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Targa Resources Corp. (TRGP) Stock Fundamental Analysis & AI Rating 2026

TRGP NYSE Natural Gas Transmission CIK: 0001389170
Recently Updated • Analysis: Apr 17, 2026 • SEC Data: 2025-12-31
BUY
72% Conf
Pending
Analysis scheduled

📊 TRGP Key Takeaways

Revenue: $17.0B
Net Margin: 11.3%
Free Cash Flow: $584.1M
Current Ratio: 0.67x
Debt/Equity: 5.68x
EPS: $8.49
AI Rating: BUY with 72% confidence
Targa Resources Corp. (TRGP) receives a BUY rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $17.0B, net profit margin of 11.3%, and return on equity (ROE) of 62.7%, Targa Resources Corp. demonstrates strong fundamentals in the Energy sector. Below is our complete TRGP stock analysis for 2026.

Is Targa Resources Corp. (TRGP) a Good Investment?

Claude

Targa Resources demonstrates exceptional operational efficiency with 62.7% ROE and strong profitability margins (19.6% operating, 11.3% net) alongside solid revenue growth. While the 5.68x leverage ratio is elevated, robust interest coverage of 31.3x and consistent $3.9B operating cash flow provide adequate debt servicing capacity for this capital-intensive, regulated natural gas transmission business.

Why Buy Targa Resources Corp. Stock? TRGP Key Strengths

Claude
  • + Exceptional ROE of 62.7% indicates highly efficient capital deployment and shareholder returns
  • + Strong profitability metrics: 19.6% operating margin and 11.3% net margin for the sector
  • + Excellent interest coverage ratio of 31.3x provides substantial debt servicing cushion
  • + Solid operating cash flow of $3.9B supports debt obligations and capital investments
  • + Stable business model in regulated natural gas transmission with recurring revenues

TRGP Stock Risks: Targa Resources Corp. Investment Risks

Claude
  • ! Critically low liquidity: current ratio of 0.67x and quick ratio of 0.55x signal potential short-term cash constraints
  • ! Very high financial leverage at 5.68x debt-to-equity creates refinancing and economic sensitivity risks
  • ! Limited free cash flow margin of 3.4% restricts flexibility for debt reduction or shareholder distributions
  • ! Cash position of $166.1M is minimal relative to $17.4B long-term debt; refinancing risk exposure
  • ! Capital-intensive business model requires $3.3B annual CapEx, limiting financial flexibility

Key Metrics to Watch

Claude
  • * Operating cash flow sustainability and trends quarter-over-quarter
  • * Free cash flow generation and debt paydown capacity
  • * Debt refinancing activities and interest rate exposure
  • * Current ratio improvement and working capital management
  • * Capital expenditure guidance and discretionary spending levels

Targa Resources Corp. (TRGP) Financial Metrics & Key Ratios

Revenue
$17.0B
Net Income
$1.9B
EPS (Diluted)
$8.49
Free Cash Flow
$584.1M
Total Assets
$25.2B
Cash Position
$166.1M

💡 AI Analyst Insight

The relatively thin 3.4% FCF margin may limit capital allocation flexibility. The current ratio below 1.0x warrants monitoring of short-term liquidity.

TRGP Profit Margin, ROE & Profitability Analysis

Gross Margin 15.0%
Operating Margin 19.6%
Net Margin 11.3%
ROE 62.7%
ROA 7.6%
FCF Margin 3.4%

TRGP vs Energy Sector: How Targa Resources Corp. Compares

How Targa Resources Corp. compares to Energy sector averages

Net Margin
TRGP 11.3%
vs
Sector Avg 12.0%
TRGP Sector
ROE
TRGP 62.7%
vs
Sector Avg 14.0%
TRGP Sector
Current Ratio
TRGP 0.7x
vs
Sector Avg 1.3x
TRGP Sector
Debt/Equity
TRGP 5.7x
vs
Sector Avg 0.6x
TRGP Sector

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

Is Targa Resources Corp. Stock Overvalued? TRGP Valuation Analysis 2026

Based on fundamental analysis, Targa Resources Corp. has mixed fundamental signals relative to the Energy sector in 2026.

Return on Equity
62.7%
Sector avg: 14%
Net Profit Margin
11.3%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
5.68x
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.

