Enterprise Products Partners LP (EPD)vsPlains All American Pipeline LP (PAA)
EPD
Enterprise Products Partners LP
$39.00
+1.58%
ENERGY · Cap: $81.20B
PAA
Plains All American Pipeline LP
$22.15
-0.32%
ENERGY · Cap: $15.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Enterprise Products Partners LP generates 19% more annual revenue ($52.60B vs $44.26B). EPD leads profitability with a 11.1% profit margin vs 3.2%. EPD appears more attractively valued with a PEG of 2.16. PAA earns a higher WallStSmart Score of 56/100 (C).
EPD
Buy50
out of 100
Grade: C-
PAA
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-40.0%
Fair Value
$25.32
Current Price
$38.99
$13.67 premium
Margin of Safety
+62.3%
Fair Value
$52.42
Current Price
$22.15
$30.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 145.8% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
1.7% earnings growth
Revenue declined 2.9%
Negative free cash flow — burning cash
Expensive relative to growth rate
3.2% margin — thin
Operating margin of 3.5%
Revenue declined 12.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : EPD
The strongest argument for EPD centers on Market Cap, P/E Ratio, Price/Book.
Bull Case : PAA
The strongest argument for PAA centers on EPS Growth, Price/Book.
Bear Case : EPD
The primary concerns for EPD are PEG Ratio, EPS Growth, Revenue Growth.
Bear Case : PAA
The primary concerns for PAA are PEG Ratio, Profit Margin, Operating Margin. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
EPD profiles as a declining stock while PAA is a value play — different risk/reward profiles.
EPD carries more volatility with a beta of 0.57 — expect wider price swings.
EPD is growing revenue faster at -2.9% — sustainability is the question.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PAA scores higher overall (56/100 vs 50/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Enterprise Products Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Enterprise Products Partners LP provides midstream energy services to producers and consumers of natural gas, natural gas liquids (NGL), crude oil, petrochemicals, and refined products. The company is headquartered in Houston, Texas.
Plains All American Pipeline LP
ENERGY · OIL & GAS MIDSTREAM · USA
Plains All American Pipeline, LP, is engaged in the transportation, completion, storage and collection of crude oil and natural gas liquids (NGL) through pipelines in the United States and Canada. The company is headquartered in Houston, Texas.
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