-2.06%
5.38%
25.27%
26.89%
44.37%
115.72%
63.98%
AI Spotlight on ET
Company Description
Energy Transfer LP provides energy-related services.The company owns and operates approximately 11,600 miles of natural gas transportation pipeline, and three natural gas storage facilities in Texas and two natural gas storage facilities located in the state of Texas and Oklahoma; and 19,830 miles of interstate natural gas pipeline.It also sells natural gas to electric utilities, independent power plants, local distribution and other marketing companies, and industrial end-users.
The company owns and operates natural gas gathering and natural gas liquid (NGL) pipeline, processing plant, and treating and conditioning facilities in Texas, New Mexico, West Virginia, Pennsylvania, Ohio, Oklahoma, Arkansas, Kansas, and Louisiana; natural gas gathering, oil pipeline, and oil stabilization facilities in South Texas; and a natural gas gathering system in Ohio, as well as transport and supplies water to natural gas producer in Pennsylvania.It owns approximately 5,215 miles of NGL pipeline; NGL and propane fractionation facilities; NGL storage facilities with working storage capacity of approximately 50 million barrels (MMBbls); and other NGL storage assets and terminal with an aggregate storage capacity of approximately 17 MMBbls.The company provides crude oil transportation, terminalling, acquisition, and marketing activities; and sells and distributes gasoline, middle distillate, and motor fuels and other petroleum product.
It offers natural gas compression service; carbon dioxide and hydrogen sulfide removal, natural gas cooling, dehydration, and British thermal unit management service; and manages coal and natural resources properties, as well as sells standing timber, leases coal-related infrastructure facilities, collects oil and gas royalty, and generate electrical power.The company was formerly known as Energy Transfer Equity, L.P. and changed its name to Energy Transfer LP in October 2018.The company was founded in 1996 and is headquartered in Dallas, Texas.
Market Data
| Last Price | 20.64 |
| Change Percentage | -2.06% |
| Open | 21.15 |
| Previous Close | 21.08 |
| Market Cap ( Millions) | 70686 |
| Volume | 8786151 |
| Year High | 21.45 |
| Year Low | 13.79 |
| M A 50 | 19.32 |
| M A 200 | 16.87 |
Financial Ratios
| FCF Yield | 16.61% |
| Dividend Yield | 6.17% |
| ROE | 13.56% |
| Debt / Equity | 170.64% |
| Net Debt / EBIDTA | 403.12% |
| Price To Book | 2.01 |
| Price Earnings Ratio | 13.94 |
| Price To FCF | 6.02 |
| Price To sales | 0.85 |
| EV / EBITDA | 8.8 |
News
- 09:48 - Want $4,700 in Passive Income? Invest $25,000 in Each of These 3 Midstream Energy Stocks.
- Jan -30 - Energy Transfer: Powered By AI's Soaring Energy Demand
- Jan -30 - Energy Transfer: Buy Baby Buy, The Investment Case Has Never Been Stronger
- Jan -30 - Bad News For Midstream Income Investors, 2 Ways To Play It
- Jan -30 - Energy Transfer Continues to Steadily Put More Cash into Its Investors' Pockets
- Jan -29 - Why the Market Dipped But Energy Transfer LP (ET) Gained Today
- Jan -29 - Forget DeepSeek: Up To 13% Dividend Yields From A.I. Investments
- Jan -28 - ET Stock is Trading Above 50 and 200-Day SMA: Should You Add it Now?
- Jan -28 - Here's How Many Shares of Energy Transfer You Must Own to Get $5,000 in Yearly Dividends
- Jan -27 - Energy Transfer Announces Increase in Quarterly Cash Distribution
- Jan -27 - Sunoco LP Announces Increase in Quarterly Distribution and Targets 2025 Distribution Growth Rate of At Least 5%
- Jan -27 - Is Energy Transfer Stock a Buy Now?
