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ET vs KMI
Which Stock Would AI Choose? Energy Transfer LP (ET) vs. Kinder Morgan, Inc. (KMI) Stock Comparison
Key Takeaways
- Both ET and KMI are leading midstream energy infrastructure companies focused on natural gas and liquids transportation.
- ET recently announced its nineteenth consecutive quarterly distribution increase to $0.34 per unit, reflecting sustained cash flow growth.
- KMI reported record second-quarter 2026 net income of $867 million, up 21% year-over-year, alongside a dividend increase.
- Recent market activity shows ET with stronger year-to-date outperformance relative to broader indices compared to KMI.
- Sector exposure for both centers on energy transportation, exposing them to similar commodity price and regulatory dynamics.
- Investor sentiment remains supported by distribution and dividend growth amid stable operational volumes in recent weeks.
Introduction
This comparison examines ET and KMI, two prominent players in the U.S. midstream energy sector. Both companies operate extensive pipeline networks and storage assets, making them relevant for investors seeking exposure to energy infrastructure with income-generating characteristics. The analysis focuses on recent performance trends, business models, and market positioning to assist traders and long-term investors evaluating relative value in the current environment. Readers interested in sector rotation, yield opportunities, or AI-driven trading signals may find this overview particularly useful for understanding key contrasts between the two stocks.
ET Overview and Recent Performance
Energy Transfer LP (ET) operates one of the largest midstream networks in the United States, transporting natural gas, natural gas liquids (NGLs), and crude oil. In recent weeks, the company announced its nineteenth consecutive quarterly distribution increase to $0.34 per common unit, payable in August 2026. This move underscores consistent cash flow generation from its diversified asset base. Stock performance has benefited from volume growth and favorable market conditions, with year-to-date gains outpacing the broader market in recent market activity. Earnings results for the second quarter are scheduled for release shortly, which analysts expect to reflect continued operational stability. Sentiment has remained constructive amid expansion projects and steady demand for energy transportation services.
KMI Overview and Recent Performance
Kinder Morgan, Inc. (KMI) is a major energy infrastructure company with extensive natural gas and liquids pipeline systems. The firm delivered record second-quarter 2026 financial results, including net income attributable to KMI of $867 million, representing a 21% increase from the prior year, and Adjusted EBITDA of $2.199 billion, up 12%. The board approved a quarterly dividend of $0.2975 per share, a 2% increase year-over-year. Recent market activity has highlighted operational efficiency and project advancements, including regulatory progress on expansion initiatives. Performance has been supported by strong throughput volumes and cost management, contributing to positive investor sentiment in the midstream space during recent weeks.
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Head-to-Head Comparison
Both ET and KMI operate in the midstream energy sector with business models centered on fee-based transportation and storage services, providing relative insulation from direct commodity price volatility. ET emphasizes a broader asset footprint including NGL handling, while KMI maintains a strong focus on natural gas pipelines with recent emphasis on expansion projects. Recent momentum favors ET in terms of year-to-date relative performance, whereas KMI has highlighted record quarterly earnings and dividend growth. Risk factors for both include regulatory approvals for new infrastructure and shifts in energy demand patterns. Market sentiment for the pair remains tied to overall energy sector stability, with trade-offs evident in distribution growth pace versus earnings scale.
Tickeron AI Verdict
Based on observable factors such as trend consistency in distribution growth, earnings stability, and relative positioning within the midstream sector, Tickeron’s AI models currently indicate a probabilistic preference toward ET in the near term. This assessment draws from recent distribution momentum and performance metrics relative to broader benchmarks, though outcomes remain subject to evolving market conditions and sector dynamics.
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.
