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Plains GP Holdings, L.P. (PAGP)

POSITIVE
EnergyOil & Gas MidstreamUnited States

Fundamental

74

Preço

$27.25

Capitalização de Mercado

$6.27B

Yahoo FinanceTradingViewNotíciasWebsite

Parte 1 · Quanto vale a empresa

Visão Geral

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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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balanço & Liquidez

Receita

$52.31B

Últimos 12 meses (até 30/06/2026)

Resultado Líquido

$554M

Últimos 12 meses (até 30/06/2026)

Fluxo de Caixa Livre

$2.29B

Capital Próprio Total

$348M

Passivo Total

-

Rácio de Liquidez

1.12

Cobertura de Juros

3.06

Dívida/EBITDA

3.63

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

CyclicalSubvalorizada

Valor Justo

$67.38

Preço Atual

$27.25

Margem de Segurança

+59.6%

Intervalo de Valor Justo

$43.79 - $90.96

Métodos de Estimativa

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 dos Analistas:Comprar (11B / 7H / 2S)
Última Surpresa de Resultados:+119.72%

Métricas de Avaliação

Rácio P/E

9.11

ROE

40.0%

Rácio P/B

-

P/FCF

2.28

Margem Bruta

8.7%

ROIC

5.3%

Radar de Rentabilidade

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.

Critérios de Análise Fundamental

Aprovado (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

Reprovado (5)

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

Indisponível (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

Sinais mistos: algumas áreas requerem atenção

score
criteria

Qualidade dos Resultados

5.36

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

-

A recomprar ações. Favorável ao acionista

Governação

Equipa Executiva

NomeCargoIdade
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

Risco de Auditoria

5

Risco do Conselho

5

Risco de Remuneração

8

Risco dos Direitos dos Acionistas

7

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

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