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Overvaluations Will Fall As Decarbonization And Aging FPSO Risks Mount

Published
19 Mar 25
Updated
21 Aug 25
AnalystConsensusTarget's Fair Value
NOK 37.21
8.5% undervalued intrinsic discount
04 Sep
NOK 34.05
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1Y
29.7%
7D
-9.6%

Author's Valuation

NOK 37.2

8.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on21 Aug 25
Fair value Increased 6.94%

The upward revision in BW Offshore’s price target reflects significantly improved revenue growth forecasts and a lower future P/E, resulting in a fair value increase from NOK34.80 to NOK37.02. What's in the News BW Offshore declared a cash dividend of USD 11 million (USD 0.0625 per share) for Q1 2025, with payment and share delivery expected on or about 12 June 2025.

Shared on30 Jul 25
Fair value Increased 7.30%

Despite a sharp decrease in revenue growth expectations and a substantial rise in the forecast P/E multiple, the consensus analyst price target for BW Offshore has been revised upward from NOK32.43 to NOK34.80. What's in the News BW Offshore declared a cash dividend of USD 11 million, equating to USD 0.0625 per share, for the first quarter 2025.

Shared on01 May 25
Fair value Decreased 4.14%

AnalystConsensusTarget has increased profit margin from 13.3% to 23.4% and decreased future PE multiple from 9.7x to 5.3x.

Shared on24 Apr 25
Fair value Increased 0.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 2.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 7.60%

AnalystConsensusTarget has decreased discount rate from 9.3% to 7.9%.

Shared on02 Apr 25
Fair value Increased 2.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25