Global Partners (GLP) 주식 개요
글로벌 파트너 LP는 휘발유 및 휘발유 혼합 재고, 증류액, 잔유, 재생 연료, 원유 및 프로판을 도매업체, 소매업체 및 상업 고객에게 운송하는 구매, 판매, 수집, 혼합, 저장 및 물류에 관여합니다. 자세히 보기
GLP Community Fair Values
Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Global Partners LP 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$44.08 |
| 52주 최고가 | US$53.76 |
| 52주 최저가 | US$39.58 |
| 베타 | 1.01 |
| 1개월 변동 | -11.16% |
| 3개월 변동 | -2.04% |
| 1년 변동 | -13.69% |
| 3년 변동 | 45.82% |
| 5년 변동 | 70.06% |
| IPO 이후 변동 | 85.99% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jun 22
GLP: Fair Outlook Balances Strong Buy Rating With Energy Price Uncertainty
Analysts have maintained their $45.50 price target for Global Partners. They cite only very small adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions, which did not materially change their overall view of the stock.내러티브 업데이트 • Jun 02
GLP: Stable Outlook Will Rely On Steady Distribution And Paused Buyback
Analysts have maintained their price target for Global Partners at $45.50. They cite only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, which do not materially change their overall valuation view.내러티브 업데이트 • May 11
GLP: Stable Distribution And Paused Buyback Will Support Balanced Outlook
Analysts are maintaining their $45.50 price target for Global Partners, citing updated assumptions that include a slightly higher discount rate, modestly adjusted revenue growth expectations, a small improvement in profit margin, and a marginally higher future P/E estimate. What's in the News Global Partners reported that between October 1, 2025 and December 31, 2025, it repurchased 0 shares for US$0 under its existing buyback program (Key Developments).Seeking Alpha • May 11
Global Partners: Valuation Is Favorable (Rating Upgrade)
Summary Global Partners LP is upgraded from hold to buy as valuation and technicals turn favorable after a period of market-driven weakness. GLP's Q1 2026 revenue surged 16% YoY to $5.3B, with operating margin expanding to 2.0% amid successful acquisitions and rising oil prices. Despite high debt, GLP's liquidity and manageable maturity profile support its ability to sustain operations and dividends. Current price offers a reasonable entry point, with target prices ranging from $51.36 to $59.13 based on conservative valuation approaches. Read the full article on Seeking AlphaRecent updates
내러티브 업데이트 • Jun 22
GLP: Fair Outlook Balances Strong Buy Rating With Energy Price Uncertainty
Analysts have maintained their $45.50 price target for Global Partners. They cite only very small adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions, which did not materially change their overall view of the stock.내러티브 업데이트 • Jun 02
GLP: Stable Outlook Will Rely On Steady Distribution And Paused Buyback
Analysts have maintained their price target for Global Partners at $45.50. They cite only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, which do not materially change their overall valuation view.내러티브 업데이트 • May 11
GLP: Stable Distribution And Paused Buyback Will Support Balanced Outlook
Analysts are maintaining their $45.50 price target for Global Partners, citing updated assumptions that include a slightly higher discount rate, modestly adjusted revenue growth expectations, a small improvement in profit margin, and a marginally higher future P/E estimate. What's in the News Global Partners reported that between October 1, 2025 and December 31, 2025, it repurchased 0 shares for US$0 under its existing buyback program (Key Developments).Seeking Alpha • May 11
Global Partners: Valuation Is Favorable (Rating Upgrade)
Summary Global Partners LP is upgraded from hold to buy as valuation and technicals turn favorable after a period of market-driven weakness. GLP's Q1 2026 revenue surged 16% YoY to $5.3B, with operating margin expanding to 2.0% amid successful acquisitions and rising oil prices. Despite high debt, GLP's liquidity and manageable maturity profile support its ability to sustain operations and dividends. Current price offers a reasonable entry point, with target prices ranging from $51.36 to $59.13 based on conservative valuation approaches. Read the full article on Seeking Alpha내러티브 업데이트 • Apr 22
GLP: Stable Distribution And Paused Buyback Will Support Balanced Outlook
Analysts now hold Global Partners' fair value steady at $45.50, with only fine tuning to inputs such as the discount rate, revenue growth, profit margin, and future P/E guiding this unchanged price target. What's in the News From October 1, 2025 to December 31, 2025, Global Partners repurchased 0 shares for $0 million under its June 24, 2020 buyback program, leaving total completed repurchases at 64,843 shares (0.19%) for $1.74 million (Key Developments).내러티브 업데이트 • Apr 04
GLP: Stable Payout And Completed Buyback Will Support Measured Outlook
