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PAGP vs. SBR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PAGP and SBR is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

Performance

PAGP vs. SBR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Plains GP Holdings, L.P. (PAGP) and Sabine Royalty Trust (SBR). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
19.38%
16.51%
PAGP
SBR

Key characteristics

Sharpe Ratio

PAGP:

1.92

SBR:

1.02

Sortino Ratio

PAGP:

2.64

SBR:

1.49

Omega Ratio

PAGP:

1.32

SBR:

1.20

Calmar Ratio

PAGP:

0.63

SBR:

0.82

Martin Ratio

PAGP:

8.27

SBR:

4.31

Ulcer Index

PAGP:

4.88%

SBR:

5.09%

Daily Std Dev

PAGP:

21.08%

SBR:

21.48%

Max Drawdown

PAGP:

-94.21%

SBR:

-56.41%

Current Drawdown

PAGP:

-49.19%

SBR:

-8.65%

Fundamentals

Market Cap

PAGP:

$4.92B

SBR:

$980.90M

EPS

PAGP:

$0.83

SBR:

$6.49

PE Ratio

PAGP:

24.98

SBR:

10.37

PEG Ratio

PAGP:

0.77

SBR:

0.00

Total Revenue (TTM)

PAGP:

$50.30B

SBR:

$63.48M

Gross Profit (TTM)

PAGP:

$25.85B

SBR:

$63.48M

EBITDA (TTM)

PAGP:

$2.28B

SBR:

$60.75M

Returns By Period

In the year-to-date period, PAGP achieves a 16.53% return, which is significantly higher than SBR's 6.77% return. Over the past 10 years, PAGP has underperformed SBR with an annualized return of -5.45%, while SBR has yielded a comparatively higher 13.90% annualized return.


PAGP

YTD

16.53%

1M

7.04%

6M

20.36%

1Y

39.10%

5Y*

12.90%

10Y*

-5.45%

SBR

YTD

6.77%

1M

7.44%

6M

16.64%

1Y

19.94%

5Y*

24.17%

10Y*

13.90%

*Annualized

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Risk-Adjusted Performance

PAGP vs. SBR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PAGP
The Risk-Adjusted Performance Rank of PAGP is 8585
Overall Rank
The Sharpe Ratio Rank of PAGP is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of PAGP is 8888
Sortino Ratio Rank
The Omega Ratio Rank of PAGP is 8484
Omega Ratio Rank
The Calmar Ratio Rank of PAGP is 7171
Calmar Ratio Rank
The Martin Ratio Rank of PAGP is 8989
Martin Ratio Rank

SBR
The Risk-Adjusted Performance Rank of SBR is 7474
Overall Rank
The Sharpe Ratio Rank of SBR is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of SBR is 6969
Sortino Ratio Rank
The Omega Ratio Rank of SBR is 7070
Omega Ratio Rank
The Calmar Ratio Rank of SBR is 7575
Calmar Ratio Rank
The Martin Ratio Rank of SBR is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PAGP vs. SBR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Plains GP Holdings, L.P. (PAGP) and Sabine Royalty Trust (SBR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for PAGP, currently valued at 1.92, compared to the broader market-2.000.002.004.001.921.02
The chart of Sortino ratio for PAGP, currently valued at 2.64, compared to the broader market-4.00-2.000.002.004.002.641.49
The chart of Omega ratio for PAGP, currently valued at 1.32, compared to the broader market0.501.001.502.001.321.20
The chart of Calmar ratio for PAGP, currently valued at 0.63, compared to the broader market0.002.004.006.000.630.82
The chart of Martin ratio for PAGP, currently valued at 8.27, compared to the broader market0.005.0010.0015.0020.0025.0030.008.274.31
PAGP
SBR

The current PAGP Sharpe Ratio is 1.92, which is higher than the SBR Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of PAGP and SBR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00SeptemberOctoberNovemberDecember2025February
1.92
1.02
PAGP
SBR

Dividends

PAGP vs. SBR - Dividend Comparison

PAGP's dividend yield for the trailing twelve months is around 6.33%, less than SBR's 7.95% yield.


TTM20242023202220212020201920182017201620152014
PAGP
Plains GP Holdings, L.P.
6.33%6.91%6.71%6.69%7.10%10.65%7.28%5.97%8.88%6.91%9.34%2.61%
SBR
Sabine Royalty Trust
7.95%8.41%9.41%10.13%7.72%8.59%7.49%8.98%5.31%5.50%11.82%11.45%

Drawdowns

PAGP vs. SBR - Drawdown Comparison

The maximum PAGP drawdown since its inception was -94.21%, which is greater than SBR's maximum drawdown of -56.41%. Use the drawdown chart below to compare losses from any high point for PAGP and SBR. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%SeptemberOctoberNovemberDecember2025February
-49.19%
-8.65%
PAGP
SBR

Volatility

PAGP vs. SBR - Volatility Comparison

Plains GP Holdings, L.P. (PAGP) has a higher volatility of 7.06% compared to Sabine Royalty Trust (SBR) at 5.77%. This indicates that PAGP's price experiences larger fluctuations and is considered to be riskier than SBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%SeptemberOctoberNovemberDecember2025February
7.06%
5.77%
PAGP
SBR

Financials

PAGP vs. SBR - Financials Comparison

This section allows you to compare key financial metrics between Plains GP Holdings, L.P. and Sabine Royalty Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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