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Plains GP Holdings, L.P. (PAGP)

POSITIVE
EnergyOil & Gas MidstreamUnited States

Fundamental

74

Precio

$27.25

Capitalización Bursátil

$6.27B

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Parte 1 · Cuánto vale la empresa

Resumen

Plains GP Holdings, L.P., through its subsidiary, Plains All American Pipeline, L.P., owns and operates midstream infrastructure systems in the United States and Canada. It operates through Crude Oil and Natural Gas Liquids (NGLs) segments. The company engages in the gathering and transporting crude oil using pipelines, trucks, and barges or railcars. It also provides terminalling, storage, and other related services. In addition, the company is involved in the natural gas processing and NGL fractionation, storage, transportation, and terminalling activities. PAA GP Holdings LLC operates as a general partner of the company. Plains GP Holdings, L.P. was incorporated in 2013 and is headquartered in Houston, Texas.

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Balance y Liquidez

Ingresos

$52.31B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$554M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$2.29B

Patrimonio Neto Total

$348M

Pasivo Total

-

Ratio de Liquidez

1.12

Cobertura de Intereses

3.06

Deuda/EBITDA

3.63

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

CyclicalInfravalorado

Valor Justo

$67.38

Precio Actual

$27.25

Margen de Seguridad

+59.6%

Rango de Valor Justo

$43.79 - $90.96

Métodos de Estimación

Analyst price target:$24.93
Discounted cash flow (DCF):Not applicable to this type of company
Earnings multiple (P/E):$4.58
Graham growth formula:Not applicable to this type of company
Earnings power value (EPV):$81.65
Justified P/B:Not applicable to this type of company
Dividend discount (Gordon):Not applicable to this type of company
P/FFO, funds from operations:Not applicable to this type of company
Mid-cycle earnings:$98.26
Revenue multiple:Not applicable to this type of company
Consenso de Analistas:Comprar (11B / 7H / 2S)
Última Sorpresa de Resultados:+119.72%

Métricas de Valoración

Ratio P/E

9.11

ROE

40.0%

Ratio P/B

-

P/FCF

2.28

Margen Bruto

8.7%

ROIC

5.3%

Radar de Rentabilidad

Value Creation (Economic Moat)

ROIC

5.3%

WACC

5.7%

ROIC − WACC

-0.3 pp

ROIC is roughly in line with the cost of capital — the company is barely covering its capital cost.

Criterios de Análisis Fundamental

Superado (15)

  • ROIC 5.3%
  • P/FCF 2.28
  • Positive Free Cash Flow
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Low reliance on intangibles
  • DCF valuation (Undervalued)
  • ROE 40.0%
  • Revenue Growth 5Y 13.7%
  • Analyst Consensus 55% Buy
  • Earnings Surprise avg 14.1%
  • Earnings Quality (OCF/NI) 5.36
  • Net Margin Trend 1.1% vs 0.3%
  • Piotroski F-Score 5/9

Fallido (5)

  • Price CAGR -2.53%
  • Gross Margin 8.7%
  • Operating Margin 3.1%
  • CapEx intensity
  • Return on Tangible Assets

No disponible (7)

  • EPS data insufficient
  • P/B Ratio NaN
  • Dividend Payout NaN%
  • Debt/Equity ratio
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Share Dilution (missing shares data)

Piotroski F-Score

5/9

Señales mixtas: algunas áreas requieren atención

score
criteria

Calidad de los Beneficios

5.36

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

-

Recomprando acciones. Favorable para el accionista

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. Wilfred C.W. ChiangChairman, President & CEO of PAA GP Holdings LLC64
Mr. Al P. SwansonExecutive VP & CFO of PAA GP Holdings LLC61
Mr. Chris R. ChandlerExecutive VP & COO of PAA GP Holdings LLC52
Mr. Richard Kelly McGeeExecutive VP, General Counsel & Secretary of PAA GP Holdings LLC64
Mr. Gregory L. ArmstrongDirector & Senior Advisor to the CEO of PAA GP Holdings LLC67
Mr. Harry N. PefanisSenior Advisor to CEO & Director of PAA GP Holdings LLC68
Mr. Jeremy L. GoebelExecutive VP & Chief Commercial Officer of PAA GP Holdings LLC47
Mr. Chris HerboldSenior VP of Finance & Chief Accounting Officer of PAA GP Holdings LLC53
Mr. Blake Michael FernandezVice President of Investor Relations of PAA GP Holdings LLC-
Mr. Jim TillisVice President of Human Resources of PAA GP Holdings LLC57

Riesgo de Auditoría

5

Riesgo del Consejo

5

Riesgo de Compensación

8

Riesgo de Derechos del Accionista

7

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Latest News

Recent headlines for PAGP, sourced from Markets Gazette.

  • 3/6/2026NEUTRAL
    What Analysts Are Saying About Plains GP Holdings Stock

    Plains GP Holdings (PAGP) has received mixed analyst ratings recently. Raymond James maintained an 'Outperform' rating in both January and February 2022, indicating a positive outlook from that firm. However, Bank of America Securities maintained an 'Underperform' rating in January 2022. This divergence suggests differing views among analysts on the stock's future performance. Investors should consider these varied perspectives when evaluating PAGP, as the 'Outperform' ratings are countered by an 'Underperform' rating, creating a neutral overall sentiment based on the provided data.

via Markets Gazette