Energy Transfer (ET) Panoramica del titolo
Energy Transfer LP, insieme alle sue controllate, fornisce servizi legati all'energia negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 1/6 |
| Dividendi | 3/6 |
ET Community Fair Values
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Analyst Price Targets
Concorrenti di Energy Transfer LP
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$20.16 |
| Massimo di 52 settimane | US$20.70 |
| Minimo di 52 settimane | US$16.18 |
| Beta | 0.57 |
| Variazione di 1 mese | 6.61% |
| Variazione a 3 mesi | 6.67% |
| Variazione di 1 anno | 13.51% |
| Variazione a 3 anni | 57.50% |
| Variazione a 5 anni | 100.40% |
| Variazione dall'IPO | 256.03% |
Notizie e aggiornamenti recenti
Seeking Alpha • May 13
Energy Transfer: 20% EBITDA Growth With Pipeline Backlog For The AI Buildout
Summary Energy Transfer delivered a robust Q1 2026, with 20% YoY Adjusted EBITDA growth and a revenue beat, yet remains undervalued. ET increased its 2026 EBITDA guidance by $750 million at the midpoint, reflecting strong demand and a diversified, irreplicable asset footprint. Distribution yield stands at 6.98%, supported by 18 consecutive quarterly increases and a growing backlog of fully contracted, fee-based projects. ET's integrated infrastructure and data center-driven demand position it for substantial future cash flow growth, despite manageable leverage and execution risks. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 30
ET: Gas Projects And Higher Distribution Will Drive Forward Return Potential
The analyst price target for Energy Transfer has been adjusted modestly higher to $22.26 from $22.07, as analysts highlight updated assumptions around revenue growth, profit margin, and a slightly lower discount rate, while also incorporating recent bullish coverage initiations, list additions, and higher price targets from major firms. Analyst Commentary Recent research coverage on Energy Transfer reflects a generally constructive tone on the company, with analysts focusing on valuation, execution on projects, and the balance between growth opportunities and existing risks.Recent updates
Seeking Alpha • May 13
Energy Transfer: 20% EBITDA Growth With Pipeline Backlog For The AI Buildout
Summary Energy Transfer delivered a robust Q1 2026, with 20% YoY Adjusted EBITDA growth and a revenue beat, yet remains undervalued. ET increased its 2026 EBITDA guidance by $750 million at the midpoint, reflecting strong demand and a diversified, irreplicable asset footprint. Distribution yield stands at 6.98%, supported by 18 consecutive quarterly increases and a growing backlog of fully contracted, fee-based projects. ET's integrated infrastructure and data center-driven demand position it for substantial future cash flow growth, despite manageable leverage and execution risks. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 30
ET: Gas Projects And Higher Distribution Will Drive Forward Return Potential
The analyst price target for Energy Transfer has been adjusted modestly higher to $22.26 from $22.07, as analysts highlight updated assumptions around revenue growth, profit margin, and a slightly lower discount rate, while also incorporating recent bullish coverage initiations, list additions, and higher price targets from major firms. Analyst Commentary Recent research coverage on Energy Transfer reflects a generally constructive tone on the company, with analysts focusing on valuation, execution on projects, and the balance between growth opportunities and existing risks.Aggiornamento della narrazione • Apr 15
ET: Gas Projects And Higher Distribution Will Support Forward Return Potential
Energy Transfer's updated analyst price target moves to $21, a $2 shift from the prior $19 level, as analysts point to recent natural gas project updates and broader midstream coverage. They view these developments as supportive of the partnership's risk and return profile.Aggiornamento della narrazione • Mar 31
ET: Gas Project Execution And Higher Distribution Are Expected To Support Returns
Analysts have increased their fair value estimate for Energy Transfer slightly to about $22.07, supported by a series of recent price target revisions around $20 to $22 that reflect updated views on its natural gas project progress, valuation discount and midstream outlook. Analyst Commentary Recent research on Energy Transfer points to a mix of optimism around project execution and income potential, alongside caution about contract risk and how quickly the current valuation gap might close.Aggiornamento della narrazione • Mar 17
