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Plains GP Holdings Community
NasdaqGS:PAGP Community
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Plains GP Holdings
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Plains GP Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Acquisitions And Permian Growth Will Strengthen Operations In 2025
Key Takeaways High utilization of long-haul assets and strategic acquisitions in Eagle Ford and Delaware Basin signal an emphasis on growth and operational efficiency. Enhanced shareholder returns through increased distributions demonstrate a focus on shareholder value and financial flexibility.
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US$21.54
FV
10.7% undervalued
intrinsic discount
0.84%
Revenue growth p.a.
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2 days ago
author updated this narrative
Plains GP Holdings
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Decarbonization Will Restrict Permian Pipeline Use Amid Tightening Regulations
Key Takeaways Structural shifts toward decarbonization and renewables threaten long-term demand for pipeline assets, putting sustained pressure on revenue growth and earnings stability. Operational concentration in the Permian Basin and intensifying regulatory challenges elevate both regional and compliance risks, constraining expansion and profitability.
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US$17.50
FV
9.9% overvalued
intrinsic discount
-3.67%
Revenue growth p.a.
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9 days ago
author updated this narrative
Plains GP Holdings
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Permian Basin Pipelines Will Secure Secular Energy Demand
Key Takeaways Strong Permian production growth, pipeline capacity constraints, and a focus on integration and fee-based contracts position Plains for margin expansion and resilient, higher-quality earnings. Regulatory barriers and high credit ratings enhance the value of Plains' existing network and enable strategic acquisitions or capital returns that support shareholder value.
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US$26.00
FV
26.0% undervalued
intrinsic discount
5.12%
Revenue growth p.a.
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9 days ago
author updated this narrative
Your Valuation for
PAGP
PAGP
Plains GP Holdings
Your Fair Value
US$
Current Price
US$19.24
78.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-735m
56b
2015
2018
2021
2024
2025
2027
2030
Revenue US$51.8b
Earnings US$150.1m
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