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OKE vs PAGP
Which Stock Would AI Choose? ONEOK (OKE) vs. Plains GP Holdings (PAGP) Stock Comparison
Key Takeaways
- Different energy niches: OKE is a diversified midstream operator spanning natural gas, NGLs (natural gas liquids), refined products, and crude, while PAGP is pivoting toward a crude-oil-focused platform.
- Scale gap: ONEOK carries a market capitalization of roughly $55 billion versus Plains GP Holdings' approximately $20 billion.
- Growth drivers diverge: OKE is expanding through integration and volume growth, while PAGP is reshaping its portfolio through asset sales and a crude-pipeline acquisition.
- Income profiles: Both pay meaningful distributions, though PAGP currently screens at a higher dividend yield.
- Momentum split: PAGP has delivered a stronger year-to-date share-price gain, while OKE has leaned on earnings beats and raised guidance.
- Risk trade-offs: OKE faces integration and commodity-price exposure, whereas PAGP faces execution and regulatory risk tied to its Canadian asset divestiture.
Introduction
Investors evaluating North American energy infrastructure often weigh diversified midstream giants against more focused operators. This stock comparison examines OKE and PAGP, two companies that generate fee-based cash flow from moving and processing energy commodities but pursue very different strategic paths. ONEOK has broadened into an integrated network spanning multiple product streams, while Plains GP Holdings has been streamlining toward a concentrated crude-oil franchise. For income-focused investors, energy-sector allocators, and traders assessing relative performance and market positioning, understanding these contrasts can clarify which profile better suits a given outlook on commodity volumes, capital allocation, and execution risk.
OKE Overview and Recent Performance
OKE, or ONEOK, Inc., is a Tulsa, Oklahoma-based S&P 500 midstream operator with an approximately 60,000-mile pipeline network. It gathers, processes, fractionates, transports, and stores natural gas, NGLs, refined products, and crude oil, and it has expanded through acquisitions including EnLink Midstream and Medallion Midstream. Roughly 90% of its earnings are fee-based, lending relative cash-flow stability.
In recent market activity, ONEOK has reported back-to-back quarterly earnings growth, with net income rising 12% in the first quarter of 2026 and 13% in the second, supported by record NGL raw-feed throughput and higher natural gas and refined-products volumes. Management raised full-year 2026 guidance and declared a quarterly dividend of $1.07 per share, or $4.28 annualized. Sentiment has been shaped by strong volume momentum in the Gulf Coast/Permian region, a $1.2 billion term loan, and a debt redemption, offset partly by commodity-price pressure and analyst price-target trims.
PAGP Overview and Recent Performance
PAGP, or Plains GP Holdings, L.P., is a Houston-based holding company that owns midstream infrastructure primarily through Plains All American Pipeline. Its operations span crude oil and NGL transportation, storage, terminalling, and supply-and-logistics services, with assets connecting Canadian supply to the U.S. Gulf Coast.
In recent weeks, Plains GP Holdings has advanced a strategic refocus on crude. It is selling most of its Canadian NGL assets to Keyera Corp. for net proceeds of roughly $3.3 billion, a transaction challenged by the Canadian Competition Bureau, and it completed the Cactus III crude-pipeline acquisition. In its first-quarter 2026 results, the company raised its full-year adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) guidance midpoint by $130 million to $2.88 billion. PAGP's shares have posted a year-to-date gain in the range of roughly 30% to 40%, supported by an upgraded outlook, though near-term trading has been choppy amid regulatory and execution considerations.
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Head-to-Head Comparison
The clearest contrast between the two names is portfolio breadth versus focus. ONEOK operates an integrated, multi-product system that diversifies revenue across gas, NGLs, refined products, and crude, reducing reliance on any single commodity. Plains GP Holdings, by contrast, is deliberately narrowing toward a crude-oil-centric network, which concentrates its exposure to Permian and Canadian-to-Gulf-Coast crude volumes.
Growth drivers also differ. OKE's momentum rests on organic volume gains, fractionation capacity expansions, and acquisition synergies. PAGP's near-term catalysts hinge on execution: closing the Canadian NGL sale, capturing Cactus III synergies, and redeploying proceeds toward debt reduction or buybacks.
