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ET vs PAGP
Which Stock Would AI Choose? Energy Transfer LP (ET) vs. Plains GP Holdings, L.P. (PAGP) Stock Comparison
Key Takeaways
- Both ET and PAGP offer high dividend yields around 6.7%, appealing to income-focused investors in the midstream energy sector.
- ET boasts a larger market cap of $68.6 billion compared to PAGP's $5.55 billion, providing greater scale and diversification.
- Year-to-date, PAGP leads with 29.21% gains versus ET's 23.19%, driven by strong crude oil logistics performance.
- ET trades at a lower price-to-earnings (P/E) ratio of 16.48 versus PAGP's 30.94, suggesting better relative valuation.
- Recent dividend increases for both stocks underscore commitment to unitholders amid steady midstream demand.
- Tickeron's comparison tools indicate ET as a stronger short-term pick based on price trends and momentum.
Introduction
This stock comparison examines ET and PAGP, two master limited partnerships (MLPs) in the oil and gas midstream sector. Both companies transport crude oil, natural gas liquids (NGLs), and related products via extensive pipeline networks, benefiting from stable fee-based revenues. Traders seeking high-yield income plays and investors eyeing energy infrastructure exposure will find value in analyzing their relative performance, valuations, and market positioning. In recent market activity, both have shown resilience amid fluctuating commodity prices, offering insights into sector trends and potential trade-offs.
ET Overview and Recent Performance
Energy Transfer LP (ET) operates one of the largest midstream portfolios in the U.S., with over 20,000 miles of interstate natural gas pipelines, 12,000 miles of intrastate lines, and extensive crude oil and NGL infrastructure concentrated in key producing regions like Texas and the midcontinent. The company recently increased its quarterly distribution to $0.3375 per common unit ($1.35 annualized), reflecting strong cash flow generation. In recent weeks, ET shares have exhibited steady upward momentum, with year-to-date gains of 23.19% and a 52-week range of $15.80 to $20.28. Sentiment has been bolstered by analyst upgrades, such as Truist Securities' Buy initiation with a $23 target, and anticipation for Q1 2026 earnings. Trading near $19.94 with a beta of 0.57 (a measure of volatility relative to the market), ET has benefited from diversified operations and rising oil price forecasts.
PAGP Overview and Recent Performance
Plains GP Holdings, L.P. (PAGP), through its subsidiary Plains All American Pipeline, focuses on crude oil and NGL transportation, storage, and marketing, with heavy emphasis on the Permian Basin. The company announced quarterly distributions and updates on its NGL business sale timing in recent announcements. Over recent weeks, PAGP shares have displayed robust momentum, achieving year-to-date returns of 29.21% within a 52-week range of $16.68 to $24.76. Currently trading around $23.82 with a low beta of 0.46, performance has been supported by strong Q4 2025 adjusted EBITDA of $738 million and analyst price target adjustments averaging $22.93. Positive institutional activity, including buys from Founders Capital, has influenced sentiment amid favorable crude logistics demand.
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Head-to-Head Comparison
In business models, ET offers broader diversification across natural gas, NGLs, and crude, contrasting PAGP's crude oil-centric focus with Permian exposure. Growth drivers differ: ET leverages nationwide infrastructure and LNG projects, while PAGP capitalizes on basin-specific volumes. Recent momentum favors PAGP with superior YTD and one-year returns, but ET shows more consistent short-term trends. Risk factors include commodity sensitivity, though both exhibit low betas; ET's scale mitigates volatility better. Sector exposure aligns in midstream, yet ET has stronger analyst sentiment with higher buy ratings. Market positioning highlights ET's attractive P/E versus PAGP's premium valuation, balancing yield stability against growth trade-offs.
Tickeron AI Verdict
Tickeron's AI currently favors ET over PAGP based on superior short-term price growth trends, lower valuation multiples, larger operational scale, and consistent momentum signals. While PAGP exhibits stronger recent returns, ET's diversification and analyst catalysts position it probabilistically better for near-term outperformance 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 PAGP 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 whilePAGP’s FA Score has 3 green FA rating(s).
- ET’s FA Score: 3 green, 2 red.
- PAGP’s FA Score: 3 green, 2 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 PAGP’s TA Score has 5 bullish TA indicator(s).
- ET’s TA Score: 4 bullish, 5 bearish.
- PAGP’s TA Score: 5 bullish, 5 bearish.
Price Growth
ET (@Oil & Gas Pipelines) experienced а -0.66% price change this week, while PAGP (@Oil & Gas Pipelines) price change was -3.01% 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.
PAGP 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 | PAGP | ET / PAGP | |
| Capitalization | 67.5B | 4.65B | 1,451% |
| EBITDA | 15.9B | 2.82B | 565% |
| Gain YTD | 23.240 | 27.469 | 85% |
| P/E Ratio | 16.34 | 30.52 | 54% |
| Revenue | 92.3B | 44.3B | 208% |
| Total Cash | 951M | N/A | - |
| Total Debt | 71.1B | 11.5B | 618% |
ET | PAGP | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 19 | 77 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 8 Undervalued | 9 Undervalued | |
PROFIT vs RISK RATING 1..100 | 11 | 6 | |
SMR RATING 1..100 | 64 | 46 | |
PRICE GROWTH RATING 1..100 | 47 | 44 | |
P/E GROWTH RATING 1..100 | 28 | 30 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
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.
ET's Valuation (8) in the Oil And Gas Pipelines industry is in the same range as PAGP (9). This means that ET’s stock grew similarly to PAGP’s over the last 12 months.
PAGP's Profit vs Risk Rating (6) in the Oil And Gas Pipelines industry is in the same range as ET (11). This means that PAGP’s stock grew similarly to ET’s over the last 12 months.
PAGP's SMR Rating (46) in the Oil And Gas Pipelines industry is in the same range as ET (64). This means that PAGP’s stock grew similarly to ET’s over the last 12 months.
PAGP's Price Growth Rating (44) in the Oil And Gas Pipelines industry is in the same range as ET (47). This means that PAGP’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 PAGP (30). This means that ET’s stock grew similarly to PAGP’s over the last 12 months.
| ET | PAGP | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 56% | 1 day ago 49% |
| Stochastic ODDS (%) | 1 day ago 34% | 1 day ago 55% |
| Momentum ODDS (%) | 1 day ago 59% | 1 day ago 66% |
| MACD ODDS (%) | 1 day ago 62% | 1 day ago 64% |
| TrendWeek ODDS (%) | 1 day ago 44% | 1 day ago 55% |
| TrendMonth ODDS (%) | 1 day ago 52% | 1 day ago 60% |
| Advances ODDS (%) | 8 days ago 53% | 13 days ago 65% |
| Declines ODDS (%) | 16 days ago 42% | 5 days ago 54% |
| BollingerBands ODDS (%) | 1 day ago 46% | 1 day ago 51% |
| Aroon ODDS (%) | 1 day ago 42% | 1 day ago 56% |
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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.
PAGP and
Correlation & Price change
A.I.dvisor indicates that over the last year, PAGP has been closely correlated with PAA. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if PAGP jumps, then PAA could also see price increases.
| Ticker / NAME | Correlation To PAGP | 1D Price Change % | ||
|---|---|---|---|---|
| PAGP | 100% | +1.34% | ||
| PAA - PAGP | 96% Closely correlated | +1.27% | ||
| OKE - PAGP | 57% Loosely correlated | +3.09% | ||
| ET - PAGP | 55% Loosely correlated | +1.40% | ||
| EPD - PAGP | 54% Loosely correlated | +1.91% | ||
| TRGP - PAGP | 53% Loosely correlated | +2.04% | ||
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