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WES vs. PAGP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

WES vs. PAGP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Western Midstream Partners, LP (WES) and Plains GP Holdings, L.P. (PAGP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WES achieves a 17.33% return, which is significantly lower than PAGP's 33.60% return. Over the past 10 years, WES has outperformed PAGP with an annualized return of 8.93%, while PAGP has yielded a comparatively lower 6.02% annualized return.


WES

1D
-0.02%
1M
2.00%
YTD
17.33%
6M
17.99%
1Y
27.17%
3Y*
30.04%
5Y*
25.05%
10Y*
8.93%

PAGP

1D
0.70%
1M
6.21%
YTD
33.60%
6M
36.96%
1Y
43.47%
3Y*
29.22%
5Y*
22.80%
10Y*
6.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WES vs. PAGP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WES
Western Midstream Partners, LP
17.33%12.77%43.58%19.46%29.29%72.31%-19.13%-22.65%-20.23%-8.01%
PAGP
Plains GP Holdings, L.P.
33.60%12.69%23.64%38.09%31.78%28.97%-51.17%0.30%-3.49%-32.11%

Correlation

The correlation between WES and PAGP is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.54

Correlation (3Y)
Calculated over the trailing 3-year period

0.58

Correlation (5Y)
Calculated over the trailing 5-year period

0.62

Correlation (10Y)
Calculated over the trailing 10-year period

0.60

Correlation (All Time)
Calculated using the full available price history since Oct 17, 2013

0.58

The correlation between WES and PAGP has been stable across timeframes, ranging from 0.54 to 0.62 - a consistent structural relationship.

Fundamentals

Market Cap

WES:

$17.77B

PAGP:

$17.39B

EPS

WES:

$3.09

PAGP:

$2.23

PE Ratio

WES:

14.36

PAGP:

11.03

PEG Ratio

WES:

1.06

PAGP:

0.15

PS Ratio

WES:

4.29

PAGP:

0.18

PB Ratio

WES:

5.07

PAGP:

1.36

Total Revenue (TTM)

WES:

$4.05B

PAGP:

$45.26B

Gross Profit (TTM)

WES:

$2.79B

PAGP:

$2.07B

EBITDA (TTM)

WES:

$2.16B

PAGP:

$2.44B

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Return for Risk

WES vs. PAGP — Risk / Return Rank

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

WES
WES Risk / Return Rank: 7878
Overall Rank
WES Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
WES Sortino Ratio Rank: 7373
Sortino Ratio Rank
WES Omega Ratio Rank: 7373
Omega Ratio Rank
WES Calmar Ratio Rank: 8383
Calmar Ratio Rank
WES Martin Ratio Rank: 8181
Martin Ratio Rank

PAGP
PAGP Risk / Return Rank: 8888
Overall Rank
PAGP Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
PAGP Sortino Ratio Rank: 9191
Sortino Ratio Rank
PAGP Omega Ratio Rank: 8989
Omega Ratio Rank
PAGP Calmar Ratio Rank: 8484
Calmar Ratio Rank
PAGP Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WES vs. PAGP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Western Midstream Partners, LP (WES) and Plains GP Holdings, L.P. (PAGP). 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.


WESPAGPDifference
Sharpe ratioReturn per unit of total volatility

-1.08

Sortino ratioReturn per unit of downside risk

-1.40

Omega ratioGain probability vs. loss probability

1.24

1.41

-0.17

Calmar ratioReturn relative to maximum drawdown

2.90

3.02

-0.13

Martin ratioReturn relative to average drawdown

6.59

8.86

-2.27

WES vs. PAGP - Sharpe Ratio Comparison

The current WES Sharpe Ratio is 1.35, which is lower than the PAGP Sharpe Ratio of 2.43. The chart below compares the historical Sharpe Ratios of WES and PAGP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


WESPAGPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

2.43

-1.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.86

0.84

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.19

0.14

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

-0.01

+0.24

Drawdowns

WES vs. PAGP - Drawdown Comparison

The maximum WES drawdown since its inception was -93.66%, roughly equal to the maximum PAGP drawdown of -94.21%. Use the drawdown chart below to compare losses from any high point for WES and PAGP.


