Is Energy Transfer Stock a Good Investment?
Energy Transfer Investment Advice | ET |
- Examine Energy Transfer's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Energy Transfer's leadership team and their track record. Good management can help Energy Transfer navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Oil & Gas Storage & Transportation space and any emerging trends that could impact Energy Transfer's business and its evolving consumer preferences.
- Compare Energy Transfer's performance and market position to its competitors. Analyze how Energy Transfer is positioned in terms of product offerings, innovation, and market share.
- Check if Energy Transfer pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Energy Transfer's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Energy Transfer LP stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Energy Transfer LP is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Energy Transfer Stock
Researching Energy Transfer's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 34.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.82. Some equities with similar Price to Book (P/B) outperform the market in the long run. Energy Transfer LP has Price/Earnings To Growth (PEG) ratio of 0.78. The entity last dividend was issued on the 7th of February 2025. The firm had 2:1 split on the 27th of July 2015.
To determine if Energy Transfer is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Energy Transfer's research are outlined below:
| Energy Transfer LP generated a negative expected return over the last 90 days | |
| Energy Transfer LP has a strong financial position based on the latest SEC filings | |
| On 19th of February 2025 Energy Transfer paid $ 0.325 per share dividend to its current shareholders | |
| Latest headline from businesswire.com: RenovoRx CEO to Provide Strategic Update During Fireside Chat on Thursday, April 3rd at 1200 p.m. ET |
Energy Transfer Quarterly Good Will |
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Energy Transfer uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Energy Transfer LP. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Energy Transfer's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 14th of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 14th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Energy Transfer's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Energy Transfer's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2011-11-02 | 2011-09-30 | 0.09 | 0.08 | -0.01 | 11 | ||
2011-08-03 | 2011-06-30 | 0.09 | 0.08 | -0.01 | 11 | ||
2010-08-09 | 2010-06-30 | 0.09 | 0.08 | -0.01 | 11 | ||
2007-01-16 | 2006-12-31 | 0.06 | 0.05 | -0.01 | 16 | ||
2014-05-06 | 2014-03-31 | 0.17 | 0.15 | -0.02 | 11 | ||
2011-02-16 | 2010-12-31 | 0.11 | 0.09 | -0.02 | 18 | ||
2010-11-09 | 2010-09-30 | 0.08 | 0.06 | -0.02 | 25 | ||
2009-05-11 | 2009-03-31 | 0.19 | 0.17 | -0.02 | 10 |
Energy Transfer Target Price Consensus
Energy target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Energy Transfer's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 17 | Strong Buy |
Most Energy analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Energy stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Energy Transfer LP, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationEnergy Transfer Target Price Projection
Energy Transfer's current and average target prices are 18.60 and 21.61, respectively. The current price of Energy Transfer is the price at which Energy Transfer LP is currently trading. On the other hand, Energy Transfer's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Energy Transfer Market Quote on 24th of March 2025
Target Price
Analyst Consensus On Energy Transfer Target Price
Energy Transfer Analyst Ratings
Energy Transfer's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Energy Transfer stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Energy Transfer's financials, market performance, and future outlook by experienced professionals. Energy Transfer's historical ratings below, therefore, can serve as a valuable tool for investors.Know Energy Transfer's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Energy Transfer is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Energy Transfer LP backward and forwards among themselves. Energy Transfer's institutional investor refers to the entity that pools money to purchase Energy Transfer's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | First Reserve Gp Xiii Ltd | 2024-12-31 | 23.3 M | Energy Income Partners, Llc | 2024-12-31 | 20.6 M | Mirae Asset Global Etfs Holdings Ltd. | 2024-12-31 | 19.8 M | Pamet Capital Management, Lp | 2024-12-31 | 17.8 M | Westwood Holdings Group Inc | 2024-12-31 | 16.3 M | Clearbridge Advisors, Llc | 2024-12-31 | 16.2 M | Bnp Paribas Arbitrage, Sa | 2024-12-31 | 16.1 M | Neuberger Berman Group Llc | 2024-12-31 | 16 M | Chickasaw Capital Management, Llc | 2024-12-31 | 15.7 M | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 92.6 M | Goldman Sachs Group Inc | 2024-12-31 | 91.7 M |
Energy Transfer's market capitalization trends
The company currently falls under 'Large-Cap' category with a market capitalization of 63.82 B.Market Cap |
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Energy Transfer's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.08 | 0.07 | |
| Return On Assets | 0.04 | 0.03 | |
| Return On Equity | 0.14 | 0.13 |
Determining Energy Transfer's profitability involves analyzing its financial statements and using various financial metrics to determine if Energy Transfer is a good buy. For example, gross profit margin measures Energy Transfer's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Energy Transfer's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Energy Transfer's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Energy Transfer LP. Check Energy Transfer's Beneish M Score to see the likelihood of Energy Transfer's management manipulating its earnings.
