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EPD vs ET
Which Stock Would AI Choose? Enterprise Products Partners (EPD) vs. Energy Transfer (ET) Stock Comparison
Key Takeaways
- Both EPD and ET are leading midstream energy master limited partnerships (MLPs) focused on pipelines, storage, and processing of natural gas, natural gas liquids (NGLs), and crude oil.
- In recent market activity, ET posted stronger year-to-date price gains of approximately 36% compared to EPD’s roughly 27%, driven by robust volume growth and raised 2026 financial guidance.
- EPD reported record second-quarter 2026 results with adjusted EBITDA of $2.8 billion and equivalent pipeline volumes of 14.7 million barrels per day, supported by export demand and new growth projects.
- ET increased its 2026 adjusted EBITDA guidance to $18.8–$19.1 billion after delivering a 31% year-over-year rise in second-quarter adjusted EBITDA to $5.07 billion.
- EPD maintains a lower leverage profile and higher credit ratings, offering greater balance-sheet stability, while ET pursues larger-scale expansion in natural gas infrastructure tied to power and data-center demand.
- Distribution yields stand near 5.7% for EPD and 6.3% for ET, with both partnerships demonstrating consistent distribution growth in recent periods.
Introduction
Enterprise Products Partners (EPD) and Energy Transfer (ET) represent two prominent players in the U.S. midstream energy sector, operating extensive pipeline networks and related infrastructure that transport and process hydrocarbons. This comparison examines their business models, recent operational results, and relative market positioning to assist investors and traders evaluating exposure to fee-based energy infrastructure. Market participants seeking stable income through distributions or growth tied to domestic energy production and export trends may find the analysis relevant amid fluctuating commodity prices and shifting demand patterns from power generation and industrial users.
EPD Overview and Recent Performance
Enterprise Products Partners L.P. operates one of the largest integrated midstream networks in North America, handling natural gas, NGLs, crude oil, and petrochemicals through pipelines, fractionation facilities, and marine terminals. In recent weeks, the partnership delivered record second-quarter 2026 financial results, including adjusted EBITDA of $2.8 billion and operational distributable cash flow of $2.3 billion, supported by an 8% increase in equivalent pipeline volumes to 14.7 million barrels per day and a 33% rise in marine terminal volumes. Strong export demand and higher marketing margins contributed to revenue growth of 60.8% year-over-year to $18.27 billion. The unit price has traded near its 52-week high of $40.17, reflecting positive sentiment around volume records and a $6.5 billion organic growth backlog that includes new NGL fractionators and gas processing plants. Distribution coverage remains solid at approximately 1.9 times, with the annualized distribution at $2.24 per unit.
ET Overview and Recent Performance
Energy Transfer LP manages a diversified portfolio of midstream assets spanning natural gas, NGLs, crude oil transportation, and storage across major U.S. basins. Recent market activity highlighted continued operational momentum, with second-quarter 2026 adjusted EBITDA rising 31% year-over-year to $5.07 billion and distributable cash flow increasing 32% to $2.59 billion. Record NGL transportation and export volumes, alongside midstream gathered volumes, drove results and prompted an upward revision of full-year 2026 adjusted EBITDA guidance to $18.8–$19.1 billion. The partnership allocated $5.6–$5.9 billion toward growth capital expenditures, focusing on natural gas pipelines and storage to meet power-generation and data-center demand. Units have advanced to levels near the 52-week high of $21.64, with the quarterly distribution raised for the nineteenth consecutive quarter to $0.34, yielding approximately 6.3% at recent prices.
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Head-to-Head Comparison
Both partnerships generate the majority of revenue from fee-based contracts that provide relative insulation from short-term commodity price swings, yet differences emerge in scale, capital structure, and growth focus. EPD emphasizes operational efficiency and conservative balance-sheet management, evidenced by lower net debt of approximately $33.9 billion and investment-grade credit ratings, which support predictable distribution growth and self-funding of projects. In contrast, ET operates with greater leverage and pursues larger capital programs, including multi-billion-dollar natural gas expansions tied to power and data-center demand, offering higher potential upside but also greater execution and permitting risks. Recent momentum favors ET on price appreciation and guidance increases, while EPD demonstrates broader volume records across liquids and marine segments. Market sentiment remains constructive for both amid elevated U.S. energy export activity, though EPD trades at a modest premium valuation reflecting its lower-risk profile.
