GLP
BuyFull HouseAPPROVEGlobal Partners LP · Energy · United States · $1.6B · Avg Vol: $3M/d
Full House: Strong business, sensible price, market agrees. The rare full house.
Screen-pass. Global Partners LP: Q57/V59/M61, every leg clears the 50 floor; corroborated by net insider buying 0.03% of listed shares in 90d; active buyback (1 filing days). Nothing adverse known: no net insider selling and no negative forward-EPS revision. A light-tier screen-pass, not a high-conviction pick.
The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.
ABOUT GLOBAL PARTNERS LP
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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% | 21.5B | 27.4B | 33.9B | 35.1% |
| EPS | 10.06 | 3.77 | 2.45 | 2.13 | -40.4% | 4.89 | 5.87 | 3.80 | 33.6% |
| Shares | 33.9M | 33.9M | 33.7M | 33.8M | -0.5% | 33.8M | — | — | — |
| Debt | 1.4B | 1.5B | 2.0B | 2.1B | 13.2% | 2.0B | — | — | — |
| Equity | 0 | 0 | 0 | 0 | — | — | — | — | — |
| Op CF | 480.0M | 512.4M | 31.6M | 284.8M | -16.0% | 324.8M | — | — | — |
| 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 | 77 | Buy |
| PBT | Permian Basin Royalty Trust | $1.5B | 79 | Buy |
| SBR | Sabine Royalty Trust | $1.1B | 75 | Buy |
| LPG | Dorian LPG Ltd. | $2.3B | 97 | Strong Buy |
| INSW | International Seaways, Inc. | $5.1B | 88 | Strong Buy |
| HESM | Hess Midstream LP | $8.0B | 80 | Strong Buy |
| GEL | Genesis Energy, L.P. | $1.8B | 41 | Hold |
| PAGP | Plains GP Holdings, L.P. | $6.2B | 65 | Hold |
| PAA | Plains All American Pipeline, L.P. | $17.2B | 69 | Buy |
| EE | Excelerate Energy, Inc. | $3.9B | 39 | Hold |
Peer medians: ROE 9.4% · P/E 17.2x · Gross margin 43.5%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.