On relative performance, PAGP has delivered the stronger recent share-price run, but OKE has shown steadier earnings growth and a larger scale advantage. In risk factors, OKE contends with integration complexity and hydrocarbon-price sensitivity, while PAGP carries regulatory risk from the Competition Bureau challenge and greater basin concentration. In market sentiment, analyst views remain mixed on both, with OKE's larger float and index membership contrasting with PAGP's higher yield and sharper momentum profile.
Tickeron AI Verdict
Based on observable factors such as trend consistency, stability, catalysts, and relative positioning, Tickeron's AI would likely tilt toward OKE at present. The company's diversified, largely fee-based revenue base, consecutive earnings beats, raised guidance, and expanding volumes suggest a steadier, more consistent trend profile. PAGP's stronger momentum and higher yield are notable, but its investment case currently depends on execution-sensitive events, including a contested asset divestiture, which introduces greater variability. Accordingly, the AI framework would likely favor ONEOK for stability and relative positioning, while recognizing PAGP as a higher-momentum, catalyst-driven alternative suited to investors with a higher tolerance for execution risk.
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.
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 StrongBuy and PAGP is a Buy.
OKE's RSI Oscillator climbs out of oversold territory
The RSI Indicator for OKE moved out of oversold territory on October 01, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 19 similar instances when the indicator left oversold territory. In 14 of the 19 cases the stock moved higher. This puts the odds of a move higher at 74%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 09, 2026. You may want to consider a long position or call options on OKE as a result. In 65 of 95 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 68%.
The Moving Average Convergence Divergence (MACD) for OKE just turned positive on October 09, 2026. Looking at past instances where OKE's MACD turned positive, the stock continued to rise in 31 of 47 cases over the following month. The odds of a continued upward trend are 66%.
OKE moved above its 50-day moving average on October 20, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +0.76% 3-day Advance, the price is estimated to grow further. Considering data from situations where OKE advanced for three days, in 247 of 373 cases, the price rose further within the following month. The odds of a continued upward trend are 66%.
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 8 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 10-day moving average for OKE crossed bearishly below the 50-day moving average on September 25, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 9 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 56%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where OKE declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 52%.
OKE broke above its upper Bollinger Band on October 13, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for OKE entered a downward trend on October 12, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 21 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 43 (best 1 - 100 worst), indicating steady price growth. OKE’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 43 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 42, placing this stock slightly worse than average.
The Tickeron SMR rating for this company is 53 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 61 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.559) is normal, around the industry mean (172.186). P/E Ratio (16.028) is within average values for comparable stocks, (6.843). Projected Growth (PEG Ratio) (1.674) is also within normal values, averaging (13.660). Dividend Yield (0.046) settles around the average of (105314590720.000) among similar stocks. P/S Ratio (1.487) is also within normal values, averaging (4.657).
The Tickeron Seasonality Score of 65 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
PAGP in upward trend: 10-day moving average moved above 50-day moving average on October 21, 2026
The 10-day moving average for PAGP crossed bullishly above the 50-day moving average on October 21, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 15 of 20 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 75%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 09, 2026. You may want to consider a long position or call options on PAGP as a result. In 46 of 76 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 61%.
The Moving Average Convergence Divergence (MACD) for PAGP just turned positive on October 12, 2026. Looking at past instances where PAGP's MACD turned positive, the stock continued to rise in 26 of 46 cases over the following month. The odds of a continued upward trend are 57%.
PAGP moved above its 50-day moving average on October 13, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +2.23% 3-day Advance, the price is estimated to grow further. Considering data from situations where PAGP advanced for three days, in 256 of 389 cases, the price rose further within the following month. The odds of a continued upward trend are 66%.
Bearish Trend Analysis
The RSI Oscillator demonstrated that the stock has entered the overbought zone. This may point to a price pull-back soon.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 7 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where PAGP declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 51%.
PAGP broke above its upper Bollinger Band on October 13, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for PAGP entered a downward trend on October 13, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 2 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 42, placing this stock better than average.