Analysts now hold their price target for Global Partners at $45.50, with the slight adjustment in discount rate and future P/E assumptions reflecting updated views on the company’s risk profile and earnings valuation. What's in the News Global Partners reported that from October 1, 2025 to December 31, 2025, it repurchased 0 shares for $0, completing a total repurchase of 64,843 units, or 0.19%, for $1.74 million under the buyback announced on June 24, 2020 (Key Developments).내러티브 업데이트 • Mar 21
GLP: Stable Distribution And Completed Buyback Tranche Will Support Fair Outlook
Analysts have maintained their price target for Global Partners at $45.50, citing largely unchanged assumptions around fair value, discount rate, revenue growth, profit margin and future P/E estimates. What's in the News From October 1, 2025 to December 31, 2025, Global Partners repurchased 0 units for $0 under its existing buyback program, keeping total repurchases under the June 24, 2020 authorization at 64,843 units (0.19% of units) for $1.74 million (company filing).내러티브 업데이트 • Mar 07
GLP: Stable Distribution And Updated Assumptions Will Support Fair Outlook
Analysts now set their price target for Global Partners at $45.50, a $0.50 adjustment that reflects updated views on revenue, profit margins and a lower assumed future P/E multiple. What's in the News The Board of Directors of Global GP LLC declared a cash distribution of $0.7600 per unit on Global Partners LP common units for the period from October 1, 2025 through December 31, 2025 (Key Developments).내러티브 업데이트 • Feb 20
GLP: Stable Distribution And Assumption Tweaks Will Support Fair Outlook
Analysts have trimmed their price target on Global Partners from $49 to $45. Small updates to discount rate, margin and future P/E assumptions modestly reduce their estimated fair value, while broader growth expectations remain essentially unchanged.내러티브 업데이트 • Feb 06
GLP: Steady Distributions And Minor Assumption Shifts Will Support Fair Outlook
Analysts have kept their price target for Global Partners steady at $49.00 per unit, citing only minor tweaks to assumptions, such as a slightly lower discount rate and a marginally adjusted future P/E multiple, rather than any major shift in their view of the partnership. What's in the News The Board of Directors of Global GP LLC declared a cash distribution of $0.7600 per unit for Global Partners common units for the period from October 1, 2025 through December 31, 2025 (Key Developments).내러티브 업데이트 • Jan 23
GLP: Future Distributions And Stable Impairments Will Support Fairly Valued Outlook
Analysts have reaffirmed their fair value estimate for Global Partners at US$49.00 per unit, pointing to slightly revised discount rate and future P/E assumptions as the key drivers behind the updated price target framework. What's in the News From July 1, 2025 to September 30, 2025, Global Partners LP reported no share repurchases under its ongoing buyback.내러티브 업데이트 • Jan 08
GLP: Future Cash Distributions Will Support Upside As Asset Impairments Stay Low
Analysts have left their price target for Global Partners unchanged at US$49.00, as small tweaks to assumptions like discount rate, profit margin, and forward P/E were not enough to shift their overall view of the stock’s valuation. What's in the News From July 1, 2025 to September 30, 2025, Global Partners reported no share repurchases, while confirming completion of 64,843 units repurchased for US$1.74 million under the buyback program announced on June 24, 2020 (company filing).내러티브 업데이트 • Dec 25
GLP: Future Distributions Will Support Upside As Asset Impairments Remain Low
Narrative Update on Global Partners Analysts have raised their price target on Global Partners by a modest amount to reflect slightly higher long term earnings expectations and a marginally richer forward valuation multiple. What's in the News Third quarter 2025 unaudited results showed long lived asset impairment of $20,000, sharply lower than $492,000 in the prior year period, signaling reduced write downs and potentially more stable asset performance (company filing).내러티브 업데이트 • Dec 11
GLP: Future Cash Distributions And Stable Margins Will Support Upside Potential
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.내러티브 업데이트 • Nov 27
GLP: Higher Revenue Growth Will Drive Future Earnings Momentum
Analysts have raised their price target for Global Partners, increasing it from $49.00 to $49.00. This change is based on expectations for slightly stronger revenue growth, despite a reduced profit margin and higher projected future P/E multiple.내러티브 업데이트 • Nov 11
GLP: Net Profit Margin Improvement Will Drive Stronger Earnings Ahead
Narrative Update on Global Partners Analysts have revised their price target for Global Partners downward from $53 to $49. This reflects adjustments for a lower discount rate and improved profit margin expectations, which are offset by changes in valuation.
