Energy Transfer Lp Stock Buy Hold or Sell Recommendation

ET Stock  USD 15.54  0.05  0.32%   
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Energy Transfer LP is 'Strong Hold'. Macroaxis provides Energy Transfer buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding ET positions. The advice algorithm takes into account all of Energy Transfer's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Energy Transfer's buy or sell advice are summarized below:
Real Value
17.48
Target Price
17.19
Hype Value
15.57
Market Value
15.54
Naive Value
15.61
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Energy Transfer LP given historical horizon and risk tolerance towards Energy Transfer. When Macroaxis issues a 'buy' or 'sell' recommendation for Energy Transfer LP, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Energy Transfer Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual companies such as Energy and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Energy Transfer LP. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in estimate.

Execute Energy Transfer Buy or Sell Advice

The Energy recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Energy Transfer LP. Macroaxis does not own or have any residual interests in Energy Transfer LP or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Energy Transfer's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Energy TransferBuy Energy Transfer
Strong Hold

Market Performance

SolidDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Very LowDetails

Economic Sensitivity

Follows the market closelyDetails

Investor Sentiment

InterestedDetails

Analyst Consensus

Strong BuyDetails

Financial Strenth (F Score)

StrongDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Energy Transfer LP has a Risk Adjusted Performance of 0.1515, Jensen Alpha of 0.1347, Total Risk Alpha of 0.0254, Sortino Ratio of 0.1126 and Treynor Ratio of 0.3533
Our trade advice tool can cross-verify current analyst consensus on Energy Transfer LP and to analyze the company potential to grow in the current economic cycle. To make sure Energy Transfer is not overpriced, please confirm all Energy Transfer LP fundamentals, including its shares owned by institutions, cash per share, number of employees, as well as the relationship between the revenue and cash flow from operations . Given that Energy Transfer LP has a price to book of 1.42 X, we urge you to verify Energy Transfer LP market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Energy Transfer Trading Alerts and Improvement Suggestions

Energy Transfer LP has a strong financial position based on the latest SEC filings
On 20th of February 2024 Energy Transfer paid $ 0.315 per share dividend to its current shareholders
Latest headline from globenewswire.com: Rogers Communications 1Q24 Investment Community Teleconference April 24, 2024 at 800 a.m. ET

Energy Transfer Returns Distribution Density

The distribution of Energy Transfer's historical returns is an attempt to chart the uncertainty of Energy Transfer's future price movements. The chart of the probability distribution of Energy Transfer daily returns describes the distribution of returns around its average expected value. We use Energy Transfer LP price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Energy Transfer returns is essential to provide solid investment advice for Energy Transfer.
Mean Return
0.22
Value At Risk
-1.09
Potential Upside
1.53
Standard Deviation
0.82
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Energy Transfer historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Energy Stock 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 originates 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
Energy Income Partners, Llc2023-12-31
24.3 M
Fmr Inc2023-12-31
23.5 M
First Reserve Gp Xiii Ltd2023-12-31
23.3 M
Kayne Anderson Capital Advisors Lp2023-12-31
22.7 M
Pamet Capital Management, Lp2023-12-31
17.8 M
Neuberger Berman Group Llc2023-12-31
17.1 M
Westwood Holdings Group Inc
16.8 M
Chickasaw Capital Management, Llc2023-12-31
15.2 M
Natixis Sa2023-12-31
15 M
Goldman Sachs Group Inc2023-12-31
163.1 M
Blackstone Inc2023-12-31
149.4 M
Note, although Energy Transfer's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Energy Transfer Cash Flow Accounts

201920202021202220232024 (projected)
Change To Inventory(117M)(271M)(19M)(361M)35M36.8M
Change In Cash(128M)76M(31M)(79M)(96M)(91.2M)
Free Cash Flow2.0B2.2B8.3B5.7B6.4B6.7B
Depreciation3.2B6.8B3.8B4.2B4.4B4.6B
Other Non Cash Items103M21M(87M)219M(6M)(5.7M)
Dividends Paid3.1B2.8B1.9B3.0B4.2B4.5B
Capital Expenditures6.0B5.1B2.8B3.4B3.1B4.1B
Net Income4.9B140M6.7B5.9B5.3B5.6B
End Period Cash Flow419M291M367M257M161M311.2M
Change To Netincome513M3.5B190M594M683.1M633.4M
Net Borrowings2.4B248M(6.1B)(870M)(783M)(743.9M)
Investments(425M)149M163M364M(4.3B)(4.1B)

