Análisis Argos
PAGP
PAGPBarata · ojo al riesgo1 señal de riesgo
Plains GP Holdings LP · Energy
US$ 24.43
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
55/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 30% al año — menos de lo que viene demostrando (2.3%). 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 152% el último año.
Reparte dividendo sostenible (6.53%).
Riesgos
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
!Altman Z'' en zona roja (0.35)
VALOR4/6FUTURO1/6PASADO2/6SALUD1/6DIVIDENDO6/6
El Iris de calidad
VALOR4/6FUTURO1/6PASADO2/6SALUD1/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoIngresos estancados o cayendo
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos55de 100Barata · ojo al riesgo
Ingresos12%
US$ 44.3 B
Margen operativo39%
3.2%
Flujo de caja libre24%
US$ 2.3 B
Deuda neta
US$ 11.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.8B
P/E18.6x
EV/EBITDA6.7x
FCF yield47.3%
ROIC10.7%
Margen operativo3.2%
Crecim. ingresos-11.6%/año
Piotroski F4/9
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

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.
fool.com · 31 may
Why This $3 Million Plains GP Holdings Buy Could Signal Confidence in a $2.9 Billion Outlook
Plains GP Holdings operates pipelines and storage, providing fee-based logistics for North American oil and natural gas producers.
zacks.com · 19 may
Should Value Investors Buy Plains Group (PAGP) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
globenewswire.com · 5 may
Plains All American Pipeline and Plains GP Holdings Provide Update on the NGL Sale Process
HOUSTON, May 05, 2026 (GLOBE NEWSWIRE) -- Plains All American Pipeline, L.P. (Nasdaq: PAA) and Plains GP Holdings (Nasdaq: PAGP) (collectively, “Plains”) today provided an update on the expected timing for completion of the Canadian NGL business divestiture to Keyera Corp (“Keyera”).
defenseworld.net · 22 abr
Plains GP Holdings, L.P. $PAGP Shares Sold by Eagle Global Advisors LLC
Eagle Global Advisors LLC reduced its stake in shares of Plains GP Holdings, L.P. (NYSE: PAGP) by 3.7% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,124,930 shares of the pipeline company's stock after selling 43,570 shares during
defenseworld.net · 21 abr
Plains GP Holdings, L.P. $PAGP Shares Acquired by Evergreen Capital Management LLC
Evergreen Capital Management LLC grew its holdings in Plains GP Holdings, L.P. (NYSE: PAGP) by 14.4% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 835,817 shares of the pipeline company's stock after acquiring an additional 105,448 shares during the
seekingalpha.com · 17 abr
Low-Stress 8% Yields I Would Bet My Retirement On
Most retirees are forced to choose between yield and safety — discover two rare investments that deliver 8%+ income without forcing that painful tradeoff. One is a bond ETF that actually grows its dividend (something almost no bond fund can claim), and the other is a cash-flow machine with 12.5% guided distribution growth. In a volatile market where most high yields are getting crushed, these two holdings have the balance sheet strength, inflation protection, and structural advantages to keep paying and growing.
fool.com · 15 abr
Chickasaw Sells 144K Plains GP Holdings Shares
Chickasaw cut its Plains GP Holdings stake by 144,038 shares. It held nearly 8.7 million shares valued at $210.6 million as of March 31.

* 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.