GasLog Partners LP (GLOP-PA)
Valuation Overview•Is GasLog Partners LP Overvalued or Undervalued?
Trading at a discount across both intrinsic cash flow and relative peer multiples, indicating a strong margin of safety.
Moderate quality score of 67/100, reflecting stable operating margins and manageable leverage.
Wall Street forecasts a balanced outlook with consensus price targets near the current price.
Verdict: Solid fundamental quality, though growth presents a headwind.
Wall Street sentiment is generally neutral. This outlook is strongly supported by highly attractive capital returns, anchored by a strong dividend yield, though free cash flow coverage appears tight.
GLOP-PA demonstrates strong business quality with robust profitability and healthy margins. This is paired with a moderately leveraged but stable balance sheet.
The company is facing top-line contraction (-9.2% 3Y CAGR) paired with stable bottom-line earnings. This growth is supported by elite operational efficiency, sustaining an impressive 43.5% operating margin.
| Financial Metric | Trend (12Q) | Latest Qtr | 1Y Growth | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|---|---|---|
| Revenue | $99.1M | -21.9% | -9.2% | -3.6% | +3.4% | |
| EBITDA | $74.3M | — | -12.5% | — | — | |
| Net Income | $36.4M | -113.4% | — | — | — | |
| EPS (Diluted) | $0.55 | -113.3% | — | — | — | |
| Free Cash Flow | $63.3M | -33.6% | -14.7% | +3.6% | — |
| Metric | TTM | 3Y Avg | 5Y Avg | 10Y Avg |
|---|---|---|---|---|
| Gross Margin | 57.0% | 45.7% | 48.1% | 51.3% |
| Operating Margin | 43.5% | 40.5% | 43.3% | 42.8% |
| Net Margin | 31.3% | 23.3% | 20.8% | 20.4% |
| FCF Margin | 73.0% | 64.7% | 66.8% | 59.9% |
| Quarter | EPS Est. | EPS Act. | Surprise | EPS | Rev |
|---|---|---|---|---|---|
| Q2'26Latest | $0.31 | $0.37 | +19.4% | ||
| Q2'26 | $0.31 | $0.37 | +19.4% | ||
| Q2'26 | $0.31 | $0.37 | +19.4% | ||
| Q2'26 | $0.31 | $0.37 | +19.4% | ||
| Q2'26 | $0.31 | $0.37 | +19.4% | ||
| Q2'26 | $0.31 | $0.37 | +19.4% | ||
| Q2'26 | $0.31 | $0.37 | +19.4% | ||
| Q2'26 | $0.31 | $0.37 | +19.4% |
Total return is +7.6% (1Y), lagging the benchmark by -17.4%
| Period | Total Return | vs S&P 500 (Alpha) | Dividend Contribution |
|---|---|---|---|
| YTD | +2.8% | -6.5% | — |
| 1Y | +7.6% | -17.4% | +8.5% |
| 3YCAGR | +13.3% | -6.3% | +29.7% |
| 5YCAGR | +7.9% | -4.5% | +43.7% |
| 10YCAGR | +6.0% | -7.7% | — |
The S&P 500 is at 31.3x trailing P/E — Expensive relative to historical averages.
Quick answers to common questions about GasLog Partners LP (GLOP-PA) valuation, health, and returns.
GasLog Partners LP is estimated to be undervalued under our discounted cash flow framework. relative multiples indicate the stock is Slightly cheap versus peers compared to industry peers. undervalued (implying +142.2% upside to DCF intrinsic value of $61.16)
GasLog Partners LP has multiple valuation anchors: DCF Intrinsic Value: $61.16 | Peer Relative Fair Value: $29.56. A convergence of these signals offers higher conviction.
GasLog Partners LP displays good financial health with a composite quality score of 67/100, supported by a Altman Z-Score of 8.1 (safe zone), Piotroski F-Score of 3/9, Return on Invested Capital (ROIC) of 4.6%.
GasLog Partners LP pays a 13.9% dividend yield, covered by a 0% payout ratio with 0 years of growth, supplemented by a 0.0% buyback yield.
GasLog Partners LP's current growth trajectory is Decelerating. The company achieved -21.9% 1Y revenue growth and -113.3% 1Y EPS growth, compared to its 3Y revenue CAGR of -9.2%.
Wall Street consensus is Hold based on 11 analysts, beating EPS expectations in 100% of recent quarters with a 20-quarter streak. The consensus price target represents a N/A change from current levels.
Investment risks for GasLog Partners LP include: -3.7% 1-year max drawdown. Volatility risk is characterized by a beta of 0.13x.
No. These computations are purely quantitative model outputs for informational purposes. They do not account for qualitative management shifts or macro events. Always consult a licensed RIA before buying or selling shares.
Disclaimer: This page is for informational purposes only and does not constitute financial advice. All valuation models, scores, and target estimates are automated computations under stated assumptions and should not be relied upon as the sole basis for any investment decision.