Plains GP Holdings, L.P. (PAGP)
割安ファンダメンタル
77
株価
$25.86
時価総額
$6.03B
パート1 · 企業の価値
概要
Plains GP Holdings, L.P., through its subsidiary, Plains All American Pipeline, L.P., owns and operates midstream infrastructure systems in the United States and Canada. It operates through Crude Oil and Natural Gas Liquids (NGLs) segments. The company engages in the gathering and transporting crude oil using pipelines, trucks, and barges or railcars. It also provides terminalling, storage, and other related services. In addition, the company is involved in the natural gas processing and NGL fractionation, storage, transportation, and terminalling activities. PAA GP Holdings LLC operates as a general partner of the company. Plains GP Holdings, L.P. was incorporated in 2013 and is headquartered in Houston, Texas.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
No editorial profile for this company yet
No competitor list for this company yet.
貸借対照表と流動性
売上高
$52.31B
直近12か月（2026/6/30まで）
純利益
$554M
直近12か月（2026/6/30まで）
フリーキャッシュフロー
$2.29B
自己資本合計
$348M
負債合計
-
流動比率
1.12
利払い倍率
3.06
負債/EBITDA
3.63
一株当たり利益（EPS）
売上高と純利益
フリーキャッシュフロー
収益内訳
財務推移表
利益率の推移
負債の推移
負債の重さ
成長率グリッド
成長率 — 売上高
適正価値の推定
適正価値
$75.27
現在株価
$25.86
安全マージン
+65.6%
適正価値レンジ
$48.93 - $101.62
使用した評価手法間のばらつきであり、統計的に較正された信頼区間ではありません。
推定方法
バリュエーション指標
P/E レシオ
9.25
ROE
40.0%
P/B レシオ
-
P/FCF
2.17
粗利益率
8.7%
ROIC
5.3%
収益性レーダー
価値創造（経済的モート）
ROIC
5.3%
WACC
5.7%
ROIC − WACC
-0.4 pp
ROICはおおむね資本コストと同水準です。企業はかろうじて資本コストを賄えている状態です。
ファンダメンタル分析基準
合格（15）
- ROIC 5.3%
- P/FCF 2.17
- Positive Free Cash Flow
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Low reliance on intangibles
- DCF valuation (Undervalued)
- ROE 40.0%
- Revenue Growth 5Y 13.7%
- Analyst Consensus 55% Buy
- Earnings Surprise avg 44.4%
- Earnings Quality (OCF/NI) 5.36
- Net Margin Trend 1.1% vs 0.3%
- Piotroski F-Score 5/9
不合格（5）
- Price CAGR -2.59%
- Gross Margin 8.7%
- Operating Margin 3.1%
- CapEx intensity
- Return on Tangible Assets
データなし（7）
- EPS data insufficient
- P/B Ratio NaN
- Dividend Payout NaN%
- Debt/Equity ratio
- Price below Graham Number
- PEG Ratio (need PE > 0 and growth > 0)
- Share Dilution (missing shares data)
Piotroski F-スコア
まちまちのシグナル：一部の領域に注意が必要
利益の質
高品質：利益はキャッシュに裏付けられている
株式希薄化
株式を買い戻している。株主に友好的
機関投資家の保有
ガバナンス
経営陣
| 氏名 | 役職 | 年齢 |
|---|---|---|
| Mr. Wilfred C.W. Chiang | Chairman, President & CEO of PAA GP Holdings LLC | 64 |
| Mr. Al P. Swanson | Executive VP & CFO of PAA GP Holdings LLC | 61 |
| Mr. Chris R. Chandler | Executive VP & COO of PAA GP Holdings LLC | 52 |
| Mr. Richard Kelly McGee | Executive VP, General Counsel & Secretary of PAA GP Holdings LLC | 64 |
| Mr. Gregory L. Armstrong | Director & Senior Advisor to the CEO of PAA GP Holdings LLC | 67 |
| Mr. Harry N. Pefanis | Senior Advisor to CEO & Director of PAA GP Holdings LLC | 68 |
| Mr. Jeremy L. Goebel | Executive VP & Chief Commercial Officer of PAA GP Holdings LLC | 47 |
| Mr. Russ Montgomery | VP of Accounting & Chief Accounting Officer of Plains All American GP LLC | 49 |
| Mr. Blake Michael Fernandez | Vice President of Investor Relations of PAA GP Holdings LLC | - |
| Mr. Jim Tillis | Vice President of Human Resources of PAA GP Holdings LLC | 57 |
監査リスク
5
取締役会リスク
5
報酬リスク
8
株主権利リスク
7
パート2 · 株価と買い時
この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容：テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。
業績推移
via SEC EDGAR
Latest News
Recent headlines for PAGP, sourced from Markets Gazette.
- 3/6/2026NEUTRALWhat Analysts Are Saying About Plains GP Holdings Stock
Plains GP Holdings (PAGP) has received mixed analyst ratings recently. Raymond James maintained an 'Outperform' rating in both January and February 2022, indicating a positive outlook from that firm. However, Bank of America Securities maintained an 'Underperform' rating in January 2022. This divergence suggests differing views among analysts on the stock's future performance. Investors should consider these varied perspectives when evaluating PAGP, as the 'Outperform' ratings are countered by an 'Underperform' rating, creating a neutral overall sentiment based on the provided data.
via Markets Gazette