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OKE vs PAA
Which Stock Would AI Choose? ONEOK (OKE) vs. Plains All American Pipeline (PAA) Stock Comparison
Key Takeaways
- ONEOK (OKE) boasts a larger market cap of approximately $57 billion compared to PAA's $16 billion, reflecting greater scale in natural gas liquids (NGL) and pipelines.
- PAA (PAA) offers a higher dividend yield around 7%, versus OKE's roughly 4.7%, attracting income-oriented investors in the midstream sector.
- Both stocks have shown strong year-to-date gains, with PAA up over 30% and OKE around 25%, driven by robust energy demand and operational expansions.
- Recent quarters highlight OKE's Q1 net income surge to $776 million and raised 2026 guidance, while PAA focuses on crude oil logistics amid NGL business sales.
- OKE's EV/EBITDA stands at about 11.5x, slightly higher than PAA's 10.6x, indicating varied valuation perspectives in recent market activity.
- Relative performance favors PAA in shorter-term momentum, but OKE exhibits stronger long-term stability in gas processing.
Introduction
ONEOK (OKE) and Plains All American Pipeline (PAA) are prominent players in the oil and gas midstream sector, focusing on pipelines, storage, and transportation. This stock comparison analyzes their business models, recent performance, and market positioning amid fluctuating energy demand and commodity prices. Investors seeking stable cash flows from fee-based contracts, dividend income, or exposure to natural gas and crude oil logistics will find value in evaluating these midstream leaders. With both benefiting from Permian Basin growth and infrastructure expansions, understanding their relative strengths aids in portfolio diversification within energy infrastructure.
OKE Overview and Recent Performance
ONEOK (OKE), a leading midstream provider, specializes in natural gas gathering, processing, fractionation, transportation, storage, and NGL services across key U.S. basins like the Rocky Mountains, Mid-Continent, and Permian. In recent market activity, OKE reported strong Q1 results with net income of $776 million, a 9.4% EPS increase, and 41% revenue growth year-over-year, prompting raised 2026 guidance. The stock has delivered approximately 25% YTD returns, trading around $90 with a 52-week range of $64-$95. Sentiment has been bolstered by volume growth in gas processing and optimistic analyst revenue forecasts, though valuation concerns linger with EV/EBITDA (enterprise value to earnings before interest, taxes, depreciation, and amortization) at 11.51x and a debt-to-equity ratio of 1.50. Broader infrastructure expansions, including Eiger Express Pipeline upgrades, support sustained performance amid rising natural gas demand.
PAA Overview and Recent Performance
Plains All American Pipeline (PAA), operating through Crude Oil and NGL segments, provides transportation, terminalling, storage, and gathering for crude and NGLs across U.S. and Canadian basins. Recent weeks have seen PAA advance with YTD gains exceeding 30%, trading near $22 in a 52-week range of $16-$23. Key developments include quarterly distribution hikes to $0.4175 and strategic moves like the NGL business sale and Cactus III Pipeline acquisition, enhancing crude focus. Performance reflects steady volumes and Permian exposure, with EV/EBITDA around 10.6x and a forward P/E (price-to-earnings ratio) of 12.15. Market sentiment benefits from fee-based revenues and leverage improvements toward 3.5x targets, though commodity volatility influences merchant activities.
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Head-to-Head Comparison
ONEOK (OKE) and Plains All American Pipeline (PAA) share midstream exposure but diverge in focus: OKE emphasizes NGL and gas processing in gas-rich basins, while PAA prioritizes crude transportation and terminalling with broader NGL involvement. Growth drivers for OKE include Permian volume surges and pipeline expansions like Eiger, contrasting PAA's crude logistics via Cactus III and NGL divestitures for balance sheet strength. Recent momentum shows PAA's edge in YTD returns (30%+ vs. 25%), but OKE offers superior scale ($57B market cap vs. $16B) and EPS growth. Risk factors include OKE's higher debt-to-equity (1.50) and payout ratio (89%), versus PAA's elevated yield but liquidity concerns (current ratio <1). Sector-wise, both leverage Permian production, yet OKE's gas tilt provides stability amid oil volatility, while PAA's crude merchant activities heighten sensitivity. Market sentiment favors OKE's guidance raises, though PAA's distribution hikes appeal to yield seekers, highlighting trade-offs in growth versus income.
Tickeron AI Verdict
Tickeron’s AI currently favors ONEOK (OKE) over PAA due to consistent trend strength in gas processing volumes, raised 2026 guidance, and relative stability in recent quarters. OKE's larger scale and catalysts like pipeline expansions position it probabilistically stronger for sustained midstream demand, though PAA's higher yield and crude momentum warrant monitoring for income-focused strategies.
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 OKE is a Hold and PAA is a Hold.
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).
