WallStSmart

Plains All American Pipeline LP (PAA)vsWilliams Companies Inc (WMB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Plains All American Pipeline LP generates 324% more annual revenue ($52.30B vs $12.32B). WMB leads profitability with a 24.9% profit margin vs 5.3%. WMB appears more attractively valued with a PEG of 2.07. WMB earns a higher WallStSmart Score of 69/100 (B-).

PAA

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 5.5Value: 5.0Quality: 4.8
Piotroski: 3/9

WMB

Strong Buy

69

out of 100

Grade: B-

Growth: 6.7Profit: 8.0Value: 5.0Quality: 3.0
Piotroski: 5/9Altman Z: 0.34

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PAA4 strengths · Avg: 9.3/10
Revenue GrowthGrowth
66.3%10/10

Revenue surging 66.3% year-over-year

EPS GrowthGrowth
1077.0%10/10

Earnings expanding 1077.0% YoY

Return on EquityProfitability
25.0%9/10

Every $100 of equity generates 25 in profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

WMB5 strengths · Avg: 9.4/10
Operating MarginProfitability
39.5%10/10

Strong operational efficiency at 39.5%

EPS GrowthGrowth
51.2%10/10

Earnings expanding 51.2% YoY

Market CapQuality
$89.11B9/10

Large-cap with strong market position

Return on EquityProfitability
23.3%9/10

Every $100 of equity generates 23 in profit

Profit MarginProfitability
24.9%9/10

Keeps 25 of every $100 in revenue as profit

Areas to Watch

PAA4 concerns · Avg: 3.3/10
PEG RatioValuation
2.354/10

Expensive relative to growth rate

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Operating MarginProfitability
2.8%3/10

Operating margin of 2.8%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

WMB4 concerns · Avg: 3.0/10
PEG RatioValuation
2.074/10

Expensive relative to growth rate

P/E RatioValuation
29.0x4/10

Moderate valuation

Free Cash FlowQuality
$-458.00M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.342/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : WMB

The strongest argument for WMB centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 24.9% and operating margin at 39.5%.

Bear Case : PAA

The primary concerns for PAA are PEG Ratio, Profit Margin, Operating Margin.

Bear Case : WMB

The primary concerns for WMB are PEG Ratio, P/E Ratio, Free Cash Flow. Debt-to-equity of 2.33 is elevated, increasing financial risk.

Key Dynamics to Monitor

PAA profiles as a hypergrowth stock while WMB is a mature play — different risk/reward profiles.

WMB carries more volatility with a beta of 0.62 — expect wider price swings.

PAA is growing revenue faster at 66.3% — sustainability is the question.

PAA generates stronger free cash flow (817M), providing more financial flexibility.

Bottom Line

WMB scores higher overall (69/100 vs 68/100), backed by strong 24.9% margins. 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.

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.

Williams Companies Inc

ENERGY · OIL & GAS MIDSTREAM · USA

The Williams Companies, Inc., is an American energy company based in Tulsa, Oklahoma. Its core business is natural gas processing and transportation, with additional petroleum and electricity generation assets.

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