Plains GP Holdings LP (PAGP)vsExxon Mobil Corp (XOM)
PAGP
Plains GP Holdings LP
$24.35
-1.42%
ENERGY · Cap: $5.80B
XOM
Exxon Mobil Corp
$145.26
+2.10%
ENERGY · Cap: $628.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Exxon Mobil Corp generates 620% more annual revenue ($326.01B vs $45.26B). XOM leads profitability with a 7.8% profit margin vs 0.4%. PAGP appears more attractively valued with a PEG of 0.70. XOM earns a higher WallStSmart Score of 50/100 (C-).
PAGP
Buy50
out of 100
Grade: C-
XOM
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PAGP.
Margin of Safety
-81.0%
Fair Value
$81.73
Current Price
$145.26
$63.53 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 2.2B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
0.4% margin — thin
Operating margin of 2.8%
Weak financial health signals
Moderate valuation
2.6% revenue growth
7.8% margin — thin
Weak financial health signals
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 : XOM
The strongest argument for XOM centers on Market Cap, Altman Z-Score, Debt/Equity. PEG of 1.33 suggests the stock is reasonably priced for its growth.
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 : XOM
The primary concerns for XOM are P/E Ratio, Revenue Growth, Profit Margin.
Key Dynamics to Monitor
PAGP carries more volatility with a beta of 0.43 — expect wider price swings.
PAGP is growing revenue faster at 8.7% — sustainability is the question.
XOM generates stronger free cash flow (2.2B), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PAGP scores higher overall (50/100 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 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 →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
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