Genesis Energy LP vs Plains GP Holdings LP
GEL and PAGP side by side, both in industrials. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How GEL and PAGP compare
Plains GP Holdings LP is the larger company, worth 3.3 times as much as Genesis Energy LP ($5.2B against $1.6B).
Plains GP Holdings LP grew revenue faster over the last twelve months (22.2% versus 17.6% for Genesis Energy LP).
Genesis Energy LP keeps more of each dollar of sales as profit, with a net margin of 3.9% compared with 0.96% at Plains GP Holdings LP.
Both pay dividends: Genesis Energy LP yields 4.4% and Plains GP Holdings LP 6.3%.
Plains GP Holdings LP scores higher on the StockData Score (11 against 7 for Genesis Energy LP), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | GEL | PAGP |
|---|---|---|
| Size and price | ||
| Market cap | $1.6B | $5.2B |
| Share price | $12.82 | $26.37 |
| Change, 1 year | −16.6% | 51.1% |
| Change, 5 years | 6.6% | 150% |
| Beta (5Y) | 0.71 | 0.48 |
| Employees | 1,061 | 3,900 |
| StockData Score | ||
| Total score | 7 | 11 (better) |
| Valuation score | 2 | 3 (better) |
| Growth score | 0 | 2 (better) |
| Performance score | 2 (better) | 1 |
| Health score | 1 | 2 (better) |
| Dividend score | 2 | 3 (better) |
| Valuation | ||
| P/E | 67.5× | – |
| P/S | 0.8× | 0.1× (better) |
| EV/EBITDA | 2.7× | 1.6× (better) |
| P/FCF | 4.6× | 2.3× (better) |
| FCF yield | 21.9% | 43.5% (better) |
| Fair value | $6.58 | $173.94 |
| Margin of safety | −95.0% | 84.8% (better) |
| Growth | ||
| Revenue growth (TTM) | 17.6% | 22.2% (better) |
| Revenue growth, 5Y average | −2.2% | 13.7% (better) |
| Net income growth (TTM) | – | 190% |
| Profitability | ||
| Gross margin | – | 7.6% |
| Operating margin | 18.3% (better) | 3.0% |
| Net margin | 3.9% (better) | 0.96% |
| FCF margin | 18.4% (better) | 4.1% |
| Financial health | ||
| Net debt / EBITDA | 0.10 (better) | −0.33 |
| Interest coverage | – | 3.1× |
| Current ratio | 0.92 | 1.09 (better) |
| Altman Z-score | 0.74 | – |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Dividend yield | 4.4% | 6.3% (better) |
| Shareholder yield | 4.4% | 6.3% (better) |
| Ownership | ||
| Held by institutions | 76.2% | 81.0% |
| Held by insiders | 23.3% | 1.4% |
| Insider net buying, 12 months | $202K | – |
| Short interest, % of float | 3.0% | 8.1% |
Go deeper
- GEL stock overview
- GEL income statement
- GEL valuation and score
- PAGP stock overview
- PAGP income statement
- PAGP valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.