Plains All American vs Antero Resources

Plains All American and Antero Resources: this page compares business models, financial performance, and market context in an objective, accessible way. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

PAA

Metric

AR

$13.62B

Market Cap

$10.93B

4.18%

Potential Profit

33.31%

Hold

Analyst Rating

Buy

Investment Analysis

Plains All American

PAA

Pros

Plains All American Pipeline is a large-cap company with a market cap of $11.86 billion and generates substantial revenue of about $47.8 billion annually.
The company offers a high dividend yield of approximately 9.01%, making it attractive for income-focused investors.
Plains All American operates in both crude oil and natural gas liquids segments, providing diversification within energy transportation and storage.

Considerations

The stock price has seen some recent downward pressure with forecasts suggesting a potential decline to around $14.94 by mid-2026.
The company has a moderate valuation with a forward P/E ratio of about 10.42, indicating limited growth expectations priced in by the market.
Plains All American’s business is exposed to volatility in crude oil and natural gas liquids markets and associated regulatory and macroeconomic risks.

Antero Resources

AR

Pros

Antero Resources is an independent exploration and production company primarily focused on natural gas and natural gas liquids with significant resource reserves.
The company benefits from a strong position in the Appalachian Basin, a prolific area for natural gas production in the US.
Antero has recently improved capital efficiency and reduced leverage, which supports financial stability and growth potential.

Considerations

Antero Resources faces commodity price volatility risks due to its heavy reliance on natural gas markets.
The company operates in a cyclical industry that is subject to regulatory and environmental scrutiny, potentially impacting operations.
Antero’s profitability and cash flow are sensitive to fluctuations in production volumes and commodity prices, which can affect dividend sustainability.

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About The Companies

Plains All American (PAA)

Plains All American Pipeline, L.P. (PAA) is a midstream energy business that transports, stores and markets crude oil, natural gas liquids (NGLs) and related products across a network of pipelines, terminals and storage facilities. With a market capitalisation around $11.6 billion, the partnership generates much of its income from fee-based contracts and long‑term throughput agreements, which can provide relatively predictable cash flow. That said, volumes and revenue can vary with oil production levels, refinery demand and broader commodity cycles. Investors should note exposure to operational risks (pipeline incidents, weather), regulatory and environmental requirements, and capital‑intensive maintenance and expansion projects. PAA has historically paid distributions, but payouts are subject to company decisions and cash‑flow variability. For those considering the stock, assess balance‑sheet strength, contract mix and volume trends; this summary is educational and not personalised investment advice. Past performance is not a guarantee of future returns and values can fall as well as rise.

Antero Resources (AR)

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Comparison Snapshot