Plains All American Pipeline LP (PAA)vsExxon Mobil Corp (XOM)
PAA
Plains All American Pipeline LP
$22.64
+1.71%
ENERGY · Cap: $15.97B
XOM
Exxon Mobil Corp
$154.33
-0.22%
ENERGY · Cap: $642.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Exxon Mobil Corp generates 632% more annual revenue ($323.90B vs $44.26B). XOM leads profitability with a 8.9% profit margin vs 3.2%. XOM appears more attractively valued with a PEG of 1.38. PAA earns a higher WallStSmart Score of 56/100 (C).
PAA
Buy56
out of 100
Grade: C
XOM
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.5%
Fair Value
$136.76
Current Price
$22.64
$114.12 discount
Margin of Safety
-46.3%
Fair Value
$105.46
Current Price
$154.33
$48.87 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 145.8% YoY
Reasonable price relative to book value
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 5.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
3.2% margin — thin
Operating margin of 3.5%
Revenue declined 12.2%
Weak financial health signals
Revenue declined 1.3%
Earnings declined 11.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : PAA
The strongest argument for PAA centers on EPS Growth, Price/Book.
Bull Case : XOM
The strongest argument for XOM centers on Market Cap, Altman Z-Score, Debt/Equity. PEG of 1.38 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 : XOM
The primary concerns for XOM are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
PAA carries more volatility with a beta of 0.49 — expect wider price swings.
XOM is growing revenue faster at -1.3% — sustainability is the question.
XOM generates stronger free cash flow (5.2B), providing more financial flexibility.
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.
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.
Exxon Mobil Corp
ENERGY · OIL & GAS INTEGRATED · USA
Exxon Mobil Corporation, stylized as ExxonMobil, is an American multinational oil and gas corporation headquartered in Irving, Texas. It is the largest direct descendant of John D. Rockefeller's Standard Oil, and was formed on November 30, 1999 by the merger of Exxon (formerly the Standard Oil Company of New Jersey) and Mobil (formerly the Standard Oil Company of New York). ExxonMobil's primary brands are Exxon, Mobil, Esso, and ExxonMobil Chemical. ExxonMobil is incorporated in New Jersey.
Visit Website →Compare with Other OIL & GAS MIDSTREAM Stocks
Want to dig deeper into these stocks?