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NGL Energy Partners LPNYSE:NGL Rapport sur les actions

Capitalisation boursière US$2.2b
Prix de l'action
n/a
1Y259.4%
7D4.8%
1D5.1%
Valeur du portefeuille
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NGL Energy Partners LP

NYSE:NGL Rapport sur les actions

Capitalisation boursière : US$2.2b

NGL Energy Partners (NGL) Aperçu de l'action

NGL Energy Partners LP exerce des activités dans le domaine du pétrole brut, du condensat, des liquides de gaz naturel, du pétrole brut et de l'eau produite aux États-Unis. Plus de détails

NGL analyse fondamentale
Score flocon de neige
Évaluation5/6
Croissance future3/6
Performances passées0/6
Santé financière3/6
Dividendes0/6

Récompenses

Se négocie à 28.5% en dessous de notre estimation de sa juste valeur

Les bénéfices devraient augmenter 125.67% par an

Se négocie à un bon prix par rapport à ses pairs et au secteur

Analyse des risques

Aucun risque n'a été détecté pour NGL à partir de nos contrôles de risques.

NGL Community Fair Values

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NGL Energy Partners LP Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 NGL Energy Partners
Historique des cours de bourse
Prix actuel de l'actionUS$17.97
Plus haut sur 52 semainesUS$18.80
Plus bas sur 52 semainesUS$4.88
Bêta0.65
Variation sur 1 mois18.54%
Variation sur 3 mois3.10%
Variation sur 1 an259.40%
Variation sur 3 ans370.42%
Variation sur 5 ans1,114.19%
Évolution depuis l'introduction en bourse-14.35%

Nouvelles et mises à jour récentes

Seeking Alpha • Aug 05

NGL Is Quickly Becoming A Key Player

Summary NGL Energy Partners delivered a strong Q1 EBITDA and volume beat, driven by 43% growth in the Water Solutions segment. Management raised full-year adjusted EBITDA guidance to $725-$735 million and signaled potential for further upward revisions. The LEX II Extension project is set to drive ~15% organic water volume growth by fiscal Q4, underpinned by new long-term contracts. NGL remains one of the cheapest names in the sector, offering high FCF yields and multiple levers for value creation, including balance sheet optimization. Read the full article on Seeking Alpha
Article d’analyse • Jun 16

NGL Energy Partners (NGL) Stock Looks Stretched After Record Volumes And Debt Moves

NGL Energy Partners (NGL) stock was recently in focus after a 5.6% move that followed record Water Solutions volumes in the Permian Basin and new balance sheet actions, including refinancing, debt reduction, and a repurchase program. See our latest analysis for NGL Energy Partners. Despite the recent 5.6% jump on record Water Solutions volumes and balance sheet moves, NGL Energy Partners’ near term momentum has cooled, with a 1 month share price return down 11.15%. However, the 1 year total...

Recent updates

Seeking Alpha • Aug 05

NGL Is Quickly Becoming A Key Player

Summary NGL Energy Partners delivered a strong Q1 EBITDA and volume beat, driven by 43% growth in the Water Solutions segment. Management raised full-year adjusted EBITDA guidance to $725-$735 million and signaled potential for further upward revisions. The LEX II Extension project is set to drive ~15% organic water volume growth by fiscal Q4, underpinned by new long-term contracts. NGL remains one of the cheapest names in the sector, offering high FCF yields and multiple levers for value creation, including balance sheet optimization. Read the full article on Seeking Alpha
Article d’analyse • Jun 16

NGL Energy Partners (NGL) Stock Looks Stretched After Record Volumes And Debt Moves

NGL Energy Partners (NGL) stock was recently in focus after a 5.6% move that followed record Water Solutions volumes in the Permian Basin and new balance sheet actions, including refinancing, debt reduction, and a repurchase program. See our latest analysis for NGL Energy Partners. Despite the recent 5.6% jump on record Water Solutions volumes and balance sheet moves, NGL Energy Partners’ near term momentum has cooled, with a 1 month share price return down 11.15%. However, the 1 year total...
Seeking Alpha • Feb 27

NGL: Slow Quarter But Exiting Liquids Business Is A Positive

Summary NGL's Q3 earnings missed expectations, but management is optimistic about Q4 and future growth due to new customers and contracts. The company is exiting the underperforming liquids business, selling 18 terminals for $95 million to pay down debt and improve cash flow. New long-term contracts on the Grand Mesa pipeline and the LEX II project are expected to boost EBITDA to above $650 million for fiscal '26. Divesting the liquids business and focusing on water operations is the right move to enhance profitability and return capital to common holders. Read the full article on Seeking Alpha
Seeking Alpha • Aug 13

