MPLX LP vs Targa Resources Corp

MPLX LP (MPLX) is slightly undervalued and Targa Resources Corp (TRGP) is overvalued.

Against our estimates of intrinsic value, MPLX trades at the wider discount: a margin of safety of +16%, against -127% for TRGP.

Values as of the 22 Sept 2026 close.

MPLX LP (MPLX)

Discounting its cash flows at 7.7% (average of 3 methods) values the shares at $70.27; the price of $59.16 is 16% below that value, and 81% of that value comes from beyond year five.

Leak Score 69/100 on 9 of 12 signals

Targa Resources Corp (TRGP)

Discounting its cash flows at 9.0% (average of 3 methods) values the shares at $124.35; the price of $282.15 is 127% above that value, and 76% of that value comes from beyond year five.

Leak Score 45/100 on 10 of 12 signals

MetricMPLXTRGP
VerdictSlightly undervaluedOvervalued
Price$59.16$282.15
Intrinsic value$70.27$124.35
Margin of safety+16%-127%
Leak Score69/100 (9/12)45/100 (10/12)
Market cap$60.0B$60.5B
Revenue growth, 5 years6.8%15.8%
Operating margin38.8%24.8%
Net margin39.3%13.2%
Return on equity33.9%72.2%
Debt to equity1.865.35
P/E12.7x26.9x
Forward P/E12.3x22.9x
P/B4.3x16.6x
Dividend yield7.7%1.8%

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