Evaluate Energy Transfer's management efficiency
Energy Transfer LP has Return on Asset (ROA) of 0.048 % which means that for every $100 of assets, it generated a profit of $0.048. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.1441 %, which means that it produced $0.1441 on every 100 dollars invested by current stockholders. Energy Transfer's management efficiency ratios could be used to measure how well Energy Transfer manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to drop to 0.04 in 2025. Return On Capital Employed is likely to drop to 0.07 in 2025. At this time, Energy Transfer's Total Current Liabilities is comparatively stable compared to the past year. Liabilities And Stockholders Equity is likely to gain to about 131.6 B in 2025, whereas Non Current Liabilities Total is likely to drop slightly above 35.3 B in 2025.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 13.68 | 9.74 | |
| Tangible Book Value Per Share | 10.77 | 5.88 | |
| Enterprise Value Over EBITDA | 8.23 | 6.34 | |
| Price Book Value Ratio | 1.89 | 1.80 | |
| Enterprise Value Multiple | 8.23 | 6.34 | |
| Price Fair Value | 1.89 | 1.80 | |
| Enterprise Value | 54.9 B | 57.7 B |
Understanding the operational decisions made by Energy Transfer management offers insights into its financial robustness. This evaluation is crucial for assessing the stock's investment potential.
Basic technical analysis of Energy Stock
As of the 24th of March, Energy Transfer shows the Coefficient Of Variation of 39001.11, mean deviation of 1.4, and Downside Deviation of 1.9. Energy Transfer LP technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices.Energy Transfer's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Energy Transfer insiders, such as employees or executives, is commonly permitted as long as it does not rely on Energy Transfer's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Energy Transfer insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
James Wright over three months ago Acquisition by James Wright of 47500 shares of Energy Transfer subject to Rule 16b-3 | ||
Sturrock Troy over three months ago Disposition of 15859 shares by Sturrock Troy of Energy Transfer at 13.74 subject to Rule 16b-3 | ||
Greg Mcilwain over six months ago Acquisition by Greg Mcilwain of 20000 shares of Energy Transfer at 15.68 subject to Rule 16b-3 | ||
Bradford Whitehurst over six months ago Acquisition by Bradford Whitehurst of 243750 shares of Energy Transfer subject to Rule 16b-3 | ||
Marshall McCrea over six months ago Acquisition by Marshall McCrea of 50000 shares of Energy Transfer at 13.19 subject to Rule 16b-3 | ||
Brad Whitehurst over a year ago Payment of 60614 shares by Brad Whitehurst of Energy Transfer subject to Rule 16b-3 | ||
Brad Whitehurst over a year ago Purchase by Brad Whitehurst of 10000 shares of Energy Transfer | ||
Wright James M over a year ago Acquisition by Wright James M of 131250 shares of Energy Transfer subject to Rule 16b-3 |
Energy Transfer's Outstanding Corporate Bonds
Energy Transfer issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Energy Transfer LP uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Energy bonds can be classified according to their maturity, which is the date when Energy Transfer LP has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| ENERGY TRANSFER PARTNERS Corp BondUS29273RAP47 | View | |
| ENERGY TRANSFER PARTNERS Corp BondUS29273RAR03 | View | |
| ENERGY TRANSFER PARTNERS Corp BondUS29273RAJ86 | View | |
| ENERGY TRANSFER PARTNERS Corp BondUS29273RAZ29 | View | |
| ENERGY TRANSFER PARTNERS Corp BondUS29273RAT68 | View | |
| ET 783107 01 NOV 66 Corp BondUS29273RBA68 | View | |
| ENERGY TRANSFER PARTNERS Corp BondUS29273RBC25 | View |
Understand Energy Transfer's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Energy Transfer's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0073 | |||
| Market Risk Adjusted Performance | 0.0021 | |||
| Mean Deviation | 1.4 | |||
| Semi Deviation | 1.87 | |||
| Downside Deviation | 1.9 | |||
| Coefficient Of Variation | 39001.11 | |||
| Standard Deviation | 1.8 | |||
| Variance | 3.23 | |||
| Information Ratio | 0.0345 | |||
| Jensen Alpha | 0.0407 | |||