NGL: It's All About Water. Common And Preferred Units Still Buys

Summary The company reaffirmed guidance for Fiscal 2025, with a focus on water solutions and capital usage to pay down debt. NGL Partners reported an okay first quarter with adjusted EBITDA of $144.3 million, driven by water services. Water services saw a slight increase in EBITDA, helped by higher skim oil profits and increased produced water processed. Read the full article on Seeking Alpha
Seeking Alpha • Apr 11

NGL Energy Partners: Preferreds Going To Current Yield, Upside Now In The Common

Summary NGL Energy Partners LP has paid off all arrearages on its preferred stock, increasing investor confidence. The company plans to redeem its privately held series D preferred stock before committing capital elsewhere. The common equity of NGL is now very attractive, with the potential for significant growth in the next year. Read the full article on Seeking Alpha
Seeking Alpha • Jan 05

NGL Energy Partners: A Hold With Decent Potential

Summary NGL Energy Partners LP's stock price has risen by over 380% in the last 12 months. The company operates in the transportation, storage, blending, and marketing of energy-related resources. NGL's earnings have shown decent margin growth, but its high debt and limited liquidity pose risks for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha • Oct 04

NGL Energy Partners: Improved Business Performance, But Risk Remains

Summary NGL Energy Partners has somewhat predictable cash flows thanks to long-term fixed fee contracts, but it is still far from becoming profitable and has a high debt load. The company's water solutions segment is currently performing well but the excessive debt load of the company remains a concern. NGL stock is cheaply valued, but its excessive debt load and underperformance compared to the market make it a risky investment. Read the full article on Seeking Alpha
Seeking Alpha • Jul 20

NGL Energy: Not Worth The Risks And Uncertainties

Summary NGL Energy has seen a 240% rally in its stock this year, however, its substantial net debt position and low operating margin make it a risky investment. Despite positive trends in profitability metrics, the company's financial performance has been volatile due to multiple reorganizations and its balance sheet looks weak. The company's stock is rated as a "Hold" due to the high level of uncertainty regarding its free cash flow margin and its substantial net debt position. Read the full article on Seeking Alpha
Seeking Alpha • Feb 23

NGL Energy Partners redeems $203.4M senior notes

NGL Energy Partners (NYSE:NGL) said Thursday it intends redeem all of $203.4 million of its 7.5% senior notes due 2023. On March 31, 2023, registered holders of notes will receive a redemption payment of equal to 100% of the principal amount of such notes; and accrued and unpaid interest on such notes, if any, to the dedemption date, the company said. Following the payment on the redemption date, there will be no notes that remain outstanding, NGL said. Press Release. Seeking Alpha contributor DT Analysis recently laid out a "Buy" case for NGL.
Seeking Alpha • Feb 09

NGL Energy Partners GAAP EPS of $0.19 misses by $0.01, revenue of $2.14B misses by $490M

NGL Energy Partners press release (NYSE:NGL): Q3 GAAP EPS of $0.19 misses by $0.01. Revenue of $2.14B (-1.4% Y/Y) misses by $490M. Adjusted EBITDA(1) for the third quarter of Fiscal 2023 of $193.3 million, compared to $147.7 million for the third quarter of Fiscal 2022; Adjusted EBITDA for the first nine months of Fiscal 2023 of $459.4 million, compared to $385.1 million for the comparable period of 2022 Operating income for the Water Solutions segment of $59.7 million for the third quarter of Fiscal 2023, compared to $19.9 million for the third quarter of Fiscal 2022 Record Water Solutions’ quarterly Adjusted EBITDA(1) of $121.7 million for the third quarter of Fiscal 2023, a 47.1% increase compared to the third quarter of Fiscal 2022 and a 16.2% increase over the immediately preceding fiscal quarter In the face of significant inflationary pressure, Water Solutions managed to reduce operating expense to $0.25 per barrel versus $0.27 per barrel in the immediately preceding fiscal quarter Record produced water volumes processed of approximately 2.43 million barrels per day during the third quarter of Fiscal 2023, growing 31.9% from the same period in the prior year and 7.1% over the immediately preceding fiscal quarter Increasing Water Solutions Adjusted EBITDA(2) guidance from $430 million plus to $440 million plus for Fiscal 2023 Reduced $98.1 million in principal on unsecured notes and equipment financing note in the quarter Anticipate all 2023 unsecured notes to be repaid no later than June 30, 2023. Shares +1.75%.
Seeking Alpha • Jan 31

NGL Energy Partners: Despite Good News, Future Is Bleak For Common Unitholders

Summary NGL Energy Partners LP recently hiked EBITDA guidance and reported impressive debt reduction. Despite these positives, the company's financial outlook is precarious. Given NGL Energy Partners LP's lack of free cash flow and high cost of capital, its common equity remains at risk of total loss.
Seeking Alpha • Dec 26

NGL Energy: Preferreds Get An Upgrade

Summary On our last call on NGL Energy, we upgraded the common shares to a hold, and left the preferreds on a Sell rating. They have lost an additional 25% value since then. We update our outlook on them and tell you why they get an upgrade.
Seeking Alpha • Nov 09

NGL Energy Partners GAAP EPS of -$0.21, revenue of $2B

NGL Energy Partners press release (NYSE:NGL): Q2 GAAP EPS of -$0.21. Revenue of $2B (+14.3% Y/Y). Record produced water volumes processed of approximately 2.27 million barrels per day during the second quarter of Fiscal 2023, growing 28.7% from the same period in the prior year and 5.2% over the immediately preceding fiscal quarter
Seeking Alpha • Sep 25

NGL Energy: Divergence

Summary On our last coverage, we gave NGL Energy common and preferred shares a "Strong Sell". We have seen a divergence in the performance between the common shares and the preferred. We are also seeing the odds increase a bit that NGL Energy might make it a little while longer. We give you the updated trade. When we last covered NGL Energy Partners LP (NGL) we gave our Strong Sell to the common and the preferred shares. In our defense, our hands were tied. "Get Out Of Dodge" is still not one of the choices available at Seeking Alpha. On the common shares, the timing was excellent. NGL went straight down from there like a lead balloon. Pain Ahead, Sell Common And Preferreds The preferred shares showed a bit of a divergence. The B's (NGL.PB) declined by about 26%. Seeking Alpha The C units (NGL.PC) declined by just a little about 11%. Seeking Alpha We update the bear thesis with these and the general market moves and look at where a negative stance would be best served. Q1-2023 NGL has a fiscal year ending in March. The Q1-2023 results which were released after our last article were another disappointment. While adjusted EBITDA for the first quarter of fiscal 2023 increased to $123.9 million, compared to $91.1 million, it was still weaker than what one would anticipate in a climate of extremely strong oil prices. NGL benefits from crude oil prices directly and this can be seen in their commentary. Revenues from recovered crude oil, including the impact from realized skim oil hedges, totaled $32.9 million for the quarter ended June 30, 2022, an increase of $16.9 million from the prior year period. This increase was due to increased skim oil barrels sold as a result of higher produced water volumes processed, higher skim oil volumes captured per barrel of produced water processed and higher realized crude oil prices received from the sale of skim oil barrels. Source: NGL Press Release On the bright side for the bulls, NGL actually did raise full year guidance for the water solutions segment to over $400 million and maintained the original adjusted EBITDA target for the company in excess of $600 million. NGL Presentation One thing that was unusual was that NGL did this tiny debt payment, not from organic cash flow, but from borrowing on its credit facility. Net cash from operating activities was just $2.5 million and after subtracting capex $36.4 million, baseline cash flow was heavily negative. NGL 10-Q There is a lot of working capital movement in Q1 and this likely drove the reliance on credit facility to buyback debt. Total debt actually increased in the quarter. NGL Presentation Outlook All other things being equal, the next quarter results, which include extremely strong oil prices with rolling off of some of the company's oil price hedges, should be quite nice. It is beyond that, when the tailwind of these prices disappears, that we will have to see whether the company can meet the challenges of this environment. NGL will also have to deal with rising rates on its ABL facility and this will really add numbers in 2023. At June 30, 2022, $171.0 million had been borrowed under the ABL Facility and we had letters of credit outstanding of approximately $143.6 million. The ABL Facility is scheduled to mature at the earliest of a) February 4, 2026 or b) 91 days prior to the earliest maturity date in respect to any of our indebtedness in an aggregate principal amount of $50.0 million or greater, if such indebtedness is outstanding at such time, subject to certain exceptions. At June 30, 2022, the borrowings under the ABL Facility had a weighted average interest rate of 4.84% calculated as the prime rate of 4.75% plus a margin of 1.75% on the alternate base borrowings and the weighted average SOFR of 1.28% plus a margin of 2.75% for the SOFR borrowings. On June 30, 2022, the interest rate in effect on letters of credit was 2.75%. Source: NGL 10-Q On its publicly traded debt, we are an interesting divergence as well. Below are the numbers from June 5, 2022 which we had in the last article. FINRA June 5, 2022 Here are today's numbers. Outside of the November 2023 maturities, all other notes including the senior secured notes, are weaker today.
Seeking Alpha • Jun 06

