PLAINS ALL AMERICAN PIPELINE LP vs PLAINS GP HOLDINGS LP, two Pipelines stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where PAA and PAGP diverge most: on return on equity, PAA reads 19.4% and PAGP reads 3.6%; on return on assets, PAA reads 9.5% and PAGP reads 1.8%. The rest of the comparable metrics sit closer together. What PAA'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 | PAA | PAGP |
|---|---|---|
| Price | $24.34 | $26.62 |
| Market cap | $17.2B | $5.3B |
| Sector | Pipelines | Pipelines |
| Stage | Growth | Growth |
| P/B | 1.20 | 0.34 |
| P/S | 0.33 | 0.10 |
| EV/EBITDA | 9.5 | 4.9 |
| Revenue growth | +13.9% | +13.9% |
| Operating margin | 2.3% | 2.2% |
| Net margin | 5.3% | 1.1% |
| Return on equity | 19.4% | 3.6% |
| Return on assets | 9.5% | 1.8% |
| Return on invested capital | 5.3% | 3.0% |
| FCF yield | 13.8% | 45.0% |
| Debt / equity | 0.59 | 0.55 |
| Current ratio | 1.12 | 1.12 |
| Altman Z (solvency) | 7.86 | 7.80 |
| Piotroski F (quality) | 7 / 9 | 8 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.