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Plains All American Pipeline LP (PAAPU) Stock Fundamental Analysis & AI Rating 2026

PAAPU Nasdaq Pipe Lines (No Natural Gas) DE CIK: 0001070423
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
SELL
72% Conf
Pending
Analysis scheduled

📊 PAAPU Key Takeaways

Revenue: $44.3B
Net Margin: 3.2%
Free Cash Flow: $2.3B
Current Ratio: 0.96x
Debt/Equity: N/A
EPS: $0.00
AI Rating: SELL with 72% confidence
Plains All American Pipeline LP (PAAPU) receives a SELL rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $44.3B, net profit margin of 3.2%, Plains All American Pipeline LP demonstrates mixed fundamentals in the Energy sector. Below is our complete PAAPU stock analysis for 2026.

Is Plains All American Pipeline LP (PAAPU) a Good Investment?

Claude

Plains All American Pipeline faces severe structural financial challenges with negative stockholders' equity of -$753M and working capital stress evidenced by current/quick ratios below 1.0x, despite generating strong operating cash flows of $2.9B. While the 15.1x interest coverage and robust free cash flow of $2.3B provide near-term viability, the combination of 9.5% YoY revenue decline, thin 3.2% net margins, and $10.7B debt burden in a deteriorating equity position signals elevated financial distress risk.

Why Buy Plains All American Pipeline LP Stock? PAAPU Key Strengths

Claude
  • + Strong operating cash flow of $2.9B demonstrates underlying business cash generation capability
  • + Solid interest coverage ratio of 15.1x indicates adequate ability to service debt obligations
  • + Positive free cash flow of $2.3B (5.2% FCF margin) provides cushion for capital needs and distributions

PAAPU Stock Risks: Plains All American Pipeline LP Investment Risks

Claude
  • ! Negative stockholders' equity of -$753M indicates technical insolvency and highly distressed capital structure
  • ! Current ratio and quick ratio both below 1.0x signal acute working capital shortage and liquidity stress
  • ! Revenue declined 9.5% YoY combined with razor-thin 3.2% net profit margin limits financial flexibility
  • ! High leverage with $10.7B long-term debt against negative equity creates refinancing and covenant risks
  • ! Low cash position of $328M inadequate relative to $30.2B asset base and debt obligations

Key Metrics to Watch

Claude
  • * Stockholders' equity trajectory and covenant compliance status
  • * Operating cash flow sustainability and free cash flow coverage of debt service
  • * Revenue trend reversal and operating margin expansion
  • * Liquidity metrics including working capital position and cash balance changes

Plains All American Pipeline LP (PAAPU) Financial Metrics & Key Ratios

Revenue
$44.3B
Net Income
$1.4B
EPS (Diluted)
$0.00
Free Cash Flow
$2.3B
Total Assets
$30.2B
Cash Position
$328.0M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

PAAPU Profit Margin, ROE & Profitability Analysis

Gross Margin 3.1%
Operating Margin 3.2%
Net Margin 3.2%
ROE N/A
ROA 4.8%
FCF Margin 5.2%

PAAPU vs Energy Sector: How Plains All American Pipeline LP Compares

How Plains All American Pipeline LP compares to Energy sector averages

Net Margin
PAAPU 3.2%
vs
Sector Avg 12.0%
PAAPU Sector
ROE
PAAPU 0.0%
vs
Sector Avg 14.0%
PAAPU Sector
Current Ratio
PAAPU 1.0x
vs
Sector Avg 1.3x
PAAPU Sector
Debt/Equity
PAAPU 0.0x
vs
Sector Avg 0.6x
PAAPU Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Plains All American Pipeline LP Stock Overvalued? PAAPU Valuation Analysis 2026

Based on fundamental analysis, Plains All American Pipeline LP has mixed fundamental signals relative to the Energy sector in 2026.