ET: Gas Project Execution And Expansion Plans Will Support Future Cash Flows
Analysts have inched Energy Transfer's fair value estimate higher to $21.93 from $21.68 after a series of mixed but generally constructive price target updates, including raises to $21 and $20, along with adjusted expectations around project execution and valuation. Analyst Commentary Recent research updates present a mixed but generally constructive picture, with several firms lifting price targets while others trim expectations around certain contracts and projects.Aggiornamento della narrazione • Mar 03
ET: Gas Project Execution And Desert Southwest Expansion Will Support Future Cash Flows
Analysts have nudged their price expectations for Energy Transfer higher, with the average target moving by about $0.20 as recent research points to strong natural gas project updates while still cautioning that current gas exposure may not fully close the valuation gap. Analyst Commentary Recent research paints a mixed but generally constructive picture for Energy Transfer, with several firms adjusting their price targets and highlighting both strengths in execution and lingering questions around valuation and gas exposure.Aggiornamento della narrazione • Feb 17
ET: Contract Discipline And Desert Southwest Expansion Will Support Future Cash Flows
Narrative Update on Energy Transfer The updated analyst price target for Energy Transfer moves slightly higher to $21.45. Analysts attribute this to modestly stronger revenue growth assumptions, a slightly lower discount rate, and a small adjustment to future P/E and margin expectations following mixed recent target changes across the Street.Aggiornamento della narrazione • Feb 03
ET: Diversified Footprint And New Projects Will Support Future Cash Flows
Analysts have slightly reduced their average price target on Energy Transfer, reflecting updated assumptions for discount rates, revenue, profit margins, and future P/E multiples, while still indicating steady execution despite recent target revisions from several firms. Analyst Commentary Recent research on Energy Transfer highlights a mix of optimism about the business model and caution around contract renewals and valuation expectations.Aggiornamento della narrazione • Jan 19
ET: Diversified Footprint And New Projects Will Support Future Resilience
Our analyst price target for Energy Transfer has adjusted slightly. This reflects a mix of Street research that includes lower targets from Barclays and Scotiabank, both citing contract and macro risks, alongside generally constructive views on the partnership's diversified footprint and commercial discipline.Aggiornamento della narrazione • Jan 05
ET: Diversified Assets And Cash Returns Will Support Future Resilience
Energy Transfer's updated fair value estimate edges to $21.62 from $21.55 as analysts factor in a lower Street price target of $21 from Scotiabank and a $17 target from Jefferies, reflecting mixed views on growth drivers and business diversification. Analyst Commentary Recent research highlights a split view on Energy Transfer, with some focusing on the benefits of its diversified footprint and others concentrating on potential growth constraints and limited near term catalysts for a higher valuation.Aggiornamento della narrazione • Dec 13
ET: Diversified Footprint And Cash Returns Will Support Future Upside
Analysts have modestly reduced their fair value estimate for Energy Transfer to approximately $21.55 from about $21.67, reflecting slightly higher discount rate assumptions, offset by somewhat stronger long term revenue growth and margin expectations, as well as a marginally lower future P/E multiple amid mixed but generally constructive revisions to Street price targets. Analyst Commentary Recent Street research presents a mixed but generally constructive view on Energy Transfer, with modest adjustments to price targets reflecting both confidence in the business model and recognition of macro and competitive headwinds.Aggiornamento della narrazione • Nov 29
ET: Diversification And Cash Return Initiatives Will Support Resilient Performance
Analysts have slightly reduced their fair value estimate for Energy Transfer, lowering the projected price target by $0.20 to $21.67. This adjustment is due to softer growth assumptions and headwinds in key business segments.Aggiornamento della narrazione • Nov 15
