• 简

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    A Look At Western Midstream Partners (WES) Valuation After Recent Water Infrastructure Expansion

    Simply Wall St·01/08/2026 09:27:43
    语音播报

    Why Western Midstream Partners is Back on Income Investors' Radar

    Interest in Western Midstream Partners (WES) has picked up as it expands its footprint through the acquisition of Aris Water Solutions and new produced water disposal projects in the Delaware Basin, including the Pathfinder Pipeline.

    See our latest analysis for Western Midstream Partners.

    Western Midstream Partners’ recent moves in produced water infrastructure sit against a steady share price backdrop, with its latest close at $39.62 and a 1-year total shareholder return of 8.43%, while the 5-year total shareholder return of 262% points to momentum that has built over a longer stretch.

    If this kind of steady, income-focused story appeals to you, it could be a good moment to widen your search and look at fast growing stocks with high insider ownership as potential future standouts.

    With Western Midstream trading near $39.62, an intrinsic value estimate that sits meaningfully higher and a modest discount to analyst targets raise the key question: is there still mispricing here, or are markets already baking in future growth?

    Most Popular Narrative: 5.3% Undervalued

    With Western Midstream Partners last closing at $39.62 against a narrative fair value of US$41.83, the valuation story leans modestly in favor of further upside.

    The analysts have a consensus price target of $40.333 for Western Midstream Partners based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $46.0, and the most bearish reporting a price target of just $36.0.

    Read the complete narrative.

    Curious what earnings trajectory, margin profile, and future P/E multiple need to come together to back that fair value? The full narrative spells out those assumptions in detail.

    Result: Fair Value of $41.83 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, the picture could change quickly if capital-intensive projects face delays or cost overruns, or if producer activity softens and throughput volumes fall short.

    Find out about the key risks to this Western Midstream Partners narrative.

    Build Your Own Western Midstream Partners Narrative

    If you see the numbers differently or prefer to test your own assumptions, you can build a custom view in a few minutes by starting with Do it your way.

    A great starting point for your Western Midstream Partners research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

    Looking for more investment ideas?

    If you stop at one stock, you risk missing other opportunities that could suit your goals just as well, so put a few more ideas on your radar today.

    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.