Enbridge Inc (ENB)vsPlains GP Holdings LP (PAGP)
ENB
Enbridge Inc
$48.11
+2.71%
ENERGY · Cap: $103.73B
PAGP
Plains GP Holdings LP
$27.45
+1.03%
ENERGY · Cap: $6.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Enbridge Inc generates 60% more annual revenue ($83.49B vs $52.30B). ENB leads profitability with a 7.3% profit margin vs 1.1%. PAGP appears more attractively valued with a PEG of 0.70. PAGP earns a higher WallStSmart Score of 66/100 (B-).
ENB
Buy53
out of 100
Grade: C-
PAGP
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.1%
Fair Value
$55.09
Current Price
$48.10
$6.99 discount
Intrinsic value data unavailable for PAGP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 97.1% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
Revenue surging 66.3% year-over-year
Earnings expanding 1210.0% YoY
Growing faster than its price suggests
Areas to Watch
7.3% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
1.1% margin — thin
Operating margin of 2.8%
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ENB
The strongest argument for ENB centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 97.1% demonstrates continued momentum.
Bull Case : PAGP
The strongest argument for PAGP centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 66.3% demonstrates continued momentum. PEG of 0.70 suggests the stock is reasonably priced for its growth.
Bear Case : ENB
The primary concerns for ENB are Profit Margin, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.72 is elevated, increasing financial risk.
Bear Case : PAGP
The primary concerns for PAGP are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 61.8x leaves little room for execution misses. Debt-to-equity of 5.47 is elevated, increasing financial risk.
Key Dynamics to Monitor
ENB carries more volatility with a beta of 0.80 — expect wider price swings.
ENB is growing revenue faster at 97.1% — sustainability is the question.
ENB generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PAGP scores higher overall (66/100 vs 53/100) and 66.3% revenue growth. 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.
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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