Energy Stock Analysis

ET -  USA Stock  

USD 9.50  0.10  1.04%

The small drop in market price for the last few months could raise concerns from private investors as the firm it trading at a share price of 9.50 on 20,566,634 in volume. The company management teams did not add much value to Energy Transfer investors in December. However, diversifying your holdings with Energy Transfer LP or similar stocks can still protect your portfolio during high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.92. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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Energy Stock Analysis 

 
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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 13.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 1.14. 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 4th of November 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 https://energytransfer.com.

Energy Transfer Quarterly Cost of Revenue

13.19 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.
Energy Transfer LP generated a negative expected return over the last 90 days
Energy Transfer LP has high likelihood to experience some financial distress in the next 2 years
Energy Transfer LP was previously known as Energy Transfer LP and was traded on New York Stock Exchange under the symbol ETE.
The company reports 46.32 B of total liabilities with total debt to equity ratio (D/E) of 1.28, which is normal for its line of buisiness. Energy Transfer LP has a current ratio of 0.9, implying that it has not enough working capital to pay out debt commitments in time.
About 13.0% of Energy Transfer shares are held by company insiders
Latest headline from www.nasdaq.com: U.S. crude, gasoline stocks up in latest week - EIA - 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 Report16th of February 2022
Next Earnings Report5th of May 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End16th of February 2022
Last Quarter Report30th of September 2021
Last Earning Announcement31st of December 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.
29th of December 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
10th of December 2021
Financial Statements and Exhibits. Unclassified Corporate Event. Entry into a Material Definitive Agreement
View
9th of December 2021
Regulation FD Disclosure
View
3rd of December 2021
Financial Statements and Exhibits. Regulation FD Disclosure. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Completion of Acquisition or Disposition of Assets
View
3rd of November 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
3rd of August 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
15th of June 2021
Financial Statements and Exhibits. Amendments to Articles of Incorporation or Bylaws; and/or Change in Fiscal Year. Material Modifications to Rights of Security Holders
View
4th of June 2021
Financial Statements and Exhibits. Entry into a Material Definitive Agreement
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
Chickasaw Capital Management LlcCommon Shares22.5 M185.4 M
Stephens Group LlcCommon Shares5.6 M46.3 M
Pinnacle Wealth Planning Services IncCommon Shares4.8 M39.2 M
Adams Asset Advisors LlcCommon Shares1.3 M11 M
Childress Capital Advisors LlcCommon Shares1.1 M8.7 M
Spirit Of America Management CorpCommon Shares590.2 K4.9 M
Stratos Wealth Partners LtdCommon Shares587.9 K4.8 M
Segantii Capital Management LtdCall OptionsK1.6 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 29.2 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 8.59 %, 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 20.97 %, which signifies that for every $100 of sales, it has a net operating income of 0.21.
Last ReportedProjected for 2022
Return on Average Assets(0.00805) (0.008262) 
Return on Average Equity(0.0306) (0.0314) 
Return on Invested Capital 0.0126  0.0191 
Return on Sales 0.0441  0.05 

Management Efficiency

The entity has Return on Asset (ROA) of 5.56 % which means that for every $100 of asset, it generated profit of $5.56. This is typical in the industry. Likewise, it shows return on total equity (ROE) of 18.45 %, which means that it produced $18.45 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 0.0126 in 2021. Return on Sales is likely to gain to 0.05 in 2022, whereas Return on Average Assets are likely to drop (0.008262)  in 2022. Energy Transfer Current Liabilities is comparatively stable at the moment as compared to the past year. Energy Transfer reported Current Liabilities of 6.81 Billion in 2021. Tax Liabilities is likely to gain to about 4.1 B in 2022, whereas Total Liabilities is likely to drop slightly above 65.7 B in 2022.
Last ReportedProjected for 2022
Book Value per Share 7.90  8.52 
Enterprise Value over EBIT 41.40  37.31 
Enterprise Value over EBITDA 11.07  11.32 
Price to Book Value 0.81  0.83 
Tangible Assets Book Value per Share 37.09  44.19 
Enterprise Value79.1 B73.9 B
Tangible Asset Value100.1 B87.7 B

Technical Drivers

As of the 28th of January, Energy Transfer shows the coefficient of variation of (12,703), and Mean Deviation of 1.58. 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 9.5 per share. Given that Energy Transfer has jensen alpha of 0.0444, 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

Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. Energy Transfer LP Triple Exponential Moving Average indicator shows smoothing effect of Energy Transfer price series composite of a single exponential moving average, a double exponential moving average and a triple exponential moving average. View also all equity analysis or get more info about triple exponential 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 Predictive Daily Indicators

Energy Transfer intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Energy Transfer stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

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 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 2022
EBITDA Margin 0.17  0.16 
Gross Margin 0.40  0.35 
Profit Margin(0.0195) (0.0201) 
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.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Energy Transfer to your portfolios without increasing risk or reducing expected return.

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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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Is Energy Transfer's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Energy Transfer. If investors know Energy will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Energy Transfer listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
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's underlying business (such as a 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.