Plains GP Holdings, L.P. (PAGP)
被低估基本面
77
价格
$25.90
市值
$6.03B
第一部分 · 这家公司值多少
概览
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.
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Who this company fights with for the same customers
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资产负债表与流动性
营收
$52.31B
最近12个月（截至2026/6/30）
净利润
$554M
最近12个月（截至2026/6/30）
自由现金流
$2.29B
股东权益合计
$348M
负债合计
-
流动比率
1.12
利息覆盖率
3.06
债务/EBITDA
3.63
每股收益
营收与净利润
自由现金流
收入构成
历史财务表
利润率变化
债务变化
债务负担有多重
增长一览表
增长 — 营业收入
公允价值估算
公允价值
$75.44
当前价格
$25.90
安全边际
+65.7%
公允价值区间
$49.04 - $101.85
所用估值方法之间的离散区间，并非经过统计校准的置信区间。
估算方法
估值指标
市盈率（P/E）
9.25
ROE
40.0%
市净率（P/B）
-
P/FCF
2.16
毛利率
8.7%
ROIC
5.3%
盈利能力雷达图
价值创造（经济护城河）
ROIC
5.3%
WACC
5.7%
ROIC − WACC
-0.4 pp
ROIC 与资本成本大致持平：公司仅仅覆盖了资本成本。
基本面分析标准
通过（15）
- ROIC 5.3%
- P/FCF 2.16
- 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
未通过（5）
- Price CAGR -2.59%
- Gross Margin 8.7%
- Operating Margin 3.1%
- CapEx intensity
- Return on Tangible Assets
不可用（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-评分
信号混杂：部分领域需关注
盈利质量
高质量：盈利有现金流支撑
股权稀释
正在回购股份，对股东友好
机构持股
公司治理
管理团队
| 姓名 | 职位 | 年龄 |
|---|---|---|
| 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 |
审计风险
5
董事会风险
5
薪酬风险
8
股东权利风险
7
第二部分 · 价格与买入时机
这一部分不判断公司是否值得拥有：它帮助你在基本面说服你之后，选择何时买入。包含：技术分析、潜力、历史回撤、Gamma 敞口。
损益历史
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