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Added to YB: 2024-03-06

Pitch date: 2024-03-05

ET [bullish]

Energy Transfer LP

+24.31%

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

$13.27

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

dividend

Show full summary:
Energy Transfer LP: Increasing Our Fair Value Estimate

ET: Raised FVE to $21 on higher FCF. Expect $14.7B EBITDA in '24 w/ growth from Enable, Lotus, Crestwood deals + projects. Solid Q4 results driven by NGL vols. No moat due to commodity exposure, M&A risk. Pursuing growth spend vs unit buybacks. Considering C-Corp conversion.

Read full article (12 min)