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Plains GP Holdings, L.P. (PAGP)

POSITIVE
EnergyOil & Gas MidstreamUnited States

Fondamental

74

Prix

$27.47

Capitalisation boursière

$6.27B

Partie 1 · Ce que vaut l'entreprise

Vue d'ensemble

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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Who this company fights with for the same customers

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Bilan & Liquidités

Chiffre d'affaires

$52.31B

12 derniers mois (au 30/06/2026)

Résultat net

$554M

12 derniers mois (au 30/06/2026)

Flux de trésorerie libre

$2.29B

Capitaux propres totaux

$348M

Passif total

-

Ratio de liquidité général

1.12

Couverture des intérêts

3.06

Dette/EBITDA

3.63

Bénéfice par action

Chiffre d'affaires & Résultat net

Flux de trésorerie libre

Décomposition du résultat

État historique

Marges dans le temps

La dette dans le temps

Le poids de la dette

Grille de la croissance

Croissance — Chiffre d'affaires

Estimation de la juste valeur

CyclicalSous-évalué

Juste valeur

$67.38

Prix actuel

$27.47

Marge de sécurité

+59.2%

Fourchette de juste valeur

$43.79 - $90.96

Méthodes d'estimation

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
Consensus des analystes:Acheter (11B / 7H / 2S)
Dernière surprise sur les résultats:+119.72%

Indicateurs de valorisation

Ratio P/E

9.11

ROE

40.0%

Ratio P/B

-

P/FCF

2.28

Marge brute

8.7%

ROIC

5.3%

Radar de rentabilité

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.

Critères d'analyse fondamentale

Réussi (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

Échoué (5)

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

Indisponible (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)

Score F de Piotroski

5/9

Signaux mixtes : certains domaines nécessitent attention

score
criteria

Qualité des bénéfices

5.36

Qualité élevée : bénéfices soutenus par la trésorerie

Dilution du capital

-

Rachat d'actions. Favorable aux actionnaires

Gouvernance

Équipe dirigeante

NomTitreÂge
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

Risque d'audit

5

Risque du conseil

5

Risque de rémunération

8

Risque droits des actionnaires

7

Partie 2 · Le prix et le moment d'entrer

Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition 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