HF SINCLAIR CORPORATION vs PLAINS GP HOLDINGS LP, two Pipelines stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DINO and PAGP diverge most: on return on assets, DINO reads 10.1% and PAGP reads 0.6%; on net margin, DINO reads 6.1% and PAGP reads 0.4%. The rest of the comparable metrics sit closer together. What DINO's price implies is a bet that sits within the historical range (whole-company basis). What PAGP's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | DINO | PAGP |
|---|---|---|
| Price | $91.40 | $26.33 |
| Market cap | $16.4B | $5.2B |
| Sector | Pipelines | Pipelines |
| Stage | Mature | Mature |
| P/E | 8.7 | — |
| P/B | 1.58 | — |
| P/S | 0.53 | 0.12 |
| EV/EBITDA | 4.8 | 2.7 |
| Revenue growth | -3.0% | -6.8% |
| Operating margin | 11.2% | 3.2% |
| Net margin | 6.1% | 0.4% |
| Return on equity | 18.5% | — |
| Return on assets | 10.1% | 0.6% |
| Return on invested capital | 15.0% | 94.9% |
| FCF yield | 14.1% | 39.9% |
| Dividend yield | 2.2% | — |
| Debt / equity | 0.27 | — |
| Current ratio | 1.97 | 0.94 |
| Altman Z (solvency) | 3.71 | 7.41 |
| Piotroski F (quality) | 8 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.