Price
No data yet.
Signal Score (90d)
80Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $44.26B | $1.44B | $1.66 |
| 2024 | $50.07B | $772.00M | $0.73 |
| 2023 | $48.71B | $1.23B | $1.40 |
| 2022 | $57.34B | $1.04B | $1.19 |
| 2021 | $42.08B | $593.00M | $0.55 |
Social Signal Score
Earnings
Wed, Nov 4(in 3 months)
Consensus estimate $0.39 per share
Typical surprise +6.2% (median, so one quarter with a near-zero estimate can't distort it)
- Fri, Aug 7$0.41 vs $0.38beat
- Fri, May 8$0.39 vs $0.37beat
- Fri, Feb 6$0.40 vs $0.47miss
- Wed, Nov 5$0.39 vs $0.35beat
- Fri, Aug 8$0.36 vs $0.32beat
- Fri, May 9$0.39 vs $0.44miss
Estimates and results for PAA via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by PAA officers and directors.
- Bought
- —
- Sold
- $597k
0 trades
2 trades
- Ziemba Lawrence Michaelsold
- Goebel Jeremy L.sold
98 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from PAA's reported EPS growth of 31.8% a year over 4 years. Historical EPS growth of 32% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $7.57
- Implied price
- $83.25
- Return from $23.73
- 28.5% a year
To earn 15.0% a year on these assumptions you'd need to buy at $41.39 — today's price is already 42.7% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 7 | 9 | 11 | 13 | 15 |
|---|---|---|---|---|---|
| 20.0% | 8.4% | 14.0% | 18.6% | 22.7% | 26.2% |
| 25.0% | 12.9% | 18.7% | 23.6% | 27.8% | 31.5% |
| 30.0% | 17.4% | 23.5% | 28.5% | 32.9% | 36.8% |
| 35.0% | 21.9% | 28.2% | 33.5% | 38.0% | 42.0% |
| 40.0% | 26.5% | 33.0% | 38.4% | 43.1% | 47.3% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (1)
- Newsseekingalpha.com·5h ago·Negative
…nty Of Fuel Plains All American remains a compelling midstream play, leveraging Permian production growth and Gulf Coast export demand for robust income and returns. PAA delivered 19% YoY crude oil adjusted EBITDA growth in Q2 2026, driven by Cactus III integration, bolt-on acquisitions, and higher volumes. Management guides for 15% full-year crude oil adjusted EBITDA growth and is increasing growth capital spending, with new projects expected to boost EBITDA in 2027.
View source ↗