Plains All American Pipeline LP (PAA)vsPetroleo Brasileiro Petrobras SA ADR (PBR)
PAA
Plains All American Pipeline LP
$22.92
-2.23%
ENERGY · Cap: $15.83B
PBR
Petroleo Brasileiro Petrobras SA ADR
$17.75
-5.77%
ENERGY · Cap: $117.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Petroleo Brasileiro Petrobras SA ADR generates 1001% more annual revenue ($498.09B vs $45.26B). PBR leads profitability with a 21.6% profit margin vs 2.5%. PAA appears more attractively valued with a PEG of 2.35. PBR earns a higher WallStSmart Score of 66/100 (B-).
PAA
Hold50
out of 100
Grade: D+
PBR
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PAA.
Margin of Safety
+89.6%
Fair Value
$176.60
Current Price
$17.75
$158.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 32.0%
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Keeps 22 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
2.5% margin — thin
Operating margin of 2.8%
Elevated debt levels
0.4% revenue growth
Expensive relative to growth rate
Earnings declined 7.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : PAA
The strongest argument for PAA centers on Price/Book.
Bull Case : PBR
The strongest argument for PBR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 21.6% and operating margin at 32.0%.
Bear Case : PAA
The primary concerns for PAA are PEG Ratio, Profit Margin, Operating Margin. Thin 2.5% margins leave little buffer for downturns.
Bear Case : PBR
The primary concerns for PBR are Revenue Growth, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
PAA carries more volatility with a beta of 0.48 — expect wider price swings.
PAA is growing revenue faster at 8.7% — sustainability is the question.
PBR generates stronger free cash flow (3.3B), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PBR scores higher overall (66/100 vs 50/100), backed by strong 21.6% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
Petroleo Brasileiro Petrobras SA ADR
ENERGY · OIL & GAS INTEGRATED · USA
Petrleo Brasileiro SA - Petrobras produces and sells oil and gas in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.
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