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

Company Info

ISIN

US29273V1008

CUSIP

29273V100

Sector

Energy

IPO Date

Feb 3, 2006

Highlights

Market Cap

$58.38B

EPS (TTM)

$1.36

PE Ratio

12.54

PEG Ratio

0.55

Total Revenue (TTM)

$83.66B

Gross Profit (TTM)

$14.03B

EBITDA (TTM)

$12.39B

Year Range

$12.10 - $17.40

Target Price

$19.99

Short %

0.90%

Short Ratio

2.41

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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


400.00%600.00%800.00%1,000.00%JuneJulyAugustSeptemberOctoberNovember
1,004.93%
364.44%
ET (Energy Transfer LP)
Benchmark (^GSPC)

Returns By Period

Energy Transfer LP had a return of 35.81% year-to-date (YTD) and 38.63% in the last 12 months. Over the past 10 years, Energy Transfer LP had an annualized return of 2.15%, while the S&P 500 had an annualized return of 11.11%, indicating that Energy Transfer LP did not perform as well as the benchmark.


ET

YTD

35.81%

1M

7.35%

6M

12.60%

1Y

38.63%

5Y (annualized)

19.22%

10Y (annualized)

2.15%

^GSPC (Benchmark)

YTD

23.08%

1M

0.10%

6M

10.70%

1Y

30.05%

5Y (annualized)

13.52%

10Y (annualized)

11.11%

Monthly Returns

The table below presents the monthly returns of ET, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20243.62%4.68%7.44%0.00%1.61%3.51%0.31%0.94%-0.31%2.68%35.81%
202311.88%-2.43%-1.50%3.29%-1.32%2.42%4.65%3.82%4.16%-4.06%5.63%-0.65%27.89%
202216.28%7.80%10.35%-0.98%7.04%-14.41%13.33%5.73%-5.81%15.77%0.35%-5.34%55.74%
20211.46%24.68%0.52%12.11%16.80%7.37%-7.24%-4.10%3.01%-0.73%-10.04%-2.26%43.00%
2020-1.87%-9.88%-58.48%82.61%0.89%-12.75%-8.01%2.38%-15.58%-4.98%23.53%-0.00%-44.92%
201911.36%2.63%3.92%-1.63%-7.29%2.48%2.13%-3.27%-3.89%-3.75%-3.93%8.64%5.88%
20186.03%-13.80%-8.32%11.19%11.45%-0.17%5.57%-2.33%-0.40%-10.84%-4.41%-9.34%-17.74%
2017-7.04%6.60%4.72%-5.42%-7.19%5.40%-1.61%-0.10%0.06%2.13%-7.19%6.54%-4.66%
2016-36.83%-16.32%1.86%74.33%4.16%13.69%15.45%9.76%-6.20%-11.08%16.34%13.39%54.96%
20153.56%8.31%-0.80%5.21%3.78%-6.55%-6.25%-5.91%-25.81%3.56%-10.94%-27.45%-50.29%
20142.08%5.53%7.10%-0.34%10.23%15.66%-7.10%11.51%1.71%-4.72%1.76%-3.38%44.70%
201311.17%6.54%9.95%0.34%-1.51%4.65%11.57%-2.66%2.25%3.78%10.62%9.32%87.72%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of ET is 93, placing it in the top 7% of stocks on our website 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 9393
Combined Rank
The Sharpe Ratio Rank of ET is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of ET is 9595
Sortino Ratio Rank
The Omega Ratio Rank of ET is 9393
Omega Ratio Rank
The Calmar Ratio Rank of ET is 8787
Calmar Ratio Rank
The Martin Ratio Rank of ET is 9797
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for ET, currently valued at 2.55, compared to the broader market-4.00-2.000.002.002.552.48
The chart of Sortino ratio for ET, currently valued at 3.64, compared to the broader market-4.00-2.000.002.004.003.643.33
The chart of Omega ratio for ET, currently valued at 1.46, compared to the broader market0.501.001.502.001.461.46
The chart of Calmar ratio for ET, currently valued at 1.74, compared to the broader market0.002.004.006.001.743.58
The chart of Martin ratio for ET, currently valued at 21.05, compared to the broader market0.0010.0020.0030.0021.0515.96
ET
^GSPC

The current Energy Transfer LP Sharpe ratio is 2.55. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Energy Transfer LP with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.55
2.48
ET (Energy Transfer LP)
Benchmark (^GSPC)

Dividends

Dividend History

Energy Transfer LP provided a 7.38% dividend yield over the last twelve months, with an annual payout of $1.28 per share. The company has been increasing its dividends for 2 consecutive years.


5.00%10.00%15.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.28$1.24$0.87$0.61$1.07$1.22$1.22$1.15$1.14$1.02$0.75$0.65

Dividend yield

7.38%8.96%7.33%7.44%17.28%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$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
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$1.07
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$1.22
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$1.22
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$1.15
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$1.14
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$1.02
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$0.75
2013$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.17$0.00$0.00$0.65

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%7.4%
Energy Transfer LP has a dividend yield of 7.38%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%106.3%
Energy Transfer LP has a payout ratio of 106.33%, 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.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.06%
-2.18%
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. Recovery took 2145 trading sessions.

The current Energy Transfer LP drawdown is 0.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-87.81%Jun 16, 2015164Feb 8, 20162145Aug 16, 20242309
-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 4.27%, 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%4.00%6.00%8.00%JuneJulyAugustSeptemberOctoberNovember
4.27%
4.06%
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

Valuation

The Valuation section provides an assessment of the market value of Energy Transfer LP compared to its peers in the Oil & Gas Midstream industry.


PE Ratio
20.040.060.012.5
The chart displays the price to earnings (P/E) ratio for ET in comparison to other companies of the Oil & Gas Midstream industry. Currently, ET has a PE value of 12.5. This PE ratio falls in the average range for the industry.
PEG Ratio
-100.0-80.0-60.0-40.0-20.00.020.00.5
The chart displays the price to earnings to growth (PEG) ratio for ET in comparison to other companies of the Oil & Gas Midstream industry. Currently, ET has a PEG value of 0.5. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Energy Transfer LP.


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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