COMPARE · Data as of August 27, 2026
PBA vs VG
Verdict: Side-by-side breakdown using the Bull Rankings model. PBA scored 45.6, VG scored 51.3 — VG leads.
Compare another set
Different reporting periods. VG's fundamentals are as of June 2026, but PBA's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
PBA
Pembina Pipeline Corporation
45.6
$51.29 · $29.8B
fundamentals as of
Score gap
5.7
VG leads
VG
Venture Global, Inc.
51.3
$14.48 · $36.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthVG+100.7%
- Strongest balance sheetPBA0.82
- Highest qualityPBA68 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
PBA
stronger →← stronger
VG
68
Qualityreturns · margins · balance sheet
52
50
Growthrevenue & earnings expansion
50
32
Valuevaluation vs sector peers
52
PBA and VG split the three pillars evenly.
Fundamentals, head-to-head
PBA
VG
$1.4bC+
FCF
-$7.0bF
+5.3%C+
Rev
+100.7%A
0.82C+
D/E
3.55D
27.4xC+
P/E
—
2.74C
PEG
0.89B+
—
P/S
2.1xB
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
PBA
VG
12% above
Price vs fair valuelower is cheaper
—
~5%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-9%
1-yr DCF upside
—
-10%
5-yr DCF upside
—
-12%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
PBA
Why this score
- Cyclical growth
- Foreign reporter (CAD)
VG
Why this score
- Cyclical growth
- Short track record
The companies
PBAPembina Pipeline Corporation
Why now
Oil & Gas Midstream · market cap $29.8b. Trading near 52-week high of $51.56 — momentum setup, limited technical margin of safety.
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 129% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Dividend payout 107% of earnings on a 4.0% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
VGVenture Global, Inc.
Why now
Oil & Gas Midstream · market cap $36.2b. 18% off the 52-week high of $17.62. Revenue growing +101% — in hypergrowth territory. PEG 0.89 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $16.47 (implying +14% upside).
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 44% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
D/E 3.55 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$7.0b) — capital raises or debt issuance likely required; dilution / leverage risk. 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
Generating verdict… typically 5–10 seconds
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 PBA and VG diverge
On the headline score the gap is 5.7 points in favor of VG. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValuePBA 32.3 · VG 51.5VG +19.2
- QualityPBA 68.4 · VG 52.4PBA +16.0
- GrowthPBA 50.0 · VG 50.0level
Pillars run 0–100 against sector peers, so a 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.