Enterprise Products Partners (EPD) is back in focus after recent unit price moves, with the units showing mixed short term performance while sitting on a 1 year total return of 7.8% for investors.
See our latest analysis for Enterprise Products Partners.
The latest share price of $32.16 comes after mixed recent moves, with a 7 day share price return of 0.75% and a 30 day share price return decline of 1.38%. The 1 year total shareholder return of 7.83% and 5 year total shareholder return of 113.83% indicate momentum that has built over a longer holding period.
If EPD’s track record has you reassessing your energy exposure, it can be useful to see what else is on the move and compare with fast growing stocks with high insider ownership
With Enterprise Products Partners trading at $32.16 against an analyst target of about $35.89 and an indicated intrinsic discount of 57%, you have to ask: is this a genuine value opportunity, or is the market already pricing in future growth?
With Enterprise Products Partners at $32.16 against a narrative fair value of $35.67, the story focuses on how future projects and margins develop.
The completion of two gas processing plants in the Permian, along with several key pipeline and export terminal projects, is expected to enhance Enterprise Products Partners’ infrastructure, potentially driving revenue growth from increased volume handling and exports. With no major planned downtimes for the PDH plants after recent maintenance, Enterprise is positioned to capture additional EBITDA that was previously lost to unplanned outages, suggesting potential earnings improvement.
Curious what earnings power these new assets are working toward, and what profit margins and valuation multiple are embedded in that $35 plus fair value? The narrative presents a defined set of revenue, margin, and buyback assumptions, then applies a specific discount rate to bring everything back to today. If you want to see exactly how those moving parts connect to that upside, the full story is worth a read.
Result: Fair Value of $35.67 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, this story can change quickly if PDH outages resurface, or if tariffs and commodity swings hit export volumes and pressure that earnings path.
Find out about the key risks to this Enterprise Products Partners narrative.
If you see the numbers differently or prefer to test your own assumptions, you can build a custom view of EPD in minutes: Do it your way
A great starting point for your Enterprise Products Partners research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
If you stop with just one stock, you could miss opportunities that fit your style even better, so consider putting a few more quality ideas on your radar.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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