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Company Analysis

NGL ENERGY PARTNERS LP NGL

A comprehensive view of key metrics, scores, and financial health for NGL ENERGY PARTNERS LP

Overview of NGL Energy Partners LP

NGL NYQ
Energy Oil & Gas Midstream Small Cap
NGL Energy Partners LP (NGL), is a Small Cap company, in the Oil & Gas Midstream industry, last closed at $15.72, about 96.2% undervalued vs fair value, +429.3% 1Y return, ranked 200/255 in sector.
Metrics Rev Growth -16.5% Gross Margin 20.4% Div Yield 50.94%
$15.72
8.56%
As of April 28, 2026
Previous close • Vol 90d: 48.4%
52-Week Range
Market Cap
$1.95B
Enterprise Value
$5.00B
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Fair
Growth
Weak
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Fair
Completeness: 82%
Confidence: 86%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.nglenergypartners....
HQ Tulsa, OK
Employees 569
Fiscal year Mar 31

Next Events

Earnings May 28 Estimated

Fair Value Snapshot

Bear Base Bull
$27
$31
$35
Current: $15.72 +96% vs base

Engine Room Money Flow™

Small Cap

Commodities & Mining - Where revenue goes and how value is created

Flow Steps
Revenue
None
-16.5%%
Gross Profit
$707.4M
0.8%%
Operating Income
$360.8M
29.9%%
EBITDA
None
56.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Commodities & Mining

Quality & Reliability Indicators

Cash Conversion Ratio
1.31x
Excellent

Free cash flow relative to net income

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$307.4M
595.2% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
1/6
Improving
2
High Impact
2
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating NGL ENERGY PARTNERS LP's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
32
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
29
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Commodities & Mining vs Industry Peers 87% Coverage
Trade-Off Triangle Visualization A ternary plot showing NGL's balance between Growth (35.7%), Profitability (19.9%), and Safety (44.4%). Growth 36% Safety 44% Profitability 20%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

38th percentile vs peers
38
Key Signals
EPS Growth YoY 72.1% 90p TSR 3.62 86p Rev Growth YoY -16.5% 17p Revenue CAGR 3Y -24.1% 3p
Strengths
  • EPS Growth YoY in top 20% of peers (72.1%, 90th percentile)
  • TSR in top 20% of peers (3.62, 86th percentile)
  • Net Debt/EBITDA in top 20% of peers (5.17, 83th percentile)
  • Debt/FCF Ratio in top 20% of peers (59.71, 93th percentile)
  • Strong liquidity position vs peers
Risks
  • Rev Growth YoY in bottom 20% of peers (-16.5%)

Profitability

21th percentile vs peers
22
Key Signals
Strengths
Risks
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Safety

47th percentile vs peers
48
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for NGL ENERGY PARTNERS LP.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$30.85
- - -
+96.2% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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