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ET vs PAA
Which Stock Would AI Choose? Energy Transfer LP (ET) vs. Plains All American Pipeline, L.P. (PAA) Stock Comparison
Key Takeaways
- Both ET and PAA deliver high dividend yields above 6%, with PAA at 7.13% and ET at 6.70%, attracting income-oriented investors.
- PAA has shown stronger year-to-date performance at 29.58% compared to ET's 23.19%.
- Energy Transfer LP boasts a significantly larger market capitalization of $68.6 billion versus Plains All American's $15.8 billion, reflecting greater scale.
- ET exhibits higher profitability with a 5.18% profit margin, outpacing PAA's 3.24%.
- Recent distribution increases by ET highlight management confidence amid steady midstream demand.
- Analyst price targets indicate potential upside, particularly for ET at around 12% from current levels.
Introduction
Energy Transfer LP (ET) and Plains All American Pipeline, L.P. (PAA) are prominent master limited partnerships (MLPs) in the midstream energy sector, focusing on pipelines and logistics for oil, natural gas, and refined products. This stock comparison evaluates their relative performance, financial metrics, and market positioning in the current environment of stable energy demand and commodity price fluctuations. Traders seeking high-yield income plays and investors monitoring midstream resilience will find value in understanding contrasts in scale, momentum, and risk profiles amid recent sector tailwinds.
ET Overview and Recent Performance
Energy Transfer LP (ET) operates a vast network exceeding 140,000 miles of pipelines, transporting natural gas, NGLs (natural gas liquids), crude oil, and refined products across major U.S. basins. In recent market activity, ET's shares have traded near 52-week highs around $20, supported by robust throughput volumes and a 0.7% quarterly cash distribution increase to $0.3375 per unit. Sentiment has benefited from strong earnings visibility ahead of the Q1 2026 report and favorable analyst upgrades, including "Buy" ratings from UBS and Truist. Higher profit margins and diversified assets have bolstered stability despite broader energy volatility.
PAA Overview and Recent Performance
Plains All American Pipeline, L.P. (PAA) specializes in crude oil gathering, transportation, and storage, with key operations in the Permian Basin and Gulf Coast. Recent weeks have seen PAA shares hover around $22, reflecting solid momentum from elevated crude volumes and recognition as a top momentum pick. Factors influencing performance include regulatory updates on asset sales and sustained analyst coverage, with "Buy" initiations from Truist. While dividend yield remains compelling, narrower margins and crude-focused exposure have introduced some sensitivity to oil price swings in recent trading.
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Head-to-Head Comparison
In business models, ET offers broader diversification across natural gas, NGLs, and crude, contrasting PAA's emphasis on crude oil logistics, which ties performance more closely to Permian output. Growth drivers for both hinge on volume throughput and infrastructure expansions, though ET's scale yields higher EBITDA of $15 billion versus PAA's $2.3 billion. Recent momentum favors PAA with superior one-year returns, but ET shows trend consistency near highs. Risk factors include ET's higher debt-to-equity ratio (142% vs. 88%), potentially amplifying leverage risks, while both benefit from low betas under 0.6. Market sentiment leans positive, with "Buy" consensus and comparable forward P/E ratios around 12-13.
Tickeron AI Verdict
Tickeron’s AI currently favors ET over PAA, citing its larger scale, diversified revenue streams, superior profit margins, and greater analyst-implied upside potential. While PAA exhibits stronger short-term momentum, ET's stability and recent distribution growth position it for more consistent trends in the midstream space.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ET is a StrongBuy and PAA is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ET’s FA Score shows that 3 FA rating(s) are green whilePAA’s FA Score has 2 green FA rating(s).
- ET’s FA Score: 3 green, 2 red.
- PAA’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ET’s TA Score shows that 4 TA indicator(s) are bullish while PAA’s TA Score has 5 bullish TA indicator(s).
- ET’s TA Score: 4 bullish, 5 bearish.
- PAA’s TA Score: 5 bullish, 5 bearish.
Price Growth
ET (@Oil & Gas Pipelines) experienced а -0.66% price change this week, while PAA (@Oil & Gas Pipelines) price change was -2.89% for the same time period.
