Assessing Energy Transfer (ET) Valuation After Lake Charles LNG Pause And Pipeline Expansion Shift

Simply Wall St.01-12

Energy Transfer (ET) is back in focus after the company suspended development of its Lake Charles LNG export project and shifted capital toward natural gas pipelines and a larger Transwestern ...

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See our latest analysis for Energy Transfer. The recent decision to pause Lake Charles LNG and channel funds into natural gas pipelines comes as Energy Transfer’s share price sits at $16.96, with a modest 7 day share price return of 3.29% and a 1 year total shareholder return decline of 6.21%, contrasting with a 5 year total shareholder return of about 3.6x. This suggests long term holders have experienced stronger momentum than more recent investors. If this LNG shift has you rethinking where growth and income might come from next, it could be a good moment to scan aerospace and defense stocks for other infrastructure linked plays with different risk drivers. With Energy Transfer trading at $16.96, a 1 year total return decline and a value score of 5 alongside what is described as intrinsic discount, you have to ask: is there mispricing here, or is the market already factoring in future growth? AdvertisementMost Popular Narrative: 21.5% Undervalued With Energy Transfer last closing at $16.96 against a narrative fair value of $21.62, the current unit price sits well below that estimate, creating a clear tension between the market view and the valuation story that follows.  The analysts have a consensus price target of $22.552 for Energy Transfer based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $25.0, and the most bearish reporting a price target of just $20.0.  Read the complete narrative. Curious what it takes for this fair value to stack up? Revenue expansion, margin shifts and a higher future earnings multiple all sit at the core of this narrative. Want to see how those moving parts are modeled, and what discount rate pulls them back to today’s price level? Result: Fair Value of $21.62 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh softer Bakken and Permian volumes, as well as the long build timelines on multibillion dollar projects that could strain margins and cash flows. Find out about the key risks to this Energy Transfer narrative. Another View: Market Multiple Sends a Different Signal While the fair value narrative points to Energy Transfer as undervalued, the current P/E of 13.5x complicates the picture. It sits slightly above the US Oil and Gas industry at 13.3x, yet well below peers at 19.2x and a fair ratio of 21.8x suggested by our model. In practice, that leaves you weighing two risks: that the market keeps treating ET like the wider industry and caps the multiple, or that it gradually shifts toward the higher peer and fair ratio levels. Which side of that trade off are you more comfortable pricing in today? See what the numbers say about this price — find out in our valuation breakdown. NYSE:ET P/E Ratio as at Jan 2026 Build Your Own Energy Transfer Narrative If your view on Energy Transfer’s future is different from this, or you simply prefer to test your own assumptions against the data, you can build a fresh narrative in just a few minutes with Do it your way. A great starting point for your Energy Transfer research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If you only stop at one company, you risk missing out on other opportunities that better match your goals, time horizon and comfort with volatility.  Spot potential bargains early by scanning these 882 undervalued stocks based on cash flows that currently trade below what their cash flows might suggest. Tap into long term growth themes with these 28 AI penny stocks tied to artificial intelligence and related technologies. Strengthen your income watchlist by reviewing these 12 dividend stocks with yields > 3% that offer yields above 3% and focus on regular payouts.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Energy Transfer might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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