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PAA

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Plains All American Pipeline, L.P. · Energy · United States · $15.0B · Avg Vol: $60M/d

61
StockRank
Q
42
V
50
M
58
P/E (TTM)
19.4x
ROE
10.4%
D/E
0.9x
Dividend %
7.5%
AI CONVICTION THESIS

Plains All American is a vital midstream operator in the Permian Basin. As global energy supply remains fragile due to Middle East conflicts, US oil and gas production is the critical global swing producer. PAA's high-quality pipeline infrastructure and strong free cash flow generation provide a highly defensive, high-yielding way to play the structural demand for US energy exports.

COMPANY DESCRIPTION

Plains All American Pipeline, L.P. is a leading North American energy infrastructure company specializing in the transportation, storage, and marketing of crude oil and natural gas liquids (NGLs). Its extensive network of pipelines and storage terminals provides critical midstream services, establishing a significant competitive moat through high capital barriers to entry and demand for essential infrastructure. As a Master Limited Partnership (MLP), it focuses on stable, fee-based assets.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue57.3B47.3B48.9B44.3B-8.3%
EPS1.191.400.731.6611.7%
Shares698.4M701.0M703.8M705.5M+1.0%
Debt8.8B8.0B7.8B11.5B9.4%
Equity0000
Op CF2.4B2.7B2.5B2.9B6.8%
Inv CF-526.0M-702.0M-1.5B-3.8B
Fin CF-1.9B-2.0B-1.1B799.0M
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PRICE (1Y)-1.1%
21.3422.0422.7423.4524.15May 8Jun 1Jun 22
SMA 50SMA 200
Close
$21.48
RSI (14)
23.4
52W High
$24.26
From 52W High
0.9%

SCORE BREAKDOWN

Quality
42
ROIC
7.7%53.2
ROE
10.4%65.0
GP/Assets
8.9%25.3
Op. Margin
2.8%35.0
FCF/Assets
3.7%60.9
Piotroski
545.0
Int. Cover
3.5x44.4
D/E Ratio
0.90x25.7
Current Ratio
0.94x27.0
Value
50
P/E (TTM)
19.4x41.6
EV/EBITDA
13.4x17.0
P/FCF
13.6x51.6
P/B
2.0x36.6
P/S
0.3x89.0
Div Yield
7.5%88.2
Momentum
58
52W High %
89%84.4
RS 6M
14%60.0
SMA 50/200
1.17x61.4
EPS Rev 4W
+4.8%80.9
EPS Rev 12W
+29.2%65.4
EPS Improve
+79%52.0
Q Growth
-66%9.9

FUNDAMENTALS

Market Cap
$15.0B
P/E (Forward)
10.8x
Gross Margin
5.9%

SECTOR PEERS

Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of PAA are excluded.

TickerCompanyMkt CapStockRankSignal
PAAPlains All American Pipeline, L.P.(you)$15.0B61HOLD
VNOMViper Energy, Inc.$15.6B57HOLD
AMAntero Midstream Corporation$10.3B66BUY
DTMDT Midstream, Inc.$14.7B40HOLD
CQPCheniere Energy Partners, L.P.$28.3B48HOLD
PAGPPlains GP Holdings, L.P.$5.4B67BUY
TRGPTarga Resources Corp.$55.3B63HOLD
VGVenture Global, Inc.$27.3B42HOLD
OKEONEOK, Inc.$53.2B55HOLD
KNTKKinetik Holdings Inc.$7.8B43HOLD

Peer medians: ROE 9.6% · P/E 18.5x · Gross margin 40.7%

Plains All American Pipeline, L.P. (PAA) — Stock Score Summary

Plains All American Pipeline, L.P. (PAA) has a MoatMap StockRank of 61/100 based on Quality (42/100), Value (50/100), and Momentum (58/100) factor scores. The current signal is HOLD. Plains All American is a vital midstream operator in the Permian Basin. As global energy supply remains fragile due to Middle East conflicts, US oil and gas production is the critical global swing producer. PAA's high-quality pipeline infrastructure and strong free cash flow generation provide a highly defensive, high-yielding way to play the structural demand for US energy exports.

Plains All American Pipeline, L.P. is a leading North American energy infrastructure company specializing in the transportation, storage, and marketing of crude oil and natural gas liquids (NGLs). Its extensive network of pipelines and storage terminals provides critical midstream services, establishing a significant competitive moat through high capital barriers to entry and demand for essential infrastructure. As a Master Limited Partnership (MLP), it focuses on stable, fee-based assets.

Key Financial Metrics

Price$21.48
Market Cap$15.0B
P/E (TTM)19.35
P/E (Forward)10.82
Price/Book2.00
Return on Equity10.4%
Return on Invested Capital7.7%
Debt/Equity90.31
Gross Margin5.9%
Operating Margin2.8%
Revenue Growth8.7%
Dividend Yield7.5%
Free Cash Flow$1.1B

Plains All American Pipeline, L.P. operates in the Oil & Gas Midstream industry, part of the Energy sector (United States).

Frequently Asked Questions

What is Plains All American Pipeline, L.P.’s (PAA) StockRank?
MoatMap’s StockRank for Plains All American Pipeline, L.P. (PAA) is 61/100, with a Hold signal. It is a composite of Quality (42), Value (50), and Momentum (58) factor ranks across MoatMap’s 20,000+ stock universe.
Does Plains All American Pipeline, L.P. have an economic moat?
Plains All American Pipeline, L.P. (PAA) has a Quality factor score of 42/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Plains All American Pipeline, L.P. a buy, hold, or sell?
MoatMap’s current signal for Plains All American Pipeline, L.P. (PAA) is Hold, based on a StockRank of 61/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Plains All American Pipeline, L.P. in?
Plains All American Pipeline, L.P. (PAA) operates in the Energy sector, specifically the Oil & Gas Midstream industry (United States).