Tickeron AI Verdict
Based on observable factors such as stronger year-to-date price momentum, consecutive distribution increases, and an upward revision to 2026 earnings guidance, Tickeron’s AI models currently assign a modestly higher probabilistic preference to ET for investors seeking growth-oriented exposure within the midstream sector. EPD retains appeal for those prioritizing balance-sheet stability and lower leverage. These assessments reflect pattern recognition across recent performance data and sector positioning rather than forward-looking forecasts.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Mid-stream energy companies Energy Transfer (ET) and Enterprise Products Partners (EPD) compete primarily as transporters and refiners of natural gas, but they also own and lease pipelines, facilities, and other resources related to petroleum and other energy products. The companies are approximately the same size, with enterprise values around $75B, and they both call Texas home. ET’s portfolio of assets seems to be lighter-weight in petroleum and crude related assets than its counterpart, but instead seems to be more diversified with its other investments, dabbling in electrical production, timber harvesting, convenience store operations, and a broader spectrum of separation and refining activities. Otherwise, most of their financial statistics are comparable. EPD has had a slightly better dividend, but it seems that they are having to make sacrifices to keep it up. ET has a higher revenue and EBITDA, but has slightly more debt on the books pulling down its diluted EPS.
| EPD | ET | EPD / ET | |
| Capitalization | 84B | 74.2B | 113% |
| EBITDA | 10.3B | 17.4B | 59% |
| Gain YTD | 26.962 | 37.697 | 72% |
| P/E Ratio | 13.46 | 14.76 | 91% |
| Revenue | 58.5B | 107B | 55% |
| Total Cash | 246M | 1.02B | 24% |
| Total Debt | 34B | 70.2B | 48% |
EPD | ET | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 87 | 22 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 11 Undervalued | 9 Undervalued | |
PROFIT vs RISK RATING 1..100 | 3 | 7 | |
SMR RATING 1..100 | 45 | 58 | |
PRICE GROWTH RATING 1..100 | 44 | 41 | |
P/E GROWTH RATING 1..100 | 29 | 32 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ET's Valuation (9) in the Oil And Gas Pipelines industry is in the same range as EPD (11). This means that ET’s stock grew similarly to EPD’s over the last 12 months.
EPD's Profit vs Risk Rating (3) in the Oil And Gas Pipelines industry is in the same range as ET (7). This means that EPD’s stock grew similarly to ET’s over the last 12 months.
EPD's SMR Rating (45) in the Oil And Gas Pipelines industry is in the same range as ET (58). This means that EPD’s stock grew similarly to ET’s over the last 12 months.
ET's Price Growth Rating (41) in the Oil And Gas Pipelines industry is in the same range as EPD (44). This means that ET’s stock grew similarly to EPD’s over the last 12 months.
EPD's P/E Growth Rating (29) in the Oil And Gas Pipelines industry is in the same range as ET (32). This means that EPD’s stock grew similarly to ET’s over the last 12 months.
| EPD | ET | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 44% |
| Stochastic ODDS (%) | 1 day ago 25% | 1 day ago 33% |
| Momentum ODDS (%) | 1 day ago 28% | 5 days ago 57% |
| MACD ODDS (%) | 1 day ago 24% | 1 day ago 44% |
| TrendWeek ODDS (%) | 1 day ago 28% | 1 day ago 55% |
| TrendMonth ODDS (%) | 1 day ago 38% | 1 day ago 54% |
| Advances ODDS (%) | 3 days ago 45% | 3 days ago 54% |
| Declines ODDS (%) | 5 days ago 29% | 16 days ago 39% |
| BollingerBands ODDS (%) | 1 day ago 39% | 3 days ago 53% |
| Aroon ODDS (%) | 1 day ago 31% | 1 day ago 56% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
EPD’s FA Score shows that 3 FA rating(s) are green while ET’s FA Score has 3 green FA rating(s).
- EPD’s FA Score: 3 green, 2 red.
- ET’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
EPD’s TA Score shows that 2 TA indicator(s) are bullish while ET’s TA Score has 3 bullish TA indicator(s).
- EPD’s TA Score: 2 bullish, 5 bearish.
- ET’s TA Score: 3 bullish, 5 bearish.
Price Growth
EPD (@Oil & Gas Pipelines) experienced а -0.10% price change this week, while ET (@Oil & Gas Pipelines) price change was +0.23% for the same time period.
The average weekly price growth across all stocks in the @Oil & Gas Pipelines industry was +1.12%. For the same industry, the average monthly price growth was +7.66%, and the average quarterly price growth was +19.44%.
Reported Earning Dates
EPD is expected to report earnings on Nov 03, 2026.
ET is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Oil & Gas Pipelines (+1.12% weekly)Oil & Gas Pipelines industry includes companies that transport natural gas and crude oil through pipelines. These companies also collect and market the fuels. The pipeline segment could be considered as a midstream operation – functioning as a link between the upstream and downstream operations in the oil and gas industry. Some of the largest U.S. pipeline players include Enterprise Products Partners L.P, TC Energy Corporation and Energy Transfer, L.P.
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EPD and
Correlation & Price change
A.I.dvisor indicates that over the last year, EPD has been closely correlated with PAA. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if EPD jumps, then PAA could also see price increases.
ET and
Correlation & Price change
A.I.dvisor indicates that over the last year, ET has been loosely correlated with OKE. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if ET jumps, then OKE could also see price increases.