Plains GP Holdings LP (PAGP)vsWilliams Companies Inc (WMB)
PAGP
Plains GP Holdings LP
$24.35
-1.42%
ENERGY · Cap: $5.80B
WMB
Williams Companies Inc
$73.13
+0.49%
ENERGY · Cap: $95.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Plains GP Holdings LP generates 274% more annual revenue ($45.26B vs $12.11B). WMB leads profitability with a 23.1% profit margin vs 0.4%. PAGP appears more attractively valued with a PEG of 0.70. WMB earns a higher WallStSmart Score of 65/100 (C+).
PAGP
Buy50
out of 100
Grade: C-
WMB
Buy65
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Strong operational efficiency at 33.6%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 23 of every $100 in revenue as profit
Earnings expanding 25.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
0.4% margin — thin
Operating margin of 2.8%
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Elevated debt levels
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, Market Cap, Return on Equity. Profitability is solid with margins at 23.1% and operating margin at 33.6%.
Bear Case : PAGP
The primary concerns for PAGP are P/E Ratio, Profit Margin, Operating Margin. Debt-to-equity of 9.09 is elevated, increasing financial risk. Thin 0.4% margins leave little buffer for downturns.
Bear Case : WMB
The primary concerns for WMB are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 2.33 is elevated, increasing financial risk.
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 0.63 — expect wider price swings.
WMB is growing revenue faster at 9.0% — sustainability is the question.
PAGP generates stronger free cash flow (288M), providing more financial flexibility.
Bottom Line
WMB scores higher overall (65/100 vs 50/100), backed by strong 23.1% margins. 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 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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