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OKE or PAGP or TRGP
Which Stock Would AI Choose? ONEOK (OKE) vs. Plains GP Holdings (PAGP) vs. Targa Resources (TRGP) Stock Comparison
Key Takeaways
- Targa Resources (TRGP) leads year-to-date (YTD) performance with gains exceeding 40%, surpassing Plains GP Holdings (PAGP) at 29% and ONEOK (OKE) at 25%.
- PAGP offers the highest dividend yield around 6.7%, compared to OKE's 4.7% and TRGP's 1.7%, appealing to income-focused investors.
- All three stocks exhibit low betas below 0.8 (a measure of volatility relative to the market), indicating relative stability amid energy sector swings.
- OKE and TRGP boast large market caps over $55 billion, while PAGP is smaller at $5.5 billion, affecting liquidity and scale.
- Recent catalysts include OKE's earnings beat on volume growth, TRGP's 25% dividend hike, and PAGP's ongoing distribution announcements.
Introduction
ONEOK (OKE), Plains GP Holdings (PAGP), and Targa Resources (TRGP) are prominent players in the oil and gas midstream sector, focusing on pipelines, processing, and logistics for natural gas, natural gas liquids (NGLs), and crude. This comparison analyzes their business models, recent market performance, and key metrics amid fluctuating energy demand and commodity prices. Traders seeking momentum and income investors prioritizing yields will find value in understanding their relative strengths, as these stocks offer exposure to stable cash flows from infrastructure assets in key U.S. basins like the Permian.
OKE Overview and Recent Performance
ONEOK (OKE), headquartered in Tulsa, Oklahoma, operates extensive natural gas gathering, processing, and NGL infrastructure across the Mid-Continent, Permian Basin, and Rocky Mountains. Its diversified segments include natural gas pipelines and refined products transportation, serving producers and utilities.
In recent market activity, OKE shares have advanced about 25% YTD, trading near the upper end of their 52-week range around $90. Strong quarterly results highlighted volume growth and raised guidance, boosting sentiment. With a trailing P/E (price-to-earnings ratio) of 16.1, dividend yield of 4.7%, and low beta of 0.76, OKE reflects value and stability, supported by robust revenue of $35 billion trailing twelve months (ttm).
PAGP Overview and Recent Performance
Plains GP Holdings (PAGP) owns the general partner of Plains All American Pipeline, managing crude oil and NGL gathering, transportation, and storage via pipelines, trucks, and rail in the U.S. and Canada. Focused on terminalling and fractionation, it caters to producers in major basins.
PAGP stock has gained roughly 29% YTD, hovering around $24 amid recent share price momentum and quarterly distribution announcements. Analyst adjustments and insider transactions have influenced trading, with a high dividend yield of 6.7% attracting yield hunters despite a trailing P/E of 31 and smaller $5.5 billion market cap. Beta at 0.46 underscores its defensive profile in volatile crude markets.
TRGP Overview and Recent Performance
Targa Resources (TRGP), based in Houston, provides gathering, processing, and logistics for natural gas, NGLs, and crude, with assets in the Permian, Eagle Ford, and Gulf Coast. Its segments emphasize fractionation and export services for petrochemicals and exporters.
TRGP shares have surged over 40% YTD to about $257, driven by a 25% quarterly dividend increase to $1.25 per share and Permian expansion plans. Upcoming earnings and positive analyst picks have sustained upward momentum near 52-week highs. Trading at a trailing P/E of 30.2 with a 1.7% yield and beta of 0.74, it balances growth with midstream resilience, backed by $17 billion ttm revenue.
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Head-to-Head Comparison
Business models differ: OKE emphasizes natural gas and NGL pipelines, PAGP specializes in crude logistics, and TRGP blends NGL processing with crude handling, exposing each to commodity price sensitivities. Growth drivers include Permian volume expansions, strongest for TRGP, while OKE benefits from Mid-Continent stability and PAGP from Canadian reach.
Recent momentum favors TRGP's 40% YTD gains, followed by PAGP and OKE, reflecting dividend hikes and earnings beats versus valuation-focused trading.
Risk profiles are low across the board with betas under 0.8, but PAGP's smaller cap heightens liquidity risks. Valuation sensitivity shows OKE's attractive 16 P/E versus peers' 30+ levels. Market sentiment tilts positive on operational catalysts, though energy sector headwinds like inflation weigh on all.
Tickeron AI Verdict
Tickeron's AI models would likely favor Targa Resources (TRGP) in the current environment, given its leading momentum, recent dividend growth signaling cash flow strength, and positioning in high-volume Permian assets. OKE offers value appeal, while PAGP suits yield seekers, but TRGP's trend consistency and catalysts provide probabilistic edge for trend-following 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
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 1 FA rating(s) are green whilePAGP’s FA Score has 3 green FA rating(s), and TRGP’s FA Score reflects 3 green FA rating(s).
- OKE’s FA Score: 1 green, 4 red.
- PAGP’s FA Score: 3 green, 2 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.
OKE’s TA Score shows that 4 TA indicator(s) are bullish while PAGP’s TA Score has 4 bullish TA indicator(s), and TRGP’s TA Score reflects 6 bullish TA indicator(s).
- OKE’s TA Score: 4 bullish, 6 bearish.
- PAGP’s TA Score: 4 bullish, 6 bearish.
