Energy Transfer LP (ET) stock score and earnings-call analysis

Energy Transfer LP (ET) has a MarketKingdoms composite score of 62.2 (B-), an B-range rating. It ranks 1117th of 1,866 covered companies, 107th of 191 in Energy (sector average 62.8) and 36th of 45 in Oil & Gas Midstream. Scores as of 2026-10-26.

Its strongest lenses are Industry opportunity at 79 (Energy average 76) and Catalyst watch at 71 (Energy average 70). Its weakest lenses are Quality (profitability) at 43 (sector average 50) and Trend (momentum) at 53 (sector average 51).

Lens scores

ET lens scores (0–100) against its sector and industry
LensTypeETEnergy averageOil & Gas Midstream averagePercentile in sector
Industry opportunityResearch signal79767980th
Stock selectionResearch signal68767515th
KPI momentumResearch signal59737313th
Catalyst watchResearch signal71707044th
Price (valuation)Fundamental lens63515772nd
Expansion (growth)Fundamental lens53505155th
Quality (profitability)Fundamental lens43505536th
Trend (momentum)Fundamental lens53515752nd

Latest earnings call

The most recent call analysed was held on 2026-08-04 (fiscal 2026 Q2). MarketKingdoms checks what management promised on each call against what it later delivered.

Valuation and risk

The stock's valuation gap is -12.2%: its price is below the path its market, sector and industry moves explain (undervalued versus the model path). Factor sensitivity: market beta 0.19, sector beta 0.62, industry beta -0.14; the factor model explains 32% of its moves (R²).

Oil & Gas Midstream peers

CompanyCompositeGradeValuation gap
Tsakos Energy Navigation Limited (TEN)80.3A--2.0%
International Seaways Inc (INSW)79.3A--1.8%
Dorian LPG Ltd (LPG)78.1A--4.8%
Frontline Plc (FRO)77.5A--7.2%
BW LPG Limited (BWLP)76.6A--10.2%
DHT Holdings Inc (DHT)73.9B+-3.9%
CMB.Tech NV (CMBT)71.0B+-12.5%
Cheniere Energy Inc (LNG)70.1B++7.0%

Near ET in the overall ranking

Energy Transfer LP financial statements · Energy sector ranking · Oil & Gas Midstream industry ranking · All covered companies

How MarketKingdoms scores companies

The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.

General information, not investment advice.