NYSE · GLP
Global Partners LP
Energy · Oil & Gas Midstream
$47.77▲ 0.47% ($0.23)today
As of 9:58 AM ET
Market cap
$1.62B
P/E
Valuation
Revenue & margin DCF
Verdict: cheap. Price below all scenarios.
The price holds with revenue shrinking 9.8% a year for 10 years. Our scenarios assume 9.1–15.8%.
That's below its past 4-year pace of 8.8%.
Value per share
Base case
$411.49
Price used $47.77 is 88% below this
USD · TTM ending Jun 30, 2026 · Price Sep 28, 1:58 PM UTC
This estimate is at least 3× the price used. Review the growth, margin and investment assumptions behind the gap.
Revenue each value needs
Revenue today $21.5B. The price needs $7.6B by 2036. Base case: $70.8B. At its recent pace: $49.9B. Bear to Bull: $51.4B to $93.2B.
Revenue today $21.5B. The price needs $7.6B by 2036. Base case: $70.8B. At its recent pace: $49.9B. Bear to Bull: $51.4B to $93.2B.
Revenue in 2036
today $21.5B
−$63.1Bless than the Base case
Value per share · Base case
$411.49
Price $47.77
88% below this
- 10-yr revenue CAGR
- 12.7%
- Ending operating margin
- 2.5%
- Discount rate
- 9.0%
This estimate is at least 3× the price used. Review the growth, margin and investment assumptions behind the gap.
USD · TTM ending Jun 30, 2026 · Price Sep 28, 1:58 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 5.22% over the last year. Revenue grew 20.35% over the trailing twelve months. Operating margin moved from 1.43% to 2.5%. Free cash flow grew 512.69% over the trailing twelve months.
What the market seems to be pricing
The stock has moved lower against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 2.5%. A decisive move in revenue — currently up 20.35% — would be the clearest signal to resolve the ambiguity.
Return analysis
Company profile
Global Partners LP engages in the purchasing, selling, gathering, blending, storing, and logistics of transporting gasoline and gasoline blendstocks, distillates, residual oil, renewable fuels, crude oil, and propane to wholesalers, retailers, and commercial customers.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
3
Buy
2
Hold
4
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 6, 2026
Q4 FY26 · EPS est $1.48 · Revenue est $7.41B
View
Institutional Sentiment
Global Partners LP · GLP
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.