ET: Diversified Model And Capital Return May Drive Stronger Performance Ahead
Analysts have lowered their consensus price target for Energy Transfer LP by $2.00. They cite ongoing macroeconomic uncertainty, sector-wide price target adjustments, and a shifting investor focus toward capital return and resilience against commodity price volatility.Aggiornamento della narrazione • Nov 01
ET: Cash Returns And Upcoming Distribution Growth Will Drive Future Upside
Analysts have slightly lowered their average price target for Energy Transfer, reducing it by approximately $0.41 to $21.87. They cite moderated growth expectations, increased competition in key segments, and a growing preference among investors for cash returns over expansion.Aggiornamento della narrazione • Oct 18
Expanding Natural Gas Infrastructure Will Capture Future Demand
Analysts have slightly lowered their price target for Energy Transfer, reducing it from about $22.55 to $22.29. They cite a greater focus on returning cash to shareholders and shifting industry priorities as key factors behind the adjustment.Seeking Alpha • Mar 25
Energy Transfer: Low Valuation, 1.8x Coverage, 7% Yield
Summary Energy Transfer offers strong distribution coverage and a competitive valuation, making it ideal for dividend investors. The MLP is growing through acquisitions and organic projects, with a diversified portfolio of pipelines and storage facilities across the U.S. ET grew its EBITDA 8% Y/Y in Q4'24 and achieved 1.8x distribution coverage, based off of adjusted DCF. The Company's predictable cash flow from long-term contracts and distribution growth makes it attractive for income investors. Valued at an EV-to-EBITDA ratio of 8.2x, Energy Transfer is the cheapest large-scale diversified midstream company. Read the full article on Seeking AlphaSeeking Alpha • Mar 09
Energy Transfer Stock: Is This High-Yielding Blue-Chip A Buy After A 16% Drop
Summary Energy Transfer just plunged 16%—is this a golden buying opportunity? Huge growth capex, AI-driven demand, and a 7.6% yield—here’s what investors need to know. Can its distribution growth accelerate? Read the full article on Seeking AlphaSeeking Alpha • Feb 26
Energy Transfer: An Undervalued Cash Cow With More To Offer
Summary Energy Transfer remains a 'strong buy' due to its undervaluation, robust asset network, and significant cash flow generation despite mixed quarterly results. The company's 2024 financial performance was strong, with notable profit increases across various segments, driven by strategic acquisitions and higher production volumes. Management's 2025 guidance projects continued growth, with EBITDA expected between $16.1 billion and $16.5 billion, reinforcing the stock's attractiveness. Energy Transfer's low net leverage ratio and substantial cash flow coverage of its obligations highlight its financial stability and low-risk profile. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Energy Transfer: The Power Story Starting To Play Out
Summary Energy Transfer LP reported strong Q4 2024 earnings with EBITDA up 8% YOY and issued robust 2025 guidance, reflecting aggressive acquisition strategies. New growth initiatives include a low-capex deal with CloudBurst Data Centers and long-term contracts with Chevron, signaling confidence in future stability. ET delivered over 50% total return in 2024, with a reasonable valuation and tax-efficient yield, making it a compelling long-term holding. Risks include potential oil price drops and an AI bubble burst, but ET's investment-grade credit metrics and growth discipline support continued holding. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
Energy Transfer CapEx Deja Vu? It May Be Different This Time
Summary Energy Transfer's units are down 3% despite strong FY24 performance, mainly due to concerns over a $5 billion growth CapEx guide. The company's recent M&A, while strategically sound, was a mixed bag as it was primarily funded through issuing new ET units, which, I felt, were undervalued themselves. The FY25 EBITDA guidance increase of $600 million-$1 billion is very strong, as most of the increase is organic and shows ET's strategy is working. The $5 billion CapEx budget is less concerning because much of it focuses on optimizing existing assets, and because it is mostly covered by cashflow instead of new debt. If Energy Transfer sells off post-earnings, it presents a buying opportunity given the solid FY25 guidance and overall strong performance. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
