Stolt-Nielsen（SN6）株式概要ストルト・ニールセン・リミテッドはその子会社とともに、バルク液体化学品、食用油、酸、その他特殊液体の輸送、貯蔵、流通ソリューションを世界中に提供している。 詳細SN6 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長0/6過去の実績2/6財務の健全性3/6配当金5/6報酬当社が推定した公正価値より42.7%で取引されている 同業他社や業界と比較して、良好な取引価格 リスク分析今後3年間の収益は年平均2.4%減少すると予測されている。 利払いは収益で十分にカバーされない 不安定な配当実績 利益率(8.8%)は昨年より低い(15.5%) すべてのリスクチェックを見るSN6 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€29.8535.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-3m3b2016201920222025202620282031Revenue US$3.3bEarnings US$289.4mAdvancedSet Fair ValueView all narrativesStolt-Nielsen Limited 競合他社SLOMAN NEPTUN Schiffahrts-AktiengesellschaftSymbol: HMSE:NEPMarket cap: €126.9mHapag-LloydSymbol: XTRA:HLAGMarket cap: €19.8bHAMMONIA SchiffsholdingSymbol: HMSE:HHXMarket cap: €44.2mHamburger Hafen und LogistikSymbol: XTRA:HHFAMarket cap: €1.6b価格と性能株価の高値、安値、推移の概要Stolt-Nielsen過去の株価現在の株価NOK 29.8552週高値NOK 31.4052週安値NOK 20.95ベータ-0.571ヶ月の変化12.43%3ヶ月変化6.23%1年変化36.30%3年間の変化27.84%5年間の変化136.16%IPOからの変化2.82%最新ニュースBoard Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Director Janet Ashdown was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 17+ 1 more updateStolt-Nielsen Limited Appoints Jens F. Gruner-Hegge as Director, Effective from 1 December 2026Stolt-Nielsen Limited at the Annual General Meeting held on April 16, 2026, Jens F. Gruner-Hegge appointed as a director of the Company, with effect from 1 December 2026, to hold office until the next Annual General Meeting of the Company or until his successor has been elected or appointed or his office is otherwise vacated.お知らせ • Feb 27Stolt-Nielsen Limited Board Recommends Final Dividend for 2025, Payable on May 6, 2026Stolt-Nielsen Limited announced that the Company's Board of Directors recommended a final dividend for 2025 of $1.00 per Common Share, payable on May 6, 2026 to shareholders of record as of April 22, 2026. The shares will trade ex-dividend on and after April 21, 2026. The dividend, which is subject to shareholder approval, will be voted on at the Company's Annual General Meeting of Shareholders scheduled for April 16, 2026 in Bermuda. If approved, this will bring the full dividend for 2025 to $2.00 per Common Share.お知らせ • Jan 27Stolt-Nielsen Limited in Discussions to Sell Up to 50% in Avenir LNG LimitedStolt-Nielsen Limited (OB:SNI) through its subsidiary Stolt-Nielsen Gas Ltd., confirmed it is in discussions with a strategic buyer, regarding the potential sale of up to 50% of its interest in Avenir LNG Limited (Avenir LNG). Avenir LNG is an industry leader in small-scale liquefied natural gas (LNG) supply and is focused on supporting the marine energy transition through one of the largest fleets of small-scale LNG vessels. Avenir LNG owns and operates a fleet of five modern small-scale LNG bunkering vessels, with two newbuildings under construction. The potential sale agreement is subject to final documentation and customary approvals, which are expected in the first quarter of 2026. Should a formal agreement be reached, Stolt-Nielsen intends to jointly own and operate Avenir LNG as a joint venture.お知らせ • Nov 08+ 1 more updateStolt-Nielsen Limited Declares Interim Dividend, Payable on December 3, 2025Stolt-Nielsen Limited announced that the Company's Board of Directors approved an interim dividend payment of $1.00 per Common Share, payable on December 3, 2025 to shareholders of record as of November 20, 2025.お知らせ • Nov 06Stolt-Nielsen Limited (OB:SNI) acquired Suttons International Limited.Stolt-Nielsen Limited (OB:SNI) completed the acquisition of Suttons International Limited on November 5, 2025. The acquisition of Suttons adds over 11,000 ISO tank containers to our fleet and broadens our product offering. Following the acquisition, Suttons International Limited is now a 100% owned subsidiary of Stolt-Nielsen Limited. Stolt-Nielsen Limited (OB:SNI) acquired Suttons International Limited on November 5, 2025.最新情報をもっと見るRecent updatesBoard Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Director Janet Ashdown was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 17+ 1 more updateStolt-Nielsen Limited Appoints Jens F. Gruner-Hegge as Director, Effective from 1 December 2026Stolt-Nielsen Limited at the Annual General Meeting held on April 16, 2026, Jens F. Gruner-Hegge appointed as a director of the Company, with effect from 1 December 2026, to hold office until the next Annual General Meeting of the Company or until his successor has been elected or appointed or his office is otherwise vacated.お知らせ • Feb 27Stolt-Nielsen Limited Board Recommends Final Dividend for 2025, Payable on May 6, 2026Stolt-Nielsen Limited announced that the Company's Board of Directors recommended a final dividend for 2025 of $1.00 per Common Share, payable on May 6, 2026 to shareholders of record as of April 22, 2026. The shares will trade ex-dividend on and after April 21, 2026. The dividend, which is subject to shareholder approval, will be voted on at the Company's Annual General Meeting of Shareholders scheduled for April 16, 2026 in Bermuda. If approved, this will bring the full dividend for 2025 to $2.00 per Common Share.お知らせ • Jan 27Stolt-Nielsen Limited in Discussions to Sell Up to 50% in Avenir LNG LimitedStolt-Nielsen Limited (OB:SNI) through its subsidiary Stolt-Nielsen Gas Ltd., confirmed it is in discussions with a strategic buyer, regarding the potential sale of up to 50% of its interest in Avenir LNG Limited (Avenir LNG). Avenir LNG is an industry leader in small-scale liquefied natural gas (LNG) supply and is focused on supporting the marine energy transition through one of the largest fleets of small-scale LNG vessels. Avenir LNG owns and operates a fleet of five modern small-scale LNG bunkering vessels, with two newbuildings under construction. The potential sale agreement is subject to final documentation and customary approvals, which are expected in the first quarter of 2026. Should a formal agreement be reached, Stolt-Nielsen intends to jointly own and operate Avenir LNG as a joint venture.お知らせ • Nov 08+ 1 more updateStolt-Nielsen Limited Declares Interim Dividend, Payable on December 3, 2025Stolt-Nielsen Limited announced that the Company's Board of Directors approved an interim dividend payment of $1.00 per Common Share, payable on December 3, 2025 to shareholders of record as of November 20, 2025.お知らせ • Nov 06Stolt-Nielsen Limited (OB:SNI) acquired Suttons International Limited.Stolt-Nielsen Limited (OB:SNI) completed the acquisition of Suttons International Limited on November 5, 2025. The acquisition of Suttons adds over 11,000 ISO tank containers to our fleet and broadens our product offering. Following the acquisition, Suttons International Limited is now a 100% owned subsidiary of Stolt-Nielsen Limited. Stolt-Nielsen Limited (OB:SNI) acquired Suttons International Limited on November 5, 2025.お知らせ • Oct 02Stolt-Nielsen Limited, Annual General Meeting, Apr 16, 2026Stolt-Nielsen Limited, Annual General Meeting, Apr 16, 2026.お知らせ • Oct 01+ 4 more updatesStolt-Nielsen Limited to Report Fiscal Year 2025 Results on Mar 18, 2026Stolt-Nielsen Limited announced that they will report fiscal year 2025 results on Mar 18, 2026お知らせ • Apr 17+ 1 more updateStolt-Nielsen Limited Approves Final Dividend for the Fiscal Year Ended November 30, 2024, Payable on May 7, 2025Stolt-Nielsen Limited at its meeting held on April 17, 2025 approved final dividend for the fiscal year ended November 30, 2024 of $1.25 per Common Share as recommended by the Board of Directors on February 11, 2025 and will be paid on May 7, 2025 to shareholders of record as of April 24, 2025. The shares will trade ex-dividend on and after April 23, 2025.お知らせ • Apr 04Stolt-Nielsen Limited (OB:SNI) announces an Equity Buyback for 800,000 shares, for $8.75 million.Stolt-Nielsen Limited (OB:SNI) announces a share repurchase program. Under the program, the company will repurchase up to 800,000 shares, for $8.75 million. The purpose of the buy-back program is to reduce the number of the Company's outstanding shares and to return capital to the Company's shareholders. The program is valid until October 2, 2025.お知らせ • Feb 12Stolt-Nielsen Limited Announces Final Dividend for 2024, Payable on May 7, 2025Stolt-Nielsen Limited announced that the Company's Board of Directors recommended a final dividend for 2024 of $1.25 per Common Share, payable on May 7, 2025 to shareholders of record as of April 24, 2025. The shares will trade ex-dividend on and after April 23, 2025. The dividend, which is subject to shareholder approval, will be voted on at the Company's Annual General Meeting of Shareholders scheduled for April 17, 2025 in Bermuda. If approved, this will bring the full dividend for 2024 to $2.50 per Common Share.お知らせ • Jan 17+ 3 more updatesStolt-Nielsen Limited, Annual General Meeting, Apr 17, 2025Stolt-Nielsen Limited, Annual General Meeting, Apr 17, 2025.お知らせ • Nov 08Stolt-Nielsen Limited Declares Interim Dividend, Payable on December 4, 2024Stolt-Nielsen Limited announced that the Company's Board of Directors approved an interim dividend payment of $1.25 per Common Share, payable on December 4, 2024 to shareholders of record as of November 22, 2024. The shares will trade ex-dividend on and after November 21, 2024.お知らせ • Oct 08Stolt-Nielsen Limited to Report Q1, 2025 Results on Apr 03, 2025Stolt-Nielsen Limited announced that they will report Q1, 2025 results on Apr 03, 2025Reported Earnings • Oct 02Third quarter 2024 earnings released: EPS: US$1.85 (vs US$1.68 in 3Q 2023)Third quarter 2024 results: EPS: US$1.85 (up from US$1.68 in 3Q 2023). Revenue: US$732.8m (up 5.5% from 3Q 2023). Net income: US$99.2m (up 10% from 3Q 2023). Profit margin: 14% (in line with 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 2.0% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 39% per year.Reported Earnings • Jul 12Second quarter 2024 earnings released: EPS: US$1.87 (vs US$0.15 in 2Q 2023)Second quarter 2024 results: EPS: US$1.87 (up from US$0.15 in 2Q 2023). Revenue: US$741.1m (up 2.7% from 2Q 2023). Net income: US$100.2m (up US$91.9m from 2Q 2023). Profit margin: 14% (up from 1.1% in 2Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 48% per year.お知らせ • May 16Stolt-Nielsen Limited Announces Executive ChangesStolt-Nielsen Limited announced that Lucas Vos will step down as President, Stolt Tankers, with effect from July 1, 2024. He will be replaced by Maren Schroeder as President and Chief Operating Officer, whilst Bjarke Nissen will assume the role of Chief Commercial Officer at Stolt Tankers. Ms. Schroeder has held the position of Managing Director, Shipowning, at Stolt Tankers since 2022, and prior to joining as Fleet Director in 2019, was Head of Technical at Vroon B.V. She has also held fleet management positions with Exmar, Euronav and Germanischer Lloyd. During her time with Stolt Tankers she has been instrumental in driving collaboration across the business and providing quality ships to customers. She has also successfully developed strong virtual connections between ship and shore personnel, crucial to operations during the Covid-19 pandemic. Ms. Schroeder is a member of the Intertanko Council, the DNV Owners Committee and the board of ITOPF, and she is also President and Chairwoman of the Board of Directors of the European International Shipowners' Association of Portugal (EISAP). She holds an MBA from the WHU/Kellogg School of Management and is a Harvard Business School Alumni. Mr. Nissen began his career as an officer in the Danish army and joined Stolt Tankers in 1993 from AP Moller Maersk. He was promoted to Business Director in 2009 and has been Managing Director since 2019, responsible for the development and implementation of commercial strategy, which creates value for customers through the delivery of seamless services. During his time with the company, Mr. Nissen has enjoyed various commercial postings in the UK, the Netherlands, and the US. He is an Alumni of Harvard Business School.お知らせ • Apr 20Stolt-Nielsen Limited Approves Dividend for 2023, Payable on May 8, 2024Stolt-Nielsen Limited announced that at the AGM held on April 18, 2024 approved a dividend of USD 1.50 per common share payable on May 8, 2024 to Shareholders of record as of April 25, 2024.Upcoming Dividend • Apr 17Upcoming dividend of US$1.50 per shareEligible shareholders must have bought the stock before 24 April 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.8%). In line with average of industry peers (6.3%).Reported Earnings • Mar 20Full year 2023 earnings released: EPS: US$5.54 (vs US$5.25 in FY 2022)Full year 2023 results: EPS: US$5.54 (up from US$5.25 in FY 2022). Revenue: US$2.82b (up 1.7% from FY 2022). Net income: US$296.6m (up 5.6% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Declared Dividend • Feb 28Final dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 24th April 2024 Payment date: 9th May 2024 Dividend yield will be 7.3%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 22Stolt-Nielsen Limited Recommends Final Dividend, Payable on May 9, 2024Stolt-Nielsen Limited announced that the Company's Board of Directors recommended a final dividend for 2023 of $1.50 per Common Share, payable on May 9, 2024 to shareholders of record as of April 25, 2024. The shares will trade ex-dividend on and after April 24, 2024. The dividend, which is subject to shareholder approval, will be voted on at the Company's Annual General Meeting of Shareholders scheduled for April 18, 2024 in Bermuda. If approved, this will bring the full dividend for 2023 to $2.50 per Common Share.Reported Earnings • Feb 02Full year 2023 earnings released: EPS: US$5.54 (vs US$5.25 in FY 2022)Full year 2023 results: EPS: US$5.54 (up from US$5.25 in FY 2022). Revenue: US$2.82b (up 1.7% from FY 2022). Net income: US$296.7m (up 5.6% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 1.7% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 10+ 1 more updateStolt-Nielsen Limited to Report Q4, 2024 Results on Jan 30, 2025Stolt-Nielsen Limited announced that they will report Q4, 2024 results on Jan 30, 2025お知らせ • Nov 28+ 1 more updateStolt-Nielsen Limited to Report Q3, 2024 Results on Oct 02, 2024Stolt-Nielsen Limited announced that they will report Q3, 2024 results on Oct 02, 2024お知らせ • Nov 17Stolt-Nielsen Limited Declares Interim Dividend, Payable on December 07, 2023Stolt-Nielsen Limited announced that the Company's Board of Directors approved an interim dividend payment of $1.00 per Common Share, payable on December 07, 2023 to shareholders of record as of November 23, 2023. The shares will trade ex-dividend on and after November 22, 2023.お知らせ • Oct 29Stolt-Nielsen Limited to Report Q1, 2024 Results on Apr 10, 2024Stolt-Nielsen Limited announced that they will report Q1, 2024 results on Apr 10, 2024Reported Earnings • Oct 06Third quarter 2023 earnings released: EPS: US$1.68 (vs US$1.40 in 3Q 2022)Third quarter 2023 results: EPS: US$1.68 (up from US$1.40 in 3Q 2022). Revenue: US$694.4m (down 6.7% from 3Q 2022). Net income: US$90.1m (up 21% from 3Q 2022). Profit margin: 13% (up from 10.0% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 6.6% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 10+ 1 more updateStolt-Nielsen Limited Announces Chief Executive Officer changesStolt-Nielsen has announced that after 23 years as Chief Executive Officer, Niels G. Stolt-Nielsen will step down from his role as CEO on September 1, 2023, and will assume the role of Chairman of the Board of Stolt-Nielsen Limited. The Company announced that he will be succeeded as CEO by Udo Lange. Udo Lange, who will join Stolt-Nielsen as Chief Executive Officer on September 1, 2023, has more than 20 years of experience in the international trade industry, with expertise in freight forwarding, express and parcel logistics and airline catering. Udo was most recently president of Healthcare, Logistics and Americas International at FedEx Express, leading a team of more than 50,000 employees across 80 countries. He was also part of the FedEx Senior Management Committee which sets the strategic direction of the circa $90 billion revenue enterprise and has held several other senior roles at FedEx since joining in 2015. Udo currently serves as a member of the White House Supply Chain Disruptions Task Force and has been involved in the task force's Freight Logistics Optimization Works (FLOW) group. He also serves on the boards of the NASDAQ-listed e-commerce startup Freightos (CRGO), the German American Chamber of Commerce of the Southern U.S. and the Memphis Symphony Orchestra and is on the board of trustees of ‘Operation Finale’, an exhibition in Germany about the capture of Nazi Adolf Eichmann. In June 2020, Udo was named one of the ‘Top 10 Logistics Leaders’ globally by Supply Chain Digital, the industry’s leading magazine. He holds a Ph.D. in economic science from the University of Duisburg, Germany and an MBA from the University of Kaiserslautern, Germany. He is also an alumnus of Harvard Business School.New Risk • Jul 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (100% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Jul 07Second quarter 2023 earnings released: EPS: US$0.15 (vs US$1.10 in 2Q 2022)Second quarter 2023 results: EPS: US$0.15 (down from US$1.10 in 2Q 2022). Revenue: US$721.9m (up 4.8% from 2Q 2022). Net income: US$8.29m (down 86% from 2Q 2022). Profit margin: 1.1% (down from 8.5% in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 9.1% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 04Court of Appeals Ruling Against Stolt Tank Containers BV in Msc Flaminia CaseStolt-Nielsen Limited reported that the Court of Appeals has affirmed by two to one, in all material respects the ruling on liability from 2018 by the US District Court for the Southern District of New York regarding the 2012 incident on board the MSC Flaminia. Stolt Tank Containers BV has been found at fault together with Deltech for 45% and 55%, respectively. The Company is disappointed by the decision of the Court of Appeals upholding the lower court's 2018 decision. The Company is currently assessing the legal and financial implications of the Court's decision, which included a dissenting opinion, and is considering further appeals and mitigations. The potential liability for the full award is being assessed. The Company will record a loss provision related to the ruling in its second quarter financials, due to be reported on July 6, 2023, of $155 million, which net of tax will impact the Company's net profit for the quarter by approximately $115 million. The Company has liquidity in place to fund its potential liability and remains in a financially strong position. As reported in our annual reports, the ruling concerns the incident that took place on July 14, 2012, during which a fire broke out in cargo hold number four aboard the MSC Flaminia during the ship's crossing of the Atlantic Ocean. During the crew's attempt to extinguish the fire, an explosion occurred. Stolt Tank Containers had 29 tank containers onboard the ship, three of which were stowed in cargo hold number four. On May 29, 2013, the vessel interests, namely the owner, manager and operator filed counter and crossclaims against Stolt TankContainers and Deltech, the shipper of the three tank containers stowed in cargo hold number 4, alleging that these tank containers were the cause of the fire and that Stolt Tank Containers did not adequately warn of the inherently dangerous nature of the cargo. The Phase 2 trial was completed in August 2018. The US District Court for the Southern District of New York delivered a judgment on September 10, 2018, which held the Group jointly and severally liable with Deltech for the incident.Upcoming Dividend • Apr 18Upcoming dividend of US$1.25 per share at 7.7% yieldEligible shareholders must have bought the stock before 25 April 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 7.7%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (14%).Reported Earnings • Mar 20Full year 2022 earnings released: EPS: US$5.25 (vs US$1.47 in FY 2021)Full year 2022 results: EPS: US$5.25 (up from US$1.47 in FY 2021). Revenue: US$2.77b (up 27% from FY 2021). Net income: US$280.8m (up 257% from FY 2021). Profit margin: 10% (up from 3.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 11% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 67% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 09Stolt-Nielsen Limited, Annual General Meeting, Apr 20, 2023Stolt-Nielsen Limited, Annual General Meeting, Apr 20, 2023.Reported Earnings • Feb 05Full year 2022 earnings released: EPS: US$5.25 (vs US$1.47 in FY 2021)Full year 2022 results: EPS: US$5.25 (up from US$1.47 in FY 2021). Revenue: US$2.77b (up 27% from FY 2021). Net income: US$280.9m (up 257% from FY 2021). Profit margin: 10% (up from 3.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 11% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jan 26Now 24% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €31.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 90%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.Buying Opportunity • Jan 05Now 26% undervaluedOver the last 90 days, the stock is up 7.0%. The fair value is estimated to be €32.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 90%. Revenue is forecast to grow by 7.7% in 2 years. Earnings is forecast to grow by 6.5% in the next 2 years.