새로운 내러티브 • Sep 13
Decisive Acquisitions And Innovative Merchandising Propel Company Into A New Era Of Profitability
Strategic acquisitions and a long-term agreement from the Motiva transaction are set to significantly enhance revenue and stabilize cash flows.Seeking Alpha • Aug 11
Global Partners LP: Slightly Speculative For Income Investors
Summary Global Partners LP is a master limited partnership operating in the midstream and downstream energy industry with a large terminal network and gasoline stations in the USA. The company operates three segments: Wholesale, GDSO, and Commercial, with GDSO contributing the majority of gross margin. Global Partners has been growing primarily through debt-funded acquisitions, leading to a highly leveraged capital structure. The senior notes are slightly speculative, the preferred shares are priced correctly, and the common shares are slightly overpriced right now. Read the full article on Seeking AlphaSeeking Alpha • Jul 30
GLP: Attractive Yield And Business If Traditional Energy Production Increases
Summary The 2024 U.S. election will impact oil and gasoline prices, affecting economic conditions and inflation. Global Partners LP focuses on traditional hydrocarbons, but has initiatives for low carbon solutions. A potential shift in U.S. energy policy post-2024 election could impact GLP's performance and the energy market. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
Global Partners LP: 9 Straight Dividend Hikes, 6%-Plus Yield
Summary Global Partners LP offers high-yield investments, including preferred shares and senior notes, with attractive returns for investors. GLP is a major player in fuel distribution in the Northeastern US, with a strong presence in retail, wholesale, and transportation of petroleum products. Despite concerns about the future of fossil fuel distribution, GLP's long-term assets and earnings indicate stability and growth potential. Read the full article on Seeking AlphaSeeking Alpha • Jan 11
Global Partners: Consider Long-Term Trends
Summary Global Partners' business relies on managing oil transport and supply. Its 12-month performance is flat and there are hints of decreasing oil demand. Business risk includes a significant reduction in oil consumption due to the adoption of zero-emissions energy solutions. Rapid BEV uptake is a reality check. Global Partners is staying with fossil fuels as it grows its business, with $570 million spent recently on acquisitions. While Global Partners has an exceptional dividend, the threat of reduced oil consumption is real. Investors might consider this long-term trend. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Global Partners: Preferreds Up To 12% Yield, Is It Worth The Risk?
Summary Global Partners offers investors dividends, dividend growth, and exposure to an irreplaceable asset base on the U.S. East Coast and Texas. The company has a strong growth strategy and has outperformed major oil giants in terms of total returns. Recent acquisitions and expansion efforts position Global Partners for future growth, but there are risks to consider such as its debt profile and potential impact of higher interest rates. Read the full article on Seeking Alpha주주 수익률
| GLP | US Oil and Gas | US 시장 | |
|---|---|---|---|
| 7D | 1.6% | -0.9% | -2.5% |
| 1Y | -13.7% | 20.5% | 20.1% |
수익률 대 산업: GLP은 지난 1년 동안 20.5%의 수익을 기록한 US Oil and Gas 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: GLP은 지난 1년 동안 20.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| GLP volatility | |
|---|---|
| GLP Average Weekly Movement | 5.1% |
| Oil and Gas Industry Average Movement | 5.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: GLP는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: GLP의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2005 | 3,983 | Eric Slifka | www.globalp.com |
글로벌 파트너스 LP는 휘발유 및 휘발유 혼합 재고, 증류액, 잔유, 재생 연료, 원유 및 프로판을 도매업체, 소매업체 및 상업 고객에게 운송하는 구매, 판매, 수집, 혼합, 저장 및 물류 사업을 영위합니다. 이 회사는 세 가지 부문으로 운영됩니다: 도매, 휘발유 유통 및 주유소 운영(GDSO), 상업 부문입니다. 도매 부문은 소매업체와 도매 유통업체에 가정용 난방유, 브랜드 및 비브랜드 휘발유와 휘발유 혼합재, 경유, 등유, 잔유를 판매합니다.
Global Partners LP 기초 지표 요약
| GLP 기초 통계 | |
|---|---|
| 시가총액 | US$1.58b |
| 순이익 (TTM) | US$122.57m |
| 매출 (TTM) | US$19.29b |
12.2x
주가수익비율(P/E)0.1x
주가매출비율(P/S)GLP는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| GLP 손익계산서 (TTM) | |
|---|---|
| 매출 | US$19.29b |
| 매출원가 | US$18.10b |
| 총이익 | US$1.19b |
| 기타 비용 | US$1.07b |
| 순이익 | US$122.57m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 3.61 |
| 총이익률 | 6.19% |
| 순이익률 | 0.64% |
| 부채/자본 비율 | 263.1% |
GLP의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
6.9%
현재 배당 수익률84%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/24 06:42 |
| 종가 | 2026/06/24 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Global Partners LP는 9명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Richard Gross | Barclays |
| Gabriel Moreen | BofA Global Research |
| Michael Gyure | Brean Capital Historical (Janney Montgomery) |