Energy Transfer: Buy Baby Buy, The Investment Case Has Never Been Stronger
Summary ET is well-positioned to benefit from Trump's energy policies and AI infrastructure investments, driving long-term growth and stability. ET's extensive operations in natural gas and crude oil transportation make it a key player in the US energy market, with a strong nationwide footprint. ET offers a compelling investment opportunity with a 6.36% dividend yield, outperforming peers and energy ETFs in terms of price appreciation and revenue growth. The company's strategic investments and favorable market conditions suggest significant future revenue growth, making ET a top choice for dividend-oriented portfolios. Read the full article on Seeking AlphaSeeking Alpha • Jan 19
Energy Transfer: Our Favorite Energy Stock For 2025
Summary Midstream energy companies like Energy Transfer (ET) are poised to benefit from increased oil and gas volumes in 2025, despite potential price headwinds. ET's stable cash flows and recent acquisitions position it for substantial growth, outperforming competitors even with fluctuating energy prices. ET's valuation is attractive, trading at a discount to peers and offering strong growth prospects, making it a compelling 'Buy' in the current market. Read the full article on Seeking AlphaSeeking Alpha • Jan 08
Why You're Not Bullish Enough On 7%-Yielding Energy Transfer
Summary President-elect Trump's policies will likely favor the American midstream industry, crucial for energy production and infrastructure, by reducing regulations and boosting domestic output. Energy Transfer stands to benefit significantly from these policy changes, making it a high-yielding, undervalued investment with strong growth potential. ET has already outperformed the S&P 500 significantly, reinforcing its 'Strong Buy' rating and promising both income and growth opportunities. Read the full article on Seeking AlphaSeeking Alpha • Dec 30
Energy Transfer: Trump Administration Tailwinds May Not Be Fully Priced In
Summary A Trump administration is good for Energy Transfer's business. But the market's consensus forward EBITDA estimates look too low considering historical volumes and reserves growth in natural gas. ET is well-positioned to replenish a higher than usual dip in natural gas storage levels. Seasonality data shows January to have the highest win rate for ET stock. ET is trading at a small premium vs its historical valuation multiples and a lower-than usual discount vs peers. However, I think this is acceptable given the tailwinds. ET vs SPX500 is showing an ideal bullish technical setup; a retest after a breakout from an accumulating wedge. Legal battles with WMB is a risk that can have material financial impact for ET's EBITDA. WMB has a good track record of winning litigations against ET. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Energy Transfer Is Only A Hold For Now (Technical Analysis)
Summary Energy Transfer stock has risen nearly 20%, with technical analysis showing a net positive outlook despite recent pullback. Technical indicators, including moving averages and support/resistance levels, suggest sustained bullish momentum and strong support, indicating a healthy correction. Fundamentals reveal lackluster earnings and overvaluation, with P/E and P/S ratios at three-year highs, suggesting the stock is overvalued relative to growth. I initiate ET at a Hold rating due to conflicting technical and fundamental analyses, with technicals more bullish than fundamentals. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Energy Transfer: This Is Going To Hurt As Williams Already Won Once
Summary Williams is threatening to hold Energy Transfer accountable for what Williams believes is frivolous and possibly intimidating court actions. Energy Transfer's deviation from industry practices has led to multiple legal disputes. There is already one costly loss to Williams and more recently that has yet to cost. The ongoing Dakota Access Pipeline litigation and other regulatory issues could likewise result in substantial financial consequences for Energy Transfer. Despite some earnings progress, Energy Transfer's management priorities seem misaligned. This issue is far too risky for an income investor. Read the full article on Seeking AlphaSeeking Alpha • Nov 28
Energy Transfer: Scoop Up This High-Yielding Deal Now
