Skip to content

Suburban Propane Partners, L.P. (SPH) Company Overview

Company Analysis

Suburban Propane Partners, L.P. SPH

A comprehensive view of key metrics, scores, and financial health for Suburban Propane Partners, L.P.

Overview of Suburban Propane Partners, L.P.

SPH NYQ
Utilities Utilities - Regulated Gas Framework: Regulated Utilities Small Cap
Suburban Propane Partners, L.P. (SPH), is a Small Cap company, in the Utilities - Regulated Gas industry, last closed at $18.33, about 84.1% undervalued vs fair value, -2.1% 1Y return, ranked 73/117 in sector.
Metrics P/E 11.5× Rev Growth 7.9% Gross Margin 60.7% Div Yield 7.01%
USD 18.33
1.50%
(Delayed)
• Vol 90d: 25.8%
52-Week Range
Market Cap
$1.20B
Enterprise Value
$2.56B
Overall Score
Overall
Growth
Weak
Profitability
Good
Health
Good
Efficiency
Fair
Valuation
Fair
Growth
Weak
Profitability
Good
Health
Good
Efficiency
Fair
Valuation
Fair
Completeness: 82%
Confidence: 85%
Updated: Jul 5
Top Beats
No strong beats yet

Quick Facts

HQ Whippany, NJ
Employees 3,190
Fiscal year Sep 30

Next Events

Earnings Aug 6 Estimated

Fair Value Snapshot

Bear Base Bull
$27
$34
$40
Current: $18.33 +84% vs base

Engine Room Money Flow™

Small Cap

Regulated Utilities - Where revenue goes and how value is created

Flow Steps
Total Revenue
$1.4B
7.9%%
EBITDA
$256.2M
18.4%%
Operating Income (EBIT)
$206.3M
20.5%%
Net Income
$106.6M
43.7%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Regulated Utilities

Quality & Reliability Indicators

FFO / Total Debt
13.4%
Fair

FFO ÷ Total Debt — the primary S&P/Moody's credit metric for utility ratings. >15% is investment-grade; >20% signals strong credit quality.

Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium

Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$107.6M
60.3% of FFO

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
3
Active Leaks
0/3
Improving
0
High Impact
0
Critical
Locked Leak
Upgrade to view details
Premium
Locked Leak
Upgrade to view details
Premium
Moat Analysis Regulated Utilities

Competitive Advantage Assessment

Evaluating Suburban Propane Partners, L.P.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
55
/100
Moderate
Scores based on quantitative metrics and qualitative factors

Upgrade to unlock interactive defense details

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Regulatory Franchise

Moderate
61
Premium
Unlock full defense details

See key signals plus strengths and risks for this moat dimension.

Upgrade for full defense analysis Premium-only evidence and insights.
For informational purposes only. Not investment advice.

Trade-Off Ledger™

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

Regulated Utilities vs Industry Peers 88% Coverage
Trade-Off Triangle Visualization A ternary plot showing SPH's balance between Growth (36.5%), Profitability (22.4%), and Safety (41.1%). Growth 37% Safety 41% Profitability 22%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

35th percentile vs peers
36
Key Signals
Rev Growth YoY 7.9% 44p EPS Growth YoY 42.0% 73p Equity Growth YoY 9.4% 65p Asset Growth YoY 1.0% 12p Revenue CAGR 3Y -1.6% 19p
  • Cash Flow to Debt Ratio in top 20% of peers (1.71, 89th percentile)
  • Asset Growth YoY in bottom 20% of peers (1.0%)

Profitability

22th percentile vs peers
22
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

40th percentile vs peers
40
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Suburban Propane Partners, L.P..

Loading scenario defaults...
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
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
$33.74
- - -
+84.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info
Send Feedback
Please select a category.
0/1000