Plains GP Holdings LP (PAGP)vsWilliams Companies Inc (WMB)
PAGP
Plains GP Holdings LP
$24.07
-0.29%
ENERGY · Cap: $5.63B
WMB
Williams Companies Inc
$73.81
-0.87%
ENERGY · Cap: $90.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Plains GP Holdings LP generates 274% more annual revenue ($44.26B vs $11.83B). WMB leads profitability with a 22.1% profit margin vs 0.6%. PAGP appears more attractively valued with a PEG of 0.70. WMB earns a higher WallStSmart Score of 67/100 (B-).
PAGP
Buy56
out of 100
Grade: C
WMB
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+41.2%
Fair Value
$36.04
Current Price
$24.07
$11.97 discount
Margin of Safety
+29.0%
Fair Value
$100.15
Current Price
$73.81
$26.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Strong operational efficiency at 41.2%
Earnings expanding 50.8% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
1.5% earnings growth
0.6% margin — thin
Operating margin of 3.5%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : PAGP
The strongest argument for PAGP centers on PEG Ratio. PEG of 0.70 suggests the stock is reasonably priced for its growth.
Bull Case : WMB
The strongest argument for WMB centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 22.1% and operating margin at 41.2%.
Bear Case : PAGP
The primary concerns for PAGP are P/E Ratio, EPS Growth, Profit Margin. Debt-to-equity of 7.08 is elevated, increasing financial risk. Thin 0.6% margins leave little buffer for downturns.
Bear Case : WMB
The primary concerns for WMB are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
PAGP profiles as a value stock while WMB is a mature play — different risk/reward profiles.
WMB carries more volatility with a beta of 0.65 — expect wider price swings.
WMB is growing revenue faster at 8.7% — sustainability is the question.
PAGP generates stronger free cash flow (637M), providing more financial flexibility.
Bottom Line
WMB scores higher overall (67/100 vs 56/100), backed by strong 22.1% margins. PAGP offers better value entry with a 41.2% 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 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.
Visit Website →Williams Companies Inc
ENERGY · OIL & GAS MIDSTREAM · USA
The Williams Companies, Inc., is an American energy company based in Tulsa, Oklahoma. Its core business is natural gas processing and transportation, with additional petroleum and electricity generation assets.
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