Plains GP Holdings LP (PAGP)vsPetroleo Brasileiro Petrobras SA ADR (PBR)
PAGP
Plains GP Holdings LP
$27.45
+1.03%
ENERGY · Cap: $6.33B
PBR
Petroleo Brasileiro Petrobras SA ADR
$25.30
+2.77%
ENERGY · Cap: $163.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Petroleo Brasileiro Petrobras SA ADR generates 949% more annual revenue ($548.49B vs $52.30B). PBR leads profitability with a 24.3% profit margin vs 1.1%. PAGP appears more attractively valued with a PEG of 0.70. PBR earns a higher WallStSmart Score of 84/100 (A-).
PAGP
Strong Buy66
out of 100
Grade: B-
PBR
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PAGP.
Margin of Safety
+86.4%
Fair Value
$185.79
Current Price
$25.30
$160.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 66.3% year-over-year
Earnings expanding 1210.0% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 44.7%
Revenue surging 42.3% year-over-year
Earnings expanding 96.8% YoY
Large-cap with strong market position
Every $100 of equity generates 28 in profit
Areas to Watch
1.1% margin — thin
Operating margin of 2.8%
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : PBR
The strongest argument for PBR centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 24.3% and operating margin at 44.7%. Revenue growth of 42.3% demonstrates continued momentum.
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.
Bear Case : PBR
The primary concerns for PBR are PEG Ratio.
Key Dynamics to Monitor
PAGP profiles as a hypergrowth stock while PBR is a growth play — different risk/reward profiles.
PAGP carries more volatility with a beta of 0.52 — expect wider price swings.
PAGP is growing revenue faster at 66.3% — sustainability is the question.
PBR generates stronger free cash flow (7.3B), providing more financial flexibility.
Bottom Line
PBR scores higher overall (84/100 vs 66/100), backed by strong 24.3% margins and 42.3% revenue growth. Both earn "Exceptional 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 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.
Visit Website →Petroleo Brasileiro Petrobras SA ADR
ENERGY · OIL & GAS INTEGRATED · USA
Petrleo Brasileiro SA - Petrobras produces and sells oil and gas in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.
Visit Website →Compare with Other OIL & GAS MIDSTREAM Stocks
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