The average weekly price growth across all stocks in the @Oil & Gas Pipelines industry was -1.05%. For the same industry, the average monthly price growth was +3.71%, and the average quarterly price growth was +27.29%.
Reported Earning Dates
ET is expected to report earnings on Aug 05, 2026.
PAA is expected to report earnings on Jul 31, 2026.
Industries' Descriptions
@Oil & Gas Pipelines (-1.05% weekly)Oil & Gas Pipelines industry includes companies that transport natural gas and crude oil through pipelines. These companies also collect and market the fuels. The pipeline segment could be considered as a midstream operation – functioning as a link between the upstream and downstream operations in the oil and gas industry. Some of the largest U.S. pipeline players include Enterprise Products Partners L.P, TC Energy Corporation and Energy Transfer, L.P.
| ET | PAA | ET / PAA | |
| Capitalization | 67.5B | 15.5B | 435% |
| EBITDA | 15.9B | 2.91B | 547% |
| Gain YTD | 23.240 | 27.431 | 85% |
| P/E Ratio | 16.34 | 19.82 | 82% |
| Revenue | 92.3B | 44.3B | 208% |
| Total Cash | 951M | N/A | - |
| Total Debt | 71.1B | 11.5B | 618% |
ET | PAA | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 19 | 65 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 8 Undervalued | 7 Undervalued | |
PROFIT vs RISK RATING 1..100 | 11 | 7 | |
SMR RATING 1..100 | 64 | 64 | |
PRICE GROWTH RATING 1..100 | 47 | 44 | |
P/E GROWTH RATING 1..100 | 28 | 44 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
PAA's Valuation (7) in the Oil And Gas Pipelines industry is in the same range as ET (8). This means that PAA’s stock grew similarly to ET’s over the last 12 months.
PAA's Profit vs Risk Rating (7) in the Oil And Gas Pipelines industry is in the same range as ET (11). This means that PAA’s stock grew similarly to ET’s over the last 12 months.
PAA's SMR Rating (64) in the Oil And Gas Pipelines industry is in the same range as ET (64). This means that PAA’s stock grew similarly to ET’s over the last 12 months.
PAA's Price Growth Rating (44) in the Oil And Gas Pipelines industry is in the same range as ET (47). This means that PAA’s stock grew similarly to ET’s over the last 12 months.
ET's P/E Growth Rating (28) in the Oil And Gas Pipelines industry is in the same range as PAA (44). This means that ET’s stock grew similarly to PAA’s over the last 12 months.
| ET | PAA | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 56% | 1 day ago 53% |
| Stochastic ODDS (%) | 1 day ago 34% | 1 day ago 45% |
| Momentum ODDS (%) | 1 day ago 59% | 1 day ago 64% |
| MACD ODDS (%) | 1 day ago 62% | 1 day ago 71% |
| TrendWeek ODDS (%) | 1 day ago 44% | 1 day ago 54% |
| TrendMonth ODDS (%) | 1 day ago 52% | 1 day ago 63% |
| Advances ODDS (%) | 7 days ago 53% | 12 days ago 66% |
| Declines ODDS (%) | 15 days ago 42% | 4 days ago 53% |
| BollingerBands ODDS (%) | 1 day ago 46% | 1 day ago 56% |
| Aroon ODDS (%) | 1 day ago 42% | 1 day ago 45% |
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ET and
Correlation & Price change
A.I.dvisor indicates that over the last year, ET has been loosely correlated with PAGP. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if ET jumps, then PAGP could also see price increases.
PAA and
Correlation & Price change
A.I.dvisor indicates that over the last year, PAA has been closely correlated with PAGP. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if PAA jumps, then PAGP could also see price increases.
| Ticker / NAME | Correlation To PAA | 1D Price Change % | ||
|---|---|---|---|---|
| PAA | 100% | +1.27% | ||
| PAGP - PAA | 96% Closely correlated | +1.34% | ||
| AM - PAA | 77% Closely correlated | +1.86% | ||
| OKE - PAA | 57% Loosely correlated | +3.09% | ||
| EPD - PAA | 55% Loosely correlated | +1.91% | ||
| TRGP - PAA | 53% Loosely correlated | +2.04% | ||
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