Enbridge Inc vs MPLX LP

Enbridge Inc (ENB) is overvalued and MPLX LP (MPLX) is slightly undervalued.

Against our estimates of intrinsic value, MPLX trades at the wider discount: a margin of safety of +16%, against -89% for ENB.

Values as of the 22 Sept 2026 close.

Enbridge Inc (ENB)

Discounting its cash flows at 7.1% (average of 3 methods) values the shares at $25.31; the price of $47.90 is 89% above that value, and 83% of that value comes from beyond year five.

Leak Score 0/100 on 2 of 12 signals

MPLX LP (MPLX)

Discounting its cash flows at 7.7% (average of 3 methods) values the shares at $70.27; the price of $59.16 is 16% below that value, and 81% of that value comes from beyond year five.

Leak Score 69/100 on 9 of 12 signals

MetricENBMPLX
VerdictOvervaluedSlightly undervalued
Price$47.90$59.16
Intrinsic value$25.31$70.27
Margin of safety-89%+16%
Leak Score0/100 (2/12)69/100 (9/12)
Market cap$106.5B$60.0B
Revenue growth, 5 years10.0%6.8%
Operating margin13.3%38.8%
Net margin6.8%39.3%
Return on equity9.4%33.9%
Debt to equity1.721.86
P/E25.4x12.7x
Forward P/E20.6x12.3x
P/B2.5x4.3x
Dividend yield5.8%7.7%

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