Summary Energy Transfer is a core holding in my portfolio. The company has major growth projects set to be placed into service soon, which should be tangible growth catalysts. Energy Transfer is a financially stable business with a secure 6.7% distribution yield. Units of the partnership could still be priced at a 7% discount to fair value. Energy Transfer looks positioned to produce nearly 45% cumulative total returns through 2026. Read the full article on Seeking AlphaSeeking Alpha • Nov 18
Energy Transfer Will Benefit From The Trump Trade And Drill Baby Drill
Summary Energy Transfer is poised to benefit from a Trump Administration due to pro-energy policies, less regulation, and increased domestic energy production. ET's extensive infrastructure, recent acquisitions, and growing export capabilities position it well to handle increased energy volumes and capitalize on global demand. Despite high debt, ET's strong revenue, undervaluation compared to peers, and a 7.5% yield make it an attractive investment for capital appreciation and income. Risks include high debt, potential lawsuits, and fluctuating oil prices, but the bullish energy landscape and ET's strategic position outweigh these concerns. Read the full article on Seeking AlphaSeeking Alpha • Nov 08
Energy Transfer: Strong Earnings And Vast Potential Upside
Summary Energy Transfer's Q3 report shows a 12% YoY growth in adjusted EBITDA, driven by strong crude oil transportation and NGL production. The company is expanding with projects like Lone Star Pipe optimizations and Lake Charles LNG, ensuring future growth and operational leverage. ET's high 7.4% dividend yield is protected by a solid balance sheet and the valuation is very attractive. Read the full article on Seeking AlphaSeeking Alpha • Oct 04
Energy Transfer: Value Hiding In Plain Sight
Summary In recent years, Energy Transfer's management has aligned the company's operational and financial performance comparably to industry peers. Debt leverage, EBITDA growth, and the cash distribution yield are on par or superior to competitors. Energy Transfer isn't taking business risks beyond those the entire peer group faces. Despite comparable fundamentals and strategies, Energy Transfer trades at a significantly lower EV/EBITDA multiple than peers, suggesting undervaluation and the probability for future multiple expansion. Energy Transfer common units represent a unique value proposition hiding in plain sight. Read the full article on Seeking AlphaSeeking Alpha • Sep 17
Energy Transfer: Put New Money To Work
Summary Energy Transfer remains a compelling high-income investment with a 7.9% yield, strong operational performance, and robust growth prospects through strategic acquisitions and high demand. ET's asset base includes extensive midstream infrastructure, with 90% fee-based Adjusted EBITDA, minimizing commodity price exposure and supporting stable financial performance. ET's recent acquisitions and organic growth have driven significant EBITDA and distributable cash flow increases, positioning it for continued success and potential for market-beating total returns. Read the full article on Seeking AlphaSeeking Alpha • Sep 09
Energy Transfer: Financial Strength, Value, And Distribution Safety
Summary Historically, rapid growth has led to ongoing concerns regarding excessive debt and poor distribution coverage among some analysts. Over the last year, ET has outperformed the S&P 500 while crude oil has declined 21.5%, suggesting investor confidence. Caution demands investors revisit the distribution cut in late October 2020. Cash flow, debt burdens, and distribution coverage are substantially improved, and distributions have been restored and even increased recently. I recommend long-term income investors buy ET at current market prices. Read the full article on Seeking AlphaSeeking Alpha • Aug 29
Energy Transfer: Rare Insider Buys
Summary Overall, insider transactions are currently dominated by selling for good reasons, such as the elevated valuation of the overall equity market. Recent insider transactions for Energy Transfer LP show rare and significant insider buying. These activities suggest a favorable return/risk curve from the insiders. Read the full article on Seeking AlphaSeeking Alpha • Aug 21
8%-Yielding Energy Transfer Has Become An Ideal Retiree Investment
Summary In the past, ET was viewed as a more aggressive way to invest in midstream infrastructure. However, ET has transformed itself over the past several years. We detail why it has now become a retiree's dream investment. Read the full article on Seeking Alpha
