Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
GLP
BUYGlobal Partners LP · Energy · United States · $1.6B · Avg Vol: $4M/d
COMPANY DESCRIPTION
Global Partners LP is a vertically integrated midstream logistics and marketing master limited partnership (MLP) engaged in the purchasing, selling, and logistics of petroleum products and renewable fuels. The company operates a vast network of refined product terminals and retail gasoline stations across the northeastern United States. Its competitive moat is sustained by its strategic terminal infrastructure, which is difficult to replicate due to regulatory and geographic constraints.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 18.9B | 16.5B | 17.2B | 18.6B | -0.6% | 19.3B | 28.2B | 34.4B | 36.1% |
| EPS | 10.06 | 3.77 | 2.45 | 2.13 | -40.4% | 3.60 | 4.71 | 3.71 | 32.0% |
| Shares | 33.9M | 33.9M | 33.7M | 33.8M | -0.5% | 34.0M | — | — | — |
| Debt | 1.4B | 1.5B | 2.0B | 2.1B | 13.2% | 2.2B | — | — | — |
| Equity | 0 | 0 | 0 | 0 | — | — | — | — | — |
| Op CF | 480.0M | 512.4M | 31.6M | 284.8M | -16.0% | 231.7M | — | — | — |
| Inv CF | -236.2M | -492.4M | -276.9M | -101.0M | — | — | — | — | — |
| Fin CF | -250.6M | -4.5M | 233.8M | -179.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of GLP are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| GLP | Global Partners LP(you) | $1.6B | 65 | BUY |
| SBR | Sabine Royalty Trust | $1.1B | 73 | BUY |
| PBT | Permian Basin Royalty Trust | $1.4B | 84 | STRONG BUY |
| LPG | Dorian LPG Ltd. | $1.9B | 90 | STRONG BUY |
| PAGP | Plains GP Holdings, L.P. | $6.2B | 56 | HOLD |
| INSW | International Seaways, Inc. | $4.6B | 81 | STRONG BUY |
| AM | Antero Midstream Corporation | $10.8B | 64 | HOLD |
| GEL | Genesis Energy, L.P. | $1.7B | 26 | SELL |
| SMC | Summit Midstream Corporation | $421M | 45 | HOLD |
| HESM | Hess Midstream LP | $8.4B | 81 | STRONG BUY |
Peer medians: ROE 9.6% · P/E 18.8x · Gross margin 44.2%