NGL Energy: Pain Ahead, Sell Common And Preferreds

NGL Energy has failed to capitalize on the boom in the energy prices. Guidance was reduced once again and the credit markets are now closed off. A quick asset sale might help, but we see a restructuring as highly probable.
Seeking Alpha • Mar 24

NGL Energy Partners: Lower Guidance Is Fully Offset By Asset Sales

Q3 results were good but lower than market expectations. The lower volumes were due to lower disposal from customers and warmer than a normal quarter. Lower volumes and unexpected repairs are a 20M headwind that management is planning to fully offset with asset sales. Management reiterated the plan to fully retire the 2023 notes. My cash flow projections validate this. The target price remains $4.80 per share as the result, and lower guidance does not change the investment thesis.
Seeking Alpha • Feb 09

NGL Energy Partners LP: Expect Preferred Dividend By 2024

Good results driven by increased volume in the Water Segment. Insiders have been buying shares. I expect NGL to generate enough cash flow to delever and pay prefered dividends in 2024. The common shares are worth $4.80, offering a 100% upside.
Seeking Alpha • Aug 30

NGL Energy Partners LP: Free Cash Flow Will Allow The Company To Delever In The Next 3 Years

Piling up debt at a faster pace than EBITDA growth and the pandemic have negatively impacted NGL's stock price. If NGL revenues recover to pre-pandemic levels of 7-8 bn, EBITDA could be 600MM and Free Cash Flow of 100MM to 300MM. Clauses in the bonds and preferred shares limit management to use the free cash flow to pay down debt. In 2-3 years, NGL would have paid down at least 600MM in debt and the shares could be worth at least $5.25. However, if you believe oil prices will plummet, avoid the stock.

Rendement pour les actionnaires

NGLUS Oil and GasUS Marché
7D4.8%6.8%0.6%
1Y259.4%39.0%20.1%

Rendement vs Industrie: NGL a dépassé le secteur US Oil and Gas qui a rapporté 39 % au cours de l'année écoulée.

Rendement vs marché: NGL a dépassé le marché US qui a rapporté 20.1 % au cours de l'année écoulée.

Volatilité des prix

Is NGL's price volatile compared to industry and market?
NGL volatility
NGL Average Weekly Movement6.6%
Oil and Gas Industry Average Movement6.0%
Market Average Movement7.1%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.1%

Cours de l'action stable: NGL n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de NGL ( 7% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
1940449Mike Krimbillwww.nglenergypartners.com

NGL Energy Partners LP exerce des activités liées au pétrole brut, aux condensats, aux liquides de gaz naturel, au pétrole brut et à l'eau produite aux États-Unis. Elle exerce ses activités par le biais de trois segments : Water Solutions, Crude Oil Logistics et Liquids Logistics. Le secteur des solutions pour l'eau transporte, traite, recycle et élimine l'eau produite et l'eau de reflux provenant de la production de pétrole brut et de gaz naturel ; il regroupe et vend le pétrole brut récupéré ; il élimine les solides, tels que les fonds de réservoirs, les fluides de forage et les boues, et effectue le lavage des camions ; il vend l'eau produite pour réutilisation et recyclage, ainsi que l'eau saumâtre non potable.

NGL Energy Partners LP Résumé des fondamentaux

Comment les bénéfices et les revenus de NGL Energy Partners se comparent-ils à sa capitalisation boursière ?
NGL statistiques fondamentales
Capitalisation boursièreUS$2.24b
Bénéfices(TTM)-US$351.00m
Recettes(TTM)US$3.52b
0.6x
Ratio P/S
-6.4x
Ratio P/E

Le site NGL est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
NGL compte de résultat (TTM)
RecettesUS$3.52b
Coût des recettesUS$2.48b
Marge bruteUS$1.04b
Autres dépensesUS$1.39b
Les revenus-US$351.00m

Derniers bénéfices déclarés

Jun 30, 2026

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)-2.81
Marge brute29.52%
Marge bénéficiaire nette-9.96%
Ratio dettes/capitaux propres6,078.0%

Quelles ont été les performances à long terme de NGL?

Voir les performances historiques et les comparaisons

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/17 10:01
Cours de l'action en fin de journée2026/08/14 00:00
Les revenus2026/06/30
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

NGL Energy Partners LP est couverte par 16 analystes. 1 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Ethan BellamyBaird
Brian ZarahnBarclays
Dennis ColemanBofA Global Research