Frontline Salute del bilancio
Criteri Salute finanziaria verificati 4/6
Frontline ha un patrimonio netto totale di $2.8B e un debito totale di $2.6B, che porta il suo rapporto debito/patrimonio netto a 92.6%. Le sue attività totali e le sue passività totali sono rispettivamente $5.7B e $2.8B. L'EBIT di Frontline è $869.9M rendendo il suo rapporto di copertura degli interessi 4.5. Ha liquidità e investimenti a breve termine pari a $471.7M.
Informazioni chiave
92.62%
Rapporto debito/patrimonio netto
US$2.63b
Debito
| Indice di copertura degli interessi | 4.5x |
| Contanti | US$471.67m |
| Patrimonio netto | US$2.84b |
| Totale passività | US$2.82b |
| Totale attività | US$5.67b |
Aggiornamenti recenti sulla salute finanziaria
Recent updates
Aggiornamento narrativa • Jul 20
FRO: Route Lengthening And Higher Margins Will Support Richer Future Multiples
Frontline's analyst fair value estimate has been raised by $3.00 to $44.25, as analysts weigh a higher $55 price target from BTIG and updated views on crude tanker demand, profit margins, and future P/E assumptions against more cautious Hold ratings and lower targets from other firms. Analyst Commentary Recent Street research on Frontline highlights a split view, with some bullish analysts lifting price targets and others shifting to more neutral stances.Seeking Alpha • Jul 12
Frontline: Q2 Is Already In The Bank - Maintaining Strong Buy
Summary Frontline plc remains a Strong Buy with a $52 price target, implying 42% upside from current levels. Q2 earnings are largely locked in, with 82% of VLCC days fixed at $181,700/day, supporting a potential 9.3% quarterly dividend yield. Spot and time charter rates remain robust post-peace framework, with structural tightness expected through 2027 despite a record orderbook. Risks include a durable peace settlement compressing rates and headline-driven volatility; position sizing is crucial for managing event risk. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 06
FRO: Post-War Tanker Demand And Dividend Payout Will Support Undervalued Earnings
Analysts have raised Frontline's fair value estimate and related price target to $55 from $45, citing updated views on tanker demand, inventory restocking by major Asian crude importers, and revised assumptions for revenue trends, margins, and future P/E expectations. Analyst Commentary Recent Street research on Frontline reflects a mix of views, but the latest fair value increase to US$55 highlights that some bullish analysts see room for further upside based on tanker demand assumptions, inventory restocking potential and revised P/E expectations.
Aggiornamento narrativa • Jun 22
FRO: Winter Tanker Earnings Surge Will Face Reversion And Softer Margins
Frontline's analyst fair value estimate has shifted modestly lower from $38.00 to $37.00, as analysts factor in recent downgrades to Hold with price targets around $39 to $40 and updated assumptions on revenue decline and higher profitability. Analyst Commentary Recent Street research on Frontline reflects a more cautious stance, with several bearish analysts shifting to Hold ratings and setting price targets that sit close to the current analyst fair value estimate.Articolo di analisi • Jun 20
Frontline (FRO) Stock Could Be 39.36% Below Fair Value As Momentum Builds
Frontline stock: why momentum and valuation are drawing fresh interest Frontline (NYSE:FRO) has moved onto more investor watchlists after its stock showed leading momentum in its industry, with technical indicators flashing potential buy signals and traders watching nearby support and resistance levels. See our latest analysis for Frontline. At a share price of $40.93, Frontline has seen strong short term momentum, with a 27.23% 90 day share price return and a very large 5 year total...Aggiornamento narrativa • Jun 06
FRO: Future Margins And Dividend Strength Will Support Undervalued Earnings Power
Analysts have adjusted Frontline's fair value narrative, keeping the target at $45.00 while reflecting softer revenue and margin expectations and higher future P/E assumptions after several recent downgrades to Hold, with price targets around $39 to $40. Analyst Commentary Recent research on Frontline has shifted toward more neutral ratings, but the current target range around US$39 to US$40 still reflects a view that the stock can align with revised earnings and P/E assumptions over time.Aggiornamento narrativa • May 21
FRO: Winter Tanker Setup Will Face Reversion Risk And Softer Margins
Analysts have lifted their Frontline price target from $28.50 to $38.00, reflecting updated views on fair value, discount rate, revenue trends, profit margins and future P/E, informed by recent Street research that includes both a higher target from BTIG and a downgrade to In Line at Evercore ISI on reversion risk. Analyst Commentary Recent Street research on Frontline points to a more balanced tone, with some bullish adjustments to price targets alongside a clearer set of risks.Aggiornamento narrativa • May 03
FRO: Higher Earnings Quality Will Be Supported By Margins And Dividend Strength
Analysts now see Frontline's fair value at $45.00, down $1.00 from $46.00. The change reflects updated views on revenue trends, profit margins, and P/E assumptions after recent mixed Street research that included both price target hikes and a downgrade to In Line.Aggiornamento narrativa • Apr 18
FRO: Higher Earnings Quality Will Be Driven By Margins And Winter Strength
Analysts raised their price target on Frontline by $5, citing updated assumptions around revenue trends, profit margins, and future P/E expectations that support the new valuation. Analyst Commentary Bullish analysts see the higher price target for Frontline as a signal that the market may not fully reflect current assumptions around revenue, margins, and P/E.Aggiornamento narrativa • Apr 04
FRO: Winter Strength And Fleet Renewal Will Support Future Earnings Quality
Analysts have raised their fair value estimate for Frontline from $31.00 to $46.00, referencing updated assumptions around discount rates, revenue trends, profit margins, and future P/E that they see reflected in recent price target increases and rating changes on the stock. Analyst Commentary Recent Street research points to a more constructive view on Frontline, with bullish analysts adjusting both ratings and targets in a way that lines up with the higher fair value estimate.Aggiornamento narrativa • Mar 20
FRO: Fleet Renewal Will Support Higher Future Earnings Multiples
Analysts have raised their average price target for Frontline by $5 to $28.33, citing recent upgrades and a modest adjustment to valuation inputs, including a slightly higher discount rate and updated forward P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the higher average price target of $28.33 as consistent with their updated forward P/E assumptions, suggesting the current valuation still leaves room for upside if execution aligns with forecasts.Aggiornamento narrativa • Mar 06
FRO: Fleet Renewal And Time Charters Will Support Higher Future Earnings Multiples
Analysts have lifted their Frontline price target by $9.25 to $41.25, citing updated expectations around fair value, discount rates, revenue growth, profit margins, and future P/E assumptions as reflected in recent rating and target changes. Analyst Commentary Recent research takes a more constructive view on Frontline, with price targets clustered around the mid to high $20s and some analysts now willing to ascribe higher fair value based on updated assumptions for earnings power and risk.Aggiornamento narrativa • Feb 20
FRO: Fleet Renewal And Time Charters Will Shape Balanced Forward Risk Profile
Analysts have raised their Frontline price target by $0.50 to $32.00, citing updated assumptions that include different revenue trends, higher profit margins, and a lower expected future P/E multiple. Analyst Commentary Recent research updates on Frontline highlight a mix of optimism on earnings power and some caution around how much of that is already reflected in the share price.Aggiornamento narrativa • Feb 06
FRO: Modern Fleet Expansion Will Be Positioned To Capture Higher Winter Rates
Analysts have lifted their fair value estimate for Frontline from US$29.50 to US$31.50, citing updated assumptions on discount rates, revenue trends, margins and future P/E that align with recent Street research, which highlights higher price targets and improving views on the stock. Analyst Commentary Recent Street research has turned more constructive on Frontline, with higher price targets and rating upgrades feeding into the refreshed fair value estimate.Articolo di analisi • Jan 29
Frontline plc (NYSE:FRO) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable
Frontline plc ( NYSE:FRO ) shareholders would be excited to see that the share price has had a great month, posting a...Aggiornamento narrativa • Jan 23
FRO: Winter Tanker Strength Will Support Upside For Renewed VLCC Fleet
Analysts have adjusted their price target on Frontline to US$31 from US$30, citing recent rating upgrades and higher targets from firms that see a promising tanker market setup heading into the winter season. Analyst Commentary Recent Street research has leaned more positive on Frontline, with bullish analysts pointing to a constructive tanker backdrop into the winter season and adjusting their views accordingly.Aggiornamento narrativa • Jan 09
FRO: Winter Tanker Setup And Higher Cash Returns Will Drive Upside
Narrative Update: Frontline Analyst Price Target Shift Analysts have lifted their fair value estimate for Frontline from $20.00 to $28.50, citing a revised price target of $26 and a generally more favorable tanker market setup into the winter season. Analyst Commentary Recent research commentary around Frontline highlights a more constructive view on the tanker setup into the winter season, with a higher fair value estimate and a revised price target of $26.Aggiornamento narrativa • Dec 14
FRO: Winter Tanker Market Will Drive Upside For VLCC Heavy Fleet
Analysts have lifted their price target on Frontline to $30.00 from $25.00, citing a promising winter tanker market setup and expectations that the company’s modern, VLCC heavy fleet will outperform smaller tankers, supporting stronger margins and earnings. Analyst Commentary Bullish analysts are highlighting Frontline as a key beneficiary of what they view as a constructive winter tanker market, pointing to strong fundamentals and improving earnings visibility.Aggiornamento narrativa • Nov 30
FRO: Modern VLCC Fleet Is Expected To Capture Higher Winter Rates
Frontline's analyst price target has increased from $27.80 to $29.50 per share. Analysts cite an encouraging tanker market outlook and expectations that its modern fleet will outperform in the coming season.Articolo di analisi • Nov 27
Frontline (NYSE:FRO) Has Announced That Its Dividend Will Be Reduced To $0.19
Frontline plc ( NYSE:FRO ) is reducing its dividend from last year's comparable payment to $0.19 on the 19th of...Aggiornamento narrativa • Nov 15
FRO: Winter Season Will Shape Earnings Amid Modern Fleet Advantage
Analysts have increased their price target for Frontline from $27.20 to $27.80 per share, citing improved profit margin forecasts and a favorable outlook for the company's modern tanker fleet this winter. Analyst Commentary Recent Street Research highlights a generally optimistic outlook on Frontline, with analysts adjusting their models and price targets upward ahead of the winter tanker season.Aggiornamento narrativa • Nov 01
FRO: Winter Tanker Market And VLCC Fleet Will Support Earnings Momentum
Analysts have raised their price target for Frontline from $26.40 to $27.20. They cite greater profit margins and a stronger tanker market outlook heading into the winter season.Aggiornamento narrativa • Oct 17
US Gulf Exports And Eco Fleet Will Boost Tanker Demand
Analysts have raised Frontline's price target by $1.00 to $26.40, citing expectations for the company's modern, VLCC-heavy fleet to outperform during the upcoming winter season. Analyst Commentary Bullish Takeaways Bullish analysts are raising price targets, reflecting greater confidence in the company's valuation outlook.Aggiornamento narrativa • Oct 03
US Gulf Exports And Eco Fleet Will Boost Tanker Demand
Frontline's analyst price target has been increased by $0.62 to $25.40, as analysts cite anticipated outperformance from the company's modern, large vessel fleet and improving sector dynamics. Analyst Commentary Bullish analysts have responded positively to Frontline's updated fleet and market position, leading to higher price targets and renewed investor confidence.Aggiornamento narrativa • Sep 17
US Gulf Exports And Eco Fleet Will Boost Tanker Demand
The modest increase in Frontline's consensus analyst price target to $24.78 reflects slightly improved revenue growth expectations, despite projections remaining negative. What's in the News Frontline plc announced a dividend of $0.36 per share for the second quarter of 2025.Articolo di analisi • Sep 05
Frontline's (NYSE:FRO) Shareholders Have More To Worry About Than Only Soft Earnings
The subdued market reaction suggests that Frontline plc's ( NYSE:FRO ) recent earnings didn't contain any surprises...Articolo di analisi • Jul 28
Is Frontline (NYSE:FRO) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Seeking Alpha • Mar 24
