between Growth (30.7%), Profitability (26.4%), and Safety (43.0%). Growth 31% Safety 43% Profitability 26%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

40th percentile vs peers
40
Key Signals
EPS Growth YoY 13.6% 70p Rev Growth YoY -0.1% 46p Revenue CAGR 3Y -2.8% 30p EPS CAGR 3Y -11.0% 19p TSR -8.8% 15p
Strengths
  • Cash Flow to Debt Ratio in top 20% of peers (1.35, 86th percentile)
  • Conservative leverage compared to industry peers
Risks
  • Growth below peer median (percentile: 40)

Profitability

34th percentile vs peers
34
Key Signals
Strengths
Risks
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Safety

56th percentile vs peers
56
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Energy Transfer LP.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$27.17
- - -
+40.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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