- Jan -26 - Expected Midstream Volume Growth Will Help Energy Transfer
- Jan -24 - Energy Transfer: A Deeply Undervalued Dividend Machine
- Jan -24 - Why Energy Transfer Stock Could Soar to New Highs in 2025
- Jan -24 - Cash Flow Focus: Thermo Fisher, Energy Transfer, and NetEase
- Jan -24 - The Trump Trade: Top High-Yield Stocks For The New Administration
- Jan -23 - Energy Transfer LP (ET) Outperforms Broader Market: What You Need to Know
- Jan -23 - Energy Transfer LP Announces Cash Distribution on Series I Preferred Units
- Jan -22 - 69 Graham Value All-Stars, Of 20 'Safer' Choices, Buy Any Of 14
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Crude Oil Transportation and Services
Expected Growth : 3.8 %
What the company do ?
Crude Oil Transportation and Services from Energy Transfer LP provides pipeline transportation and terminal services for crude oil, offering a safe and efficient way to transport crude oil from production areas to refineries.
Why we expect these perspectives ?
Energy Transfer LP's Crude Oil Transportation and Services segment growth of 3.8% is driven by increasing US shale production, rising demand for midstream infrastructure, and strategic acquisitions. Additionally, the company's diversified pipeline network, strong customer relationships, and cost-saving initiatives contribute to its growth momentum.
Segment n°2 -> Investment in Sunoco LP
Expected Growth : 3.5 %
What the company do ?
Energy Transfer LP acquired a 25.9% stake in Sunoco LP, a master limited partnership that operates a network of fuel stations and convenience stores.
Why we expect these perspectives ?
The 3.5% growth in Sunoco LP's investment from Energy Transfer LP is driven by increasing demand for fuel and convenience store services, strategic acquisitions, and expansion of retail operations. Additionally, cost savings from operational efficiencies and a strong balance sheet support the growth momentum.
Segment n°3 -> Natural Gas Liquid and Refined Products Transportation and Services
Expected Growth : 3.9 %
What the company do ?
Natural Gas Liquid and Refined Products Transportation and Services from Energy Transfer LP involves the transportation and storage of natural gas liquids and refined products through pipelines and terminals.
Why we expect these perspectives ?
Energy Transfer LP's 3.9% growth in Natural Gas Liquid and Refined Products Transportation and Services is driven by increasing demand for NGLs, expansion of pipeline infrastructure, and strategic acquisitions. Additionally, growing production of shale gas and crude oil, coupled with favorable regulatory environments, contribute to the segment's growth.
Segment n°4 -> Intrastate Transportation and Storage
Expected Growth : 3.7 %
What the company do ?
Intrastate Transportation and Storage from Energy Transfer LP refers to the transportation and storage of natural gas and other energy products within a single state, managed by Energy Transfer LP.
Why we expect these perspectives ?
Intrastate Transportation and Storage from Energy Transfer LP's 3.7% growth is driven by increasing natural gas production in the Permian Basin, rising demand for low-cost transportation, and strategic acquisitions expanding the company's pipeline network. Additionally, favorable regulatory environments and growing LNG exports contribute to the segment's growth.
Segment n°5 -> Midstream
Expected Growth : 3.6 %
What the company do ?
Midstream from Energy Transfer LP refers to the processing, storage, and transportation of natural gas and crude oil, connecting wells to refineries and markets.
Why we expect these perspectives ?
Energy Transfer LP's midstream segment growth is driven by increasing US shale production, rising demand for natural gas and natural gas liquids (NGLs), and strategic acquisitions. The company's extensive pipeline network and storage capacity also support growth. Additionally, the segment benefits from long-term contracts with a diversified customer base, providing a stable source of revenue.
Segment n°6 -> Interstate Transportation and Storage
Expected Growth : 3.8 %
What the company do ?
Interstate Transportation and Storage from Energy Transfer LP refers to the pipeline network that transports and stores natural gas, crude oil, and other energy products across the United States.
Why we expect these perspectives ?
Interstate Transportation and Storage segment of Energy Transfer LP is driven by increasing demand for natural gas, expansion of pipeline infrastructure, and strategic acquisitions. The 3.8% growth rate is also attributed to the company's focus on operational efficiency, cost savings, and favorable regulatory environment, enabling it to capitalize on the growing need for energy transportation and storage.
Segment n°7 -> All Other
Expected Growth : 3.4 %
What the company do ?
All Other from Energy Transfer LP refers to the remaining business segments not classified under Crude Oil, Natural Gas, or NGL/Petrochemicals, including refined products, renewables, and other operations.
Why we expect these perspectives ?