Nuova narrazione • Aug 19
Calculated Acquisitions And Expansions Poised To Boost Growth And Margins In Energy Sector
Energy Transfer's strategic acquisitions and joint ventures, like the WTG acquisition and the partnership with Sunoco LP, aim to boost Permian operations and efficiency.Seeking Alpha • Aug 14
Energy Transfer: An Indirect Beneficiary From AI That's Undervalued And Yielding 8.23%
Summary Electric vehicles, data centers, and LLMs require large amounts of electricity, increasing demand for energy. Energy Transfer has a unique footprint with extensive energy infrastructure across the country. ET is undervalued, positioned to benefit from increased energy demand, and offers an 8.23% yield, making it an attractive investment. Read the full article on Seeking AlphaSeeking Alpha • Aug 05
Energy Transfer: With Earnings On Tap, Prepare For Clarity Regarding Recent Big Moves
Summary Energy Transfer is one of my top holdings based on how cheap shares have been and the quality of the institution. Second quarter financial results are expected to show revenue and earnings growth, with attention on operating cash flow and free cash flow warranted. Recent acquisitions and joint ventures will impact future guidance, and these should be focused on when results are provided. Read the full article on Seeking AlphaSeeking Alpha • Jul 23
Energy Transfer: A Gem We Uncovered Outside Our Regular Lane, Too Good To Pass Up
Summary Energy Transfer identified as a hidden gem at $16/share, offering an 8.5% dividend return and strong prospects in the energy sector. ET operates in the midstream energy business, focusing on transporting and processing energy products, with revenue recovering and minimal volatility. Analyst consensus price target for ET is $19.29, showing potential for growth and consistent profits, making it an attractive investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Jul 15
Energy Transfer: Favorable Industry And Political Trends
Summary In a recent Wolfe Research report, ET was named a top beneficiary if Donald Trump returns to office, with Saturday's shooting likely boosting those odds. The fact that the U.S. is expected to continue breaking energy consumption records is favorable for the largest midstream players like Energy Transfer. Fair value of the stock is estimated at $20.6 with a 27% upside potential. Moreover, the stock offers a compelling 7.8% forward distribution yield. Read the full article on Seeking AlphaSeeking Alpha • Jul 04
Energy Transfer: AI Boom Supports Midstream As Well
Summary Energy Transfer demonstrates improving profitability, which aids in deleveraging the balance sheet. Both factors are crucial for dividend safety. Accelerated investments in data centers provide a significant tailwind for large midstream companies like ET. Valuation analysis suggests ET's fair value is $19.85, 22% higher than the last close. Read the full article on Seeking AlphaSeeking Alpha • Jun 25
Energy Transfer: An Even Stronger Buy Now
Summary This article upgrades my earlier buy rating on ET to a strong buy due to the acquisition of Crestwood Equity Partners. I expect this acquisition to catalyze a higher growth rate than my earlier projection. When adjusted by growth rate and yield, valuation metrics approaches absurd levels. The P/E growth ratio is only 0.8x and PEGY (P/E to Growth and Dividend Yield) yield is only 0.5x, both far lower than the 1x ideal threshold. Read the full article on Seeking AlphaSeeking Alpha • Jun 11
Energy Transfer: Strong Cash Flow Machine With 8.2% Dividend Yield
Summary Energy Transfer LP offers a good entry point for income investors after the recent pullback. First quarter financial results show revenue and net income growth. Cash flow is strong and sufficient to support distributions to unitholders. Read the full article on Seeking AlphaSeeking Alpha • Jun 01
Energy Transfer: 8% Yielder With An Enhanced Growth Profile
Summary Energy Transfer has been one of my top picks in the midstream space. Since my issuance of my bull thesis, ET outperformed its closest peers by a notable margin. This could raise the question of a potential overvaluation. In this article I explain why this is not the case and why I am still maintaining my buy rating for ET. Read the full article on Seeking AlphaSeeking Alpha • May 22
Energy Transfer: Surging Profits Meet Discounted Valuation
