Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PAGP
HOLDPlains GP Holdings, L.P. · Energy · United States · $6.2B · Avg Vol: $34M/d
COMPANY DESCRIPTION
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% | 45.3B | 51.0B | 52.4B | 8.8% |
| EPS | 0.86 | 1.01 | 0.73 | 1.66 | 24.5% | 0.78 | 1.95 | 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% | 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 | -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 | 56 | HOLD |
| AM | Antero Midstream Corporation | $10.8B | 64 | HOLD |
| INSW | International Seaways, Inc. | $4.6B | 81 | STRONG BUY |
| HESM | Hess Midstream LP | $8.4B | 81 | STRONG BUY |
| KNTK | Kinetik Holdings Inc. | $8.4B | 29 | SELL |
| EE | Excelerate Energy, Inc. | $4.4B | 27 | SELL |
| CQP | Cheniere Energy Partners, L.P. | $29.3B | 51 | HOLD |
| GLP | Global Partners LP | $1.6B | 65 | BUY |
| PAA | Plains All American Pipeline, L.P. | $17.4B | 37 | HOLD |
| VNOM | Viper Energy, Inc. | $16.2B | 30 | SELL |
Peer medians: ROE 9.9% · P/E 18.6x · Gross margin 44.2%