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

Correlation

The correlation between PAGP and XOM is 0.51, 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.


-0.50.00.51.00.5

Performance

PAGP vs. XOM - Performance Comparison

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

-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
14.88%
-8.03%
PAGP
XOM

Key characteristics

Sharpe Ratio

PAGP:

1.74

XOM:

0.52

Sortino Ratio

PAGP:

2.44

XOM:

0.84

Omega Ratio

PAGP:

1.29

XOM:

1.10

Calmar Ratio

PAGP:

0.58

XOM:

0.66

Martin Ratio

PAGP:

7.49

XOM:

1.53

Ulcer Index

PAGP:

4.90%

XOM:

6.58%

Daily Std Dev

PAGP:

21.03%

XOM:

19.48%

Max Drawdown

PAGP:

-94.21%

XOM:

-62.40%

Current Drawdown

PAGP:

-50.05%

XOM:

-12.90%

Fundamentals

Market Cap

PAGP:

$4.90B

XOM:

$472.01B

EPS

PAGP:

$0.74

XOM:

$7.85

PE Ratio

PAGP:

28.45

XOM:

13.81

PEG Ratio

PAGP:

0.77

XOM:

4.47

Total Revenue (TTM)

PAGP:

$50.30B

XOM:

$345.60B

Gross Profit (TTM)

PAGP:

$25.85B

XOM:

$96.00B

EBITDA (TTM)

PAGP:

$2.28B

XOM:

$67.24B

Returns By Period

In the year-to-date period, PAGP achieves a 14.53% return, which is significantly higher than XOM's 0.69% return. Over the past 10 years, PAGP has underperformed XOM with an annualized return of -5.61%, while XOM has yielded a comparatively higher 5.95% annualized return.


PAGP

YTD

14.53%

1M

4.68%

6M

16.13%

1Y

35.14%

5Y*

12.20%

10Y*

-5.61%

XOM

YTD

0.69%

1M

-0.90%

6M

-7.46%

1Y

9.51%

5Y*

17.62%

10Y*

5.95%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

PAGP vs. XOM — 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 8383
Overall Rank
The Sharpe Ratio Rank of PAGP is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of PAGP is 8585
Sortino Ratio Rank
The Omega Ratio Rank of PAGP is 8282
Omega Ratio Rank
The Calmar Ratio Rank of PAGP is 7070
Calmar Ratio Rank
The Martin Ratio Rank of PAGP is 8787
Martin Ratio Rank

XOM
The Risk-Adjusted Performance Rank of XOM is 6161
Overall Rank
The Sharpe Ratio Rank of XOM is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of XOM is 5555
Sortino Ratio Rank
The Omega Ratio Rank of XOM is 5252
Omega Ratio Rank
The Calmar Ratio Rank of XOM is 7373
Calmar Ratio Rank
The Martin Ratio Rank of XOM is 6262
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. XOM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Plains GP Holdings, L.P. (PAGP) and Exxon Mobil Corporation (XOM). 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 1.74, compared to the broader market-2.000.002.004.001.740.52
The chart of Sortino ratio for PAGP, currently valued at 2.44, compared to the broader market-6.00-4.00-2.000.002.004.002.440.84
The chart of Omega ratio for PAGP, currently valued at 1.29, compared to the broader market0.501.001.502.001.291.10
The chart of Calmar ratio for PAGP, currently valued at 0.58, compared to the broader market0.002.004.006.000.580.66
The chart of Martin ratio for PAGP, currently valued at 7.49, compared to the broader market0.0010.0020.0030.007.491.53
PAGP
XOM

The current PAGP Sharpe Ratio is 1.74, which is higher than the XOM Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of PAGP and XOM, 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
1.74
0.52
PAGP
XOM

Dividends

PAGP vs. XOM - Dividend Comparison

PAGP's dividend yield for the trailing twelve months is around 6.44%, more than XOM's 3.61% yield.


TTM20242023202220212020201920182017201620152014
PAGP
Plains GP Holdings, L.P.
6.44%6.91%6.71%6.69%7.10%10.65%7.28%5.97%8.88%6.91%9.34%2.61%
XOM
Exxon Mobil Corporation
3.61%3.57%3.68%3.22%5.70%8.44%4.92%4.74%3.66%3.30%3.69%2.92%

Drawdowns

PAGP vs. XOM - Drawdown Comparison

The maximum PAGP drawdown since its inception was -94.21%, which is greater than XOM's maximum drawdown of -62.40%. Use the drawdown chart below to compare losses from any high point for PAGP and XOM. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-50.05%
-12.90%
PAGP
XOM

Volatility

PAGP vs. XOM - Volatility Comparison

Plains GP Holdings, L.P. (PAGP) has a higher volatility of 7.26% compared to Exxon Mobil Corporation (XOM) at 6.86%. This indicates that PAGP's price experiences larger fluctuations and is considered to be riskier than XOM 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
7.26%
6.86%
PAGP
XOM

Financials

PAGP vs. XOM - Financials Comparison

This section allows you to compare key financial metrics between Plains GP Holdings, L.P. and Exxon Mobil Corporation. 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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