Return on Equity
N/A
Sector avg: 14%
Net Profit Margin
3.2%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Plains All American Pipeline LP Balance Sheet: PAAPU Debt, Cash & Liquidity

Current Ratio
0.96x
Quick Ratio
0.92x
Debt/Equity
N/A
Debt/Assets
30.6%
Interest Coverage
15.09x
Long-term Debt
$10.7B

PAAPU Revenue & Earnings Growth: 5-Year Financial Trend

PAAPU 5-year financial data: Year 2021: Revenue $42.1B, Net Income $2.2B, EPS N/A. Year 2022: Revenue $57.3B, Net Income -$2.6B, EPS N/A. Year 2023: Revenue $57.3B, Net Income $593.0M, EPS N/A. Year 2024: Revenue $57.3B, Net Income $1.0B, EPS N/A. Year 2025: Revenue $48.9B, Net Income $1.2B, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Plains All American Pipeline LP's revenue has grown significantly by 16% over the 5-year period, indicating strong business expansion.

PAAPU Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
5.2%
Free cash flow / Revenue

PAAPU Quarterly Earnings & Performance

Quarterly financial performance data for Plains All American Pipeline LP including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $11.6B $220.0M N/A
Q2 2025 $10.6B $210.0M N/A
Q1 2025 $12.0B $266.0M N/A
Q3 2024 $12.1B $203.0M N/A
Q2 2024 $11.6B $250.0M N/A
Q1 2024 $12.0B $266.0M N/A
Q3 2023 $12.1B $203.0M N/A
Q2 2023 $11.6B $203.0M N/A

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Plains All American Pipeline LP Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$2.9B
Cash generated from operations
Stock Buybacks
$8.0M
Shares repurchased (TTM)
Capital Expenditures
$643.0M
Investment in assets
Dividends
None
No dividend program

PAAPU SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Plains All American Pipeline LP (CIK: 0001070423)

📋 Recent SEC Filings

Date Form Document Action
Apr 10, 2026 DEF 14A tm261430-1_def14a.htm View →
Mar 3, 2026 8-K tm267812d1_8k.htm View →
Feb 27, 2026 10-K paa-20251231.htm View →
Feb 6, 2026 8-K paa-20260206.htm View →
Dec 3, 2025 8-K tm2532637d1_8k.htm View →

Frequently Asked Questions about PAAPU

What is the AI rating for PAAPU?

Plains All American Pipeline LP (PAAPU) has an AI rating of SELL with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PAAPU's key strengths?

Claude: Strong operating cash flow of $2.9B demonstrates underlying business cash generation capability. Solid interest coverage ratio of 15.1x indicates adequate ability to service debt obligations.

What are the risks of investing in PAAPU?

Claude: Negative stockholders' equity of -$753M indicates technical insolvency and highly distressed capital structure. Current ratio and quick ratio both below 1.0x signal acute working capital shortage and liquidity stress.

What is PAAPU's revenue and growth?

Plains All American Pipeline LP reported revenue of $44.3B.

Does PAAPU pay dividends?

Plains All American Pipeline LP does not currently pay dividends.

Where can I find PAAPU SEC filings?

Official SEC filings for Plains All American Pipeline LP (CIK: 0001070423) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PAAPU's EPS?

Plains All American Pipeline LP has a diluted EPS of $0.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is PAAPU a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Plains All American Pipeline LP has a SELL rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is PAAPU stock overvalued or undervalued?

Valuation metrics for PAAPU: ROE of N/A (sector avg: 14%), net margin of 3.2% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy PAAPU stock in 2026?

Our dual AI analysis gives Plains All American Pipeline LP a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is PAAPU's free cash flow?

Plains All American Pipeline LP's operating cash flow is $2.9B, with capital expenditures of $643.0M. FCF margin is 5.2%.

How does PAAPU compare to other Energy stocks?

Vs Energy sector averages: Net margin 3.2% (avg: 12%), ROE N/A (avg: 14%), current ratio 0.96 (avg: 1.3).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI