Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ET
HOLDEnergy Transfer LP · Energy · United States · $66.0B · Avg Vol: $183M/d
COMPANY DESCRIPTION
Energy Transfer LP is a major midstream energy company owning and operating a massive, diversified portfolio of energy assets across North America. The partnership controls a highly integrated, multi-basin pipeline network that connects major US shale plays to key domestic and export markets, generating stable, volume-driven cash flows. It is one of the largest and most diversified midstream energy partnerships in the United States.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 89.9B | 78.6B | 82.7B | 85.5B | -1.6% | 92.3B | 115.8B | 115.5B | 16.2% |
| EPS | 1.40 | 1.10 | 1.29 | 1.22 | -4.5% | 1.20 | 1.63 | 1.62 | 15.1% |
| Shares | 3.1B | 3.4B | 3.4B | 3.4B | +11.2% | 3.4B | — | — | — |
| Debt | 49.1B | 53.2B | 60.6B | 70.1B | 12.6% | 71.1B | — | — | — |
| Equity | 0 | 0 | 0 | 0 | — | — | — | — | — |
| Op CF | 9.1B | 9.6B | 11.5B | 10.1B | 3.9% | 10.6B | — | — | — |
| Inv CF | -4.0B | -4.3B | -5.9B | -8.4B | — | — | — | — | — |
| Fin CF | -5.1B | -5.3B | -5.5B | -816.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of ET are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ET | Energy Transfer LP(you) | $66.0B | 56 | HOLD |
| OKE | ONEOK, Inc. | $58.7B | 54 | HOLD |
| EPD | Enterprise Products Partners L.P. | $83.8B | 47 | HOLD |
| TRGP | Targa Resources Corp. | $60.4B | 43 | HOLD |
| KMI | Kinder Morgan, Inc. | $73.1B | 42 | HOLD |
| LNG | Cheniere Energy, Inc. | $56.5B | 41 | HOLD |
| CQP | Cheniere Energy Partners, L.P. | $29.3B | 51 | HOLD |
| TRP.TO | TC Energy Corporation | $76.8B | 37 | HOLD |
| VG | Venture Global, Inc. | $35.6B | 45 | HOLD |
| PPL.TO | Pembina Pipeline Corporation | $31.2B | 46 | HOLD |
Peer medians: ROE 7.0% · P/E 16.0x · Gross margin 34.2%