Plains All American Pipeline LP (PAA)vsPetroleo Brasileiro Petrobras SA ADR (PBR)
PAA
Plains All American Pipeline LP
$22.64
+1.71%
ENERGY · Cap: $15.97B
PBR
Petroleo Brasileiro Petrobras SA ADR
$22.03
+0.82%
ENERGY · Cap: $141.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Petroleo Brasileiro Petrobras SA ADR generates 1024% more annual revenue ($497.55B vs $44.26B). PBR leads profitability with a 22.1% profit margin vs 3.2%. PBR appears more attractively valued with a PEG of 0.38. PBR earns a higher WallStSmart Score of 76/100 (B+).
PAA
Buy56
out of 100
Grade: C
PBR
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.5%
Fair Value
$136.76
Current Price
$22.64
$114.12 discount
Intrinsic value data unavailable for PBR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 145.8% YoY
Reasonable price relative to book value
Growing faster than its price suggests
Attractively priced relative to earnings
Large-cap with strong market position
Every $100 of equity generates 28 in profit
Keeps 22 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
3.2% margin — thin
Operating margin of 3.5%
Revenue declined 12.2%
0.5% earnings growth
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : PAA
The strongest argument for PAA centers on EPS Growth, Price/Book.
Bull Case : PBR
The strongest argument for PBR centers on PEG Ratio, P/E Ratio, Market Cap. Profitability is solid with margins at 22.1% and operating margin at 26.9%. PEG of 0.38 suggests the stock is reasonably priced for its 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.
Bear Case : PBR
The primary concerns for PBR are EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
PAA carries more volatility with a beta of 0.49 — expect wider price swings.
PBR is growing revenue faster at 5.0% — sustainability is the question.
PBR generates stronger free cash flow (3.2B), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PBR scores higher overall (76/100 vs 56/100), backed by strong 22.1% margins. PAA offers better value entry with a 85.5% margin of safety. Both earn "Strong 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.
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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