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SNI: Higher Profitability And Capital Returns Will Drive Stronger Future Upside

Tanker Markets Will Weaken Amid Volatility And Gain Support

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SNI
AnalystLowTarget
Not Invested
Published 10 Jul 2025

Update shared on 12 Dec 2025

Fair value Increased 14%
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AnalystLowTarget's Fair Value
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1Y
13.8%
7D
-5.0%

Analysts have raised their price target for Stolt-Nielsen by approximately NOK 46 to reflect a higher fair value estimate of about NOK 381, citing improved profit margin expectations and a slightly lower discount rate, despite more muted long term revenue growth assumptions.

What's in the News

  • CFO Jens F. Grüner-Hegge plans to retire from his executive role in the second half of 2026, after more than three decades at Stolt-Nielsen and serving as CFO since 2018 (company announcement)
  • Alex Ng, currently Vice President, Corporate Development and Strategy, has been appointed CFO Designate and will assume the CFO role from August 1, 2026, bringing over 20 years of finance and M&A experience (company announcement)
  • Mr. Grüner-Hegge will remain with the company until November 30, 2026 to support a smooth CFO transition (company announcement)
  • The Board has approved an interim dividend of USD 1.00 per common share, payable on December 3, 2025 to shareholders of record as of November 20, 2025 (company announcement)
  • Between February 14 and March 21, 2025, Stolt-Nielsen completed a share buyback tranche, repurchasing approximately 1.76 million shares under its previously announced program (company announcement)

Valuation Changes

  • Fair Value Estimate has risen moderately, increasing from approximately NOK 335 to around NOK 381 per share.
  • Discount Rate has decreased slightly, moving from about 10.66 percent to roughly 10.15 percent.
  • Revenue Growth Assumption has fallen significantly, reduced from around 2.87 percent to about 0.41 percent.
  • Net Profit Margin Assumption has increased meaningfully, rising from roughly 6.79 percent to about 8.20 percent.
  • Future P/E Multiple has risen slightly, edging up from around 10.74x to approximately 11.10x.

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Disclaimer

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