Energy Transfer Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Energy Transfer or Oil, Gas & Consumable Fuels sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Energy Transfer's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Energy stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.13
β
Beta against NYSE Composite0.59
σ
Overall volatility
0.85
Ir
Information ratio 0.10

Energy Transfer Volatility Alert

Energy Transfer LP exhibits relatively low volatility with skewness of 0.24 and kurtosis of 0.36. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Energy Transfer's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Energy Transfer's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Energy Transfer Implied Volatility

Energy Transfer's implied volatility exposes the market's sentiment of Energy Transfer LP stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Energy Transfer's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Energy Transfer stock will not fluctuate a lot when Energy Transfer's options are near their expiration.

Energy Transfer Fundamentals Vs Peers

Comparing Energy Transfer's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Energy Transfer's direct or indirect competition across all of the common fundamentals between Energy Transfer and the related equities. This way, we can detect undervalued stocks with similar characteristics as Energy Transfer or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Energy Transfer's fundamental indicators could also be used in its relative valuation, which is a method of valuing Energy Transfer by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Energy Transfer to competition
FundamentalsEnergy TransferPeer Average
Return On Equity0.12-0.31
Return On Asset0.0473-0.14
Profit Margin0.05 %(1.27) %
Operating Margin0.11 %(5.51) %
Current Valuation105.23 B16.62 B
Shares Outstanding3.37 B571.82 M
Shares Owned By Insiders10.12 %10.09 %
Shares Owned By Institutions34.17 %39.21 %
Number Of Shares Shorted38.81 M4.71 M
Price To Earning9.18 X28.72 X
Price To Book1.42 X9.51 X
Price To Sales0.66 X11.42 X
Revenue78.59 B9.43 B
Gross Profit13.42 B27.38 B
EBITDA13.16 B3.9 B
Net Income5.29 B570.98 M
Cash And Equivalents257 M2.7 B
Cash Per Share0.11 X5.01 X
Total Debt53.22 B5.32 B
Debt To Equity1.19 %48.70 %
Current Ratio1.14 X2.16 X
Book Value Per Share8.97 X1.93 K
Cash Flow From Operations9.55 B971.22 M
Short Ratio2.71 X4.00 X
Earnings Per Share1.09 X3.12 X
Price To Earnings To Growth0.58 X4.89 X
Target Price18.19
Number Of Employees13.79 K18.84 K
Beta1.64-0.15
Market Capitalization52.17 B19.03 B
Total Asset113.7 B29.47 B
Retained Earnings(36.66 B)9.33 B
Working Capital1.16 B1.48 B
Note: Payment of 60614 shares by Brad Whitehurst of Energy Transfer subject to Rule 16b-3 [view details]

Energy Transfer Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Energy . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Energy Transfer Buy or Sell Advice

When is the right time to buy or sell Energy Transfer LP? Buying financial instruments such as Energy Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2021 2022 2023 2024 (projected)
Short and Long Term Debt Total49.8B49.1B53.2B30.0B
Total Assets106.0B105.6B113.7B60.0B

Use Investing Ideas to Build Portfolios

In addition to having Energy Transfer in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Measuring and Control Equipment Thematic Idea Now

Measuring and Control Equipment
Measuring and Control Equipment Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Measuring and Control Equipment theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Measuring and Control Equipment Theme or any other thematic opportunities.
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When determining whether Energy Transfer LP is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Energy Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Energy Transfer Lp Stock. Highlighted below are key reports to facilitate an investment decision about Energy Transfer Lp Stock:
Check out Energy Transfer Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.

Complementary 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.
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Is Energy Transfer's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Energy Transfer. If investors know Energy will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Energy Transfer listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.081
Dividend Share
1.245
Earnings Share
1.09
Revenue Per Share
24.856
Quarterly Revenue Growth
0.002
The market value of Energy Transfer LP is measured differently than its book value, which is the value of Energy that is recorded on the company's balance sheet. Investors also form their own opinion of Energy Transfer's value that differs from its market value or its book value, called intrinsic value, which is Energy Transfer's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Energy Transfer's market value can be influenced by many factors that don't directly affect Energy Transfer's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Energy Transfer's value and its price as these two are different measures arrived at by different means. Investors typically determine if Energy Transfer is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Energy Transfer's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.