BW LPG Limited

Report azionario OB:BWLPG

Capitalizzazione di mercato: NOK 29.6b

BWG Performance degli utili passati

Criteri Il passato verificati 1/6

BWG ha registrato una crescita degli utili a un tasso medio annuo di 9.4%, mentre il settore Oil and Gas ha registrato utili in crescita a un tasso medio annuo di 14.1%. I ricavi sono stati in crescita a un tasso medio annuo di 30.7%. Il ritorno sul capitale proprio di BWG è 15% e ha margini netti di 6.8%.

Informazioni chiave

9.36%

Tasso di crescita degli utili

9.28%

Tasso di crescita dell'EPS

Oil and Gas Crescita del settore39.67%
Tasso di crescita dei ricavi30.70%
Rendimento del capitale proprio15.05%
Margine netto6.76%
Prossimo aggiornamento sugli utili02 Jun 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi Sep 06

BWG's (OB:BWLPG) Shareholders Have More To Worry About Than Only Soft Earnings

A lackluster earnings announcement from BW LPG Limited ( OB:BWLPG ) last week didn't sink the stock price. We think...

Recent updates

Aggiornamento della narrazione May 18

BWLPG: Future Dividends And Margin Resilience Will Temper Softer Shipping Sentiment

Analysts have lifted the BWG price target to NOK 199 from NOK 156, pointing to a higher fair value estimate of NOK 193.62, a lower assumed future P/E multiple and stronger projected profit margins, while still reflecting a slightly higher discount rate and expectations for revenue to decline at a slower pace. Analyst Commentary Recent research shows a mixed but improving stance toward BW LPG, with some analysts moving from more negative views toward a neutral position as their valuation work is updated.
Aggiornamento della narrazione May 03

BWLPG: Future Dividends And Charter Coverage Will Balance Softer Shipping Sentiment

BWG's updated analyst price target rises from NOK 162 to NOK 177, reflecting analysts' slightly higher fair value, a small improvement in expected revenue trends and margins, and a modestly higher assumed future P/E multiple. Analyst Commentary Recent Street research on BWG shows a mixed stance, with some analysts raising their fair value estimates while others turn more cautious on the shipping cycle and demand outlook.
Aggiornamento della narrazione Apr 18

BWLPG: Future Dividends And Charter Coverage Will Offset Softer Shipping Sentiment

Analysts have reduced their price target for BWG to around NOK 162 from roughly NOK 188. This reflects a softer shipping outlook, lower expected profit margins and a more conservative future P/E assumption following recent downgrades to Hold and Sell.
Aggiornamento della narrazione Mar 05

BWLPG: Future Dividends And Charter Coverage Will Support Balanced Return Potential

Analysts now set their price target for BWG at about NOK188, up from roughly NOK167. This reflects updated views on fair value, discount rate, revenue trends, profit margins and future P/E assumptions.
Aggiornamento della narrazione Feb 11

BWLPG: Future Dividends And Charter Coverage Will Support Balanced Return Potential

Narrative Update on BWG The analyst price target for BWG has shifted from NOK160 to roughly NOK167. Analysts point to refreshed fair value estimates, a slightly higher discount rate, modestly adjusted revenue expectations, and a marginally lower assumed profit margin and future P/E as the main drivers of the change.
Nuova narrazione Feb 06

Longer Trade Routes And Firm LPG Exports Will Support Stronger Earnings Potential

Catalysts About BWG BW LPG operates a global fleet of VLGC vessels that transport liquefied petroleum gas such as propane and butane from export hubs to demand centers worldwide. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione Jan 27

BWLPG: 2025 Cash Dividend And Higher Multiple Assumptions Will Support Returns

Analysts have raised their price target on BWG from US$146.07 to US$159.75, citing updated assumptions for discount rates, revenue trends, profit margins, and a slightly higher future P/E multiple. What's in the News BWG has approved a cash dividend of US$0.40 per share for the third quarter of 2025, with an equivalent dividend of NOK 4.0474 per share for shares registered with Euronext VPS (Key Developments).
Aggiornamento della narrazione Jan 12

BWLPG: Upcoming 2025 Dividend Payouts Will Support Steady Future Returns

Analysts have made a small upward adjustment to their price target for BWG to reflect a slightly higher fair value estimate of $146.07. This is underpinned by a modestly lower discount rate and a marginally higher assumed future P/E of 17.10, while revenue growth and profit margin assumptions remain effectively unchanged.
Articolo di analisi Jan 01

Investors Could Be Concerned With BWG's (OB:BWLPG) Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Aggiornamento della narrazione Dec 14

BWLPG: Dividend Payouts Will Drive Attractive Future Shareholder Returns

Analysts have reduced their price target for BWG by approximately $18 per share. This reflects slightly higher discount rate assumptions, a more cautious view on revenue growth, and meaningfully lower long term profit margin expectations, partly offset by a higher anticipated future P/E multiple.
Aggiornamento della narrazione Nov 28

BWLPG: Dividend Outlook Will Support Shareholder Returns Amid Stable Margins

Analysts have slightly lowered their price target for BWG, revising it from $164.21 to $163.88 based on updated forecasts and valuation metrics. Valuation Changes Fair Value: Decreased marginally from NOK 164.21 to NOK 163.88.
Aggiornamento della narrazione Nov 14

BWLPG Dividend Outlook Will Support Shareholder Returns Amid Stable Margins

Narrative Update on BWG: Analyst Price Target Adjustment Analysts have raised their price target for BWG from NOK 163.62 to NOK 164.21. This change reflects updated risk and reward assessments in light of recent market developments.
Aggiornamento della narrazione Oct 30

BWLPG: Earnings Stability And Dividend Will Support Shares In Coming Months

The analyst price target for BWG has increased slightly from NOK 163.39 to NOK 163.62. This reflects analysts' view that the risk and reward are now balanced at current share prices.
Articolo di analisi Oct 26

These 4 Measures Indicate That BWG (OB:BWLPG) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Aggiornamento della narrazione Oct 16

VLGC Fleet Upgrades May Reduce Costs Despite Revenue Decline Forecasts

Narrative Update: BWG Analyst Price Target Revised Analysts have lowered their price target for BWG from NOK 171.23 to NOK 163.39, citing a more balanced risk/reward outlook at current share levels. Analyst Commentary Recent street research offers a balanced view on BWG, with both positive and cautious perspectives factoring into updated valuations and recommendations.
Articolo di analisi Sep 23

BWG (OB:BWLPG) Could Be Struggling To Allocate Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Aggiornamento della narrazione Sep 16

VLGC Fleet Upgrades May Reduce Costs Despite Revenue Decline Forecasts

BWG's consensus price target has increased modestly, despite a sharp rise in its Future P/E ratio and a decline in net profit margin, suggesting higher growth expectations are offsetting profitability concerns; the new fair value is NOK171.23. What's in the News BW LPG Limited Board approved a cash dividend of USD 0.22 per share for Q2 2025, representing a decrease in dividend.
Articolo di analisi Sep 06

BWG's (OB:BWLPG) Shareholders Have More To Worry About Than Only Soft Earnings

A lackluster earnings announcement from BW LPG Limited ( OB:BWLPG ) last week didn't sink the stock price. We think...
Articolo di analisi Aug 22

Lacklustre Performance Is Driving BW LPG Limited's (OB:BWLPG) Low P/E

When close to half the companies in Norway have price-to-earnings ratios (or "P/E's") above 14x, you may consider BW...
Articolo di analisi Jul 23

Is BWG (OB:BWLPG) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Jun 21

BWG's (OB:BWLPG) Returns On Capital Tell Us There Is Reason To Feel Uneasy

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Articolo di analisi May 13

Benign Growth For BW LPG Limited (OB:BWLPG) Underpins Its Share Price

BW LPG Limited's ( OB:BWLPG ) price-to-earnings (or "P/E") ratio of 4.7x might make it look like a strong buy right now...
Nuova narrazione Apr 26

BWG Will Witness 5.5% Annual Trade Growth in 2025-26 Driven by US and Middle East Exports

Tillväxten i flottan sjunker, tillväxten i handeln stigerQ4-siffrorna var bättre än väntat tack vare lägre kostnader. Vi anser att utsikterna för LPG-handeln är starka med en förväntad handelstillväxt
Articolo di analisi Apr 09

Is BWG (OB:BWLPG) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Mar 07

BWG's (OB:BWLPG) Weak Earnings May Only Reveal A Part Of The Whole Picture

BW LPG Limited's ( OB:BWLPG ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests that...
User avatar
Nuova narrazione Feb 12

Acquisition Of Avance Gas Ships Will Expand Fleet But Leverage Increase May Pressure Margins

Fleet expansion and refinancing boost financial flexibility, enabling growth opportunities and improved financial management.
Articolo di analisi Jan 17

There's No Escaping BW LPG Limited's (OB:BWLPG) Muted Earnings Despite A 28% Share Price Rise

Those holding BW LPG Limited ( OB:BWLPG ) shares would be relieved that the share price has rebounded 28% in the last...
Articolo di analisi Jan 10

BWG (OB:BWLPG) Is Very Good At Capital Allocation

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Articolo di analisi Jun 13

BWG (OB:BWLPG) Is Achieving High Returns On Its Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Articolo di analisi May 28

We Think BWG (OB:BWLPG) Can Manage Its Debt With Ease

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi May 10

Does BWG (OB:BWLPG) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Articolo di analisi Apr 25

BW LPG Limited's (OB:BWLPG) Share Price Boosted 28% But Its Business Prospects Need A Lift Too

BW LPG Limited ( OB:BWLPG ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...
Articolo di analisi Mar 01

Investors Shouldn't Overlook BWG's (OB:BWLPG) Impressive Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Articolo di analisi Jan 30

Why Investors Shouldn't Be Surprised By BW LPG Limited's (OB:BWLPG) Low P/E

With a price-to-earnings (or "P/E") ratio of 4.4x BW LPG Limited ( OB:BWLPG ) may be sending very bullish signals at...

Ripartizione dei ricavi e delle spese

Come BWG guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

OB:BWLPG Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Dec 253,582242760
30 Sep 253,693169830
30 Jun 253,555217750
31 Mar 253,387258750
31 Dec 243,564354710
30 Sep 243,602475690
30 Jun 243,510483690
31 Mar 243,093485620
31 Dec 232,947470570
30 Sep 232,606410420
30 Jun 232,222341390
31 Mar 232,160298350
31 Dec 221,558227320
30 Sep 221,754198320
30 Jun 221,581183320
31 Mar 221,327170310
31 Dec 211,241185330
30 Sep 21694199290
30 Jun 21690195280
31 Mar 21767234260
31 Dec 20812244230
30 Sep 20883321240
30 Jun 20993414250
31 Mar 20950378260
31 Dec 19817274270
30 Sep 1971186470
30 Jun 19591-34410
31 Mar 19522-88340
31 Dec 18522-71280
30 Sep 18489-5700
30 Jun 18448-8100
31 Mar 18473-6000
31 Dec 17492-4300
30 Sep 174875700
30 Jun 174912300
31 Mar 17481-2500
31 Dec 165062400
30 Sep 165812600
30 Jun 1670019200
31 Mar 1676832600
31 Dec 1577332400
30 Sep 1576430700
30 Jun 1575128900

Guadagni di qualità: BWLPG ha un grande una tantum guadagno di $55.2M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st December, 2025.

Margine di profitto in crescita: Gli attuali margini di profitto netti di BWLPG (6.8%) sono inferiori rispetto allo scorso anno (9.9%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di BWLPG sono cresciuti del 9.4% all'anno negli ultimi 5 anni.

Accelerare la crescita: BWLPG ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: BWLPG ha avuto una crescita negativa degli utili ( -31.6% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Oil and Gas ( -46.5% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 15% ) di BWLPG è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/27 11:16
Prezzo dell'azione a fine giornata2026/05/27 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

BW LPG Limited è coperta da 9 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullABG Sundal Collier
Mark Andrew Falzon ManducaBofA Global Research
Anders-Redigh KarlsenDanske Bank