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Modern Fleet Will Capture Share Despite Regulatory Headwinds

Published
04 Sep 24
Updated
04 Oct 25
AnalystConsensusTarget's Fair Value
US$66.78
19.0% undervalued intrinsic discount
04 Oct
US$54.11
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1Y
-23.7%
7D
-5.6%

Author's Valuation

US$66.7819.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Oct 25
Fair value Increased 2.56%

Scorpio Tankers' analyst price target has been raised by analysts from approximately $65.11 to $66.78. The increase is attributed to improved asset values, stronger profit margins, and enhanced cash generation prospects, despite adjustments for a smaller fleet and updated revenue forecasts.

Shared on09 Sep 25
Fair value Increased 2.81%

The slight increase in Scorpio Tankers’ consensus price target reflects improved revenue growth forecasts, with fair value rising from $63.33 to $65.11. What's in the News Rumors regarding Scorpio Tankers have surfaced, highlighted by the M&A-focused Betaville blog, suggesting potential corporate activity (The Fly).

Shared on08 May 25
Fair value Increased 23%

Shared on30 Apr 25
Fair value Decreased 4.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 7.46%

AnalystConsensusTarget has decreased revenue growth from -3.8% to -6.0%, decreased future PE multiple from 8.2x to 7.3x and decreased discount rate from 11.6% to 10.2%.

Shared on02 Apr 25
Fair value Decreased 16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 11%

AnalystConsensusTarget has increased revenue growth from -4.7% to -3.8%, increased profit margin from 28.6% to 39.7%, decreased future PE multiple from 12.4x to 8.2x, increased discount rate from 9.4% to 11.4% and decreased shares outstanding growth rate from -0.1% to -0.1%.