Antero Midstream Corporation (AM) vs Plains All American Pipeline, L.P. (PAA)

Antero Midstream Corporation and Plains All American Pipeline, L.P. are both Oil & Gas Midstream companies. Plains All American Pipeline, L.P. is the larger, with a market value of $17.4B against $10.1B — 1.7× the size. Plains All American Pipeline, L.P. trades at the lower P/E: 6.8× against 24.9×. Plains All American Pipeline, L.P. grew revenue faster over the last twelve months: 13.1% against 6.87%. Antero Midstream Corporation has the higher net margin (32.4% vs 4.87%) and the higher return on invested capital (7.39% vs 4.74%). Both pay a dividend; Antero Midstream Corporation yields more (7.56% vs 7.20%). Across the 22 metrics below, Plains All American Pipeline, L.P. leads on 15 and Antero Midstream Corporation on 7.

Valuation

Metric AM PAA Oil & Gas Midstream median
P/E 24.92 6.76 13.19
P/S 8.06 0.33 2.60
P/B 5.11 1.41 2.08
Price to free cash flow 8.61 7.07 10.14
EV/EBITDA 15.10 9.42 8.11
EV/Sales 10.74 0.47 3.89
Earnings yield 4.01% 14.78% 6.83%
Free cash flow yield 11.61% 14.15% 6.94%

Profitability

Metric AM PAA Oil & Gas Midstream median
Gross margin 78.34% 5.55% 58.81%
Operating margin 52.83% 3.14% 32.14%
Net margin 32.36% 4.87% 21.16%
Free cash flow margin 93.59% 4.66% 10.15%
Return on equity 19.80% 21.98% 11.30%
Return on assets 6.60% 9.03% 5.00%
Return on invested capital 7.39% 4.74% 6.13%

Growth

Metric AM PAA Oil & Gas Midstream median
Revenue growth (TTM) 6.87% 13.08% 15.44%
EPS growth (last fiscal year) 3.61% 127.40% —
Revenue growth, 5-year CAGR 5.70% 13.70% 8.96%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AM PAA Oil & Gas Midstream median
Debt to equity 1.83 0.59 0.78
Current ratio 0.84 1.12 1.19
Net debt to EBITDA 3.46 4.58 3.42

Dividend

Metric AM PAA Oil & Gas Midstream median
Dividend yield 7.56% 7.20% 7.29%
Payout ratio — — 0.64

Size

Metric AM PAA Oil & Gas Midstream median
Market cap 10.08b 17.39b 3.61b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack