Enbridge Inc (ENB)vsPlains GP Holdings LP (PAGP)
ENB
Enbridge Inc
$54.48
+0.07%
ENERGY · Cap: $116.68B
PAGP
Plains GP Holdings LP
$24.07
-0.29%
ENERGY · Cap: $5.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Enbridge Inc generates 47% more annual revenue ($65.19B vs $44.26B). ENB leads profitability with a 11.5% profit margin vs 0.6%. PAGP appears more attractively valued with a PEG of 0.70. ENB earns a higher WallStSmart Score of 67/100 (B-).
ENB
Strong Buy67
out of 100
Grade: B-
PAGP
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.1%
Fair Value
$109.98
Current Price
$54.48
$55.50 discount
Margin of Safety
+41.2%
Fair Value
$36.04
Current Price
$24.07
$11.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Large-cap with strong market position
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
2.9% earnings growth
Weak financial health signals
Distress zone — elevated risk
Premium valuation, high expectations priced in
1.5% earnings growth
0.6% margin — thin
Operating margin of 3.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : ENB
The strongest argument for ENB centers on Debt/Equity, Market Cap, Price/Book.
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 PEG Ratio, EPS Growth, Piotroski F-Score.
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.
Key Dynamics to Monitor
ENB carries more volatility with a beta of 0.86 — expect wider price swings.
ENB is growing revenue faster at 5.9% — sustainability is the question.
PAGP generates stronger free cash flow (637M), providing more financial flexibility.
Monitor OIL & GAS MIDSTREAM industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ENB scores higher overall (67/100 vs 56/100). 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.
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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