Summary Energy Transfer reported a very strong Q1, recording a 17% YoY growth in distributable cash flow and upgrading full-year EBITDA guidance to $15-15.3B (previously $14.5-14.8B). Notably, crude transportation volumes surged 44% with segment sales up 26% YoY, driven by strong customer activity and the 2023 acquisition of Crestwood Equity Partners. Despite those strong results, the Company's valuation remains significantly below peers, trading at 7.9x 24E EBITDA vs. broader sector average at 10.3x and MLP peers at 10.1x. I reiterate my Overweight rating and marginally raise my price target by 2% to $20/unit on higher EBITDA, FCF/unit estimates and a 3% dividend raise. At ~25% price upside and an 8% forward yield, I see potential for up to 33% total return and continue to name ET as my top pick in the US midstream space. Read the full article on Seeking AlphaSeeking Alpha • May 12
Energy Transfer Q1: One Of My Favorite High-Yielding Investments (Rating Downgrade)
Summary Energy Transfer is one of the core holdings within my portfolio. The MLP's volumes grew in the first quarter, propelling adjusted EBITDA and DCF sharply higher for the period. Energy Transfer moderately hiked its adjusted EBITDA guidance, which bodes well for the investment-grade balance sheet. My fair value estimate suggests that units could still be priced at a 14% discount. Energy Transfer combines a safe and rising 7.8% distribution yield with the potential for moderate growth and valuation upside. Read the full article on Seeking AlphaSeeking Alpha • Apr 14
Energy Transfer: Why There Is Still A Decent Upside
Summary Since I published my bull thesis on Energy Transfer early this year, the stock has delivered ~ 14% in total returns. This might raise the question of decreased attractiveness and at least partially exhausted upside. Looking at the underlying fundamentals, there is a strong evidence that ET has still the necessary characteristics to deliver juicy returns going forward. Also, a P/E of 10x coupled with sector-level tailwinds support this. In this article, I elaborate on the key items of Q4 2023 results and other recent ET related dynamics, providing a justified basis on my bullish stance on ET stock. Read the full article on Seeking AlphaSeeking Alpha • Apr 02
Energy Transfer: Moving America's Energy At ~40% Discount To Peers
Summary Energy Transfer is a leading North American midstream operator, moving ~35% of all US produced crude and ~30% of all US produced natural gas along ~125k miles of pipeline. ET recently closed its highly complementary $7.1B acquisition of Crestwood Equity Partners with synergies ~15% of deal value after doubling initial estimates to now expect $80MM run-rate from 26E. Forward dividend yield of ~8% screens as highest in its peer group and is well protected at 1.4x FCF coverage based on 24E consensus. Significant insider ownership at currently ~10-11% is unique among peers and a key competitive advantage in aligning management execution with long-term shareholder interests. Trading at up to 40% discount to peers, I see highly favorable risk reward and initiate shares at Overweight with a total 2024 TSR potential of ~34%. (PT $19.8). Read the full article on Seeking AlphaSeeking Alpha • Mar 22
Energy Transfer: Still Discounted According To Graham
Summary Energy Transfer LP stock is still a buy in my view despite a price near multi-year peak levels. It has a projected EPS annual growth rate of 7%+, which I think is feasible given catalysts like the acquisition of Crestwood Equity Partners. Valuation metrics, including Graham's approach, still suggest that ET is undervalued compared to its market price. At the same time, an ~8% dividend provides nonnegligible downside protection in the case of a market downturn. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Energy Transfer: Debunking Investor Pessimism
Summary Energy Transfer is an underappreciated midstream company with a negative shareholder stigma due to a distribution cut in 2020. ET's financial footing is healthy and warrants a Buy rating, as it has taken steps to improve its credit metrics and has ample margin to raise the distribution. Comparisons to other midstream companies show that ET is undervalued with respect to its cash generation abilities. Read the full article on Seeking AlphaSeeking Alpha • Mar 06
Energy Transfer: Where Strong Momentum And Attractive Value Meets
