Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PAA
HOLDPlains All American Pipeline, L.P. · Energy · United States · $17.4B · Avg Vol: $51M/d
COMPANY DESCRIPTION
Plains All American Pipeline, L.P. is a leading North American energy infrastructure company specializing in the transportation, storage, and marketing of crude oil and natural gas liquids (NGLs). Its extensive network of pipelines and storage terminals provides critical midstream services, establishing a significant competitive moat through high capital barriers to entry and demand for essential infrastructure. As a Master Limited Partnership (MLP), it focuses on stable, fee-based assets.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 57.3B | 47.3B | 48.9B | 44.3B | -8.3% | 45.3B | 52.0B | 53.7B | 10.2% |
| EPS | 1.19 | 1.40 | 0.73 | 1.66 | 11.7% | 1.11 | 1.84 | 2.04 | 10.8% |
| Shares | 698.4M | 701.0M | 703.8M | 705.5M | +1.0% | — | — | — | — |
| Debt | 8.8B | 8.0B | 7.8B | 11.5B | 9.4% | 11.6B | — | — | — |
| Equity | 0 | 0 | 0 | 0 | — | — | — | — | — |
| Op CF | 2.4B | 2.7B | 2.5B | 2.9B | 6.8% | 2.7B | — | — | — |
| Inv CF | -526.0M | -702.0M | -1.5B | -3.8B | — | — | — | — | — |
| Fin CF | -1.9B | -2.0B | -1.1B | 799.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of PAA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PAA | Plains All American Pipeline, L.P.(you) | $17.4B | 37 | HOLD |
| VNOM | Viper Energy, Inc. | $16.2B | 30 | SELL |
| DTM | DT Midstream, Inc. | $14.9B | 27 | SELL |
| VG | Venture Global, Inc. | $35.6B | 45 | HOLD |
| KNTK | Kinetik Holdings Inc. | $8.4B | 29 | SELL |
| CQP | Cheniere Energy Partners, L.P. | $29.3B | 51 | HOLD |
| LNG | Cheniere Energy, Inc. | $56.5B | 41 | HOLD |
| TRGP | Targa Resources Corp. | $60.4B | 43 | HOLD |
| KMI | Kinder Morgan, Inc. | $73.1B | 42 | HOLD |
| AM | Antero Midstream Corporation | $10.8B | 64 | HOLD |
Peer medians: ROE 9.6% · P/E 18.6x · Gross margin 44.2%