Energy Stock Analysis

ET -  USA Stock  

USD 10.67  0.11  1.04%

The newest price gain of Energy Transfer LP could raise concerns from private investors as the firm it trading at a share price of 10.67 on 27,099,603 in volume. The company directors and management may have good odds in positioning the firm resources to exploit market volatility in July. The stock standard deviation of daily returns for 90 days investing horizon is currently 2.12. The current volatility is consistent with the ongoing market swings in May 2021 as well as with Energy Transfer unsystematic, company-specific events.
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The Energy Transfer stock analysis report makes it easy to digest most publicly released information about Energy Transfer and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Energy stock analysis module also helps to analyze the Energy Transfer price relationship with some important fundamental indicators such as market cap and management efficiency.

Energy Stock Analysis Notes

About 14.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 1.33. Some equities with similar Price to Book (P/B) outperform the market in the long run. Energy Transfer LP next dividend is scheduled to be issued on the 10th of May 2021. The entity had a split on the 27th of July 2015. The company owns and operates approximately 9,400 miles of natural gas transportation pipelines and three natural gas storage facilities in Texas and 12,340 miles of interstate natural gas pipelines. Energy Transfer LP was founded in 1996 and is headquartered in Dallas, Texas. Energy Transfer operates under Oil Gas Midstream classification in the United States and is traded on New York Stock Exchange. It employs 11421 people. To learn more about Energy Transfer LP call Romolo Magarelli at 214 981 0700 or check out http://energytransfer.com.

Energy Transfer Quarterly Cost of Revenue

10.95 BillionShare

Energy Transfer LP Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Energy Transfer's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Energy Transfer LP or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
About 14.0% of the company shares are held by company insiders
On 10th of May 2021 Energy Transfer paid $ 0.1525 per share dividend to its current shareholders
Latest headline from www.nasdaq.com: Why Energy Transfer Stock Surged 15 percent in May and Continues to Rally - Nasdaq

Energy Transfer LP Upcoming and Recent Events

Earnings reports are used by Energy Transfer to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Energy Transfer previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report4th of August 2021
Next Earnings Report3rd of November 2021
Next Fiscal Quarter End30th of June 2021
Next Fiscal Year End16th of February 2022
Last Quarter Report31st of March 2021
Last Earning Announcement30th of June 2020

Energy Largest EPS Surprises

Earnings surprises can significantly impact Energy Transfer's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2011-11-02
2011-09-300.090.08-0.0111 
2011-08-03
2011-06-300.090.08-0.0111 
2010-08-09
2010-06-300.090.08-0.0111 
View All Earnings Estimates

Energy Transfer SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Energy Transfer prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Energy Transfer investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Energy Transfer LP specific information freely available to individual and institutional investors to make a timely investment decision.
4th of June 2021
Financial Statements and Exhibits. Entry into a Material Definitive Agreement
View
11th of May 2021
Financial Statements and Exhibits. Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. Entry into a Material Definitive Agreement
View
6th of May 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
2nd of April 2021
Unclassified Corporate Event. Unclassified Corporate Event. Unclassified Corporate Event. Unclassified Corporate Event. Completion of Acquisition or Disposition of Assets
View
5th of March 2021
Financial Statements and Exhibits. Unregistered Sales of Equity Securities. Entry into a Material Definitive Agreement
View
17th of February 2021
Financial Statements and Exhibits. Other Events. Regulation FD Disclosure. Results of Operations and Financial Condition. Entry into a Material Definitive Agreement
View
16th of February 2021
Unclassified Corporate Event
View
12th of January 2021
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View

Energy Transfer Thematic Classifications

In addition to having Energy Transfer stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Utilities IdeaUtilities
USA Equities from Utilities industry as classified by Fama & French

Energy Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Energy Transfer is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Energy Transfer LP backward and forwards among themselves. Energy Transfer's institutional investor refers to the entity that pools money to purchase Energy Transfer's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Blackstone Group IncCommon Shares131.6 MB
Goldman Sachs Group IncCommon Shares74.9 M575 M
Alps Advisors IncCommon Shares63.3 M486.2 M
Invesco LtdCommon Shares62 M476.4 M
NatixisCommon Shares35.1 M269.3 M
Tortoise Capital Advisors LlcCommon Shares33.1 M254.1 M
Ubs Group AgCommon Shares28.5 M218.6 M
Note, although Energy Transfer's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Energy Market Capitalization

