DorianG Performance degli utili passati
Criteri Il passato verificati 5/6
DorianG ha registrato una crescita degli utili a un tasso medio annuo di 10.1%, mentre il settore Oil and Gas ha registrato utili in crescita a un tasso medio annuo di 8%. I ricavi sono stati in crescita a un tasso medio annuo di 8.2%. Il ritorno sul capitale proprio di DorianG è 17% e ha margini netti di 40.2%.
Informazioni chiave
10.06%
Tasso di crescita degli utili
10.61%
Tasso di crescita dell'EPS
| Oil and Gas Crescita del settore | 33.67% |
| Tasso di crescita dei ricavi | 8.21% |
| Rendimento del capitale proprio | 17.00% |
| Margine netto | 40.22% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
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 Alpha
Aggiornamento 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...Articolo di analisi • Oct 23
Lacklustre Performance Is Driving Dorian LPG Ltd.'s (NYSE:LPG) Low P/E
Dorian LPG Ltd.'s ( NYSE:LPG ) price-to-earnings (or "P/E") ratio of 4.4x might make it look like a strong buy right...
Nuova narrazione • Sep 24
Fleet Expansion And Green Initiatives Promise Growth Amid Forecasted Revenue Dips And Margin Pressures
DorianG's strategies for fleet renewal and emissions reduction aim to boost efficiency and revenue, with a focus on future growth in LPG and ammonia transportation.Seeking Alpha • Sep 19
Dorian LPG: Market Headwinds And Share Dilution Always Matter; Rating Unchanged
Summary Dorian LPG has a high-spec fleet and strong financials but faces a challenging VLGC market with higher order book. The company offered 2 million new shares. The negative impact of share issuance is tangible: The buyback yield turned to (5.5)%. LPG has an excellent balance sheet, with 69.3% Total Debt/Equity and 41.4% Total Liabilities to Total Assets. LPG's market capitalization is $1,520 million, while its net asset value is $1,714 million, resulting in 89% PNAV and 38% gross LTV. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come DorianG guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 482 | 194 | 53 | 0 |
| 31 Dec 25 | 397 | 121 | 48 | 0 |
| 30 Sep 25 | 359 | 95 | 45 | 0 |
| 30 Jun 25 | 321 | 49 | 49 | 0 |
| 31 Mar 25 | 350 | 90 | 43 | 0 |
| 31 Dec 24 | 417 | 161 | 43 | 0 |
| 30 Sep 24 | 499 | 240 | 43 | 0 |
| 30 Jun 24 | 561 | 307 | 40 | 0 |
| 31 Mar 24 | 559 | 307 | 39 | 0 |
| 31 Dec 23 | 550 | 304 | 38 | 0 |
| 30 Sep 23 | 490 | 256 | 37 | 0 |
| 30 Jun 23 | 422 | 199 | 32 | 0 |
| 31 Mar 23 | 387 | 172 | 32 | 0 |
| 31 Dec 22 | 338 | 132 | 32 | 0 |
| 30 Sep 22 | 304 | 97 | 30 | 0 |
| 30 Jun 22 | 290 | 91 | 32 | 0 |
| 31 Mar 22 | 269 | 72 | 30 | 0 |
| 31 Dec 21 | 290 | 81 | 30 | 0 |
| 30 Sep 21 | 309 | 100 | 30 | 0 |
| 30 Jun 21 | 301 | 86 | 27 | 0 |
| 31 Mar 21 | 316 | 93 | 30 | 0 |
| 31 Dec 20 | 308 | 78 | 28 | 0 |
| 30 Sep 20 | 306 | 78 | 28 | 0 |
| 30 Jun 20 | 343 | 118 | 28 | 0 |
| 31 Mar 20 | 332 | 112 | 23 | 0 |
| 31 Dec 19 | 272 | 66 | 23 | 0 |
| 30 Sep 19 | 242 | 25 | 31 | 0 |
| 30 Jun 19 | 191 | -24 | 33 | 0 |
| 31 Mar 19 | 158 | -51 | 34 | 0 |
| 31 Dec 18 | 162 | -38 | 35 | 0 |
| 30 Sep 18 | 152 | -31 | 28 | 0 |
| 30 Jun 18 | 146 | -34 | 26 | 0 |
| 31 Mar 18 | 159 | -20 | 26 | 0 |
| 31 Dec 17 | 168 | -15 | 25 | 0 |
| 30 Sep 17 | 159 | -12 | 25 | 0 |
| 30 Jun 17 | 157 | -7 | 25 | 0 |
| 31 Mar 17 | 167 | -1 | 22 | 0 |
| 31 Dec 16 | 204 | 17 | 26 | 0 |
| 30 Sep 16 | 262 | 66 | 28 | 0 |
| 30 Jun 16 | 303 | 115 | 28 | 0 |
| 31 Mar 16 | 288 | 130 | 30 | 0 |
| 31 Dec 15 | 239 | 118 | 25 | 0 |
| 30 Sep 15 | 178 | 73 | 22 | 0 |
| 30 Jun 15 | 123 | 35 | 21 | 0 |
Guadagni di qualità: LPG ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di LPG (40.2%) LPG sono più alti rispetto allo scorso anno (25.8%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di LPG sono cresciuti del 10.1% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di LPG nell'ultimo anno ( 114.8% ) supera la media quinquennale ( 10.1% all'anno).
Guadagni vs Settore: La crescita degli utili LPG nell'ultimo anno ( 114.8% ) ha superato la percentuale del settore Oil and Gas 5.8%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 17% ) di LPG è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 13:06 |
| Prezzo dell'azione a fine giornata | 2026/05/26 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; 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
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 |