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Plains GP Holdings, L.P.NasdaqGS:PAGP 株式レポート

時価総額 US$5.7b
株価
US$23.82
US$22.57
5.5% 割高 内在価値ディスカウント
1Y34.0%
7D2.9%
ポートフォリオ価値
表示

Plains GP Holdings, L.P.

NasdaqGS:PAGP 株式レポート

時価総額:US$5.7b

Plains GP Holdings(PAGP)株式概要

Plains GP Holdings, L.P.は子会社のPlains All American Pipeline, L.P.を通じて、米国およびカナダで中流インフラシステムを所有・運営している。 詳細

PAGP ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長4/6
過去の実績0/6
財務の健全性3/6
配当金3/6

PAGP Community Fair Values

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Plains GP Holdings, L.P. 競合他社

価格と性能

株価の高値、安値、推移の概要Plains GP Holdings
過去の株価
現在の株価US$23.82
52週高値US$24.76
52週安値US$16.69
ベータ0.46
1ヶ月の変化0.42%
3ヶ月変化16.31%
1年変化34.05%
3年間の変化76.44%
5年間の変化145.31%
IPOからの変化-59.34%

最新ニュース

Recent updates

PAGP: Updated Cash Flow Outlook And Diverging Ratings Will Shape Future Risk Reward

Narrative Update: Plains GP Holdings The analyst price target for Plains GP Holdings has shifted higher, with fair value moving by about $0.50 as analysts factor in updated assumptions for revenue growth, profit margins, and future P/E, while incorporating a slightly higher discount rate. Analyst Commentary Recent Street research on Plains GP Holdings shows a mix of upbeat and cautious views, with several firms adjusting price targets and ratings after fresh estimates and recent share performance.

PAGP: Updated Cash Flow Assumptions And Mixed Ratings Will Shape Future Risk Reward

Narrative Update The analyst price target for Plains GP Holdings has moved higher by about $1.23 to reflect updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analysts point to a recent wave of fresh and higher targets, new coverage and estimate updates following Q4 results as key supports for this change.

PAGP: Future Distribution Increase Will Be Challenged By Oil Price Volatility

The analyst price target for Plains GP Holdings has increased by several dollars to around the mid $20s, as analysts update their views following recent Q4 results and factor in revisions to key assumptions such as profitability, discount rate and expected valuation multiples. Analyst Commentary Recent Street research around Plains GP Holdings shows a mix of price target increases and more cautious views, with some firms revisiting their stance after recent share price strength and Q4 results.

PAGP: Future Distribution Hike Will Be Offset By Oil Price And Margin Risks

Analysts have raised their average price target on Plains GP Holdings by a few dollars to the mid-$20 range, citing updated post-Q4 estimates, higher oil price assumptions, and slightly stronger long-term margin and P/E expectations as the main factors behind the adjustment. Analyst Commentary Recent Street research on Plains GP Holdings shows a mix of optimism around the raised price targets and some pushback from bearish analysts who see more limited upside after the stock's recent performance.

PAGP: Future Distribution Hike Will Be Undermined By Compressed P/E Assumptions

The analyst price target for Plains GP Holdings has been adjusted from $16.50 to $17.00 as analysts factor in updated views on revenue growth, profit margins and future P/E following a series of recent target changes and rating moves across major firms. Analyst Commentary Recent research on Plains GP Holdings shows a split view, with some banks lifting price targets and others turning more cautious after a period of share price strength.

PAGP: Distribution Increases And Mixed Ratings Will Shape Future Risk Reward

Analysts have trimmed their price expectations for Plains GP Holdings slightly, with the updated blended fair value estimate easing from about $20.88 to roughly $20.85. This reflects mixed views as some firms cite recent outperformance, while others point to improved growth assumptions and a marginally higher future P/E multiple.

PAGP: Future Earnings Multiple And Distribution Policy Will Shape Balanced Risk Reward

Narrative Update Analysts lifted their price target for Plains GP Holdings by US$1, citing updated assumptions around fair value, discount rate, revenue, profit margin and future P/E that together slightly adjust how they see the company’s risk and earnings power. Analyst Commentary Analysts updating their models after the latest review are focusing on how changes to fair value, discount rate, revenue outlook, profit margin and future P/E assumptions flow through to what they see as a reasonable trading range for Plains GP Holdings.

PAGP: Future Distribution Increase Will Be Outweighed By Rich Earnings Multiple

Analysts have reduced their fair value estimate for Plains GP Holdings from US$17.50 to US$16.50, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which together indicate a more balanced risk and return profile. What's in the News Plains GP Holdings, L.P. declared a quarterly distribution of US$0.4175 per Class A share, which equals US$1.67 on an annualized basis with respect to the fourth quarter of 2025 (Key Developments).

PAGP: Future Earnings Multiple Will Drive Balanced Risk Reward Profile

Analysts have slightly lowered their price target on Plains GP Holdings, trimming their fair value estimate by approximately 0.19 dollars per share. This adjustment reflects a balance between improved revenue growth expectations and a higher future P E multiple, set against modestly softer profit margin assumptions and a reduced discount rate.

