Genesis Energy, L.P.

Genesis Energy, L.P.

GELยทNYSE

$15.19

+0.13%
EnergyOil & Gas Midstream

Genesis Energy, L.P. operates in the midstream segment of the crude oil and natural gas industry. The company's Offshore Pipeline Transportation segment engages in offshore crude oil and natural gas pipeline transportation and handling operations; and in the deepwater pipeline servicing in the southern Keathley Canyon area of the Gulf of Mexico. This segment owns interests in approximately 1,422 miles of crude oil pipelines located offshore in the Gulf of Mexico. Its Sodium Minerals and Sulfur Services segment offers sulfur-extraction services to refining operations; and operates storage and transportation assets. This segment provides services to ten refining operations; and sells sodium hydrosulfide and caustic soda to industrial and commercial companies involved in the mining of base metals. Its Onshore Facilities and Transportation segment offers onshore facilities and transportation services to Gulf Coast crude oil refineries and producers by purchasing, transporting, storing, blending, and marketing crude oil and refined products. It operates trucks, trailers, railcars, and terminals and tankage with 4.2 million barrels of storage capacity in various locations along the Gulf Coast. This segment also transports crude oil. It owns four onshore crude oil pipeline systems with approximately 450 miles of pipe in Alabama, Florida, Louisiana, Mississippi, and Texas; and four operational crude oil rail unloading facilities in Baton Rouge, Raceland, and Louisiana, as well as Walnut Hill, Florida and Natchez, Mississippi. Its Marine Transportation segment offers waterborne transportation of petroleum and crude oil in North America. This segment owns a fleet of 91 barges with a combined transportation capacity of 3.2 million barrels; and 42 push/tow boats. In addition, the company produces natural soda ash. Genesis Energy, LLC serves as a general partner of the company. The company was incorporated in 1996 and is headquartered in Houston, Texas.

At a Glance

Live Snapshot
Market Cap$1.86B
EPS-0.7300
P/E Ratio-20.81
Earnings Date07/30/2026
Genesis Energy, L.P.

Genesis Energy, L.P. Fair Value Envelope

GEL ยท NYSE

Our analysis suggests that GEL has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $15.19, this represents a potential HIDDEN relative to our calculated worth for Genesis Energy, L.P..

Intrinsic Value
Current Price: $15.19

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$2,162.5B
+ Cash & Equivalents$6.4M
Firm Value$2,162.5B
- Debt$3.0B
Equity Value$2,159.5B
/ Shares Outstanding122,424,321B
DCF Value$17.6K
UNDERVALUED BY 116024%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$550.4M
$1.1B
$2.2B
$4.4B
$8.8B
$17.6B
$35.2B
$70.5B
$140.9B
$281.8B
Maintenance CapEx
-$74.8M
-$149.5M
-$299.0M
-$598.0M
-$1.2B
-$2.4B
-$4.8B
-$9.6B
-$19.1B
-$38.3B
Owner Earnings
$475.7M
$951.4M
$1.9B
$3.8B
$7.6B
$15.2B
$30.4B
$60.9B
$121.8B
$243.5B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$440.4M
$815.6M
$1.5B
$2.8B
$5.2B
$9.6B
$17.8B
$32.9B
$60.9B
$112.8B
Terminal Value represents 88.7% of Enterprise Value