WallStSmart

Enbridge Inc (ENB)vsPlains GP Holdings LP (PAGP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Enbridge Inc generates 53% more annual revenue ($69.05B vs $45.26B). ENB leads profitability with a 10.0% profit margin vs 0.4%. PAGP appears more attractively valued with a PEG of 0.70. ENB earns a higher WallStSmart Score of 55/100 (C).

ENB

Buy

55

out of 100

Grade: C

Growth: 5.3Profit: 6.0Value: 3.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.49

PAGP

Buy

50

out of 100

Grade: C-

Growth: 3.3Profit: 5.0Value: 5.7Quality: 3.3
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ENBSignificantly Overvalued (-16.9%)

Margin of Safety

-16.9%

Fair Value

$46.85

Current Price

$55.56

$8.71 premium

UndervaluedFair: $46.85Overvalued

Intrinsic value data unavailable for PAGP.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ENB3 strengths · Avg: 8.3/10
Market CapQuality
$122.77B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
20.8%8/10

Revenue surging 20.8% year-over-year

PAGP1 strengths · Avg: 8.0/10
PEG RatioValuation
0.708/10

Growing faster than its price suggests

Areas to Watch

ENB4 concerns · Avg: 3.0/10
P/E RatioValuation
26.0x4/10

Moderate valuation

Debt/EquityHealth
1.693/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
5.732/10

Expensive relative to growth rate

PAGP4 concerns · Avg: 3.3/10
P/E RatioValuation
31.9x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
0.4%3/10

0.4% margin — thin

Operating MarginProfitability
2.8%3/10

Operating margin of 2.8%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : ENB

The strongest argument for ENB centers on Market Cap, Price/Book, Revenue Growth. Revenue growth of 20.8% demonstrates continued momentum.

Bull Case : PAGP

The strongest argument for PAGP centers on PEG Ratio. PEG of 0.70 suggests the stock is reasonably priced for its growth.

Bear Case : ENB

The primary concerns for ENB are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.69 is elevated, increasing financial risk.

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.

Key Dynamics to Monitor

ENB profiles as a growth stock while PAGP is a value play — different risk/reward profiles.

ENB carries more volatility with a beta of 0.79 — expect wider price swings.

ENB is growing revenue faster at 20.8% — sustainability is the question.

PAGP generates stronger free cash flow (288M), providing more financial flexibility.

Bottom Line

ENB scores higher overall (55/100 vs 50/100) and 20.8% revenue growth. 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.

Enbridge Inc

ENERGY · OIL & GAS MIDSTREAM · USA

Enbridge Inc. is an energy infrastructure company. The company is headquartered in Calgary, Canada.

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.

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