PAGP
HoldHot AirFLAGPlains GP Holdings, L.P. · Energy · United States · $6.2B · Avg Vol: $45M/d
Hot Air: Rising on momentum alone: weak business, rich price.
Insufficient evidence for a screen-pass. Plains GP Holdings, L.P.: fails the quant gate on quality, value (Q43/V47/M77; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.
The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.
ABOUT PLAINS GP HOLDINGS, L.P.
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Plains GP Holdings, L.P. primarily holds the general partner interest and a significant limited partner equity stake in Plains All American Pipeline, L.P. (PAA). This structure provides investors with an indirect, simplified ownership in PAA's extensive crude oil and natural gas liquids midstream infrastructure assets. Its performance is directly tied to the operational and financial success of PAA, benefiting from the stable, fee-based cash flows of essential energy infrastructure.
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% | 52.3B | 56.6B | 56.6B | 13.1% |
| EPS | 0.86 | 1.01 | 0.73 | 1.66 | 24.5% | 0.35 | 2.92 | 2.19 | 14.9% |
| Shares | 194.4M | 196.4M | 197.5M | 197.9M | +1.8% | 197.9M | — | — | — |
| Debt | 8.8B | 8.0B | 7.8B | 11.5B | 9.4% | 8.6B | — | — | — |
| Equity | 0 | 0 | 0 | 0 | — | — | — | — | — |
| Op CF | 2.4B | 2.7B | 2.5B | 2.9B | 6.8% | 3.0B | — | — | — |
| Inv CF | -526.0M | -702.0M | -875.0M | -3.4B | — | — | — | — | — |
| Fin CF | -1.9B | -2.0B | -1.7B | 474.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of PAGP are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PAGP | Plains GP Holdings, L.P.(you) | $6.2B | 65 | Hold |
| HESM | Hess Midstream LP | $8.0B | 80 | Strong Buy |
| KNTK | Kinetik Holdings Inc. | $9.0B | 48 | Hold |
| PAA | Plains All American Pipeline, L.P. | $17.2B | 69 | Buy |
| AM | Antero Midstream Corporation | $10.1B | 48 | Hold |
| INSW | International Seaways, Inc. | $5.1B | 88 | Strong Buy |
| EE | Excelerate Energy, Inc. | $3.9B | 39 | Hold |
| VNOM | Viper Energy, Inc. | $14.7B | 44 | Hold |
| GLP | Global Partners LP | $1.6B | 77 | Buy |
| PBT | Permian Basin Royalty Trust | $1.5B | 79 | Buy |
Peer medians: ROE 9.9% · 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.