DorianG (LPG) Panoramica del titolo
Dorian LPG Ltd., insieme alle sue controllate, si occupa del trasporto di gas di petrolio liquefatto attraverso le sue navi cisterna per GPL in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 3/6 |
Premi
Analisi del rischio
LPG Community Fair Values
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Analyst Price Targets
Concorrenti di Dorian LPG Ltd.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$36.95 |
| Massimo di 52 settimane | US$48.12 |
| Minimo di 52 settimane | US$23.76 |
| Beta | 0.76 |
| Variazione di 1 mese | -17.67% |
| Variazione a 3 mesi | 10.79% |
| Variazione di 1 anno | 46.39% |
| Variazione a 3 anni | 46.80% |
| Variazione a 5 anni | 163.55% |
| Variazione dall'IPO | 98.23% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jun 16
LPG: Capital Returns And Emissions Strategy Will Support Future Stock Performance
Analysts have raised the fair value estimate for Dorian LPG stock from $41.00 to $55.00, citing stronger recent Q4 results, higher projected profit margins, and updated long-term views on shipping rates and capital allocation that lead to a lower future P/E assumption. Analyst Commentary on Dorian LPG Stock Recent research on Dorian LPG signals a constructive tone, with several bullish analysts adjusting price targets higher and moving ratings toward a more neutral or positive stance after the latest Q4 report.
Aggiornamento della narrazione • Jun 02
LPG: Irregular Dividend At Peak Earnings Will Restrain Long Term Returns
Analysts have lifted the fair value estimate for DorianG from $28.00 to $36.00 after a series of higher Street price targets in the $51 to $55 range, citing very large gas carrier rate strength, high fleet utilization, solid EBITDA and cash flow, and management's focus on dividends, deleveraging, fleet renewal, and selective vessel sales. Analyst Commentary Recent research on Dorian LPG has centered on very large gas carrier rate strength, high fleet utilization, and the company’s focus on dividends and balance sheet discipline.Recent updates
Aggiornamento della narrazione • Jun 16
LPG: Capital Returns And Emissions Strategy Will Support Future Stock Performance
Analysts have raised the fair value estimate for Dorian LPG stock from $41.00 to $55.00, citing stronger recent Q4 results, higher projected profit margins, and updated long-term views on shipping rates and capital allocation that lead to a lower future P/E assumption. Analyst Commentary on Dorian LPG Stock Recent research on Dorian LPG signals a constructive tone, with several bullish analysts adjusting price targets higher and moving ratings toward a more neutral or positive stance after the latest Q4 report.Aggiornamento della narrazione • Jun 02
LPG: Irregular Dividend At Peak Earnings Will Restrain Long Term Returns
Analysts have lifted the fair value estimate for DorianG from $28.00 to $36.00 after a series of higher Street price targets in the $51 to $55 range, citing very large gas carrier rate strength, high fleet utilization, solid EBITDA and cash flow, and management's focus on dividends, deleveraging, fleet renewal, and selective vessel sales. Analyst Commentary Recent research on Dorian LPG has centered on very large gas carrier rate strength, high fleet utilization, and the company’s focus on dividends and balance sheet discipline.Aggiornamento della narrazione • May 12
LPG: Irregular Dividend And Rich P/E Will Constrain Long Term Returns
Narrative Update on DorianG The analyst price target for DorianG has moved from $26.50 to $28.00 as analysts factor in recent coverage that balances a prior downgrade with updated views on profitability and price-to-earnings (P/E) assumptions. Analyst Commentary Recent Street research on DorianG has reflected a mix of views, with some cautious voices focusing on valuation, execution risks, and the balance between potential upside and downside.Seeking Alpha • May 05
Dorian LPG: Dividend Increases Fueled By Record VLGC Rates, But Is It Enough? (Downgrade)
Summary Dorian LPG is downgraded to Hold despite strong recent returns and elevated VLGC rates. LPG benefits from tight vessel supply, robust US exports, and early newbuild delivery, supporting near-term earnings and dividend growth. I expect the board to raise the dividend to at least $1 per quarter if strong rates persist, but further upside needs sustained rate strength. Risks include prolonged Strait of Hormuz closure and a heavy 2026–2027 orderbook; fair value is set at $42.5 per share. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 25
LPG: Mixed Ratings And Capital Returns Will Shape Future Share Performance
Analysts have modestly revised their price target for DorianG to $41.00, reflecting updated views on revenue growth, profitability, and a lower assumed future P/E following mixed recent research that includes both a bullish initiation and a Sell rating at $26.50. Analyst Commentary Recent Street research on DorianG points in different directions, with one new initiation taking a constructive stance and another firm moving to a Sell rating with a US$26.50 price target.Aggiornamento della narrazione • Apr 08
LPG: Bearish Rating Cut And Optimistic Multiples Will Pressure Future Returns
Analysts have updated their view on DorianG with a revised $26.50 price target, reflecting updated assumptions on the discount rate, revenue growth, profit margins, future P/E, and one recent downgrade to Sell. Analyst Commentary Bearish analysts have signaled a more cautious stance on DorianG with the latest cut to a Sell rating paired with a $26.50 price target.Aggiornamento della narrazione • Mar 25
LPG: Lower Fair Value And Weaker Outlook Will Pressure Future Returns
The analyst price target on DorianG has shifted from $30.00 to $26.50, as analysts weigh a lower fair value estimate, reduced revenue growth and profit margin assumptions, and a higher future P/E. They are also considering recent mixed rating changes that include both a downgrade with a $26.50 target and an earlier upgrade with a $31 target.Aggiornamento della narrazione • Mar 10
LPG: Buy Upgrade And Capital Returns Will Shape Future Upside Potential
Analysts have maintained their $41 price target on DorianG, citing updated views on the discount rate, revenue trends, profit margin, and future P/E. They also reference a recent upgrade to Buy from Hold and a $31 target from Pareto as support for the current valuation stance.Aggiornamento della narrazione • Feb 24
LPG: Buy Upgrade And Capital Returns Will Support Future Confidence
The analyst fair value estimate for DorianG has moved from $39.00 to $41.00 as analysts incorporate updated assumptions on discount rate, revenue growth, margins and future P/E, alongside a recent upgrade to Buy with a $31.00 target from Pareto. Analyst Commentary Bullish analysts are signaling a more constructive stance on DorianG, reflected in both a higher fair value estimate and a recent rating upgrade.
Aggiornamento della narrazione • Feb 08
LPG: Buy Rating And Dividend Policy Will Shape Returns Into 2026
Analysts have lifted their 12 month price target on DorianG from about US$32 to roughly US$33.33, citing updated fair value work and recent research that includes a Buy rating with a US$31 target, even as they factor in revisions to revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research has shifted to a more constructive stance on DorianG, with a fresh Buy rating and a US$31 price target feeding into the updated fair value work behind the new 12 month target of about US$33.33.Aggiornamento della narrazione • Jan 25
LPG: Buy Rating And Capital Returns Will Support Future Confidence
Analysts have lifted their price target on DorianG to US$31, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E that align with the recent upgrade to Buy from Hold. Analyst Commentary Bullish analysts highlight that the new US$31 price target signals increased confidence that the company’s current valuation can reflect updated assumptions on discount rate, revenue growth, profit margin and future P/E.Aggiornamento della narrazione • Jan 11
LPG: Buy Rating And Special Dividend Will Drive Returns Into 2025
Analysts have raised their price target on DorianG from US$31.75 to US$32.00, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that are consistent with the recent Buy rating from the Street. Analyst Commentary Recent Street research has moved to a Buy stance on DorianG with a US$31 price target, which lines up closely with the updated internal valuation work behind the new US$32.00 target.Aggiornamento della narrazione • Dec 26
LPG: Shareholder Returns Will Support Confidence Despite Softer Revenue Outlook
Analysts have lowered their price target on DorianG from 48.00 dollars to 39.00 dollars, citing weaker revenue growth expectations and slightly compressed profit margins, despite only modest changes to the discount rate and future valuation multiples. What's in the News DorianG completed its previously announced share repurchase program, buying back a total of 336,500 shares for 7.41 million dollars, representing about 0.8 percent of shares outstanding.Aggiornamento della narrazione • Dec 12
LPG: Special Dividend Will Drive Shareholder Returns Into 2025
Analysts have modestly reduced their price target on DorianG to approximately $31.75 per share, down from about $33.20. They cite slightly softer revenue growth assumptions, which are partly offset by a marginally improved profit margin outlook and a lower future earnings multiple.Aggiornamento della narrazione • Nov 28
LPG: Dividend Announcement Will Drive Shareholder Value Into 2025
Analysts have slightly reduced their price target for DorianG, adjusting it from $33.40 to $33.20. This change is based on updated projections of modestly lower profit margins and a marginally higher discount rate.Aggiornamento della narrazione • Nov 13
LPG: Dividend Announcement Will Drive Shareholder Value Into 2025
Analysts have lowered their price target for DorianG from $36.00 to $33.40, citing softer revenue growth projections and a reduced profit margin outlook. What's in the News Dorian LPG Ltd.Articolo di analisi • Nov 09
Revenue Miss: Dorian LPG Ltd. Fell 5.5% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their Models
Dorian LPG Ltd. ( NYSE:LPG ) missed earnings with its latest second-quarter results, disappointing overly-optimistic...Articolo di analisi • Oct 24
Here's Why DorianG (NYSE:LPG) Has A Meaningful Debt Burden
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Aggiornamento della narrazione • Aug 27
US LPG Exports Will Power Future VLGC Fleet Success
Upward revisions to DorianG’s revenue growth forecasts and an increased future P/E multiple have driven the consensus analyst price target up from $34.25 to $37.00. What's in the News Dorian LPG declared an irregular cash dividend of $0.60 per share, returning approximately $25.6 million to shareholders alongside Q2 2025 financial results.Articolo di analisi • Aug 26
A Look At The Intrinsic Value Of Dorian LPG Ltd. (NYSE:LPG)
Key Insights Using the 2 Stage Free Cash Flow to Equity, DorianG fair value estimate is US$30.09 DorianG's US$31.73...Articolo di analisi • Jul 24
Returns On Capital Signal Difficult Times Ahead For DorianG (NYSE:LPG)
When researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...Articolo di analisi • Jun 15
DorianG (NYSE:LPG) Seems To Use Debt Quite Sensibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • May 30
Cautious Investors Not Rewarding Dorian LPG Ltd.'s (NYSE:LPG) Performance Completely
With a price-to-earnings (or "P/E") ratio of 10.3x Dorian LPG Ltd. ( NYSE:LPG ) may be sending bullish signals at the...Seeking Alpha • Apr 26
Navigating The Trough: A Value Case For Dorian LPG
Summary Dorian LPG is undervalued with a trailing twelve-month PE of ~5 and a forward PE of ~7, making it a value buy. Dorian's strong cash buffer supports potential for decent payouts in 2025, although payouts could be lower. Strategic investments in digitalization and fuel-efficient vessels, along with rising LPG demand in India, offer long-term growth prospects. Investors with a 2-3 year horizon can expect recovery and reasonable returns, making Dorian a "Buy" despite short-term turbulence. Read the full article on Seeking AlphaArticolo di analisi • Apr 06
Returns Are Gaining Momentum At DorianG (NYSE:LPG)
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 • Feb 26
Dorian LPG Ltd.'s (NYSE:LPG) Low P/E No Reason For Excitement
Dorian LPG Ltd.'s ( NYSE:LPG ) price-to-earnings (or "P/E") ratio of 5.6x might make it look like a strong buy right...Seeking Alpha • Feb 08
Dorian LPG Q3 Earnings, New Capacity In 2026, And Undervalued
