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Energy Transfer LP

🇺🇸 ET · NYSE/NASDAQ · US29273V1008

Energy

Database · updates weekly

Price at analysis: USD 21.34 Current price: USD 21.41 * updated every night

Updated: 2026-08-29
Next update: 2026-09-05
Updates weekly
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Scores

Quality 72/100
Recommended max: 5% of portfolio
Opportunity 68/100

Key Metrics

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P/E (TTM)

13.0

P/E (Price-to-Earnings)
Shows how much investors pay for each $1 of profit. We display the TTM P/E (Trailing Twelve Months) which uses actual earnings from the last 4 quarters. This is more reliable than Forward P/E which uses analyst estimates.

Net Debt/EBITDA (TTM)

4.8x

Latest quarter: 18.9x

Net Debt / EBITDA
A leverage ratio showing how many years of EBITDA (earnings before interest, taxes, depreciation, and amortization) it would take to repay net debt. EBITDA approximates operating cash generation. Lower ratios (e.g., <3x) are generally safer; higher (e.g., >5x) may indicate more financial risk.
Latest quarter (2026-06-30): 18.9x
The quarterly value can spike when quarterly EBITDA is very low (e.g., one-time charges).
Quick guide: <2x manageable, >4x can be risky (sector-dependent).

ROE

14.6%

ROE (Return on Equity)
A profitability measure: how much profit is generated from shareholders’ equity. Higher isn’t always better if it comes from high debt.

EV/EBITDA

8.2x

EV/EBITDA
A valuation ratio that compares total business value (including debt) to EBITDA. Lower can mean cheaper, but context matters.

Dividend Summary

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Dividend Yield (Fwd)

7.15%

TTM: 6.28%

Dividend Yield
The Forward yield (Fwd) shows the next announced annual dividend / current price — what you'd earn going forward. The Trailing yield (TTM) in the tooltip shows dividends actually paid in the last 12 months. Forward is shown as primary because it reflects the company's current commitment to shareholders.
Forward Yield (estimated): 7.15%
Trailing Yield (TTM, last 12 months): 6.28%

Payout Ratio (Fwd)

86.8% TTM

Payout Ratio
Dividends as a percentage of earnings. The Forward payout (Fwd) uses the announced dividend divided by actual past earnings (TTM) — it tells you if the company can afford what it promised. Very high payouts can be risky, especially if profits fall.
Announced dividend / actual earnings (TTM)

Dividend History

EODHD Dividends API
Status Type Decl. Date Ex-Div Date Pay Date Currency Amount
Forecast* Quarterly 07 Aug 2027 USD 0.34
Forecast* Quarterly 08 May 2027 USD 0.338
Forecast* Quarterly 06 Feb 2027 USD 0.335
Forecast* Quarterly 07 Nov 2026 USD 0.333
Paid Quarterly 27 Jul 2026 07 Aug 2026 19 Aug 2026 USD 0.34
Paid Quarterly 27 Apr 2026 08 May 2026 20 May 2026 USD 0.338
Paid Quarterly 27 Jan 2026 06 Feb 2026 19 Feb 2026 USD 0.335
Paid Quarterly 28 Oct 2025 07 Nov 2025 19 Nov 2025 USD 0.333

* Extrapolated from past dividend history. Not an official announcement — treat as an estimate, not a confirmed date or amount.

Summary

Energy Transfer operates an essential, nearly irreplaceable midstream network generating immense, fee-based cash flows. We apply the strategic cut exception for the 2020 dividend reduction, as it was a temporary cash preservation move during the crisis that has since been followed by massive restorative raises. Trading at an exceptionally low 6.2x P/FFO while aggressively growing its distribution, this MLP is worth considering for new positions despite ongoing regulatory and headline noise.

Sector Context

Energy Transfer is a midstream energy MLP operating critical oil and gas pipeline infrastructure. The sector carries a minor standard DGI penalty due to secular energy transition risks, but midstream assets function like toll roads, generating stable, fee-based cash flows largely insulated from commodity price swings.

Temporary Opportunity Identified

Regulatory headwinds, protracted environmental litigation (such as DAPL), and ongoing FERC penalties are persistently weighing on the valuation, masking the underlying cash generation of the assets.

📊 Strategy Analysis

⚠ What to Watch

📊 Historical Trends (10 Years)

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These charts show how key metrics have evolved over the past decade, helping you identify if the company is improving or deteriorating.

Debt Evolution (Net Debt / EBITDA)

Lower values are better. A declining trend indicates the company is reducing its debt (deleveraging).

Revenue & Earnings Growth

Consistent growth in revenueRevenue
The money a company brings in from selling its products or services. It’s the top line before costs.
(blue) and earningsEarnings (Profit)
What’s left after expenses. Positive earnings mean the business made a profit; negative means a loss.
(green) indicates a healthy business. Look for upward trends and recoveries after temporary dips.

Dividend Sustainability (FCF vs Dividends Paid)

Free cash flowFree Cash Flow
Cash left after the company pays for running the business and maintaining it. Often used to fund dividends, pay debt, or buy back shares.
(FCFFCF (Free Cash Flow)
Short for Free Cash Flow: cash left after operating needs and maintenance spending.
, blue) should cover dividends paidDividends Paid
Cash the company paid out to shareholders. It’s not guaranteed and can change over time.
(green). If dividends consistently exceed FCFFCF (Free Cash Flow)
Short for Free Cash Flow: cash left after operating needs and maintenance spending.
, the dividend may be at risk.

Analysis date: 2026-08-29

Disclaimer: This information is for educational purposes only. Not financial advice.

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