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GLP: Future Cash Distributions And Stable Margins Will Support Upside Potential

Terminal Network Expansion And Portfolio Optimization Will Support Efficiency

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GLP
AnalystConsensusTarget
Not Invested
Published 13 Sep 2024

Update shared on 11 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-14.3%
7D
-1.5%

Analysts have modestly reaffirmed their outlook on Global Partners, keeping the fair value estimate effectively unchanged at about 49 dollars. Slightly lower discount rate assumptions and stable long term growth and margin expectations continue to support the current price target.

What's in the News

  • Global Partners LP recorded a long lived asset impairment charge of 20,000 dollars for the third quarter ended September 30, 2025, sharply lower than 492,000 dollars in the same period a year earlier (Key Developments)
  • The Board of Directors of Global GP LLC declared a cash distribution of 0.7550 dollars per unit, or 3.02 dollars on an annualized basis, for the period from July 1, 2025 through September 30, 2025 (Key Developments)
  • The quarterly cash distribution will be paid on November 14, 2025 to unitholders of record as of the close of business on November 10, 2025 (Key Developments)

Valuation Changes

  • Fair Value: Unchanged at 49 dollars per unit. This indicates no revision to the core valuation thesis.
  • Discount Rate: Fallen slightly from about 8.25 percent to about 8.23 percent, modestly increasing the present value of projected cash flows.
  • Revenue Growth: Effectively unchanged at about 30.9 percent, reflecting a stable outlook for top line expansion.
  • Net Profit Margin: Essentially flat at about 36.2 percent, suggesting no material shift in expected profitability.
  • Future P/E: Edged down slightly from roughly 14.37x to 14.36x, implying a marginally lower valuation multiple on expected earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.