Kinder Morgan Inc (KMI)vsPlains All American Pipeline LP (PAA)
KMI
Kinder Morgan Inc
$30.86
-0.29%
ENERGY · Cap: $68.66B
PAA
Plains All American Pipeline LP
$26.10
+1.50%
ENERGY · Cap: $18.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Plains All American Pipeline LP generates 191% more annual revenue ($52.30B vs $17.96B). KMI leads profitability with a 19.3% profit margin vs 5.3%. PAA appears more attractively valued with a PEG of 2.35. PAA earns a higher WallStSmart Score of 68/100 (B-).
KMI
Strong Buy68
out of 100
Grade: B-
PAA
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.9%
Fair Value
$22.54
Current Price
$30.86
$8.32 premium
Intrinsic value data unavailable for PAA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.1%
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 21.2% YoY
Revenue surging 66.3% year-over-year
Earnings expanding 1077.0% YoY
Every $100 of equity generates 25 in profit
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Expensive relative to growth rate
5.3% margin — thin
Operating margin of 2.8%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : KMI
The strongest argument for KMI centers on Operating Margin, Market Cap, Price/Book. Profitability is solid with margins at 19.3% and operating margin at 30.1%. Revenue growth of 10.8% demonstrates continued momentum.
Bull Case : PAA
The strongest argument for PAA centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 66.3% demonstrates continued momentum.
Bear Case : KMI
The primary concerns for KMI are Debt/Equity, PEG Ratio, Altman Z-Score.
Bear Case : PAA
The primary concerns for PAA are PEG Ratio, Profit Margin, Operating Margin.
Key Dynamics to Monitor
KMI profiles as a mature stock while PAA is a hypergrowth play — different risk/reward profiles.
KMI carries more volatility with a beta of 0.55 — expect wider price swings.
PAA is growing revenue faster at 66.3% — sustainability is the question.
KMI generates stronger free cash flow (978M), providing more financial flexibility.
Bottom Line
KMI scores higher overall (68/100 vs 68/100), backed by strong 19.3% margins and 10.8% revenue growth. Both earn "Strong Buy" and "Strong 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.
Kinder Morgan Inc
ENERGY · OIL & GAS MIDSTREAM · USA
Kinder Morgan, Inc. is one of the largest energy infrastructure companies in North America. The company specializes in owning and controlling oil and gas pipelines and terminals.
Plains All American Pipeline LP
ENERGY · OIL & GAS MIDSTREAM · USA
Plains All American Pipeline, LP, is engaged in the transportation, completion, storage and collection of crude oil and natural gas liquids (NGL) through pipelines in the United States and Canada. The company is headquartered in Houston, Texas.
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