Energy
Plains GP Holdings, L.P.(PAGP)
Live Price
Offline$23.25
-1.06% today
1Y Change
+24.96%
Window
Jun 25, 2025 โ Jun 23, 2026
- Market Cap
- $4.71B
- Revenue Growth
- -11.6%
- EPS Growth
- +151.9%
- Dividend Yield
- 6.7%
Coverage: 249 bars ยท Jun 25, 2025 โ Jun 23, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Plains GP Holdings, L.P. (PAGP) is a Energy stock with a market cap of $4.71B and listed on NASDAQ. The stock last traded around $23.25 and up 25.0% across the available one-year price window (Jun 25, 2025 โ Jun 23, 2026). Baseline metrics include revenue growth of -11.6%, EPS growth of +151.9%, a dividend yield of 6.7%. What stands out right now is revenue -11.6%, EPS +151.9%, free cash flow +24.1% with operating margin 3.6% and ROIC 5.4%. The dividend matters to the case here, with a current yield around 6.7%. Valuation is more restrained than many high-expectation growth names at P/E 18.2 and price/sales 0.1. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines PAGP price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Energy peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-11.6% vs +11.2% peer median
Operating Margin
Below sector median
+3.6% vs +8.6% peer median
P/E
Above sector median
18.2 vs 7.9 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 8, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -11.6% and EPS is at +151.9%, with operating margin around 3.6%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 6.7%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +3.9% over the next 5 trading days and finished higher after 3 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 8, 2026 | โ | +1.4% | +5.9% | +6.2% |
2026 Feb 6, 2026 | -66.0% | -0.1% | +4.2% | +13.9% |
2025 Nov 5, 2025 | -26.2% | +0.3% | +1.5% | +9.9% |
Benchmark Edge
PAGP vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
PAGP
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
PAGP Max Drawdown
-16.09%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for PAGP and SPY.
Company Overview
Plains GP Holdings, L.P.
NASDAQ Global Select
Plains GP Holdings, L.P., through its subsidiary, Plains All American Pipeline, L.P., owns and operates midstream energy infrastructure in the United States and Canada. The company operates in two segments, Crude Oil and Natural Gas Liquids (NGLs). The company engages in the transportation of crude oil and NGLs on pipelines, gathering systems, and trucks. As of December 31, 2021, this segment owned and leased assets comprising 18,300 miles of crude oil and NGL pipelines and gathering systems; 38 million barrels of above-ground tank capacity; and 1,275 trailers. It engages in the provision of storage, terminalling, and throughput services primarily for crude oil, NGLs, and natural gas; NGL fractionation and isomerization services; and natural gas and condensate processing services. As of December 31, 2021, this segment owned and operated approximately 74 million barrels of crude oil storage capacity; 28 million barrels of NGL storage capacity; four natural gas processing plants; a condensate processing facility; nine fractionation plants; 16 NGL rail terminals; four marine facilities; and 110 miles of pipelines. As of December 31, 2021, this segment owned 15 million barrels of crude oil and 2 NGL linefill; 3 million barrels of crude oil and 1 NGL linefill in pipelines owned by third parties and other inventory; 640 trucks and 1,275 trailers; and 3,900 NGL railcars. The company offers logistics services to producers, refiners, and other customers. 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.
- Leadership
- Wilfred Chiang
- IPO Date
- Oct 16, 2013
- Employees
- 5.0k
- Street Address
- 333 Clay Street
- Mailing
- Houston, TX, 77002
- Region
- Houston, TX, US
- Reporting Currency
- USD
- Investor Line
- 713 646 4100
- Last Updated
- May 3, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 18.2
- EV/EBITDA
- 5.3
- Price/Sales
- 0.1
- Price/Book
- 3.5
Growth
- Revenue
- -11.6%
- EPS
- +151.9%
- Free Cash Flow
- +24.1%
Profitability
- Gross Margin
- 6.8%
- Operating Margin
- 3.6%
- Net Margin
- 0.6%
- ROE
- 19.2%
- ROIC
- 5.4%
Balance Sheet
- Debt/Equity
- 8.54
- Current Ratio
- 0.96
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.