- TRGP’s TA Score: 6 bullish, 4 bearish.
Price Growth
OKE (@Oil & Gas Pipelines) experienced а -1.77% price change this week, while PAGP (@Oil & Gas Pipelines) price change was -3.14% , and TRGP (@Oil & Gas Pipelines) price fluctuated -1.76% for the same time period.
The average weekly price growth across all stocks in the @Oil & Gas Pipelines industry was -0.83%. For the same industry, the average monthly price growth was +4.95%, and the average quarterly price growth was +28.61%.
Reported Earning Dates
OKE is expected to report earnings on Aug 10, 2026.
PAGP is expected to report earnings on Jul 31, 2026.
TRGP is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Oil & Gas Pipelines (-0.83% 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 | PAGP | TRGP | |
| Capitalization | 55.7B | 4.64B | 54.8B |
| EBITDA | 7.92B | 2.82B | 5.22B |
| Gain YTD | 23.422 | 27.197 | 39.686 |
| P/E Ratio | 15.76 | 30.45 | 26.06 |
| Revenue | 35.2B | 44.3B | 16.6B |
| Total Cash | 172M | N/A | 100M |
| Total Debt | 33.7B | 11.5B | 19.1B |
OKE | PAGP | TRGP | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 77 | 77 | 16 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 17 Undervalued | 9 Undervalued | 47 Fair valued | |
PROFIT vs RISK RATING 1..100 | 47 | 6 | 9 | |
SMR RATING 1..100 | 53 | 46 | 15 | |
PRICE GROWTH RATING 1..100 | 49 | 44 | 20 | |
P/E GROWTH RATING 1..100 | 57 | 30 | 67 | |
SEASONALITY SCORE 1..100 | 49 | 75 | 26 |
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 (9) in the Oil And Gas Pipelines industry is in the same range as OKE (17) in the Oil And Gas Pipelines industry, and is somewhat better than the same rating for TRGP (47) in the Oil Refining Or Marketing industry. This means that PAGP's stock grew similarly to OKE’s and somewhat faster than TRGP’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 TRGP (9) in the Oil Refining Or Marketing industry, and is somewhat better than the same rating for OKE (47) in the Oil And Gas Pipelines industry. This means that PAGP's stock grew similarly to TRGP’s and somewhat faster than OKE’s over the last 12 months.
TRGP's SMR Rating (15) in the Oil Refining Or Marketing industry is in the same range as PAGP (46) in the Oil And Gas Pipelines industry, and is somewhat better than the same rating for OKE (53) in the Oil And Gas Pipelines industry. This means that TRGP's stock grew similarly to PAGP’s and somewhat faster than OKE’s over the last 12 months.
TRGP's Price Growth Rating (20) in the Oil Refining Or Marketing industry is in the same range as PAGP (44) in the Oil And Gas Pipelines industry, and is in the same range as OKE (49) in the Oil And Gas Pipelines industry. This means that TRGP's stock grew similarly to PAGP’s and similarly to OKE’s over the last 12 months.
PAGP's P/E Growth Rating (30) in the Oil And Gas Pipelines industry is in the same range as OKE (57) in the Oil And Gas Pipelines industry, and is somewhat better than the same rating for TRGP (67) in the Oil Refining Or Marketing industry. This means that PAGP's stock grew similarly to OKE’s and somewhat faster than TRGP’s over the last 12 months.
| OKE | PAGP | TRGP | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 37% | 2 days ago 49% | 2 days ago 41% |
| Stochastic ODDS (%) | 2 days ago 66% | 2 days ago 55% | 2 days ago 56% |
| Momentum ODDS (%) | 2 days ago 68% | 2 days ago 66% | 2 days ago 78% |
| MACD ODDS (%) | 2 days ago 47% | 2 days ago 64% | 2 days ago 84% |
| TrendWeek ODDS (%) | 2 days ago 53% | 2 days ago 55% | 2 days ago 52% |
| TrendMonth ODDS (%) | 2 days ago 64% | 2 days ago 60% | 2 days ago 73% |
| Advances ODDS (%) | 15 days ago 65% | 13 days ago 65% | 8 days ago 75% |
| Declines ODDS (%) | 7 days ago 52% | 5 days ago 54% | 23 days ago 53% |
| BollingerBands ODDS (%) | 2 days ago 63% | 2 days ago 51% | 2 days ago 62% |
| Aroon ODDS (%) | 2 days ago 52% | 2 days ago 56% | 2 days ago 73% |
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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 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.
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% | -0.26% | ||
| PAA - PAGP | 96% Closely correlated | -0.18% | ||
| OKE - PAGP | 57% Loosely correlated | +0.73% | ||
| ET - PAGP | 55% Loosely correlated | +1.99% | ||
| EPD - PAGP | 54% Loosely correlated | +0.69% | ||
| TRGP - PAGP | 53% Loosely correlated | +0.78% | ||
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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 71% 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% | +0.78% | ||
| OKE - TRGP | 71% Closely correlated | +0.73% | ||
| KNTK - TRGP | 54% Loosely correlated | +1.79% | ||
| VNOM - TRGP | 53% Loosely correlated | +1.20% | ||
| PAGP - TRGP | 53% Loosely correlated | -0.26% | ||
| PAA - TRGP | 53% Loosely correlated | -0.18% | ||
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