| Total Risk Alpha | 0.1311 | |||
| Sortino Ratio | 0.0326 | |||
| Treynor Ratio | (0.01) | |||
| Maximum Drawdown | 9.12 | |||
| Value At Risk | (2.76) | |||
| Potential Upside | 3.08 | |||
| Downside Variance | 3.61 | |||
| Semi Variance | 3.49 | |||
| Expected Short fall | (1.36) | |||
| Skewness | (0.27) | |||
| Kurtosis | 0.6515 |
| Risk Adjusted Performance | 0.0073 | |||
| Market Risk Adjusted Performance | 0.0021 | |||
| Mean Deviation | 1.4 | |||
| Semi Deviation | 1.87 | |||
| Downside Deviation | 1.9 | |||
| Coefficient Of Variation | 39001.11 | |||
| Standard Deviation | 1.8 | |||
| Variance | 3.23 | |||
| Information Ratio | 0.0345 | |||
| Jensen Alpha | 0.0407 | |||
| Total Risk Alpha | 0.1311 | |||
| Sortino Ratio | 0.0326 | |||
| Treynor Ratio | (0.01) | |||
| Maximum Drawdown | 9.12 | |||
| Value At Risk | (2.76) | |||
| Potential Upside | 3.08 | |||
| Downside Variance | 3.61 | |||
| Semi Variance | 3.49 | |||
| Expected Short fall | (1.36) | |||
| Skewness | (0.27) | |||
| Kurtosis | 0.6515 |
Consider Energy Transfer's intraday indicators
Energy Transfer intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Energy Transfer stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Energy Transfer Corporate Filings
10K | 13th of March 2025 An amendment to a previously filed Form 10-K | ViewVerify |
8K | 4th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
FWP | 19th of February 2025 A written communication used by offering participants to offer securities to the public or to solicit securities transactions. | ViewVerify |
| 18th of February 2025 Other Reports | ViewVerify |
Energy Stock media impact
Far too much social signal, news, headlines, and media speculation about Energy Transfer that are available to investors today. That information is available publicly through Energy media outlets and privately through word of mouth or via Energy internal channels. However, regardless of the origin, that massive amount of Energy data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Energy Transfer news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Energy Transfer relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Energy Transfer's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Energy Transfer alpha.
Energy Transfer Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Energy Transfer can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Energy Transfer LP Historical Investor Sentiment
Investor biases related to Energy Transfer's public news can be used to forecast risks associated with an investment in Energy. The trend in average sentiment can be used to explain how an investor holding Energy can time the market purely based on public headlines and social activities around Energy Transfer LP. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Energy Transfer's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Energy Transfer and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Energy Transfer news discussions. The higher the estimate score, the more favorable the investor's outlook on Energy Transfer.
Energy Transfer Maximum Pain Price Across June 20th 2025 Option Contracts
Energy Transfer's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Energy Transfer close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Energy Transfer's options.
Energy Transfer Corporate Directors
| Steven Anderson | Independent Director of LE GP LLC | Profile | |
| Richard Brannon | Independent Director of LE GP, LLC | Profile | |
| Matthew Ramsey | Chief Operating Officer, Director of LE GP, LLC | Profile | |
| Ray Davis | Director of LE GP LLC | Profile |
Additional Tools for Energy Stock Analysis
When running Energy Transfer's price analysis, check to measure Energy Transfer's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Energy Transfer is operating at the current time. Most of Energy Transfer's value examination focuses on studying past and present price action to predict the probability of Energy Transfer's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Energy Transfer's price. Additionally, you may evaluate how the addition of Energy Transfer to your portfolios can decrease your overall portfolio volatility.