CHARGED ALPHA
Stock Analysis
NGL Unclassified Latest YouTube: Q4 FY2026

NGL

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q4 FY2026
Podcast available
Yes
Current price
$16.54
+0.88 (+5.62%)
Trailing / Forward P/E
Forward: 19.46x
Market cap / Volume
Volume:
Revenue / Earnings Growth
-13.3%
Earnings: —
Margins
2.1% op
Gross: 30.9% · Net: -4.5%
Balance sheet
1.05x current
Debt / Equity: —
52-week range / Beta
$3.95 - $18.80
Beta: 0.58
Analyst target
Upside: —
Cash / shareholder return
14.66% FCF yield
Dividend yield: —

Company context

Industry: Oil & Gas Midstream
Country: United States
Employees:
Price to book: -3.34x
Return on equity: -51.7%
NGL Energy Partners LP engages in the transportation, storage, blending, and marketing of crude oil, natural gas liquids, refined products/renewables, and water solutions in the United States. It operates through three segments: Water Solutions, Crude Oil Logistics, and Liquids Logistics. The Water Solutions segment transports, treats, recycles, and disposes produced and flowback water generated from crude oil and natural gas production; aggregates and sells recovered crude oil; disposes solids, such as tank bottoms, drilling fluid, and muds, as well as performs truck and frac tank washouts; and sells produced water for reuse and recycle, and brackish non-potable water. The Crude Oil Logistics segment purchases crude oil from producers and marketers and transports it to refineries for resale at pipeline injection stations, storage terminals, barge loading facilities, rail facilities, refineries, and other trade hubs; and provides storage, terminaling, and transportation services through pipelines and storage tanks. The Liquids Logistics segment offers natural gas liquids to commercial, retail, and industrial customers across the United States and Canada through its five terminals, third-party storage and terminal facilities, nine common carrier pipelines and a fleet of leased railcars. This segment also provides services for marine exports of butane through its facility located in Chesapeake, Virginia; and owns a propane pipeline in Michigan. NGL Energy Holdings LLC serves as the general partner of the company. NGL Energy Partners LP was founded in 1940 and is headquartered in Tulsa, Oklahoma.

Price chart

Market context for NGL

Competitive view

NGL vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

NGL latest YouTube video thumbnail YouTube
NGL
NGL
Latest video
Q4 FY2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
ADBE latest YouTube video thumbnail YouTube
ADBE
ADBE
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
NGL
$2.05B
NGL
ADBE
$82.46B
ADBE
SSNC
$16.30B
SS&C Technologies Holdings Inc.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
NGL
NGL
ADBE
11.7x
ADBE
SSNC
21.0x
SS&C Technologies Holdings Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
NGL
19.5x
NGL
ADBE
7.5x
ADBE
SSNC
9.0x
SS&C Technologies Holdings Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
NGL
-13.3%
NGL
ADBE
12.7%
ADBE
SSNC
8.8%
SS&C Technologies Holdings Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
NGL
NGL
ADBE
7.9%
ADBE
SSNC
8.3%
SS&C Technologies Holdings Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
NGL
2.1%
NGL
ADBE
33.8%
ADBE
SSNC
24.2%
SS&C Technologies Holdings Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
NGL
30.9%
NGL
ADBE
89.4%
ADBE
SSNC
48.0%
SS&C Technologies Holdings Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
NGL
-4.5%
NGL
ADBE
28.7%
ADBE
SSNC
12.6%
SS&C Technologies Holdings Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
NGL
-51.7%
NGL
ADBE
63.0%
ADBE
SSNC
11.8%
SS&C Technologies Holdings Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
NGL
14.7%
NGL
ADBE
11.0%
ADBE
SSNC
7.8%
SS&C Technologies Holdings Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
NGL
NGL
ADBE
61.34x
ADBE
SSNC
110.67x
SS&C Technologies Holdings Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
NGL
1.05x
NGL
ADBE
0.75x
ADBE
SSNC
1.10x
SS&C Technologies Holdings Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
NGL
0.58
NGL
ADBE
1.40
ADBE
SSNC
1.10
SS&C Technologies Holdings Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
NGL
NGL
ADBE
ADBE
SSNC
1.6%
SS&C Technologies Holdings Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
NGL
NGL
ADBE
42.0%
ADBE
SSNC
40.0%
SS&C Technologies Holdings Inc.

Episode timeline

Episode archive for NGL

Each row is one earnings episode with every verified platform link available.

Q4 FY2026
Episode live
Published youtube podcast complete
NGL Stock: +416% Off Lows — Water Solutions Drives Permian Growth Q4 FY2026
Quarterly earnings-analysis entry for NGL. Use the links on the right to open the video or podcast episode.