PBF Energy vs Plains GP

This page compares PBF Energy (PBF Energy Inc.) and Plains GP Holdings, L.P., examining their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how each company operates and fits within the energy sector. Educational content, not financial advice.

This page compares PBF Energy (PBF Energy Inc.) and Plains GP Holdings, L.P., examining their business models, financial performance, and market context. It presents neutral, accessible information to...

About The Companies

PBF Energy (PBF)

PBF Energy Inc. (PBF) is an independent US petroleum refiner and supplier that converts crude oil into fuels and feedstocks such as gasoline, diesel, jet fuel, heating oil and asphalt. With a market capitalisation of about $3.25 billion, PBF’s performance is closely tied to refining margins, utilisation rates and the price and availability of crude. The company’s business is capital-intensive and cyclical: profits can expand when margins widen and crude costs stabilise, but shrink when margins compress or demand softens. Investors should weigh operational strengths — such as refinery complexity and location advantages — against risks including volatile commodity prices, environmental regulation, and cyclical demand. Financial flexibility, including balance-sheet strength and capital allocation (debt, dividends, reinvestment), also materially affects resilience. This summary is for educational purposes only and not financial advice; returns are not guaranteed and investments can fall as well as rise.

Plains GP (PAGP)

Plains GP Holdings, L.P. (PAGP) is a midstream energy partnership focused on owning general partner interests and incentive distribution rights tied to pipeline, storage and terminal assets that handle crude oil and related products. The business model typically generates fee-based cash flows from transportation and storage services, which can provide a degree of stability versus pure commodity producers, though results remain linked to activity on U.S. oil systems and overall energy demand. Investors should note exposure to oil price cycles, throughput volumes and regulatory developments affecting pipeline operations. The partnership historically offered distributions but classification, payout levels and tax implications can change. For those researching PAGP, consider the balance sheet, distribution coverage, contractual fee structures and relationships with operating affiliates, and be aware that past performance is no guarantee of future returns. This is general educational information, not personal financial advice; suitability depends on your objectives, risk tolerance and tax situation.

Comparison Snapshot

Key Financial Metrics

PBF

Metric

PAGP

$3.57B

Market Cap

$3.71B

2.11%

Potential Profit

11.69%

Hold

Analyst Rating

Buy

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Which Baskets Do They Appear In?

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Following Stellantis's cancellation of its electric Ram pickup due to slowing EV demand, a new investment opportunity emerges. This theme focuses on automakers that are strategically pivoting to hybrid and traditional models to meet current market realities.

Published: September 14, 2025

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Downstream Winners From Falling Oil Prices in 2025

Recent data shows oil prices are dropping due to oversupply and concerns about U.S. demand. This theme identifies companies in sectors like transportation and manufacturing that stand to benefit from lower energy costs.

Published: September 12, 2025

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Published: September 9, 2025

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Refining a New Opportunity: Venezuelan Crude Returns

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Published: August 18, 2025

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Venezuelan Oil's Return to U.S. Refiners

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The Venezuelan Crude Comeback

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OPEC+ Opens The Taps: Fuel-Intensive Stocks

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Investment Analysis

PBF Energy

PBF

Pros

PBF Energy operates a well-diversified refining and logistics business supplying multiple petroleum products across major US regions, supporting stable market access.
Recent Q3 2025 results showed improvement with income from operations rising to $285.9 million, reversing previous losses and demonstrating operational recovery.
The company declared a dividend yield above 3%, reflecting a shareholder return policy despite recent losses.

Considerations

PBF Energy is currently unprofitable with a negative net income and negative earnings per share, posing risks to sustained profitability.
Analysts project a potential stock price decline over the next year with an average price target significantly below current trading levels.
The company's stock exhibits high volatility and a recent downward price trend, indicating potential market and execution risks.

Plains GP

PAGP

Pros

Plains GP operates significant midstream infrastructure facilitating crude oil gathering, transportation, and storage, essential for oil supply chains.
The company benefits from stable fee-based revenue models that provide steady cash flow less sensitive to commodity price swings.
Strong asset footprint and strategic pipelines across key US oil-producing regions support long-term growth prospects.

Considerations

Plains GP faces exposure to regulatory and environmental risks impacting pipeline operations and expansion potential.
The company is sensitive to oil production volumes and midstream sector cyclicality, which could impact revenue in downturns.
Recent market conditions and competitive pressures could limit near-term growth and pressure distribution sustainability.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

EV Slowdown Stocks | Automaker Pivot Opportunities

Downstream Winners From Falling Oil Prices in 2025

Oil Price Shift Overview: OPEC+ Production Strategy

Which Baskets Do They Appear In?

EV Slowdown Stocks | Automaker Pivot Opportunities

Downstream Winners From Falling Oil Prices in 2025

Oil Price Shift Overview: OPEC+ Production Strategy