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Energy Transfer LP (ET)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS29273V1008
CUSIP29273V100
SectorEnergy
IndustryOil & Gas Midstream

Highlights

Market Cap$52.97B
EPS$1.09
PE Ratio14.43
PEG Ratio0.59
Revenue (TTM)$78.59B
Gross Profit (TTM)$13.42B
EBITDA (TTM)$12.69B
Year Range$11.31 - $15.81
Target Price$18.19
Short %1.25%
Short Ratio3.26

Share Price Chart


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Compare to other instruments

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Energy Transfer LP

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

Performance

Performance Chart

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.


-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
13.45%
17.08%
ET (Energy Transfer LP)
Benchmark (^GSPC)

S&P 500

Returns By Period

Energy Transfer LP had a return of 11.88% year-to-date (YTD) and 28.82% in the last 12 months. Over the past 10 years, Energy Transfer LP had an annualized return of 3.13%, while the S&P 500 had an annualized return of 10.50%, indicating that Energy Transfer LP did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date11.88%5.90%
1 month-1.56%-1.28%
6 months14.19%15.51%
1 year28.82%21.68%
5 years (annualized)9.52%11.74%
10 years (annualized)3.13%10.50%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20243.62%4.68%7.45%
20234.16%-4.06%5.63%-0.65%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of ET is 90, placing it in the top 10% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of ET is 9090
Energy Transfer LP(ET)
The Sharpe Ratio Rank of ET is 9292Sharpe Ratio Rank
The Sortino Ratio Rank of ET is 9191Sortino Ratio Rank
The Omega Ratio Rank of ET is 8888Omega Ratio Rank
The Calmar Ratio Rank of ET is 8282Calmar Ratio Rank
The Martin Ratio Rank of ET is 9797Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Energy Transfer LP (ET) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ET
Sharpe ratio
The chart of Sharpe ratio for ET, currently valued at 1.96, compared to the broader market-2.00-1.000.001.002.003.001.96
Sortino ratio
The chart of Sortino ratio for ET, currently valued at 2.85, compared to the broader market-4.00-2.000.002.004.006.002.85
Omega ratio
The chart of Omega ratio for ET, currently valued at 1.34, compared to the broader market0.501.001.501.34
Calmar ratio
The chart of Calmar ratio for ET, currently valued at 0.90, compared to the broader market0.001.002.003.004.005.000.90
Martin ratio
The chart of Martin ratio for ET, currently valued at 16.45, compared to the broader market-10.000.0010.0020.0030.0016.45
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market-2.00-1.000.001.002.003.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-4.00-2.000.002.004.006.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.001.002.003.004.005.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.62, compared to the broader market-10.000.0010.0020.0030.007.62

Sharpe Ratio

The current Energy Transfer LP Sharpe ratio is 1.96. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.96
1.89
ET (Energy Transfer LP)
Benchmark (^GSPC)

Dividends

Dividend History

Energy Transfer LP granted a 8.25% dividend yield in the last twelve months. The annual payout for that period amounted to $1.25 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.25$1.24$0.87$0.61$1.07$1.22$1.22$1.15$1.14$1.02$0.75$0.65

Dividend yield

8.25%8.95%7.33%7.41%17.27%9.51%9.24%6.66%5.90%7.42%2.61%3.19%

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
2024$0.00$0.32$0.00
2023$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.31$0.00$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$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.17$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%8.3%
Energy Transfer LP has a dividend yield of 8.25%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%98.0%
Energy Transfer LP has a payout ratio of 98.03%, 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

Drawdowns Chart

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


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-10.00%
-3.86%
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.

The current Energy Transfer LP drawdown is 10.00%.


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

Volatility Chart

The current Energy Transfer LP volatility is 3.88%, 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%NovemberDecember2024FebruaryMarchApril
3.88%
3.39%
ET (Energy Transfer LP)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Energy Transfer LP over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

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Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items