OKE’s FA Score shows that 2 FA rating(s) are green whilePAA’s FA Score has 2 green FA rating(s).
- OKE’s FA Score: 2 green, 3 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.
OKE’s TA Score shows that 5 TA indicator(s) are bullish while PAA’s TA Score has 5 bullish TA indicator(s).
- OKE’s TA Score: 5 bullish, 5 bearish.
- PAA’s TA Score: 5 bullish, 5 bearish.
Price Growth
OKE (@Oil & Gas Pipelines) experienced а +8.41% price change this week, while PAA (@Oil & Gas Pipelines) price change was +5.43% for the same time period.
The average weekly price growth across all stocks in the @Oil & Gas Pipelines industry was +2.32%. For the same industry, the average monthly price growth was +6.09%, and the average quarterly price growth was +29.42%.
Reported Earning Dates
OKE is expected to report earnings on Aug 10, 2026.
PAA is expected to report earnings on Jul 31, 2026.
Industries' Descriptions
@Oil & Gas Pipelines (+2.32% 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.
| OKE | PAA | OKE / PAA | |
| Capitalization | 58.2B | 16.2B | 359% |
| EBITDA | 7.92B | 2.91B | 272% |
| Gain YTD | 28.852 | 32.674 | 88% |
| P/E Ratio | 16.46 | 20.64 | 80% |
| Revenue | 35.2B | 44.3B | 79% |
| Total Cash | 172M | N/A | - |
| Total Debt | 33.7B | 11.5B | 293% |
OKE | PAA | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 41 | 83 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 18 Undervalued | 8 Undervalued | |
PROFIT vs RISK RATING 1..100 | 42 | 6 | |
SMR RATING 1..100 | 53 | 64 | |
PRICE GROWTH RATING 1..100 | 30 | 42 | |
P/E GROWTH RATING 1..100 | 50 | 35 | |
SEASONALITY SCORE 1..100 | 49 | 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 (8) in the Oil And Gas Pipelines industry is in the same range as OKE (18). This means that PAA’s stock grew similarly to OKE’s over the last 12 months.
PAA's Profit vs Risk Rating (6) in the Oil And Gas Pipelines industry is somewhat better than the same rating for OKE (42). This means that PAA’s stock grew somewhat faster than OKE’s over the last 12 months.
OKE's SMR Rating (53) in the Oil And Gas Pipelines industry is in the same range as PAA (64). This means that OKE’s stock grew similarly to PAA’s over the last 12 months.
OKE's Price Growth Rating (30) in the Oil And Gas Pipelines industry is in the same range as PAA (42). This means that OKE’s stock grew similarly to PAA’s over the last 12 months.
PAA's P/E Growth Rating (35) in the Oil And Gas Pipelines industry is in the same range as OKE (50). This means that PAA’s stock grew similarly to OKE’s over the last 12 months.
| OKE | PAA | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 44% | 3 days ago 56% |
| Stochastic ODDS (%) | 3 days ago 56% | 3 days ago 54% |
| Momentum ODDS (%) | 3 days ago 67% | 3 days ago 64% |
| MACD ODDS (%) | 3 days ago 67% | 3 days ago 65% |
| TrendWeek ODDS (%) | 3 days ago 64% | 3 days ago 64% |
| TrendMonth ODDS (%) | 3 days ago 65% | 3 days ago 64% |
| Advances ODDS (%) | 3 days ago 64% | 3 days ago 66% |
| Declines ODDS (%) | 12 days ago 52% | 5 days ago 53% |
| BollingerBands ODDS (%) | 3 days ago 49% | 3 days ago 50% |
| Aroon ODDS (%) | 3 days ago 63% | 3 days ago 52% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HYRM | 23.27 | N/A | N/A |
| Xtrackers Risk Managed USD HY Strat ETF | |||
| LCDS | 67.56 | N/A | N/A |
| JPMorgan Fundamental Data Sci Lg Cor ETF | |||
| INDY | 42.40 | -0.29 | -0.68% |
| iShares India 50 ETF | |||
| VIGI | 92.13 | -0.73 | -0.79% |
| Vanguard Intl Div Apprec ETF | |||
| GSEU | 47.14 | -0.88 | -1.82% |
| Goldman Sachs ActiveBeta® Europe Eq ETF | |||
OKE and
Correlation & Price change
A.I.dvisor indicates that over the last year, OKE has been closely correlated with TRGP. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if OKE jumps, then TRGP 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% | +1.87% | ||
| PAGP - PAA | 96% Closely correlated | +1.82% | ||
| AM - PAA | 77% Closely correlated | +1.10% | ||
| OKE - PAA | 57% Loosely correlated | +1.42% | ||
| EPD - PAA | 57% Loosely correlated | N/A | ||
| TRGP - PAA | 53% Loosely correlated | +1.69% | ||
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