PAGP: Future Earnings Strength Will Drive Share Price Higher

Plains GP Holdings has received a slight upward revision in its analyst price target, rising from $20.62 to $20.85. Analysts are factoring in stronger profit margins and a lower projected price-to-earnings ratio, even as revenue growth expectations remain more modest.

PAGP: Potential Fed Rate Cut May Drive Upcoming Midstream Recovery

Analysts have reduced their price target for Plains GP Holdings by $2, lowering it from $22 to $20. They cite ongoing commodity market uncertainty but note that a potential Federal Reserve rate cut could provide support for midstream stocks.

PAGP: Prospective Rate Cut Will Drive Increased Optimism For Midstream Equities

Analysts have slightly lowered their price target for Plains GP Holdings from $22 to $20, reflecting updated assessments of market uncertainty and trends in the infrastructure sector. Analyst Commentary Recent adjustments to the price target reflect varying opinions among analysts about Plains GP Holdings' near-term outlook and strategic positioning within the midstream and renewable infrastructure sectors.

NGL Divestitures And Permian Focus Will Foster Future Resilience

Analysts have slightly lowered their price target for Plains GP Holdings from $22 to $20 per share. They cite ongoing uncertainty in commodity markets and revised rate cut expectations as key factors in their updated outlook.

NGL Divestitures And Permian Focus Will Foster Future Resilience

Analysts have reduced their price target for Plains GP Holdings to $21.00 from $21.46, citing updated views on sector dynamics and expectations for more moderate revenue growth in light of continued market uncertainty. Analyst Commentary Recent analyst perspectives on Plains GP Holdings reflect a balanced outlook, with both positive developments and ongoing concerns shaping their revised price targets and overall sentiment on the company's prospects.

Plains GP: Business Expansion A Path To Increased Profits

Sep 27

Plains GP Holdings Is A Buy With Its Massive FCF

Apr 21

Plains GP Holdings: Income Stock With Significant Price Appreciation Potential

Feb 10
User avatar

Bolstering Earnings Through Critical Acquisitions And Operational Efficiency In Oil And Gas Industry

Strategic acquisitions and operational momentum signal positive future earnings growth, suggesting the stock is undervalued.

Plains GP Holdings' Reinvigorated 1099 Distribution Is Backed By Ample Cash Flow

Apr 30

株主還元

PAGPUS Oil and GasUS 市場
7D2.9%3.6%0.8%
1Y34.0%37.3%27.7%

業界別リターン: PAGP過去 1 年間で37.3 % の収益を上げたUS Oil and Gas業界を下回りました。

リターン対市場: PAGP過去 1 年間で27.7 % の収益を上げたUS市場を上回りました。

価格変動

Is PAGP's price volatile compared to industry and market?
PAGP volatility
PAGP Average Weekly Movement2.8%
Oil and Gas Industry Average Movement6.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

安定した株価: PAGP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: PAGPの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
2013n/aWillie Chiangwww.plains.com

Plains GP Holdings, L.P.は子会社のPlains All American Pipeline, L.P.を通じて、米国とカナダで中流インフラシステムを所有・運営している。同社は原油と天然ガス液化物(NGLs)の分野で事業を展開している。同社はパイプライン、トラック、バージ船、鉄道車両を利用した原油の収集・輸送に従事している。また、終端処理、貯蔵、その他の関連サービスも提供している。加えて、天然ガス処理、NGL分留、貯蔵、輸送、終末処理も行っている。PAA GP Holdings LLCは同社のジェネラル・パートナーとして活動している。Plains GP Holdings, L.P.は2013年に設立され、テキサス州ヒューストンに本社を置いている。

Plains GP Holdings, L.P. 基礎のまとめ

Plains GP Holdings の収益と売上を時価総額と比較するとどうか。
PAGP 基礎統計学
時価総額US$5.70b
収益(TTM)-US$123.00m
売上高(TTM)US$44.26b
0.1x
P/Sレシオ
-38.3x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
PAGP 損益計算書(TTM)
収益US$44.26b
売上原価US$41.59b
売上総利益US$2.68b
その他の費用US$2.80b
収益-US$123.00m

直近の収益報告

Dec 31, 2025

次回決算日

May 08, 2026

一株当たり利益(EPS)-0.62
グロス・マージン6.04%
純利益率-0.28%
有利子負債/自己資本比率78.7%

PAGP の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

7.0%
現在の配当利回り
-251%
配当性向

PAGP 配当は確実ですか?

PAGP 配当履歴とベンチマークを見る
PAGP 、いつまでに購入すれば配当金を受け取れますか?
Plains GP Holdings 配当日
配当落ち日May 01 2026
配当支払日May 15 2026
配当落ちまでの日数1 day
配当支払日までの日数13 days

PAGP 配当は確実ですか?

PAGP 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/01 00:55
終値2026/05/01 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Plains GP Holdings, L.P. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32

アナリスト機関
Ethan BellamyBaird
Richard GrossBarclays
Theresa ChenBarclays