PAGP Share Price Performance
US$23.59
2.84 (13.69%)
13.2% overvalued intrinsic discount
US$20.85
Fair Value
Price US$23.59
AnalystConsensusTarget US$20.85
AnalystLowTarget US$17.00
AnalystHighTarget US$26.00
Fair ValueUS$20.85
Share Pricen/a
Plains GP Holdings, L.P. Stock Price
- 3 Narratives written by author
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- 20 Fair Values set on narratives written by author
PAGP Community Narratives
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Fair Value US$20.85 13.2% overvalued intrinsic discount
PAGP: Prospective Rate Cut Will Drive Increased Optimism For Midstream Equities
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AN
Fair Value US$17 38.8% overvalued intrinsic discount
Decarbonization Will Restrict Permian Pipeline Use Amid Tightening Regulations
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Fair Value US$26 9.3% undervalued intrinsic discount
Permian Basin Pipelines Will Secure Secular Energy Demand
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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.Read more
16
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AN
US$17
38.8% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Profit Margin
0.8%
Future PE
11.23x
Price in 2029
US$21.97
PAGP: Prospective Rate Cut Will Drive Increased Optimism For Midstream Equities
Key Takeaways Streamlining via divestiture and redeployment enhances core crude operations, financial flexibility, and potential for higher-return investments and buybacks. Focus on Permian Basin growth, stable fee-based contracts, and balance sheet optimization position the company for resilient earnings and improved cash flow.Read more
149
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US$20.85
13.2% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
0.83% p.a.
Profit Margin
0.8%
Future PE
13.76x
Price in 2029
US$26.85
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.Read more
7
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AN
US$26
9.3% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
4.95% p.a.
Profit Margin
0.59%
Future PE
23.82x
Price in 2028
US$40.65
Trending Discussion
Recently Updated Narratives
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PAGP: Future Distribution Hike Will Be Offset By Oil Price And Margin Risks
Fair Value: US$17 38.8% overvalued intrinsic discount
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PAGP: Distribution Increases And Mixed Ratings Will Shape Future Risk Reward
Fair Value: US$20.85 13.2% overvalued intrinsic discount
8 followersusers have followed this narrative
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Permian Basin Pipelines Will Secure Secular Energy Demand
Fair Value: US$26 9.3% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Plains GP Holdings, L.P. Key Details
About PAGP
- Founded
- 2013
- Employees
- n/a
- CEO
- WebsiteView website
Plains GP Holdings, L.P., through its subsidiary, Plains All American Pipeline, L.P., owns and operates midstream infrastructure systems in the United States and Canada. It operates through Crude Oil and Natural Gas Liquids (NGLs) segments. The company engages in the gathering and transporting crude oil using pipelines, trucks, and barges or railcars. It also provides terminalling, storage, and other related services. In addition, the company is involved in the natural gas processing and NGL fractionation, storage, transportation, and terminalling activities. PAA GP Holdings LLC operates as a general partner of the company. Plains GP Holdings, L.P. was incorporated in 2013 and is headquartered in Houston, Texas.