Summary Energy Transfer LP investors have outperformed their energy sector peers amid the energy market volatility over the past year. The recent dispute over pipeline practices highlights the moat-worthy nature of pipeline businesses and their ability to protect excess returns. Energy Transfer's well diversified portfolio and solid execution track record support its continued outperformance. I highlight why its robust forward distribution yield of 8.7% underpins my bullish thesis on Energy Transfer. With Energy Transfer still relatively undervalued, investors should continue adding more units and going in more aggressively on steep pullbacks. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
Energy Transfer: Tale Of The Tape Offers Surprising Results
Summary In recent years, Energy Transfer Partners has been one of the best-performing large-cap midstream/MLP operators in the space. The company generates significant free cash flow and has good debt metrics, allowing for flexibility in business growth and capital return strategies. Energy Transfer's common units appear undervalued compared to its peers. In this article, I focused upon how Energy Transfer has performed versus peers: on the fundamentals and valuation. I was somewhat surprised by the results. Read the full article on Seeking AlphaSeeking Alpha • Feb 20
Why Energy Transfer's Q4 Makes It My Favorite 9%-Yielding Equity
Summary Energy Transfer has generated extraordinary total returns and distribution growth for me, making it one of my best investments in recent years. However, I don't think it is even close to done with being a great high-yield investment. I share three reasons why. Read the full article on Seeking AlphaRendimenti per gli azionisti
| ET | US Oil and Gas | US Mercato | |
|---|---|---|---|
| 7D | 0.3% | 3.1% | -0.3% |
| 1Y | 13.5% | 38.2% | 26.7% |
Ritorno vs Industria: ET ha avuto una performance inferiore rispetto al US Oil and Gas che ha registrato un rendimento 38.2 % nell'ultimo anno.
Rendimento vs Mercato: ET ha avuto una performance inferiore al mercato US che ha registrato un rendimento 26.7 % nell'ultimo anno.
Volatilità dei prezzi
| ET volatility | |
|---|---|
| ET Average Weekly Movement | 2.5% |
| Oil and Gas Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: ET non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 3% ) di ET è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1996 | 22,311 | Mackie McCrea | energytransfer.com |
Energy Transfer LP, insieme alle sue controllate, fornisce servizi legati all'energia negli Stati Uniti. Opera attraverso i segmenti Trasporto e stoccaggio intrastatale; Trasporto e stoccaggio interstatale; Midstream; Trasporto e servizi di gas naturale liquido (NGL) e prodotti raffinati; Trasporto e servizi di petrolio greggio; Investimento in Sunoco LP; Investimento in USA Compression Partners, LP (USAC); e Tutti gli altri segmenti. L'azienda possiede e gestisce gasdotti per il trasporto di gas naturale e impianti di stoccaggio; circa 12.200 miglia di gasdotti per il trasporto intrastatale di gas naturale e 20.090 miglia di gasdotti interstatali per il trasporto di gas naturale.
Energy Transfer LP Riepilogo dei fondamenti
| ET statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$70.17b |
| Utili (TTM) | US$4.11b |
| Ricavi(TTM) | US$92.29b |
16.9x
Rapporto P/E0.8x
Rapporto P/SET è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ET Conto economico (TTM) | |
|---|---|
| Ricavi | US$92.29b |
| Costo del fatturato | US$75.10b |
| Profitto lordo | US$17.18b |
| Altre spese | US$13.07b |
| Utili | US$4.11b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 1.19 |
| Margine lordo | 18.62% |
| Margine di profitto netto | 4.46% |
| Rapporto debito/patrimonio netto | 138.7% |
Come si è comportato ET nel lungo periodo?
Vedi performance storica e confrontoDividendi
6.7%
Rendimento attuale del dividendo112%
Rapporto di remunerazioneET paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di ET| Energy Transfer date dei dividendi | |
|---|---|
| Data di stacco del dividendo | May 08 2026 |
| Data di pagamento dei dividendi | May 20 2026 |
| Giorni fino al dividendo Ex | 13 days |
| Giorni prima della data di pagamento dei dividendi | 1 day |
ET paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di ETAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 07:26 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Energy Transfer LP è coperta da 35 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Ethan Bellamy | Baird |
| Richard Gross | Barclays |
| Theresa Chen | Barclays |