← Back to All US Stocks

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

TRGP NYSE Natural Gas Transmission CIK: 0001389170
Updated This Month • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
65% Confidence
N/A
C
65% Conf
Pending
Analysis scheduled

📊 TRGP Key Takeaways

Revenue: $4.1B
Net Margin: 11.7%
Free Cash Flow: $-160.0M
Current Ratio: 0.72x
Debt/Equity: 6.10x
EPS: $2.21
AI Grade: C with 65% confidence
Targa Resources Corp. (TRGP) receives a C fundamental grade with 65% confidence from our AI analysis based on SEC 10-K filings. With revenue of $4.1B, net profit margin of 11.7%, and return on equity (ROE) of 15.3%, Targa Resources Corp. demonstrates mixed fundamentals in the Energy sector. Below is our complete TRGP stock analysis for 2026.

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

Claude

Despite strong profitability margins (20.7% operating margin) and solid operating cash flow of $739.5M, Targa Resources is severely overleveraged with a 6.1x debt-to-equity ratio and generates negative free cash flow of -$160M, indicating the company cannot self-fund its $899.5M capital expenditures. Weak liquidity ratios (0.72x current ratio) with only $100.1M cash against $19.1B debt create significant refinancing risk.

Targa Resources Corp. Key Strengths (TRGP)

Claude
  • + Strong profitability with 62.3% gross margin and 11.7% net margin
  • + Generates substantial operating cash flow of $739.5M from core business
  • + Adequate interest coverage ratio of 8.0x provides debt service cushion
  • + Steady revenue growth of 3.9% YoY demonstrates business stability in natural gas transmission sector

TRGP Stock Risks: Targa Resources Corp. Investment Risks

Claude
  • ! Extreme leverage at 6.10x debt-to-equity ratio creates financial fragility and refinancing exposure
  • ! Negative free cash flow of -$160M reveals company spends more on capex than operating cash generation
  • ! Critical liquidity deficit with current ratio of 0.72x and minimal cash reserves relative to $19.1B debt load
  • ! Capital-intensive infrastructure model requires continuous large capex exceeding organic cash generation
  • ! Limited financial flexibility to weather operational disruptions or market downturns given debt burden

Key Metrics to Watch

Claude
  • * Free cash flow trajectory - must turn positive for financial viability
  • * Debt-to-equity ratio - needs substantial reduction from current 6.10x
  • * Capex as percentage of operating cash flow - monitor sustainability of investment levels
  • * Cash position and refinancing activity - critical given $19.1B debt maturity profile
  • * Operating cash flow growth rate - must exceed capex growth to improve financial position

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

Revenue
$4.1B
Net Income
$479.6M
EPS (Diluted)
$2.21
Free Cash Flow
$-160.0M
Total Assets
$27.1B
Cash Position
$100.1M

💡 AI Analyst Insight

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

TRGP Profit Margin, ROE & Profitability Analysis

Gross Margin 62.3%
Operating Margin 20.7%
Net Margin 11.7%
ROE 15.3%
ROA 1.8%
FCF Margin -3.9%

TRGP vs Energy Sector: How Targa Resources Corp. Compares

How Targa Resources Corp. compares to Energy sector averages

Net Margin
TRGP 11.7%
vs
Sector Avg 12.0%
TRGP Sector
ROE
TRGP 15.3%
vs
Sector Avg 14.0%
TRGP Sector
Current Ratio
TRGP 0.7x
vs
Sector Avg 1.3x
TRGP Sector
Debt/Equity
TRGP 6.1x
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
15.3%
Sector avg: 14%
Net Profit Margin
11.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
6.10x
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
0.72x
Quick Ratio
0.62x
Debt/Equity
6.10x
Debt/Assets
0.0%
Interest Coverage
7.95x
Long-term Debt
$19.1B

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
-3.9%
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
$739.5M
Cash generated from operations
Stock Buybacks
$55.0M
Shares repurchased (TTM)
Capital Expenditures
$899.5M
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
May 22, 2026 8-K d13203d8k.htm View →
May 15, 2026 4 xslF345X06/ownership.xml View →
May 13, 2026 4 xslF345X06/ownership.xml View →
May 13, 2026 4 xslF345X06/ownership.xml View →
May 7, 2026 10-Q trgp-20260331.htm View →

Frequently Asked Questions about TRGP

What is the AI rating for TRGP?

Targa Resources Corp. (TRGP) has an AI grade of C with 65% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TRGP's key strengths?

Claude: Strong profitability with 62.3% gross margin and 11.7% net margin. Generates substantial operating cash flow of $739.5M from core business.

What are the risks of investing in TRGP?

Claude: Extreme leverage at 6.10x debt-to-equity ratio creates financial fragility and refinancing exposure. Negative free cash flow of -$160M reveals company spends more on capex than operating cash generation.

What is TRGP's revenue and growth?

Targa Resources Corp. reported revenue of $4.1B.

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 $2.21.

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 grade reflects both perspectives for balanced insights.

What is TRGP's fundamental grade?

Based on our AI fundamental analysis in June 2026, Targa Resources Corp. has a C grade with 65% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is TRGP stock overvalued or undervalued?

Valuation metrics for TRGP: ROE of 15.3% (sector avg: 14%), net margin of 11.7% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

What is TRGP's AI grade for 2026?

Our dual AI analysis gives Targa Resources Corp. a combined C grade 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 $739.5M, with capital expenditures of $899.5M. FCF margin is -3.9%.

How does TRGP compare to other Energy stocks?

Vs Energy sector averages: Net margin 11.7% (avg: 12%), ROE 15.3% (avg: 14%), current ratio 0.72 (avg: 1.3).

Is Targa Resources Corp. carrying too much debt?

TRGP has a debt-to-equity ratio of 6.10x, 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.

Top Rated Stocks
AAPL 92% MSFT 92% FAST 92% ANET 88% RDDT 88% KNSL 88% MGRE 88% FIZZ 88% DECK 87% NVDA 87%
Sector: All Energy Stocks →
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: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI