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PAGP vs TRGP
Which Stock Would AI Choose? Plains GP Holdings (PAGP) vs. Targa Resources (TRGP) Stock Comparison
Key Takeaways
- Both PAGP and TRGP are midstream energy companies focused on crude oil, natural gas, and natural gas liquids (NGLs) infrastructure in North America.
- TRGP has delivered stronger recent returns, with YTD performance near 49% compared to PAGP’s approximately 37-45% range amid broader sector strength.
- PAGP offers a higher trailing dividend yield around 6.3%, supported by stable fee-based operations in crude oil transportation and facilities.
- TRGP reported record adjusted EBITDA in Q1 2026 and has seen multiple dividend increases, reflecting robust natural gas and NGL gathering and processing growth.
- Market sentiment for both remains constructive due to energy infrastructure demand, though TRGP exhibits higher momentum and analyst attention in recent weeks.
- Relative positioning favors TRGP on growth metrics while PAGP provides more defensive yield characteristics in the current environment.
Introduction
Midstream energy infrastructure companies play a critical role in transporting and processing hydrocarbons, making their stocks relevant for investors seeking exposure to stable cash flows amid fluctuating commodity prices. PAGP and TRGP represent two established players in this sector, offering a useful comparison for traders and portfolio managers evaluating relative performance, dividend profiles, and operational resilience. This analysis appeals to income-oriented investors, sector specialists, and those monitoring energy market dynamics through objective metrics rather than forecasts.
PAGP Overview and Recent Performance
Plains GP Holdings, L.P. (PAGP) holds interests in Plains All American Pipeline, focusing on crude oil transportation, storage, and logistics across the United States and Canada. Its business model emphasizes fee-based revenues from pipelines, facilities, and supply chain services, providing relative stability compared to upstream producers. In recent market activity, the stock has shown resilience with year-to-date returns in the 37-45% range and a 1-year return near 45%, including touches of new 52-week highs. Sentiment has been supported by consistent quarterly distributions and steady operational volumes in core crude segments, though broader energy volatility has influenced shorter-term price movements.
TRGP Overview and Recent Performance
Targa Resources Corp. (TRGP) operates as a leading midstream provider of natural gas gathering, processing, transportation, and NGL fractionation services, primarily in key U.S. basins. The company benefits from integrated infrastructure that connects production to markets, with a growing emphasis on export capacity. Recent performance has been robust, posting YTD returns around 49% and 1-year gains near 66%, alongside record adjusted EBITDA in the first quarter of 2026. Positive sentiment stems from operational expansions, dividend growth announcements, and strong institutional interest, positioning the stock favorably within the midstream peer group during recent weeks.
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Head-to-Head Comparison
Both companies operate fee-based midstream models with exposure to energy infrastructure, yet TRGP emphasizes natural gas and NGL processing with greater growth optionality through expansions, while PAGP maintains a stronger focus on crude oil logistics and higher current yield. Recent momentum favors TRGP, evidenced by superior YTD and longer-term returns alongside record earnings metrics. Risk factors include commodity price sensitivity and regulatory considerations for pipelines, with TRGP carrying higher valuation multiples relative to peers. Sector sentiment remains supportive for both amid infrastructure demand, though TRGP’s larger market capitalization and project backlog provide different scale advantages compared to PAGP’s more yield-centric profile.
Tickeron AI Verdict
Based on observable trends such as stronger recent price momentum, earnings growth consistency, and relative outperformance versus benchmarks, Tickeron’s AI framework would currently assign a higher probabilistic preference to TRGP over PAGP in a comparative screening. This positioning reflects factors including trend stability and catalyst visibility in the natural gas and NGL segments, though outcomes remain subject to broader market variables and individual risk tolerance.
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 LimitationsTo 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 PAGP is a Buy and TRGP is a StrongBuy.
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).
PAGP’s FA Score shows that 2 FA rating(s) are green whileTRGP’s FA Score has 3 green FA rating(s).
- PAGP’s FA Score: 2 green, 3 red.
- TRGP’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.
PAGP’s TA Score shows that 5 TA indicator(s) are bullish while TRGP’s TA Score has 4 bullish TA indicator(s).
- PAGP’s TA Score: 5 bullish, 4 bearish.
- TRGP’s TA Score: 4 bullish, 5 bearish.
Price Growth
PAGP (@Oil & Gas Pipelines) experienced а -6.04% price change this week, while TRGP (@Oil & Gas Pipelines) price change was -4.99% for the same time period.
