Energy Transfer LP (ET): one to watch?

Solid pipeline business with rising guidance and a ~7% dividend yield, but the stock has already rallied and sits near fair value.

👀 WATCH Fundamentals56/100

Down 42% from its all-time high of $34.88 — now $20.32

$21.5$10.0 peak $21 20222023202420252026

Why ET dropped

Energy Transfer just posted strong Q1 2026 results — a revenue beat with $27.77 billion against a forecast of $25.54 billion — and raised its full-year guidance: The Partnership now expects its Adjusted EBITDA guidance for the full year of 2026 to range between $18.2 billion and $18.6 billion, compared to the previous range of between $17.45 billion and $17.8 billion. The stock has already run up a lot in response, up over 24% year-to-date per recent reporting, so much of the good news may be priced in.

Fwd P/E 13.3Op margin 10.7%Rev growth 32.1%Debt/equity 142.2%Analyst upside 17.2%
How this scored 56/100
✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.
Makes money Net profit margin 4.7%
Generates cash Free cash flow $1.7B
Not drowning in debt Debt/equity 142.2% (limit 200%)
Can pay its bills Current ratio 1.2 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 9/25
Operating margin 10.7% 4/9
Net profit margin 4.7% 2/8
Return on equity 12.4% 3/8
Growth Is it getting bigger, or dying? 18/25
Revenue growth 32.1% 9/9
Earnings growth -3.6% 1/8
Expected profit change 27.6% 8/8
Value Is it cheap right now? 18/25
Forward P/E 13.3 8/10
PEG ratio 0.6 8/8
Analyst target upside 17.2% 2/7
Balance sheet Will it survive? 11/25
Debt / equity 142.2% 3/10
Current ratio 1.2 1/8
Free cash flow $1.7B 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-07-20. Research only — not financial advice.