Global Partners LP (GLP) vs NGL Energy Partners LP (NGL)

Global Partners LP and NGL Energy Partners LP are both Oil & Gas Midstream companies. NGL Energy Partners LP is the larger, with a market value of $1.9B against $1.6B — 1.2× the size. NGL Energy Partners LP has negative trailing earnings, so its P/E is not meaningful; Global Partners LP trades at 9.6×. Global Partners LP grew revenue faster over the last twelve months: 20.4% against 5.76%. Global Partners LP has the higher net margin (0.78% vs −9.96%) and the higher return on invested capital (8.44% vs 2.94%). Across the 20 metrics below, Global Partners LP leads on 14 and NGL Energy Partners LP on 6.

Valuation

Metric GLP NGL Oil & Gas Midstream median
P/E 9.64 n/m 13.19
P/S 0.08 0.53 2.60
P/B 2.39 n/m 2.08
Price to free cash flow 7.76 18.50 10.14
EV/EBITDA 6.88 12.63 8.11
EV/Sales 0.15 1.46 3.89
Earnings yield 10.37% (18.81%) 6.83%
Free cash flow yield 12.88% 5.41% 6.94%

Profitability

Metric GLP NGL Oil & Gas Midstream median
Gross margin 5.57% 29.52% 58.81%
Operating margin 1.55% 4.05% 32.14%
Net margin 0.78% (9.96%) 21.16%
Free cash flow margin 0.97% 2.89% 10.15%
Return on equity 25.90% 88.77% 11.30%
Return on assets 4.28% (8.39%) 5.00%
Return on invested capital 8.44% 2.94% 6.13%

Growth

Metric GLP NGL Oil & Gas Midstream median
Revenue growth (TTM) 20.35% 5.76% 15.44%
EPS growth (last fiscal year) (12.45%) (431.67%) —
Revenue growth, 5-year CAGR 17.40% (9.60%) 8.96%
Net income growth, 5-year CAGR (5.18%) 0.00% 0.00%

Health

Metric GLP NGL Oil & Gas Midstream median
Debt to equity 2.31 (13.85) 0.78
Current ratio 1.19 1.14 1.19
Net debt to EBITDA 4.61 8.88 3.42

Dividend

Metric GLP NGL Oil & Gas Midstream median
Dividend yield 5.73% — 7.29%
Payout ratio — — 0.64

Size

Metric GLP NGL Oil & Gas Midstream median
Market cap 1.63b 1.92b 3.61b

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