All Other from Energy Transfer LP's 3.4% growth is driven by increasing demand for natural gas liquids (NGLs) and crude oil transportation, coupled with expansion of its midstream infrastructure. Additionally, the segment benefits from strategic acquisitions and organic growth projects, which enhance its operational efficiency and capacity.
Segment n°8 -> Investment in USA Compression Partners, LP
Expected Growth : 3.3 %
What the company do ?
Energy Transfer LP has a 51.9% limited partner interest and 100% general partner interest in USA Compression Partners, LP, a leading provider of compression services in the US.
Why we expect these perspectives ?
USA Compression Partners, LP's 3.3% growth is driven by increasing demand for natural gas infrastructure, Energy Transfer LP's strategic expansion into high-growth markets, and the partnership's ability to capitalize on opportunities in the Permian Basin and other key regions.
Energy Transfer Lp Products
| Product Range | What is it ? |
|---|---|
| Crude Oil Transportation | Energy Transfer LP provides crude oil transportation services through its pipeline network, connecting producers to refineries and other markets. |
| Natural Gas Transportation | Energy Transfer LP operates a vast network of natural gas pipelines, transporting natural gas from production areas to markets and power generation facilities. |
| Natural Gas Liquids (NGLs) Transportation | Energy Transfer LP transports NGLs, such as ethane, propane, and butane, from production areas to fractionation facilities and markets. |
| Refined Products Transportation | Energy Transfer LP transports refined petroleum products, such as gasoline, diesel, and jet fuel, from refineries to markets and distribution terminals. |
| Midstream Services | Energy Transfer LP provides midstream services, including gathering, processing, and fractionation of natural gas and NGLs. |
| LNG Export | Energy Transfer LP participates in the export of liquefied natural gas (LNG) from the United States to global markets. |
Energy Transfer LP's Porter Forces
Threat Of Substitutes
The threat of substitutes for Energy Transfer LP is moderate, as there are alternative energy sources available, but the company's diversified portfolio and strong infrastructure mitigate this threat.
Bargaining Power Of Customers
The bargaining power of customers is low, as Energy Transfer LP has a diverse customer base and long-term contracts, reducing the dependence on individual customers.
Bargaining Power Of Suppliers
The bargaining power of suppliers is moderate, as Energy Transfer LP relies on a few key suppliers, but its scale and diversification help to mitigate this risk.
Threat Of New Entrants
The threat of new entrants is low, as Energy Transfer LP has a strong market position, and the barriers to entry are high due to the need for significant capital investment and regulatory approvals.
Intensity Of Rivalry
The intensity of rivalry is high, as Energy Transfer LP operates in a competitive market with several established players, and the company needs to continuously innovate and improve its operations to maintain its market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 54.78% |
| Debt Cost | 5.12% |
| Equity Weight | 45.22% |
| Equity Cost | 12.11% |
| WACC | 8.28% |
| Leverage | 121.13% |
Energy Transfer LP : Quality Control
Energy Transfer LP passed 2 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| CQP | Cheniere Energy Partners, L.P., through its subsidiaries, owns and operates natural gas liquefaction and export facility at the Sabine Pass liquefied natural gas (LNG) terminal located in Cameron Parish, Louisiana. … |
| WMB | The Williams Companies, Inc., together with its subsidiaries, operates as an energy infrastructure company primarily in the United States. It operates through Transmission & Gulf of Mexico, Northeast G&P, West, … |
| EPD | Enterprise Products Partners L.P. provides midstream energy services to producers and consumers of natural gas, natural gas liquids (NGLs), crude oil, petrochemicals, and refined products. The company operates through four … |
| KMI | Kinder Morgan, Inc. operates as an energy infrastructure company in North America. The company operates through four segments: Natural Gas Pipelines, Products Pipelines, Terminals, and CO2. The Natural Gas Pipelines … |
| OKE | ONEOK, Inc., together with its subsidiaries, engages in gathering, processing, storage, and transportation of natural gas in the United States. It operates through Natural Gas Gathering and Processing, Natural Gas … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Cheniere Energy Partners
A-Score
1-Year Total Return ->
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Energy Transfer
A-Score
1-Year Total Return ->
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Enterprise Products Partners
A-Score
1-Year Total Return ->
4
Kinder Morgan
A-Score
1-Year Total Return ->
5
Williams
A-Score
1-Year Total Return ->
6