Energy Transfer LP (ET) and Kinder Morgan, Inc. (KMI) are midstream energy companies based in Texas. They own pipelines, storage facilities, processing and treatment facilities, and terminals for natural gas, as well as some oil-related assets. The companies are similar in size, with Enterprise Values around $70B. ET also has a controlling interest in the Sonoco gas station brand, which has 7,300 gas stations. KMI has a CO2 business segment which transports and sells carbon dioxide. ET has a stronger revenue and return on equity in the trailing 12 months as of this writing, but KMI has stronger margins. Their dividend yields are very similar at about 6%.
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 undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ET’s FA Score shows that 2 FA rating(s) are green whileKMI’s FA Score has 2 green FA rating(s).
- ET’s FA Score: 2 green, 3 red.
- KMI’s FA Score: 2 green, 3 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.
ET’s TA Score shows that 5 TA indicator(s) are bullish while KMI’s TA Score has 5 bullish TA indicator(s).
- ET’s TA Score: 5 bullish, 4 bearish.
- KMI’s TA Score: 5 bullish, 4 bearish.
Price Growth
ET (@Oil & Gas Pipelines) experienced а +4.72% price change this week, while KMI (@Oil & Gas Pipelines) price change was +1.96% for the same time period.
The average weekly price growth across all stocks in the @Oil & Gas Pipelines industry was +3.45%. For the same industry, the average monthly price growth was +0.27%, and the average quarterly price growth was +16.30%.
Reported Earning Dates
ET is expected to report earnings on Nov 04, 2026.
KMI is expected to report earnings on Oct 21, 2026.
Industries' Descriptions
@Oil & Gas Pipelines (+3.45% 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.
| ET | KMI | ET / KMI | |
| Capitalization | 72.1B | 70.7B | 102% |
| EBITDA | 17.4B | 7.7B | 226% |
| Gain YTD | 33.863 | 18.715 | 181% |
| P/E Ratio | 14.35 | 20.47 | 70% |
| Revenue | 107B | 18B | 594% |
| Total Cash | N/A | N/A | - |
| Total Debt | 71.1B | 32.1B | 221% |
ET | KMI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 40 | 86 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 7 Undervalued | 20 Undervalued | |
PROFIT vs RISK RATING 1..100 | 9 | 8 | |
SMR RATING 1..100 | 99 | 68 | |
PRICE GROWTH RATING 1..100 | 45 | 53 | |
P/E GROWTH RATING 1..100 | 43 | 57 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
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 (7) in the Oil And Gas Pipelines industry is in the same range as KMI (20). This means that ET’s stock grew similarly to KMI’s over the last 12 months.
KMI's Profit vs Risk Rating (8) in the Oil And Gas Pipelines industry is in the same range as ET (9). This means that KMI’s stock grew similarly to ET’s over the last 12 months.
KMI's SMR Rating (68) in the Oil And Gas Pipelines industry is in the same range as ET (99). This means that KMI’s stock grew similarly to ET’s over the last 12 months.
ET's Price Growth Rating (45) in the Oil And Gas Pipelines industry is in the same range as KMI (53). This means that ET’s stock grew similarly to KMI’s over the last 12 months.
ET's P/E Growth Rating (43) in the Oil And Gas Pipelines industry is in the same range as KMI (57). This means that ET’s stock grew similarly to KMI’s over the last 12 months.
| ET | KMI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 50% | N/A |
| Stochastic ODDS (%) | 2 days ago 34% | 2 days ago 62% |
| Momentum ODDS (%) | 2 days ago 63% | 2 days ago 70% |
| MACD ODDS (%) | 2 days ago 46% | 2 days ago 36% |
| TrendWeek ODDS (%) | 2 days ago 54% | 2 days ago 59% |
| TrendMonth ODDS (%) | 2 days ago 53% | 2 days ago 40% |
| Advances ODDS (%) | 2 days ago 53% | 2 days ago 58% |
| Declines ODDS (%) | 18 days ago 40% | 9 days ago 42% |
| BollingerBands ODDS (%) | 2 days ago 31% | 2 days ago 68% |
| Aroon ODDS (%) | 2 days ago 54% | 2 days ago 43% |
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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 61% 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.