Kinder Morgan Inc (KMI)vsPlains GP Holdings LP (PAGP)
KMI
Kinder Morgan Inc
$32.82
+4.20%
ENERGY · Cap: $71.61B
PAGP
Plains GP Holdings LP
$27.45
+1.03%
ENERGY · Cap: $6.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Plains GP Holdings LP generates 191% more annual revenue ($52.30B vs $17.96B). KMI leads profitability with a 19.3% profit margin vs 1.1%. PAGP appears more attractively valued with a PEG of 0.70. KMI earns a higher WallStSmart Score of 68/100 (B-).
KMI
Strong Buy68
out of 100
Grade: B-
PAGP
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.0%
Fair Value
$22.58
Current Price
$32.82
$10.24 premium
Intrinsic value data unavailable for PAGP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.1%
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 21.2% YoY
Revenue surging 66.3% year-over-year
Earnings expanding 1210.0% YoY
Growing faster than its price suggests
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
1.1% margin — thin
Operating margin of 2.8%
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : KMI
The strongest argument for KMI centers on Operating Margin, Market Cap, Price/Book. Profitability is solid with margins at 19.3% and operating margin at 30.1%. Revenue growth of 10.8% demonstrates continued momentum.
Bull Case : PAGP
The strongest argument for PAGP centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 66.3% demonstrates continued momentum. PEG of 0.70 suggests the stock is reasonably priced for its growth.
Bear Case : KMI
The primary concerns for KMI are Debt/Equity, PEG Ratio, Altman Z-Score.
Bear Case : PAGP
The primary concerns for PAGP are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 61.8x leaves little room for execution misses. Debt-to-equity of 5.47 is elevated, increasing financial risk.
Key Dynamics to Monitor
KMI profiles as a mature stock while PAGP is a hypergrowth play — different risk/reward profiles.
KMI carries more volatility with a beta of 0.58 — expect wider price swings.
PAGP is growing revenue faster at 66.3% — sustainability is the question.
KMI generates stronger free cash flow (978M), providing more financial flexibility.
Bottom Line
KMI scores higher overall (68/100 vs 66/100), backed by strong 19.3% margins and 10.8% revenue growth. Both earn "Strong Buy" and "Strong 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.
Kinder Morgan Inc
ENERGY · OIL & GAS MIDSTREAM · USA
Kinder Morgan, Inc. is one of the largest energy infrastructure companies in North America. The company specializes in owning and controlling oil and gas pipelines and terminals.
Plains GP Holdings LP
ENERGY · OIL & GAS MIDSTREAM · USA
Plains GP Holdings, LP owns and operates midstream power infrastructure in the United States and Canada. The company is headquartered in Houston, Texas.
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