HF Sinclair vs Plains GP Holdings LP
DINO and PAGP side by side, both in industrials. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How DINO and PAGP compare
HF Sinclair is the larger company, worth 3.6 times as much as Plains GP Holdings LP ($20.4B against $5.6B).
Plains GP Holdings LP grew revenue faster over the last twelve months (12.2% versus −36.2% for HF Sinclair).
HF Sinclair keeps more of each dollar of sales as profit, with a net margin of 6.1% compared with 1.1% at Plains GP Holdings LP.
Both pay dividends: HF Sinclair yields 1.8% and Plains GP Holdings LP 7.2%.
HF Sinclair scores higher on the StockData Score (16 against 10 for Plains GP Holdings LP), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | DINO | PAGP |
|---|---|---|
| Size and price | ||
| Market cap | $20.4B | $5.6B |
| Share price | $115.00 | $28.39 |
| Change, 1 year | 113% | 60.6% |
| Change, 5 years | 249% | 148% |
| Beta (5Y) | 0.48 | 0.45 |
| Employees | 5,165 | 3,900 |
| StockData Score | ||
| Total score | 16 (better) | 10 |
| Valuation score | 4 (better) | 3 |
| Growth score | 0 | 1 (better) |
| Performance score | 4 (better) | 1 |
| Health score | 5 (better) | 2 |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 11.0× | – |
| P/S | 0.7× | 0.1× (better) |
| P/B | 2.0× | – |
| EV/EBITDA | 6.0× | 5.0× (better) |
| P/FCF | 8.8× | 2.4× (better) |
| FCF yield | 11.3% | 42.2% (better) |
| Fair value | $160.70 | $149.69 |
| Margin of safety | 28.4% | 81.0% (better) |
| Growth | ||
| Revenue growth (TTM) | −36.2% | 12.2% (better) |
| Revenue growth, 5Y average | 19.2% (better) | 13.7% |
| Net income growth (TTM) | – | 307% |
| Profitability | ||
| Gross margin | 12.9% (better) | 7.8% |
| Operating margin | 8.3% (better) | 3.1% |
| Net margin | 6.1% (better) | 1.1% |
| FCF margin | 7.4% (better) | 4.5% |
| Return on equity | 19.6% | – |
| Return on invested capital | 18.2% | – |
| Financial health | ||
| Debt / equity | 0.27 | – |
| Net debt / EBITDA | 0.15 (better) | 2.83 |
| Interest coverage | 14.7× (better) | 3.1× |
| Current ratio | 1.97 (better) | 1.12 |
| Altman Z-score | 4.24 | – |
| Piotroski F-score | 8 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 1.8% | 7.2% (better) |
| Payout ratio | 19.1% | – |
| Years of dividend growth | 0 | – |
| Dividend growth, 5Y average | 7.4% | – |
| Buyback yield | 2.7% | – |
| Shareholder yield | 4.5% | 7.2% (better) |
| Ownership | ||
| Held by institutions | 87.6% | 81.0% |
| Held by insiders | 5.7% | 1.4% |
| Insider net buying, 12 months | $689K | – |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 4.2% | 8.2% |
Go deeper
- DINO stock overview
- DINO income statement
- DINO valuation and score
- PAGP stock overview
- PAGP income statement
- PAGP valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.