Energy Transfer LP (ET) vs MPLX LP (MPLX)

Energy Transfer LP and MPLX LP are both Oil & Gas Midstream companies. Energy Transfer LP is the larger, with a market value of $70.2B against $58.8B — 1.2× the size. MPLX LP trades at the lower P/E: 12.2× against 13.7×. Energy Transfer LP grew revenue faster over the last twelve months: 33.3% against 8.71%. MPLX LP has the higher net margin (35.8% vs 4.70%) and the higher return on invested capital (9.45% vs 5.72%). Both pay a dividend; MPLX LP yields more (9.32% vs 8.97%). Across the 22 metrics below, MPLX LP leads on 12 and Energy Transfer LP on 10.

Valuation

Metric ET MPLX Oil & Gas Midstream median
P/E 13.73 12.22 13.19
P/S 0.65 4.36 2.60
P/B 1.47 4.05 2.08
Price to free cash flow 13.30 13.36 10.14
EV/EBITDA 8.11 11.22 8.11
EV/Sales 1.27 6.22 3.89
Earnings yield 7.28% 8.19% 6.83%
Free cash flow yield 7.52% 7.48% 6.94%

Profitability

Metric ET MPLX Oil & Gas Midstream median
Gross margin 23.58% 59.69% 58.81%
Operating margin 10.04% 44.44% 32.14%
Net margin 4.70% 35.75% 21.16%
Free cash flow margin 4.87% 32.63% 10.15%
Return on equity 11.30% 33.41% 11.30%
Return on assets 3.70% 11.70% 5.00%
Return on invested capital 5.72% 9.45% 6.13%

Growth

Metric ET MPLX Oil & Gas Midstream median
Revenue growth (TTM) 33.27% 8.71% 15.44%
EPS growth (last fiscal year) (5.47%) 14.49% —
Revenue growth, 5-year CAGR 17.04% 11.42% 8.96%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ET MPLX Oil & Gas Midstream median
Debt to equity 1.35 1.80 0.78
Current ratio 1.16 0.89 1.19
Net debt to EBITDA 4.56 3.21 3.42

Dividend

Metric ET MPLX Oil & Gas Midstream median
Dividend yield 8.97% 9.32% 7.29%
Payout ratio — — 0.64

Size

Metric ET MPLX Oil & Gas Midstream median
Market cap 70.21b 58.78b 3.61b

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