Summary Dorian LPG Ltd. is investing in ECO VLGCs and scrubbers, enhancing emissions control and potentially attracting ESG-focused investors, boosting future stock demand. The company is set to receive a new VLGC in 2026, expected to increase capacity and drive revenue and free cash flow growth. Despite lower-than-expected EPS in the last quarter, Dorian LPG remains profitable with strong ROE, FCF margin, and EBITDA margin, suggesting undervaluation. Potential risks include declining spot charter rates, political tensions, new tariffs, and rising interest rates, which could impact revenue, FCF, and stock price. Read the full article on Seeking AlphaSeeking Alpha • Jan 08
Dorian LPG: Dividend At Risk, A Potential Buying Opportunity If Cut
Summary Dorian LPG is a well-managed company in a growing sector but faces risks due to recent low rates, potentially leading to a dividend cut. The company's fleet is modern and efficient, with a strong balance sheet, but current rates challenge its ability to sustain the high dividend. The LPG market outlook is promising, driven by growing Asian demand and U.S. export capacity, despite recent rate pressures from increased supply. Valuation suggests a fair value of $26 per share, with potential buying opportunities if the dividend is cut and the stock price drops. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Dorian LPG: Massive Discount To NAV And Double-Digit Yield; Rating Upgrade
Summary The day rate weakness continues in the second quarter of the fiscal year. In 2Q25, Dorian reported $82.4 million in revenue, compared to $144.6 million in 2Q24. On November 5, Dorian declared $349 million in cash, $142 million in long-term leases, and $525 million in long-term debt. Dorian's fleet has higher daily OPEX and breakeven costs compared to peers, but scrubber savings and ammonia upgrades offer potential benefits. Dorian offers an attractive discount to NAV as a margin of safety. Additionally, the double-digit yield serves as the reasonable risk premium. I upgraded Dorian’s rating from Hold to Buy. Read the full article on Seeking AlphaArticolo di analisi • Nov 20
Returns On Capital Are Showing Encouraging Signs At DorianG (NYSE:LPG)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Rendimenti per gli azionisti
| LPG | US Oil and Gas | US Mercato | |
|---|---|---|---|
| 7D | -6.6% | 1.2% | -2.7% |
| 1Y | 46.4% | 19.8% | 18.6% |
Ritorno vs Industria: LPG ha superato il US Oil and Gas che ha restituito 19.8 % nell'ultimo anno.
Rendimento vs Mercato: LPG ha superato il mercato US che ha restituito 18.6 % nell'ultimo anno.
Volatilità dei prezzi
| LPG volatility | |
|---|---|
| LPG Average Weekly Movement | 6.4% |
| Oil and Gas Industry Average Movement | 6.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: LPG non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di LPG è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2013 | 602 | John Hadjipateras | www.dorianlpg.com |
Dorian LPG Ltd., insieme alle sue controllate, si occupa del trasporto di gas di petrolio liquefatto attraverso le sue navi cisterna per GPL in tutto il mondo. Possiede e gestisce ventotto navi gasiere di grandi dimensioni. Dorian LPG Ltd.
Dorian LPG Ltd. Riepilogo dei fondamenti
| LPG statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$1.71b |
| Utili (TTM) | US$193.67m |
| Ricavi(TTM) | US$474.89m |
8.2x
Rapporto P/E3.3x
Rapporto P/SLPG è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| LPG Conto economico (TTM) | |
|---|---|
| Ricavi | US$474.89m |
| Costo del fatturato | US$147.53m |
| Profitto lordo | US$327.36m |
| Altre spese | US$133.69m |
| Utili | US$193.67m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 4.53 |
| Margine lordo | 68.93% |
| Margine di profitto netto | 40.78% |
| Rapporto debito/patrimonio netto | 49.2% |
Come si è comportato LPG nel lungo periodo?
Vedi performance storica e confrontoDividendi
8.0%
Rendimento attuale del dividendo65%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/25 11:07 |
| Prezzo dell'azione a fine giornata | 2026/06/25 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
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 |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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
Dorian LPG Ltd. è coperta da 10 analisti. 3 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 |
|---|---|
| Noah Parquette | Canaccord Genuity |
| Jostein Aschjem | DNB Carnegie |
| Sean Morgan | Evercore ISI |