GLOBAL PARTNERS LP · Petroleum Bulk Stations & Terminals

GLP

Low riskNext report: Nov 6 (confirmed)

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The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 47% in the latest quarter vs a year ago
Profitable
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 2% to their holdings in the quarter ending June 2026 (58 bought, 23 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$48.37-0.1% that day

Company value: $1.6B; Share price times all shares
Price vs profit (P/E): 16.8x; You pay about $17 for each $1 of yearly profit
Price vs sales: 0.08x; Company value is 0.08 times a year of sales
Cash vs value: 1%; Cash as a share of company value

From GLP's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$6.8B+47% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $21.5B, up 20% from the 12 months before. Over 5 years, sales grew about 17% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of GLP. Starting points are the company's recent numbers.

Sales growth+20% a yearRecently: +20% a yearProfit margin1%Last 12 months: 0.9%P/E at the end17xToday: 16.8x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$53.4B

Profit in 5 years$534M

Price these guesses point to$266.98+452% vs $48.37 todayAbout +41% a year, before dividends

What today's price needs: with a 1% margin and a 17x P/E, sales could shrink about 15% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

1/4Weak

MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.0.5%
MissProfitable every yearSteady profits, not one good year.9 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$284.8M
MissGross margin 40%+Pricing power: sells for well above what it costs to make.5.7%

Revenue: $18.6B; +8.1% vs prior year
5-year growth: +17.4%/yr; revenue, per year
Current ratio: 1.14x; short-term assets / bills due
Free cash flow: $284.8M; 1.5% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+, debt under half of equity, share count not growing. A checklist is a starting point for research, not a verdict.