Análisis Argos
PAA
PAABarata · ojo al riesgo1 señal de riesgo
Plains All American Pipeline, L.P. · Energy
US$ 22.51
precio al 2026-07-04
Valor justo Argos*
US$ 29–32
vs. su valor justo
28% por debajo
Score Argos
54/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 7% al año — menos de lo que viene demostrando (3%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 86% el último año.
Reparte dividendo sostenible (7.09%).
Riesgos
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z'' en zona roja (0.88)
VALOR4/6FUTURO3/6PASADO2/6SALUD1/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO3/6PASADO2/6SALUD1/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos54de 100Barata · ojo al riesgo
Ingresos12%
US$ 44.3 B
Margen operativo33%
3.2%
Flujo de caja libre22%
US$ 2.3 B
Deuda neta
US$ 6.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 15.9B
P/E11.1x
EV/EBITDA9.4x
FCF yield14.4%
ROIC8.6%
Margen operativo3.2%
Crecim. ingresos-11.6%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 4 jul
7-14% Yields: My Top High-Yielding Fund Picks For H2 2026
There are several macro trends that I have high conviction in. However, there are also several sectors that are positioned to benefit immensely from these macro trends that the market has recently sold off. I detail why I am bullish on these sectors and some high-yielding funds that are well-positioned to benefit.
seekingalpha.com · 30 jun
Plains All American: Right Call, Wrong Math, Still Bullish
Plains All American raised FY'26 EBITDA guidance midpoint to $2.88B, reflecting improved crude macro but highlighting only modest sensitivity to oil price increases. PAGP's earnings base has stabilized, with fee-based operations now dominating and opportunistic trading exposure significantly reduced versus the volatile mid-2010s. Permian volumes were flat or down in most pipeline segments, as upstream producers showed discipline despite higher oil prices and geopolitical disruptions.
globenewswire.com · 30 jun
Plains All American's 2025 Schedule K-3 Now Available
HOUSTON, June 30, 2026 (GLOBE NEWSWIRE) -- Plains All American Pipeline, L.P. (Nasdaq: PAA) (the "Partnership") today announced that its 2025 Schedule K-3 reflecting items of international tax relevance is available online.
fool.com · 26 jun
Prediction: Oil Is Heading to $60 a Barrel by 2027, and These Stocks Are Worth Buying Now
With the Strait of Hormuz reopening, oil supplies should start flooding the market again. That could put downward pressure on crude prices as inventory levels rebuild.
zacks.com · 23 jun
PAA vs. ET: Which Pipeline Stock Can Deliver Stronger Returns Now?
PAA's lower debt use, higher ROE, stronger 2027 estimate movement and six-month gains give it an edge over ET among pipeline stocks.
seekingalpha.com · 15 jun
Plains All American: Pipeline Gem With A 7% Yield
Plains All American is executing a strategic pivot to become a pure-play crude oil midstream operator, focusing on the Permian Basin. PAA expects record adjusted EBITDA of $2.7B this year, driven by the EPIC (Cactus III) pipeline acquisition last year and organic growth, supporting strong distribution increases. Units yield 7.6% and, despite trading above peer EV/EBITDA multiples, offer a favorable risk profile for investors seeking a high yield and consistent growth.
globenewswire.com · 15 jun
Plains All American Pipeline and Plains GP Holdings Provide Updated Capital Spending Guidance for 2026
HOUSTON, June 15, 2026 (GLOBE NEWSWIRE) -- Plains All American Pipeline, L.P. (Nasdaq: PAA) and Plains GP Holdings (Nasdaq: PAGP) (collectively, “Plains”) are providing an update to capital spending guidance for 2026.
zacks.com · 25 may
Why Plains All American Pipeline (PAA) is a Top Value Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.