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Added to YB: 2024-09-20

Pitch date: 2024-09-12

ET [bullish]

Energy Transfer LP

+13.33%

current return

Author Info

No bio for this author

Company Info

Energy Transfer LP, together with its subsidiaries, provides energy-related services in the United States.

Market Cap

$55.4B

Pitch Price

$14.61

Price Target

21.00 (+27%)

Dividend

8.04%

EV/EBITDA

8.80

P/E

12.58

EV/Sales

1.58

Sector

Oil, Gas and Consumable Fuels

Category

value

Show full summary:
Energy Transfer LP: Energy Transfer Continues to Bulk Up Via M&A

ET: Energy Transfer expanding via M&A, $3.1B capex in 2024. Strong Texas power plant connections, data center demand potential. Lake Charles LNG delayed. No moat due to commodity exposure. FV $21, 8x EV/EBITDA. Risks: legal/regulatory, M&A overpaying, interest rates. Poor capital allocation rating.

Read full article (8 min)