The Tickeron SMR rating for this company is 27 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 34 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.497) is normal, around the industry mean (172.186). P/E Ratio (10.007) is within average values for comparable stocks, (6.843). Projected Growth (PEG Ratio) (0.672) is also within normal values, averaging (13.660). Dividend Yield (0.060) settles around the average of (105314590720.000) among similar stocks. P/S Ratio (0.114) is also within normal values, averaging (4.657).
The Tickeron Price Growth Rating for this company is 40 (best 1 - 100 worst), indicating steady price growth. PAGP’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 94 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
OKE | PAGP | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 29 | 44 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 61 Fair valued | 34 Fair valued | |
PROFIT vs RISK RATING 1..100 | 43 | 2 | |
SMR RATING 1..100 | 53 | 27 | |
PRICE GROWTH RATING 1..100 | 43 | 40 | |
P/E GROWTH RATING 1..100 | 21 | 94 | |
SEASONALITY SCORE 1..100 | 65 | 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.
PAGP's Valuation (34) in the Oil And Gas Pipelines industry is in the same range as OKE (61). This means that PAGP’s stock grew similarly to OKE’s over the last 12 months.
PAGP's Profit vs Risk Rating (2) in the Oil And Gas Pipelines industry is somewhat better than the same rating for OKE (43). This means that PAGP’s stock grew somewhat faster than OKE’s over the last 12 months.
PAGP's SMR Rating (27) in the Oil And Gas Pipelines industry is in the same range as OKE (53). This means that PAGP’s stock grew similarly to OKE’s over the last 12 months.
PAGP's Price Growth Rating (40) in the Oil And Gas Pipelines industry is in the same range as OKE (43). This means that PAGP’s stock grew similarly to OKE’s over the last 12 months.
OKE's P/E Growth Rating (21) in the Oil And Gas Pipelines industry is significantly better than the same rating for PAGP (94). This means that OKE’s stock grew significantly faster than PAGP’s over the last 12 months.
| OKE | PAGP | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 74% | 2 days ago 46% |
| Stochastic ODDS (%) | 2 days ago 61% | 2 days ago 51% |
| Momentum ODDS (%) | 2 days ago 68% | 2 days ago 61% |
| MACD ODDS (%) | 2 days ago 66% | 2 days ago 57% |
| TrendWeek ODDS (%) | 2 days ago 65% | 2 days ago 63% |
| TrendMonth ODDS (%) | 2 days ago 67% | 2 days ago 61% |
| Advances ODDS (%) | 2 days ago 66% | 2 days ago 66% |
| Declines ODDS (%) | 8 days ago 52% | 23 days ago 51% |
| BollingerBands ODDS (%) | 2 days ago 64% | 2 days ago 46% |
| Aroon ODDS (%) | 2 days ago 50% | 2 days ago 42% |
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 overvalued. 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 1 FA rating(s) are green while PAGP’s FA Score has 2 green FA rating(s).
- OKE’s FA Score: 1 green, 4 red.
- PAGP’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 PAGP’s TA Score has 5 bullish TA indicator(s).
- OKE’s TA Score: 5 bullish, 5 bearish.
- PAGP’s TA Score: 5 bullish, 5 bearish.
Price Growth
OKE (@Oil & Gas Pipelines) experienced а +1.25% price change this week, while PAGP (@Oil & Gas Pipelines) price change was +2.99% for the same time period.
The average weekly price growth across all stocks in the @Oil & Gas Pipelines industry was -2.22%. For the same industry, the average monthly price growth was -6.56%, and the average quarterly price growth was +4.69%.
Reported Earning Dates
OKE is expected to report earnings on Oct 27, 2026.
PAGP is expected to report earnings on Nov 06, 2026.
Industries' Descriptions
@Oil & Gas Pipelines (-2.22% 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.
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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 74% 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.
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% | +1.49% | ||
| PAA - PAGP | 96% Closely correlated | +1.57% | ||
| EPD - PAGP | 62% Loosely correlated | -1.05% | ||
| OKE - PAGP | 59% Loosely correlated | +0.29% | ||
| TRGP - PAGP | 57% Loosely correlated | +1.01% | ||
| WES - PAGP | 55% Loosely correlated | +0.11% | ||
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