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Company Analysis

Plains GP Holdings, L.P. PAGP

A comprehensive view of key metrics, scores, and financial health for Plains GP Holdings, L.P.

Overview of Plains GP Holdings, L.P.

PAGP NMS
Energy Oil & Gas Midstream Mid Cap
Plains GP Holdings, L.P. (PAGP), is a Mid Cap company, in the Oil & Gas Midstream industry, last closed at $23.12, about 879.7% undervalued vs fair value, +8.1% 1Y return, ranked 86/254 in sector.
$23.12
0.35%
As of March 13, 2026
Previous close • Vol 90d: 16.4%
52-Week Range
Market Cap
$4.71B
Enterprise Value
$9.50B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.plains.com
HQ Houston, TX
Fiscal year Dec 31

Next Events

Earnings May 8 Estimated

Fair Value Snapshot

Bear Base Bull
$194
$227
$256
Current: $23.12 +880% vs base

Engine Room Money Flow™

Mid Cap

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

Flow Steps
Revenue
None
-11.6%%
Gross Profit
$2.7B
-23.3%%
Operating Income
$1.4B
7.2%%
EBITDA
None
-13.2%%
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
7.09x
Excellent

Free cash flow relative to net income

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$251.0M
13.6% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
0/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Plains GP Holdings, L.P.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
34
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
44
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

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

Generic Industrial / Default vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing PAGP's balance between Growth (25.4%), Profitability (20.9%), and Safety (53.7%). Growth 25% Safety 54% Profitability 21%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

25th percentile vs peers
26
Key Signals
TSR 1.26 73p Rev Growth YoY -11.6% 22p EPS Growth YoY -29.4% 27p Revenue CAGR 3Y -8.3% 19p EPS CAGR 3Y -24.7% 9p
Strengths
  • D/E Ratio in top 20% of peers (7.08, 89th percentile)
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

21th percentile vs peers
21
Key Signals
Strengths
Risks
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Safety

54th percentile vs peers
55
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Plains GP Holdings, L.P..

Loading valuation model...
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:

  • Recently listed companies (IPOs, SPACs)
  • 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
$226.51
- - -
+879.7% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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