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ISIN
US29273V1008
CUSIP
29273V100
Sector
Energy
IPO Date
Feb 3, 2006

Highlights

Market Cap
$64.83B
Enterprise Value
$206.60B
EPS (TTM)
$1.36
PE Ratio
13.78
Total Revenue (TTM)
$89.38B
Gross Profit (TTM)
$20.48B
EBITDA (TTM)
$13.02B
Year Range
$16.18 - $20.70
Target Price
$19.00
ROA (TTM)
3.28%
ROE (TTM)
9.72%

Share Price Chart


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Performance

ET Performance Chart

Energy Transfer LP (ET) is up 17.8% since the beginning of the year. At $19 per share, ET is trading 9.4% below its 52-week high of $21. Investors who bought $1,000 worth of ET shares 5 years ago would now be looking at an investment worth $2,635.


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S&P 500 Index

Returns By Period

Energy Transfer LP (ET) has returned 17.84% so far this year and 12.66% over the past 12 months. Over the last ten years, ET has returned 12.68% per year, falling short of the S&P 500 Index benchmark, which averaged 13.61% annually.


Energy Transfer LP

1D
-0.85%
1M
-7.13%
YTD
17.84%
6M
18.55%
1Y
12.66%
3Y*
22.86%
5Y*
21.38%
10Y*
12.68%

Benchmark (S&P 500 Index)

1D
-1.21%
1M
0.23%
YTD
8.39%
6M
10.39%
1Y
24.03%
3Y*
18.94%
5Y*
12.24%
10Y*
13.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ET Monthly Returns History

Based on dividend-adjusted daily data since Feb 3, 2006, ET's average daily return is +0.08%, while the average monthly return is +1.70%. At this rate, an investment would double in approximately 3.4 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +82.6%, while the worst month was Mar 2020 at -58.5%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ET closed higher 51% of trading days. The best single day was Jan 22, 2016 with a return of +33.9%, while the worst single day was Feb 8, 2016 at -42.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202611.89%4.03%2.44%4.61%-3.42%-2.19%17.84%
20254.54%-4.28%-3.63%-11.03%7.71%3.72%-0.50%0.10%-3.16%-1.92%1.28%-1.32%-9.37%
20243.62%4.68%7.45%0.00%1.61%3.51%0.31%0.94%-0.31%2.68%22.78%-1.36%53.87%
202311.88%-2.43%-1.50%3.29%-1.32%2.42%4.65%3.82%4.16%-4.06%5.63%-0.65%27.87%
202216.28%7.80%10.36%-0.98%7.04%-14.41%13.33%5.73%-5.81%15.78%0.35%-5.34%55.74%
20211.46%24.67%0.52%12.11%16.79%7.37%-7.24%-4.10%3.01%-0.73%-10.04%-2.26%42.96%

Benchmark Metrics

Energy Transfer LP has an annualized alpha of 11.66%, beta of 0.87, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since February 03, 2006.

  • This stock captured 139.52% of S&P 500 Index gains and 117.00% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.19 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
11.66%
Beta
0.87
0.19
Upside Capture
139.52%
Downside Capture
117.00%

Return for Risk

Risk / Return Rank

ET ranks 65 for risk / return — better than 65% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


ET Risk / Return Rank: 6565
Overall Rank
ET Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
ET Sortino Ratio Rank: 6262
Sortino Ratio Rank
ET Omega Ratio Rank: 5757
Omega Ratio Rank
ET Calmar Ratio Rank: 6969
Calmar Ratio Rank
ET Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Energy Transfer LP (ET) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ETBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.15

Sortino ratioReturn per unit of downside risk

-1.37

Omega ratioGain probability vs. loss probability

1.14

1.35

-0.21

Calmar ratioReturn relative to maximum drawdown

1.45

2.65

-1.21

Martin ratioReturn relative to average drawdown

3.25

11.88

-8.63

Dividends

Dividend History

Energy Transfer LP provided a 7.12% dividend yield over the last twelve months, with an annual payout of $1.34 per share. The company has been increasing its dividends for 4 consecutive years.


6.00%8.00%10.00%12.00%14.00%16.00%18.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.4020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.34$1.32$1.28$1.24$0.87$0.61$1.07$1.22$1.22$1.15$1.14$1.02

Dividend yield

7.12%7.97%6.51%8.95%7.33%7.41%17.27%9.51%9.24%6.66%5.90%7.42%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.34$0.00$0.00$0.34$0.00$0.67
2025$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$1.32
2024$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$1.28
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$1.24
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$0.87
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$0.61

Dividend Yield & Payout


Dividend Yield

Energy Transfer LP has a dividend yield of 7.12%, which means its dividend payment is significantly above the market average.

Payout Ratio

Energy Transfer LP has a payout ratio of 97.79%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


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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. Recovery took 2145 trading sessions.

The current Energy Transfer LP drawdown is 8.04%.


Related event

Drawdown

Fall

Recovery

Underwater

2016 bear market2016
-87.81%Feb 2016
7mo 27d8y 6mo
9y 2moJun 2015 - Aug 2024
Financial crisis2007–2009
-66.22%Nov 2008
1y 4mo1y 7mo
3y 5dJul 2007 - Jul 2010
2011 bear market2011
-29.33%Oct 2011
3mo 14d4mo 23d
8mo 7dJun 2011 - Feb 2012
2014 bear market2014
-25.04%Oct 2014
1mo 2d1mo 5d
2mo 7dSep 2014 - Nov 2014
2025 selloff2025
-24.56%Apr 2025
2mo 7d11mo 22d
1y 1moJan 2025 - Mar 2026

Drawdown Indicators


ETBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-87.81%

-56.78%

-31.03%

Max Drawdown (1Y)

Largest decline over 1 year

-8.79%

-9.10%

+0.31%

Max Drawdown (3Y)

Largest decline over 3 years

-24.56%

-18.90%

-5.66%

Max Drawdown (5Y)

Largest decline over 5 years

-24.56%

-25.43%

+0.87%

Max Drawdown (10Y)

Largest decline over 10 years

-72.82%

-33.92%

-38.90%

Current Drawdown

Current decline from peak

-8.04%

-2.49%

-5.55%

Average Drawdown

Average peak-to-trough decline

-25.71%

-10.72%

-14.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.90%

2.03%

+1.87%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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

Valuation

The Valuation section provides an overview of how Energy Transfer LP is priced in the market compared to other companies in the Oil & Gas Midstream industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for ET, comparing it with other companies in the Oil & Gas Midstream industry. Currently, ET has a P/E ratio of 13.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for ET relative to other companies in the Oil & Gas Midstream industry. Currently, ET has a P/S ratio of 0.7. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for ET in comparison with other companies in the Oil & Gas Midstream industry. Currently, ET has a P/B value of 1.3. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

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