The average weekly price growth across all stocks in the @Oil & Gas Pipelines industry was -0.49%. For the same industry, the average monthly price growth was +1.45%, and the average quarterly price growth was +13.96%.
Reported Earning Dates
PAGP is expected to report earnings on Oct 29, 2026.
TRGP is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Oil & Gas Pipelines (-0.49% 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.
| PAGP | TRGP | PAGP / TRGP | |
| Capitalization | 4.9B | 55.1B | 9% |
| EBITDA | 2.81B | 5.22B | 54% |
| Gain YTD | 36.336 | 41.280 | 88% |
| P/E Ratio | 29.81 | 24.56 | 121% |
| Revenue | 45.3B | 16.6B | 273% |
| Total Cash | N/A | 100M | - |
| Total Debt | 11.6B | 19.1B | 61% |
PAGP | TRGP | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 78 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 8 Undervalued | 31 Undervalued | |
PROFIT vs RISK RATING 1..100 | 4 | 8 | |
SMR RATING 1..100 | 57 | 16 | |
PRICE GROWTH RATING 1..100 | 45 | 46 | |
P/E GROWTH RATING 1..100 | 38 | 48 | |
SEASONALITY SCORE 1..100 | 50 | 17 |
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 (8) in the Oil And Gas Pipelines industry is in the same range as TRGP (31) in the Oil Refining Or Marketing industry. This means that PAGP’s stock grew similarly to TRGP’s over the last 12 months.
PAGP's Profit vs Risk Rating (4) in the Oil And Gas Pipelines industry is in the same range as TRGP (8) in the Oil Refining Or Marketing industry. This means that PAGP’s stock grew similarly to TRGP’s over the last 12 months.
TRGP's SMR Rating (16) in the Oil Refining Or Marketing industry is somewhat better than the same rating for PAGP (57) in the Oil And Gas Pipelines industry. This means that TRGP’s stock grew somewhat faster than PAGP’s over the last 12 months.
PAGP's Price Growth Rating (45) in the Oil And Gas Pipelines industry is in the same range as TRGP (46) in the Oil Refining Or Marketing industry. This means that PAGP’s stock grew similarly to TRGP’s over the last 12 months.
PAGP's P/E Growth Rating (38) in the Oil And Gas Pipelines industry is in the same range as TRGP (48) in the Oil Refining Or Marketing industry. This means that PAGP’s stock grew similarly to TRGP’s over the last 12 months.
| PAGP | TRGP | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 50% | N/A |
| Stochastic ODDS (%) | 4 days ago 72% | 4 days ago 73% |
| Momentum ODDS (%) | 4 days ago 58% | 4 days ago 57% |
| MACD ODDS (%) | 4 days ago 63% | 4 days ago 57% |
| TrendWeek ODDS (%) | 4 days ago 51% | 4 days ago 48% |
| TrendMonth ODDS (%) | 4 days ago 61% | 4 days ago 50% |
| Advances ODDS (%) | 13 days ago 66% | 11 days ago 76% |
| Declines ODDS (%) | 6 days ago 51% | 6 days ago 51% |
| BollingerBands ODDS (%) | 4 days ago 83% | 4 days ago 88% |
| Aroon ODDS (%) | 4 days ago 63% | 4 days ago 78% |
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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% | -2.52% | ||
| PAA - PAGP | 96% Closely correlated | -3.02% | ||
| EPD - PAGP | 63% Loosely correlated | -0.79% | ||
| OKE - PAGP | 61% Loosely correlated | -1.72% | ||
| TRGP - PAGP | 55% Loosely correlated | -4.24% | ||
| WES - PAGP | 55% Loosely correlated | -0.72% | ||
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TRGP and
Correlation & Price change
A.I.dvisor indicates that over the last year, TRGP has been closely correlated with OKE. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if TRGP jumps, then OKE could also see price increases.
| Ticker / NAME | Correlation To TRGP | 1D Price Change % | ||
|---|---|---|---|---|
| TRGP | 100% | -4.24% | ||
| OKE - TRGP | 72% Closely correlated | -1.72% | ||
| KMI - TRGP | 60% Loosely correlated | -1.37% | ||
| AM - TRGP | 58% Loosely correlated | -1.02% | ||
| WMB - TRGP | 58% Loosely correlated | -1.90% | ||
| DTM - TRGP | 56% Loosely correlated | -1.11% | ||
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