The company currently falls under 'Large-Cap' category with market capitalization of 28.56 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Energy Transfer's market, we take the total number of its shares issued and multiply it by Energy Transfer's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Energy Profitablity

Energy Transfer's profitability indicators refer to fundamental financial ratios that showcase Energy Transfer's ability to generate income relative to its revenue or operating costs. If, let's say, Energy Transfer is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Energy Transfer's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Energy Transfer's profitability requires more research than a typical breakdown of Energy Transfer's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin (PM) of 7.88 %, which may suggest that it has sound control over its expenditures, executes well on its competitive polices, or have a solid pricing strategies. This is very large. Likewise, it shows Net Operating Margin (NOM) of 27.78 %, which signifies that for every $100 of sales, it has a net operating income of 0.28.
Last ReportedProjected for 2021
Return on Average Assets(0.007) (0.007184) 
Return on Average Equity(0.034) (0.0349) 
Return on Invested Capital 0.014  0.0202 
Return on Sales 0.049  0.06 

Management Efficiency

The entity has Return on Asset (ROA) of 5.57 % which means that for every $100 of asset, it generated profit of $5.57. This is typical in the industry. Likewise, it shows return on total equity (ROE) of 13.9 %, which means that it produced $13.9 on every 100 dollars invested by current stockholders. Energy Transfer management efficiency ratios could be used to measure how well energy transfer lp manages its routine affairs as well as how well it operates its assets and liabilities. Energy Transfer Return on Invested Capital is comparatively stable at the moment as compared to the past year. Energy Transfer reported Return on Invested Capital of 0.014 in 2020. Return on Sales is likely to gain to 0.06 in 2021, whereas Return on Average Assets are likely to drop (0.007184)  in 2021. Energy Transfer Current Liabilities is comparatively stable at the moment as compared to the past year. Energy Transfer reported Current Liabilities of 5.92 Billion in 2020. Tax Liabilities is likely to gain to about 3.8 B in 2021, whereas Total Liabilities is likely to drop slightly above 58.8 B in 2021.
Last ReportedProjected for 2021
Book Value per Share 6.87  7.41 
Enterprise Value over EBIT 36.00  34.16 
Enterprise Value over EBITDA 12.30  12.00 
Price to Book Value 0.90  0.93 
Tangible Assets Book Value per Share 32.25  40.27 
Enterprise Value68.8 B66.5 B
Tangible Asset Value87 B78.4 B

Technical Drivers

As of the 20th of June, Energy Transfer shows the Mean Deviation of 1.64, downside deviation of 2.36, and Coefficient Of Variation of 494.09. Energy Transfer LP technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to interpolate and analyze data for nineteen technical drivers for Energy Transfer LP, which can be compared to its rivals. Please confirm Energy Transfer LP variance, as well as the relationship between the value at risk and skewness to decide if Energy Transfer LP is priced favorably, providing market reflects its regular price of 10.67 per share. Given that Energy Transfer has jensen alpha of 0.3773, we urge you to verify Energy Transfer LP's prevailing market performance to make sure the company can sustain itself at a future point.

Energy Transfer LP Price Movement Analysis

The output start index for this execution was thirty-two with a total number of output elements of twenty-nine. The MESA Adaptive Moving Average indicator adapts to Energy Transfer LP price movement based on the rate change of phase as measured by the Hilbert Transform Discriminator. View also all equity analysis or get more info about mesa adaptive moving average overlap studies indicator.

