PBF Logistics (PBFX) vs. Plains All American Pipeline (PAA) Head-To-Head Comparison

PBF Logistics (NYSE: PBFX) and Plains All American Pipeline (NYSE:PAA) are both oils/energy companies, but which is the better business? We will compare the two businesses based on the strength of their earnings, analyst recommendations, dividends, risk, valuation, profitability and institutional ownership.

Dividends

PBF Logistics pays an annual dividend of $1.94 per share and has a dividend yield of 9.5%. Plains All American Pipeline pays an annual dividend of $1.20 per share and has a dividend yield of 4.8%. PBF Logistics pays out 89.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Plains All American Pipeline pays out 127.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. PBF Logistics has raised its dividend for 3 consecutive years. PBF Logistics is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Profitability

This table compares PBF Logistics and Plains All American Pipeline’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
PBF Logistics 36.52% 60.45% 12.44%
Plains All American Pipeline 3.26% 10.01% 3.52%

Insider and Institutional Ownership

35.4% of PBF Logistics shares are held by institutional investors. Comparatively, 43.8% of Plains All American Pipeline shares are held by institutional investors. 1.1% of Plains All American Pipeline shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Volatility and Risk

PBF Logistics has a beta of 1.18, meaning that its share price is 18% more volatile than the S&P 500. Comparatively, Plains All American Pipeline has a beta of 0.73, meaning that its share price is 27% less volatile than the S&P 500.

Earnings & Valuation

This table compares PBF Logistics and Plains All American Pipeline’s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
PBF Logistics $254.81 million 3.36 $100.28 million $2.17 9.42
Plains All American Pipeline $26.22 billion 0.70 $856.00 million $0.94 26.81

Plains All American Pipeline has higher revenue and earnings than PBF Logistics. PBF Logistics is trading at a lower price-to-earnings ratio than Plains All American Pipeline, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of current ratings and recommmendations for PBF Logistics and Plains All American Pipeline, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
PBF Logistics 0 1 2 0 2.67
Plains All American Pipeline 0 6 13 0 2.68

PBF Logistics presently has a consensus price target of $23.50, indicating a potential upside of 14.91%. Plains All American Pipeline has a consensus price target of $25.88, indicating a potential upside of 2.71%. Given PBF Logistics’ higher possible upside, research analysts plainly believe PBF Logistics is more favorable than Plains All American Pipeline.

Summary

PBF Logistics beats Plains All American Pipeline on 10 of the 17 factors compared between the two stocks.

About PBF Logistics

PBF Logistics LP owns, leases, acquires, develops, and operates crude oil and refined petroleum products terminals, pipelines, storage facilities, and other logistics assets in the United States. It operates through Transportation and Terminaling, and Storage segments. The company's assets include Delaware City rail unloading terminal, a light crude oil rail unloading terminal, which serves Delaware City and Paulsboro refineries; Toledo truck unloading Terminal, that serves Toledo refinery; Delaware City west heavy unloading rack, a heavy crude oil unloading facility, which serves Delaware City refinery; and a terminaling facility that consists of 27 propane storage bullets and a truck loading facility. Its storage facility consists of 30 tanks for storing crude oil, refined products, and intermediates. PBF Logistics GP LLC serves as the general partner of the partnership. The company was founded in 2012 and is based in Parsippany, New Jersey.

About Plains All American Pipeline

Plains All American Pipeline, L.P., through its subsidiaries, engages in the transportation, storage, terminalling, and marketing of crude oil, natural gas liquids (NGL), and natural gas in the United States and Canada. The company operates in three segments: Transportation, Facilities, and Supply and Logistics. The Transportation segment transports crude oil and NGL through pipelines, gathering systems, trucks, and barges. As of December 31, 2017, this segment owned and leased 18,700 miles of active crude oil and NGL pipelines and gathering systems; 32 million barrels of active and above-ground tank capacity; 810 trailers; 60 transport and storage barges; and 30 transport tugs. The Facilities segment provides storage, terminalling, and throughput services for crude oil, NGL, and natural gas; and NGL fractionation and isomerization, and natural gas and condensate processing services. This segment owned and operated approximately 77 million barrels of crude oil storage capacity; 34 million barrels of NGL storage capacity; 67 billion cubic feet of natural gas storage working capacity; 25 billion cubic feet of base gas; 9 natural gas processing plants; 1 condensate processing facility; 8 fractionation plants; 34 crude oil and NGL rail terminals; 5 marine facilities; and 1,000 miles of active pipelines. The Supply and Logistics segment purchases crude oil at the wellhead, pipeline, terminal, and rail facilities; stores inventory, and NGL and natural gas; purchases NGL; resells or exchanges crude oil and NGL; and transports crude oil and NGL on trucks, barges, railcars, pipelines, and vessels. This segment owned 14 million barrels of crude oil and NGL linefill; 4 million barrels of crude oil and NGL linefill; 730 trucks and 900 trailers; and 10,100 crude oil and NGL railcars. Plains All American Pipeline, L.P. was founded in 1998 and is headquartered in Houston, Texas. Plains All American Pipeline, L.P. operates as a subsidiary of Plains GP Holdings, L.P

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