COMPARE · Data as of August 21, 2026
PAGP vs VG
Verdict: Side-by-side breakdown using the Bull Rankings model. PAGP scored 57.5, VG scored 51.3 — PAGP leads.
Compare another set
PAGP
Plains GP Holdings, L.P.
57.5
$26.84 · $6.3B
fundamentals as of
Score gap
6.2
PAGP leads
VG
Venture Global, Inc.
51.3
$14.19 · $35.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthVG+100.7%
- Strongest balance sheetPAGP0.56
- Highest qualityPAGP59 / 100
- Largest discount to fair valuePAGP-86%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
PAGP
stronger →← stronger
VG
59
Qualityreturns · margins · balance sheet
53
50
Growthrevenue & earnings expansion
50
65
Valuevaluation vs sector peers
51
PAGP is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
PAGP
VG
$2.4bB
FCF
-$7.0bF
+12.2%B+
Rev
+100.7%A
0.56B
D/E
3.55D
76.7xD
P/E
—
0.67A-
PEG
0.87B+
—
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
PAGP
VG
86% below
Price vs fair valuelower is cheaper
—
decline
Growth the price implies10-yr FCF · lower = less priced in
—
+519%
1-yr DCF upside
—
+614%
5-yr DCF upside
—
+778%
10-yr DCF upside
—
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
VG
Why this score
- Cyclical growth
- Short track record
The companies
PAGPPlains GP Holdings, L.P.
Why now
Oil & Gas Midstream · market cap $6.3b. Trading near 52-week high of $27.17 — momentum setup, limited technical margin of safety. Revenue growing +12%, comfortably above the S&P median. PEG 0.67 — paying under fair value for the growth rate. 14 sell-side analysts rate this a Buy with a mean 1-yr target of $24.86 (implying -7% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 76.7x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Dividend payout 456% of earnings on a 6.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
VGVenture Global, Inc.
Why now
Oil & Gas Midstream · market cap $35.5b. 19% off the 52-week high of $17.62. Revenue growing +101% — in hypergrowth territory. PEG 0.87 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $16.42 (implying +16% 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 PAGP and VG diverge
On the headline score the gap is 6.2 points in favor of PAGP. The widest single difference is Value, where PAGP leads by 13.2 points.
- ValuePAGP 64.5 · VG 51.3PAGP +13.2
- QualityPAGP 58.8 · VG 52.5PAGP +6.3
- GrowthPAGP 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.