Energy Transfer LP Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Energy Transfer insiders, such as employees or executives, is commonly permitted as long as it does not rely on Energy Transfer's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Energy Transfer insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Energy Transfer Technical and Predictive Indicators

Energy Transfer Forecast Models

Energy Transfer time-series forecasting models is one of many Energy Transfer's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Energy Transfer's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Energy Transfer Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Energy Transfer stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Energy shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Energy Transfer. By using and applying Energy Stock analysis, traders can create a robust methodology for identifying Energy entry and exit points for their positions.
Last ReportedProjected for 2021
EBITDA Margin 0.14  0.13 
Gross Margin 0.35  0.29 
Profit Margin(0.017) (0.0174) 
Energy Transfer LP provides energy-related services. The company owns and operates approximately 9,400 miles of natural gas transportation pipelines and three natural gas storage facilities in Texas and 12,340 miles of interstate natural gas pipelines. It also sells natural gas to electric utilities, independent power plants, local distribution companies, industrial end-users, and other marketing companies. In addition, the company owns and operates natural gas gathering and natural gas liquid pipelines, processing plants, and treating and conditioning facilities in Texas, New Mexico, West Virginia, Pennsylvania, Ohio, Oklahoma, Kansas, and Louisiana natural gas gathering, oil pipeline, and oil stabilization facilities in South Texas and a natural gas gathering system in Ohio, as well as transports and supplies water to natural gas producers in Pennsylvania. Further, it owns approximately 4,823 miles of NGL pipelines NGL and propane fractionation facilities NGL storage facilities with working storage capacity of approximately 50 million barrels and other NGL storage assets and terminals with an aggregate storage capacity of approximately 17 MMBbls. Additionally, the company sells gasoline, middle distillates, and motor fuel at retail, as well as crude oil, NGLs, and refined products operates convenience stores and distributes motor fuels and other petroleum products. It provides natural gas compression services carbon dioxide and hydrogen sulfide removal, natural gas cooling, dehydration, and British thermal unit management services and manages coal and natural resources properties, as well as sells standing timber, leases coal-related infrastructure facilities, collects oil and gas royalties, and generates electrical power. The company was formerly known as Energy Transfer Equity, L.P. and changed its name to Energy Transfer LP in October 2018. Energy Transfer LP was founded in 1996 and is headquartered in Dallas, Texas.

Current Energy Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Energy analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Energy analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
12.64Buy11Odds
Energy Transfer LP current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Energy analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Energy stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Energy Transfer LP, talking to its executives and customers, or listening to Energy conference calls.
Energy Analyst Advice Details

Energy Stock Analysis Indicators

Energy Transfer LP stock analysis indicators help investors evaluate how Energy Transfer stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Energy Transfer shares will generate the highest return on investment. By understating and applying Energy Transfer stock analysis, traders can identify Energy Transfer position entry and exit signals to maximize returns.
Quick Ratio0.74
Trailing Annual Dividend Rate0.76
Fifty Two Week Low4.98
Revenue Growth46.20%
Payout Ratio70.93%
Average Daily Volume Last 10 Day18.55M
Shares Short Prior Month71.77M
Average Daily Volume In Three Month18.14M
Shares Percent Shares Out2.56%
Gross Margins29.68%
Forward Price Earnings8.45
Short Percent Of Float2.99%
Float Shares2.32B
Fifty Two Week High11.55
Fifty Day Average10.18
Enterprise Value To Ebitda7.52
Two Hundred Day Average8.03
Enterprise Value To Revenue2.09
Trailing Annual Dividend Yield7.14%
Continue to Investing Opportunities. Note that the Energy Transfer LP information on this page should be used as a complementary analysis to other Energy Transfer's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

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When running Energy Transfer LP price analysis, check to measure Energy Transfer's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Energy Transfer is operating at the current time. Most of Energy Transfer's value examination focuses on studying past and present price action to predict the probability of Energy Transfer's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Energy Transfer's price. Additionally, you may evaluate how the addition of Energy Transfer to your portfolios can decrease your overall portfolio volatility.
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The market value of Energy Transfer LP is measured differently than its book value, which is the value of Energy that is recorded on the company's balance sheet. Investors also form their own opinion of Energy Transfer's value that differs from its market value or its book value, called intrinsic value, which is Energy Transfer's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Energy Transfer's market value can be influenced by many factors that don't directly affect Energy Transfer LP underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Energy Transfer's value and its price as these two are different measures arrived at by different means. Investors typically determine Energy Transfer value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Energy Transfer's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.