PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Energy Transfer LP (ET)

Equity · Currency in USD · Last updated Dec 2, 2023
SummaryFinancials

Company Info

ISINUS29273V1008
CUSIP29273V100
SectorEnergy
IndustryOil & Gas Midstream

Highlights

Market Cap$46.71B
EPS$1.06
PE Ratio13.10
PEG Ratio1.08
Revenue (TTM)$78.55B
Gross Profit (TTM)$13.42B
EBITDA (TTM)$12.23B
Year Range$10.34 - $13.95
Target Price$17.63
Short %1.58%
Short Ratio3.42

Share Price Chart


Loading data...

Performance

The chart shows the growth of an initial investment of $10,000 in Energy Transfer LP, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%300.00%400.00%500.00%600.00%700.00%JulyAugustSeptemberOctoberNovemberDecember
718.50%
263.49%
ET (Energy Transfer LP)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with ET

Energy Transfer LP

Popular comparisons: ET vs. KMI, ET vs. ENB, ET vs. MO, ET vs. KHC, ET vs. MMP, ET vs. VALE, ET vs. AMBP, ET vs. AQNB, ET vs. XOP, ET vs. SPY

Return

Energy Transfer LP had a return of 28.71% year-to-date (YTD) and 22.81% in the last 12 months. Over the past 10 years, Energy Transfer LP had an annualized return of 4.95%, while the S&P 500 had an annualized return of 9.87%, indicating that Energy Transfer LP did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date28.71%19.67%
1 month5.63%8.42%
6 months13.07%7.29%
1 year22.81%12.71%
5 years (annualized)8.68%10.75%
10 years (annualized)4.95%9.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-1.32%2.42%4.65%3.82%4.16%-4.06%5.63%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Energy Transfer LP (ET) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
ET
Energy Transfer LP
1.18
^GSPC
S&P 500
0.91

Sharpe Ratio

The current Energy Transfer LP Sharpe ratio is 1.18. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
1.18
0.91
ET (Energy Transfer LP)
Benchmark (^GSPC)

Dividend History

Energy Transfer LP granted a 8.89% dividend yield in the last twelve months. The annual payout for that period amounted to $1.24 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$1.24$0.87$0.61$1.07$1.22$1.22$1.15$1.14$1.02$0.75$0.65$0.62

Dividend yield

8.89%7.33%7.41%17.27%9.51%9.24%6.66%5.90%7.42%2.61%3.19%5.50%

Monthly Dividends

The table displays the monthly dividend distributions for Energy Transfer LP. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.31$0.00
2022$0.00$0.18$0.00$0.00$0.20$0.00$0.00$0.23$0.00$0.00$0.27$0.00
2021$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00
2020$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.15$0.00
2019$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00
2018$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00
2017$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.30$0.00
2016$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00
2015$0.00$0.23$0.00$0.00$0.25$0.00$0.00$0.27$0.00$0.00$0.29$0.00
2014$0.00$0.17$0.00$0.00$0.18$0.00$0.19$0.00$0.00$0.21$0.00$0.00
2013$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.17$0.00$0.00
2012$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00

Dividend Yield & Payout


Dividend Yield
ET
8.89%
Market bottom
1.03%
Market top
5.13%
Energy Transfer LP has a dividend yield of 8.89%, which means its dividend payment is significantly above the market average.
Payout Ratio
ET
99.60%
Market bottom
17.94%
Market top
59.26%
Energy Transfer LP has a payout ratio of 99.60%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%JulyAugustSeptemberOctoberNovemberDecember
-19.03%
-4.21%
ET (Energy Transfer LP)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Energy Transfer LP. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Energy Transfer LP was 87.81%, occurring on Feb 8, 2016. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-87.81%Jun 16, 2015164Feb 8, 2016
-66.22%Jul 9, 2007350Nov 21, 2008410Jul 13, 2010760
-29.33%Jun 22, 201173Oct 4, 201198Feb 24, 2012171
-25.04%Sep 11, 201423Oct 13, 201425Nov 17, 201448
-22.07%Nov 19, 201418Dec 15, 201453Mar 4, 201571

Volatility Chart

The current Energy Transfer LP volatility is 4.79%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
4.79%
2.79%
ET (Energy Transfer LP)
Benchmark (^GSPC)