WallStSmart

Plains All American Pipeline LP (PAA)vsTotalEnergies SE ADR (TTE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TotalEnergies SE ADR generates 312% more annual revenue ($182.34B vs $44.26B). TTE leads profitability with a 7.2% profit margin vs 3.2%. TTE appears more attractively valued with a PEG of 0.77. PAA earns a higher WallStSmart Score of 56/100 (C).

PAA

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 5.0Value: 6.7Quality: 5.0
Piotroski: 4/9

TTE

Buy

55

out of 100

Grade: C-

Growth: 2.0Profit: 5.5Value: 7.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PAAUndervalued (+85.5%)

Margin of Safety

+85.5%

Fair Value

$136.76

Current Price

$22.64

$114.12 discount

UndervaluedFair: $136.76Overvalued

Intrinsic value data unavailable for TTE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PAA2 strengths · Avg: 9.0/10
EPS GrowthGrowth
145.8%10/10

Earnings expanding 145.8% YoY

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

TTE5 strengths · Avg: 8.4/10
Market CapQuality
$205.37B10/10

Mega-cap, among the largest globally

PEG RatioValuation
0.778/10

Growing faster than its price suggests

P/E RatioValuation
13.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$6.53B8/10

Generating 6.5B in free cash flow

Areas to Watch

PAA4 concerns · Avg: 3.0/10
PEG RatioValuation
2.354/10

Expensive relative to growth rate

Profit MarginProfitability
3.2%3/10

3.2% margin — thin

Operating MarginProfitability
3.5%3/10

Operating margin of 3.5%

Revenue GrowthGrowth
-12.2%2/10

Revenue declined 12.2%

TTE3 concerns · Avg: 2.3/10
Profit MarginProfitability
7.2%3/10

7.2% margin — thin

Revenue GrowthGrowth
-2.5%2/10

Revenue declined 2.5%

EPS GrowthGrowth
-27.4%2/10

Earnings declined 27.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : PAA

The strongest argument for PAA centers on EPS Growth, Price/Book.

Bull Case : TTE

The strongest argument for TTE centers on Market Cap, PEG Ratio, P/E Ratio. PEG of 0.77 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 : TTE

The primary concerns for TTE are Profit Margin, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

PAA carries more volatility with a beta of 0.49 — expect wider price swings.

TTE is growing revenue faster at -2.5% — sustainability is the question.

TTE generates stronger free cash flow (6.5B), providing more financial flexibility.

Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PAA scores higher overall (56/100 vs 55/100). 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.

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.

TotalEnergies SE ADR

ENERGY · OIL & GAS INTEGRATED · USA

TotalEnergies SE is a global integrated oil and gas company. The company is headquartered in Paris, France.

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