Targa Resources Corp. Balance Sheet: TRGP Debt, Cash & Liquidity

Current Ratio
0.67x
Quick Ratio
0.55x
Debt/Equity
5.68x
Debt/Assets
0.0%
Interest Coverage
31.28x
Long-term Debt
$17.4B

TRGP Revenue & Earnings Growth: 5-Year Financial Trend

TRGP 5-year financial data: Year 2019: Revenue $9.4B, Net Income N/A, EPS N/A. Year 2020: Revenue $9.4B, Net Income $1.6M, EPS $-0.53. Year 2021: Revenue $19.8B, Net Income -$209.2M, EPS $-1.44. Year 2023: Revenue $19.8B, Net Income $71.2M, EPS $-0.07. Year 2024: Revenue $19.8B, Net Income $1.2B, EPS $3.88.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Targa Resources Corp.'s revenue has grown significantly by 112% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.66 reflects profitable operations.

TRGP 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
3.4%
Free cash flow / Revenue

TRGP Quarterly Earnings & Performance

Quarterly financial performance data for Targa Resources Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2024 $2.7B $298.5M $1.33
Q1 2024 $3.8B $275.2M $0.03
Q3 2023 $3.4B $193.1M $0.84
Q2 2023 $2.7B $329.3M $1.44
Q1 2023 $3.8B $88.0M $0.03
Q3 2022 $4.2B $182.2M $0.66
Q2 2022 $3.2B $56.2M $0.15
Q1 2022 $3.5B $88.0M $0.06

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

Targa Resources Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$3.9B
Cash generated from operations
Stock Buybacks
$641.8M
Shares repurchased (TTM)
Capital Expenditures
$3.3B
Investment in assets
Dividends Paid
$51.4M
Returned to shareholders

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

Access official SEC EDGAR filings for Targa Resources Corp. (CIK: 0001389170)

📋 Recent SEC Filings

Date Form Document Action
Mar 26, 2026 DEF 14A trgp-20260326.htm View →
Mar 6, 2026 4 xslF345X05/ownership.xml View →
Mar 4, 2026 4 xslF345X05/ownership.xml View →
Mar 3, 2026 4 xslF345X05/ownership.xml View →
Mar 2, 2026 8-K d120263d8k.htm View →

Frequently Asked Questions about TRGP

What is the AI rating for TRGP?

Targa Resources Corp. (TRGP) has an AI rating of BUY with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TRGP's key strengths?

Claude: Exceptional ROE of 62.7% indicates highly efficient capital deployment and shareholder returns. Strong profitability metrics: 19.6% operating margin and 11.3% net margin for the sector.

What are the risks of investing in TRGP?

Claude: Critically low liquidity: current ratio of 0.67x and quick ratio of 0.55x signal potential short-term cash constraints. Very high financial leverage at 5.68x debt-to-equity creates refinancing and economic sensitivity risks.

What is TRGP's revenue and growth?

Targa Resources Corp. reported revenue of $17.0B.

Does TRGP pay dividends?

Targa Resources Corp. pays dividends, with $51.4M distributed to shareholders in the trailing twelve months.

Where can I find TRGP SEC filings?

Official SEC filings for Targa Resources Corp. (CIK: 0001389170) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TRGP's EPS?

Targa Resources Corp. has a diluted EPS of $8.49.

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 TRGP a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Targa Resources Corp. has a BUY rating with 72% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is TRGP stock overvalued or undervalued?

Valuation metrics for TRGP: ROE of 62.7% (sector avg: 14%), net margin of 11.3% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

Should I buy TRGP stock in 2026?

Our dual AI analysis gives Targa Resources Corp. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TRGP's free cash flow?

Targa Resources Corp.'s operating cash flow is $3.9B, with capital expenditures of $3.3B. FCF margin is 3.4%.

How does TRGP compare to other Energy stocks?

Vs Energy sector averages: Net margin 11.3% (avg: 12%), ROE 62.7% (avg: 14%), current ratio 0.67 (avg: 1.3).

Is Targa Resources Corp. carrying too much debt?

TRGP has a debt-to-equity ratio of 5.68x, which is above the Energy sector average of 0.6x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

Why is TRGP's return on equity (ROE) so high?

Targa Resources Corp. has a return on equity of 62.7%, significantly above the Energy sector average of 14%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 11.3% net margin.

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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 17, 2026 | Data as of: 2025-12-31 | Powered by Claude AI