Frontline: Challenges, Opportunities, And Tanker Business In 2025
Summary Frontline is one of the largest oil tanker companies, and like all companies in this field, Frontline is highly susceptible to market cycles. The financial situation of the company does not look the best, which is related to the specifics of its business. Frontline will be interested in buying closer to $14 per share. Read the full article on Seeking AlphaSeeking Alpha • Jan 01
Frontline: One Of The Most Aggressive Capital Structure In The Tanker Industry
Summary With a fleet of 82 tankers and a combined capacity of 17.9 million deadweight tons, Frontline is one of the world's largest tanker operators. With an average age of 6.4 years, Frontline's portfolio is also one of the youngest in the industry, second only to the one owned by Okeanis Eco Tankers. Using spot rates at the end of November 2024, Frontline would generate approximately $314.0 million in free cash flow annually, the equivalent of a free cash flow yield of ~10%. The aggressive capital structure composed of 53% debt is the key reason behind my hold rating. Although the debt load is manageable at current rates, it could change pretty quickly. Read the full article on Seeking AlphaSeeking Alpha • Sep 17
Frontline: Tanker Market Strategy And Ongoing Disruptions (Podcast Transcript)
Summary Value Investor's Edge Live returns with the latest episode focused on the crude oil shipping sector. Frontline is the largest US-listed crude tanker owner with a roughly $5B market capitalization. CEO Lars Barstad joined us in early September to share current strategy and market insights. We reviewed the current tanker market conditions, disruptions in Red Sea, and ongoing Russian sanctions, along with weaker Chinese demand. Despite ongoing seasonal weakness, Frontline is optimistic about long-term market balances and potential for higher rates driven by low order books and supply constraints and aims to return roughly 80%. An audio recording with time stamps is included below, along with a full-length transcript. Read the full article on Seeking AlphaSeeking Alpha • Sep 10
The Tanker Titan: Frontline Well-Positioned To Get Lucky
Summary Shipping companies are in a good position due to the energy transition, despite volatility and environmental uncertainties impacting investment in transport capacity. Frontline's stock trades at ~$22, with forward earnings estimates at $2.66 for 2024 and $3.14 for 2025, reflecting a 7x forward earnings multiple. The shadow fleet's older, uninsured vessels increase short-term supply but may reverse the impact in the long term; order book growth is manageable. Frontline's liquidity and strategy to pay out excess cash flow make it a decent hold, with potential for strong returns from unexpected events. Read the full article on Seeking Alpha
Nuova narrativa • Sep 02
Winter Demand Surge And Strategic Fleet Optimization Propel Oil Transporter's Earnings And Market Position
Seasonal upticks in oil demand and a growing compliant versus noncompliant fleet divide could raise Frontline's freight rates, enhancing revenue and margins.Analisi della posizione finanziaria
Passività a breve termine: Le attività a breve termine ( $959.1M ) di FRO superano le sue passività a breve termine ( $471.5M ).
Passività a lungo termine: Le attività a breve termine di FRO ( $959.1M ) non coprono le sue passività a lungo termine ( $2.4B ).
Storia e analisi del rapporto debito/patrimonio netto
Livello di debito: Il rapporto debito netto/patrimonio netto ( 76% ) di FRO è considerato alto.
Riduzione del debito: Il rapporto debito/patrimonio netto di FRO si è ridotto da 130% a 92.6% negli ultimi 5 anni.
Copertura del debito: Il debito di FRO è ben coperto dal flusso di cassa operativo ( 35.2% ).
Copertura degli interessi: I pagamenti degli interessi sul debito di FRO sono ben coperti dall'EBIT ( 4.5 x copertura).
Bilancio
Scoprire le aziende sane
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/21 23:59 |
| Prezzo dell'azione a fine giornata | 2026/07/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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 delle guide su come utilizzare i nostri report e dei 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
Frontline plc è coperta da 16 analisti. 9 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.
| Analista | Istituzione |
|---|---|
| null null | ABG Sundal Collier |
| Gregory Lewis | BTIG |
| Marius Furuly | Carnegie Investment Bank AB |