Verdict: Side-by-side breakdown using the Bull Rankings model. PAGP scored 58.5, INSW scored 65.2 — INSW leads.
Compare another set
PAGP
Plains GP Holdings, L.P.
Oil & Gas Midstream · Quality-Growth
58.5
$26.62 · $6.2B
fundamentals as of
Score gap
6.7
INSW leads
INSW
International Seaways, Inc.
Oil & Gas Midstream · Quality-Growth
65.2
$119.82 · $5.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestINSW7.7x
Fastest growthINSW+57.4%
Strongest balance sheetINSW0.29
Highest qualityINSW94 / 100
Largest discount to fair valuePAGP-91%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
PAGP
stronger →← stronger
INSW
70
Qualityreturns · margins · balance sheet
94
50
Growthrevenue & earnings expansion
50
57
Valuevaluation vs sector peers
59
INSW is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
PAGP
INSW
$2.4bB
FCF
$484mC
+12.2%B+
Rev
+57.4%A
0.56B
D/E
0.29A-
60.5xC
P/E
7.7xA-
0.67A-
PEG
—
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
PAGP
INSW
91% below
Price vs fair valuelower is cheaper
35% below
decline
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~-1%/yr
+888%
1-yr DCF upside
+34%
+1006%
5-yr DCF upside
+54%
+1211%
10-yr DCF upside
+89%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
PAGP
Why this score
Raising its dividend
Cyclical growth
INSW
Why this score
Raising its dividend
Cyclical growth
The companies
PAGPPlains GP Holdings, L.P.
Oil & Gas Midstream · $26.62 · beta 0.52
Why now
Oil & Gas Midstream · market cap $6.2b. 7% off the 52-week high of $28.70. Revenue growing +12%, comfortably above the S&P median. PEG 0.67 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $26.38 (implying -1% upside).
Moat
Free cash flow runs well ahead of reported net income.
Risk
Trailing P/E 60.5x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Dividend payout 363% of earnings on a 6.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. Net margin 1.1% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
INSWInternational Seaways, Inc.
Oil & Gas Midstream · $119.82 · beta -0.10
Why now
Oil & Gas Midstream · market cap $5.9b. Trading near 52-week high of $122.75 — momentum setup, limited technical margin of safety. Revenue growing +57% — in hypergrowth territory. 6 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $119.83 (implying +0% upside).
Moat
Net margin 62% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 34% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Production-cost sensitivity — top-quartile cost producers generate cash through the cycle while marginal producers burn it; watch the cost-per-unit trend, not just headline revenue.
Verdict — model-derived comparison
INSW leads PAGP by 4.4 points (64.3 to 59.9), its sharpest advantage coming in P/E (grade A-). A contrarian could still prefer PAGP, which trades about 91% below our DCF fair value — a margin of safety the score doesn't reward.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where PAGP and INSW diverge
On the headline score the gap is 6.7 points in favor of INSW. The widest single difference is Quality, where INSW leads by 23.6 points.
QualityPAGP 70.0 · INSW 93.6INSW +23.6
ValuePAGP 57.3 · INSW 59.1level
GrowthPAGP 50.0 · INSW 50.0level
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is INSW or PAGP the better stock?
INSW scores higher: INSW 65.2, PAGP 58.5 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do INSW and PAGP differ most?
The widest gap is quality, where INSW leads by 24 points on the 0–100 pillar scale. The other two pillars are close enough to call level, so this is the one place they genuinely separate.
How are INSW and PAGP scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.