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Drawdown Indicators


WESPAGPDifference

Max Drawdown

Largest peak-to-trough decline

-93.66%

-94.21%

+0.55%

Max Drawdown (1Y)

Largest decline over 1 year

-9.42%

-14.44%

+5.02%

Max Drawdown (3Y)

Largest decline over 3 years

-16.65%

-21.02%

+4.37%

Max Drawdown (5Y)

Largest decline over 5 years

-23.54%

-23.89%

+0.35%

Max Drawdown (10Y)

Largest decline over 10 years

-91.90%

-88.04%

-3.86%

Current Drawdown

Current decline from peak

-6.28%

-34.35%

+28.07%

Average Drawdown

Average peak-to-trough decline

-28.52%

-57.72%

+29.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.14%

4.92%

-0.78%

Volatility

WES vs. PAGP - Volatility Comparison

Western Midstream Partners, LP (WES) has a higher volatility of 7.29% compared to Plains GP Holdings, L.P. (PAGP) at 6.71%. This indicates that WES's price experiences larger fluctuations and is considered to be riskier than PAGP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WESPAGPDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.29%

6.71%

+0.58%

Volatility (6M)

Calculated over the trailing 6-month period

15.48%

13.28%

+2.20%

Volatility (1Y)

Calculated over the trailing 1-year period

20.31%

18.01%

+2.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.22%

27.38%

+1.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.64%

41.75%

+4.89%

Dividends

WES vs. PAGP - Dividend Comparison

WES's dividend yield for the trailing twelve months is around 8.25%, more than PAGP's 6.48% yield.


PositionTTM20252024202320222021202020192018201720162015
PAGP
Plains GP Holdings, L.P.
6.48%7.94%6.91%6.71%6.69%7.10%10.65%7.28%5.97%8.88%6.91%9.34%
WES
Western Midstream Partners, LP
8.25%9.13%8.33%8.52%6.80%5.69%11.25%12.45%8.28%5.43%4.03%3.86%

Financials

WES vs. PAGP - Financials Comparison

This section allows you to compare key financial metrics between Western Midstream Partners, LP and Plains GP Holdings, L.P.. 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


0.005.00B10.00B15.00B20222023202420252026
1.12B
12.47B
(WES) Total Revenue
(PAGP) Total Revenue
Values in USD except per share items

WES vs. PAGP - Profitability Comparison

The chart below illustrates the profitability comparison between Western Midstream Partners, LP and Plains GP Holdings, L.P. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
76.5%
0
Portfolio components
WES - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Western Midstream Partners, LP reported a gross profit of 859.34M and revenue of 1.12B. Therefore, the gross margin over that period was 76.5%.

PAGP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Plains GP Holdings, L.P. reported a gross profit of 0.00 and revenue of 12.47B. Therefore, the gross margin over that period was 0.0%.

WES - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Western Midstream Partners, LP reported an operating income of 469.19M and revenue of 1.12B, resulting in an operating margin of 41.8%.

PAGP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Plains GP Holdings, L.P. reported an operating income of 405.00M and revenue of 12.47B, resulting in an operating margin of 3.3%.

WES - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Western Midstream Partners, LP reported a net income of 350.28M and revenue of 1.12B, resulting in a net margin of 31.2%.

PAGP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Plains GP Holdings, L.P. reported a net income of 551.00M and revenue of 12.47B, resulting in a net margin of 4.4%.


Frequently Asked Questions


WES and PAGP have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WES has higher volatility (7.29%) compared to PAGP (6.71%). In terms of maximum drawdown, WES dropped -93.66% vs PAGP's -94.21%.

PAGP currently has the higher Sharpe Ratio (2.43 vs 1.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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