STOCK ALARMSA

Demo Log In

PBNAF(PBNAF)

$18.20—

Chart

PBNAF(PBNAF)

OTC

$18.20—

Chart Studio

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Writing up the research note…

First read for a new ticker takes about 20–30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.

8/27/26

PEMBINA PIPELINE (PBNAF)

Thursday

1:40 AM

Thesis: Pembina Pipeline: the story is balanced — Western Canadian Sedimentary Basin production growth - particularly Montney and Duvernay light oil/condensate volumes…

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$7.7B	$8.8B	$9.3B
Rev. Growth	+4.0%	+15.2%	+5.0%
EPS	$2.66	$3.17	$3.23
EPS Growth	-11.3%	+19.4%	+1.7%
P/E (fwd)	6.8×	5.7×	5.6×

★ Analysts see FY2026 revenue reaching $8.8B — +15.2% growth in a single year.

What Moves the Stock

1Western Canadian Sedimentary Basin production growth - particularly Montney and Duvernay light oil/condensate volumes driving pipeline utilization
2Major expansion project announcements and in-service dates - capacity additions like Phase IX expansions or new processing facilities
3Canadian crude oil price differentials (WCS-WTI spread) - wider differentials increase demand for pipeline capacity and marketing services
4LNG Canada construction progress and associated upstream gas production growth in northeast BC
5Dividend sustainability and growth - current yield ~6% attracts income investors sensitive to payout ratio and coverage metrics
6Pipeline transportation services (~45-50% of revenue) - fee-based contracts for crude oil, condensate, and NGL volumes
7Gas processing and fractionation (~30-35%) - processing raw natural gas and extracting NGLs at owned facilities
8Marketing & New Ventures (~15-20%) - commodity marketing, storage, and hub services including the Prince Rupert Terminal

FY2025 Snapshot

Revenue: $7.7B
Rev. Growth: +4.0%
Gross Margin: 36.6%
Op. Margin: 31.1%
Net Margin: 22.1%
Net Income: $1.7B
NI Growth: -9.2%
EPS: $2.66
1Y Return: +10.2%

PBNAF Chart

My Notes

dividend - Attracts income-focused investors seeking 5-7% yields with inflation protection through volume growth.
Rising rates negatively impact valuation multiples as yield-oriented investors compare dividend yields to risk-free rates…
Watch on earnings: WTI-WCS crude oil price differential (wider spreads increase pipeline demand and marketing margins), Western Canada oil production volumes - CAPP monthly production data for Alberta and BC, AECO natural gas prices - drive processing economics and producer drilling activity in gas-rich Montney/Duvernay.

One Sentence Summary:

Pembina Pipeline: the story is balanced — western canadian sedimentary basin production growth - particularly montney and duvernay light oil/condensate volumes driving pipeline.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.