A Look At Western Midstream Partners (WES) Valuation After The Occidental Agreement Revamp

Simply Wall St.03-15

Western Midstream Partners (WES) is back in focus after revamping its long term agreement with Occidental, shifting to fixed fees with minimum volume commitments through 2035 and receiving a large ...

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Its 1 year total shareholder return of 9.28% sits on top of...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4144":"石油与天然气的储存和运输","BK4590":"PTP","BK4201":"综合性石油与天然气企业","BK4588":"碎股","WES":"Western Midstream Operating, LP.","WES.AU":"WESFARMERS LTD","BK7041":"综合货品商店","BK4585":"ETF&股票定投概念","BK7153":"综合零售","BK4559":"巴菲特持仓","BK7511":"ESG概念"},"translate_title":"西方协议修改后西方中游合作伙伴(WES)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WES.AU":1.5,"WES":1.5},"content_text":"Western Midstream Partners (WES) is back in focus after revamping its long term agreement with Occidental, shifting to fixed fees with minimum volume commitments through 2035 and receiving a large share transfer in return. See our latest analysis for Western Midstream Partners. Against that backdrop, Western Midstream Partners' share price is at US$40.82, with a 90 day share price return of 3.58% and a year to date gain of 2.77%. Its 1 year total shareholder return of 9.28% sits on top of very large 3 and 5 year total shareholder returns above 7x, suggesting momentum has built over time even if recent weeks have seen some cooling. If this agreement update has you looking beyond midstream, it could be a good moment to scan our screener of 23 power grid technology and infrastructure stocks as another way to find infrastructure linked ideas. With Western Midstream offering one of the higher yields in its space, targeting 3% distribution growth in 2026 and trading close to analyst price targets, investors may ask whether there is still upside or whether the market is already pricing in future growth. AdvertisementMost Popular Narrative: 2.2% Undervalued With Western Midstream Partners last closing at $40.82 versus a widely followed fair value of $41.75, the valuation gap is small but not ignored, especially given the income focus and capital projects on the horizon.  Investment in major long term capacity expansions, such as the Pathfinder pipeline and North Loving II plant, are set to come online in 2027, adding significant processing and transport capability, and expected to materially increase revenues and cash flows in subsequent years.  Read the complete narrative. Curious what earnings profile justifies that fair value tag? The most followed narrative leans on measured revenue growth, firmer margins, and a lower future earnings multiple than today. Result: Fair Value of $41.75 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story could change if large capital projects face delays or cost overruns, or if producer activity softens and throughput volumes fall short of expectations. Find out about the key risks to this Western Midstream Partners narrative. Next Steps Does this all sound balanced or a bit uncertain to you? Take a moment to review the full picture for yourself, including 3 key rewards and 2 important warning signs, which can help frame your own view. Looking for more investment ideas? If this update has sharpened your focus, do not stop with a single name. Broaden your watchlist with ideas tailored to different goals and risk levels.  Target reliable income by checking out companies we highlight as potential 14 dividend fortresses that might suit a payout focused portfolio. Hunt for value by scanning our collection of 48 high quality undervalued stocks that pair quality fundamentals with prices that may not fully reflect them. Prioritise resilience by reviewing the 68 resilient stocks with low risk scores that stand out for relatively stronger risk profiles and steadier financial characteristics.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Western Midstream Partners might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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