能源转换(ET)
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Is Energy Transfer the Best Dividend Stock for You?
The Motley Fool· 2024-04-16 17:44
While the MLP offers a big-time dividend, it has some drawbacks. Energy Transfer (ET -1.23%) offers a monster dividend yield. The master limited partnership's (MLP) payout is over 8% these days. That puts it several times higher than the average dividend stock (the S&P 500's dividend yield is around 1.4%). Further, the pipeline company expects to grow its payout by 3% to 5% per year. However, the MLP's big payout isn't for everyone. Here's how to determine whether it's the best dividend stock for you. The c ...
Energy Transfer: Why There Is Still A Decent Upside
Seeking Alpha· 2024-04-14 19:27
ET股价表现 - Energy Transfer (ET)的股票自文章发布以来表现良好,股价上涨,导致股息率下降至约8%[1] - 与其他同行相比,ET在今年以来和总回报方面取得了明显的超额收益[2] - 从估值角度看,ET的市盈率仍然便宜,为10倍,股息率仍然非常诱人,为8%[20] ET运营情况 - ET最近的财报显示了多个支持未来发展的有趣动态[6] - ET在四大业务领域实现了创纪录的运营量,包括原油运输量增长39%、NGL分馏和运输量分别增长16%和13%[7] - 这些强劲的运营结果显然有利于季度收益数据,EBITDA增长近6%,DCF基础增长约5%[8] ET财务状况 - ET通过收购Lotus midstream和Crestwood股权,提高了DCF/单位,增强了财务和运营结果[10] - ET的信用评级得到提升,现在拥有双BBB评级,有利于公司获得更便宜、更灵活的债务融资[11] - ET通过发行新债券回购优先股,降低了融资成本,为股东分配留下更多资本[12] ET未来展望 - ET强调继续强化资产负债表,保持强劲的财务状况,为追求新的增长机会、减少杠杆、维持分配增长率和增加股东回报提供灵活性[13] - ET计划在2024年将有机增长资本支出控制在24亿至26亿美元之间,有助于逐步减少债务或增加股东分配[14] - ET的2024年指导预期调整后的EBITDA在145亿至148亿美元之间,增长超过7%,受益于近期整合收购的协同效应、有机资本支出资产投入以及内在销售增长[18]
Here is What to Know Beyond Why Energy Transfer LP (ET) is a Trending Stock
Zacks Investment Research· 2024-04-12 22:05
Energy Transfer LP (ET) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this energy-related services provider have returned +4.3% over the past month versus the Zacks S&P 500 composite's +1.6% change. The Zacks Oil and Gas - Production Pipeline - MLB industry, to which Energy Transfer LP belongs, has gained 2.7% over this period. Now the key question is: Where could the stoc ...
Energy Transfer: Is Bill Gross's favourite stock a good buy?
Invezz· 2024-04-09 17:00
Energy Transfer (NYSE: ET) stock price has staged a strong recovery this year as energy companies continued thriving. It jumped to a high of $16 on Monday, its highest level since June 2015. The stock has soared by over 523% from its lowest point during the pandemic. Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins. Bill Gross loves ET Copy link to section Bill Gross, the billionaire founder of PIMCO, has constantly praised Energy Transfer as his favou ...
Energy Transfer's Ultra-High Yield Is Great. Here's Why You Shouldn't Buy It.
The Motley Fool· 2024-04-09 16:15
Energy Transfer的分配收益率 - Energy Transfer的8.1%分配收益率吸引了投资者[3] - Energy Transfer在2020年削减了分配,尽管经营着大量中游能源基础设施[5] - Energy Transfer在过去的交易中显示出对股东利益的不够关注[10]
What's Next for Energy Transfer Stock and Its 8% Dividend Yield?
The Motley Fool· 2024-04-04 22:31
公司业务 - Energy Transfer是一家综合中游公司,主要运输天然气、天然气液体、原油和精炼产品[3] - 公司的运营范围涵盖从采集和加工到分馏、储存和运输,同时还拥有Sunoco LP和USA Compression Partners的股份[3] - 公司计划在未来几年每年投资20亿至30亿美元用于增长资本支出,可以完全通过支付分配后产生的现金流来资助这些项目[8] 资产和财务 - Energy Transfer的资产使其能够在不同商品周期中稳定表现,主要从事基于费用的活动,跨产品类型多样化[6] - 公司的分配目前由其现金流覆盖,2023年产生的自由现金流约为36亿美元,未来几年有望继续增加分配[11] - 公司是中游领域中市值最低的公司之一,如果其估值接近其MLP同行,未来股价有很大上涨空间[13] 公司发展 - 自2018年将GP和LP合并为一家公司以来,Energy Transfer已改善资产负债表,恢复了分配水平,有望逐步赢回投资者信任[15]
Energy Transfer: Fundamentals Keep Improving
Seeking Alpha· 2024-04-03 03:16
CHUNYIP WONG/E+ via Getty Images Investment thesis My previous bullish thesis about Energy Transfer LP (NYSE:ET) aged well as the stock delivered almost 17% total return since mid-December, outperforming the broader U.S. market. The company's fundamentals are improving steadily, which is a bullish sign to me. I think that the above 8% distribution yield is safe as the company continues to improve its operating leverage. I also like the management's capital allocation and growth priorities for 2024. My valua ...
Energy Transfer: Moving America's Energy At ~40% Discount To Peers
Seeking Alpha· 2024-04-02 15:56
spooh With ongoing above-target inflation and a solid outlook for energy demand, the utility-like character of the midstream segment has become more and more a focus of income-oriented investors. Energy Transfer (NYSE:ET) has been one of the top performers in the sector, delivering a 63.5% total shareholder return ("TSR") over the last 5 years (~13% annualized), significantly ahead of its large-cap LP peers Enbridge (ENB) and Enterprise Products Partners (EPD) and the broader sector at 34%. Offering the hig ...
3 Things You Need to Know Before You Buy Ultra-High-Yield Stock Energy Transfer
The Motley Fool· 2024-03-30 16:15
If you have been looking for high-yield stocks to buy, Energy Transfer (ET 1.22%), with its hefty 8.1% distribution yield, has probably popped up on your search screens already. This large North American midstream energy company helps move major quantities of oil and natural gas around the world. But if you are thinking of buying Energy Transfer, there are three important facts you should take into consideration. 1. Energy Transfer is a complex business Energy Transfer's footprint spans the United States. I ...
2 Energy Stocks You Can Buy Right Now Before They Surge Even Higher
The Motley Fool· 2024-03-28 17:15
Energy stocks have gotten off to a hot start this year. The average energy stock is up more than 10% as measured by the Energy Select Sector SPDR ETF. Some have surged even higher. ExxonMobil (XOM 1.04%) and Energy Transfer (ET 0.32%) stand out for their surges to start this year, with both outperforming the Energy Select Sector SPDR ETF. These energy stocks could have further to run. Here's why investors might want to buy them now before they rally even more. Catalysts galore ExxonMobil has rallied more th ...