お知らせ • Dec 14+ 3 more updatesStolt-Nielsen Limited to Report Q4, 2023 Results on Feb 01, 2024Stolt-Nielsen Limited announced that they will report Q4, 2023 results on Feb 01, 2024お知らせ • Nov 18Stolt-Nielsen Limited Declares Interim Dividend, Payable on December 08, 2022Stolt-Nielsen Limited announced that the Company's Board of Directors approved an interim dividend payment of $1.00 per Common Share, payable on December 08, 2022 to shareholders of record as of November 24, 2022. The shares will trade ex-dividend on and after November 23, 2022.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Janet Ashdown was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 07Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: US$744.0m (up 28% from 3Q 2021). Net income: US$74.7m (up 123% from 3Q 2021). Profit margin: 10.0% (up from 5.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 3.4% p.a. on average during the next 3 years compared to a 12% decline forecast for the Shipping industry in Europe.Reported Earnings • Jul 01Second quarter 2022 earnings released: EPS: US$1.09 (vs US$0.15 in 2Q 2021)Second quarter 2022 results: EPS: US$1.09 (up from US$0.15 in 2Q 2021). Revenue: US$689.1m (up 31% from 2Q 2021). Net income: US$58.6m (up US$50.8m from 2Q 2021). Profit margin: 8.5% (up from 1.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Janet Ashdown was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 19Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of German dividend payers (3.9%). Lower than average of industry peers (9.8%).Reported Earnings • Mar 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$1.47 (up from US$0.65 in FY 2020). Revenue: US$2.18b (up 12% from FY 2020). Net income: US$78.7m (up 97% from FY 2020). Profit margin: 3.6% (up from 2.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 25Stolt-Nielsen Limited Recommends Final Dividend for 2021, Payable on May 11, 2022Stolt-Nielsen Limited announced that the Company's Board of Directors recommended a final dividend for 2021 of $0.50 per Common Share, payable on May 11, 2022 to shareholders of record as of April 27, 2022. The shares will trade ex-dividend on and after April 26, 2022. The dividend, which is subject to shareholder approval, will be voted on at the Company's Annual General Meeting of Shareholders scheduled for April 21, 2022 in Bermuda. If approved, this will bring the full dividend for 2021 to $1.00 per Common Share.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to €15.64, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 69% over the past three years.お知らせ • Feb 01+ 1 more updateStolt-Nielsen Limited Announces Michael W. Kramer Will Assume Role of Executive Vice President, Marketing and Business DevelopmentStolt-Nielsen Limited announced that Michael W. Kramer will assume the role of Executive Vice President, Marketing and Business Development at the company.Reported Earnings • Jan 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$1.47 (up from US$0.65 in FY 2020). Revenue: US$2.18b (up 12% from FY 2020). Net income: US$78.8m (up 97% from FY 2020). Profit margin: 3.6% (up from 2.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.7%, compared to a 28% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 07Third quarter 2021 earnings released: EPS US$0.63 (vs US$0.48 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: US$580.9m (up 23% from 3Q 2020). Net income: US$33.5m (up 9.8% from 3Q 2020). Profit margin: 5.8% (down from 6.4% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 04Second quarter 2021 earnings released: EPS US$0.15 (vs US$0.21 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: US$526.9m (up 4.7% from 2Q 2020). Net income: US$7.82m (down 40% from 2Q 2020). Profit margin: 1.5% (down from 2.6% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 4% per year.Upcoming Dividend • Apr 14Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 21 April 2021. Payment date: 05 May 2021. Trailing yield: 3.3%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).Reported Earnings • Apr 11First quarter 2021 earnings released: EPS US$0.047 (vs US$0.32 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$480.2m (down 3.4% from 1Q 2020). Net income: US$2.50m (up US$21.5m from 1Q 2020). Profit margin: 0.5% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • Mar 17Full year 2020 earnings released: EPS US$0.65 (vs US$0.35 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$1.96b (down 4.0% from FY 2019). Net income: US$40.1m (up 91% from FY 2019). Profit margin: 2.1% (up from 1.0% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • Jan 30Full year 2020 earnings released: EPS US$0.65 (vs US$0.35 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$1.96b (down 4.0% from FY 2019). Net income: US$40.1m (up 91% from FY 2019). Profit margin: 2.1% (up from 1.0% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Jan 30Revenue misses expectationsRevenue missed analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 6.6%, compared to a 12% growth forecast for the Shipping industry in Germany.Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$12.50, the stock is trading at a trailing P/E ratio of 37.7x, up from the previous P/E ratio of 31.9x. This compares to an average P/E of 22x in the Shipping industry in Europe. Total returns to shareholders over the past three years are 23%.Is New 90 Day High Low • Jan 05New 90-day high: €10.22The company is up 46% from its price of €7.02 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.62 per share.Recent Insider Transactions • Dec 23Independent Director recently bought €48k worth of stockOn the 14th of December, Lars Larsson bought around 5k shares on-market at roughly €9.61 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €75k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 22Independent Director recently bought €48k worth of stockOn the 14th of December, Håkan Larsson bought around 5k shares on-market at roughly €9.61 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €75k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 21Independent Director recently bought €48k worth of stockOn the 14th of December, Håkan Larsson bought around 5k shares on-market at roughly €9.61 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €75k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 19Independent Director recently bought €48k worth of stockOn the 14th of December, Håkan Larsson bought around 5k shares on-market at roughly €9.61 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €75k more in shares than they have sold in the last 12 months.Is New 90 Day High Low • Dec 09New 90-day high: €9.30The company is up 29% from its price of €7.21 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.79 per share.Is New 90 Day High Low • Nov 11New 90-day high: €8.38The company is up 13% from its price of €7.43 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.25 per share.Recent Insider Transactions • Oct 13Insider recently bought €27k worth of stockOn the 9th of October, Christian Mathiesen bought around 3k shares on-market at roughly €8.59 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Is New 90 Day High Low • Oct 10New 90-day high: €7.99The company is up 7.0% from its price of €7.45 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.66 per share.Reported Earnings • Oct 09Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$25.3m, up 6.9% from the prior year. Total revenue was US$1.97b over the last 12 months, down 4.3% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 09Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 4.2% at US$474.0m. Revenue is forecast to grow 5.1% over the next year, compared to a 7.4% growth forecast for the Shipping industry in Germany.Is New 90 Day High Low • Sep 23New 90-day low: €7.00The company is down 4.0% from its price of €7.31 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Shipping industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.62 per share.株主還元SN6DE ShippingDE 市場7D6.8%-3.4%3.2%1Y36.3%1.3%2.5%株主還元を見る業界別リターン: SN6過去 1 年間で1.3 % の収益を上げたGerman Shipping業界を上回りました。リターン対市場: SN6過去 1 年間で2.5 % の収益を上げたGerman市場を上回りました。価格変動Is SN6's price volatile compared to industry and market?SN6 volatilitySN6 Average Weekly Movement6.2%Shipping Industry Average Movement5.3%Market Average Movement6.1%10% most volatile stocks in DE Market13.6%10% least volatile stocks in DE Market2.7%安定した株価: SN6 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: SN6の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19593,108Udo Langewww.stolt-nielsen.comストルト・ニールセン・リミテッド（Stolt-Nielsen Limited）は、その子会社とともに、バルク液体化学品、食用油、酸、その他特殊液体の輸送、貯蔵、流通ソリューションを世界中に提供している。同社は5つのセグメントを通じて事業を展開している：タンカー、ターミナル、タンクコンテナ、ストルト・シーファーム、ストルト・ニールセン・ガス。同社はまた、ターボットやヒラメを含む水産物の生産、加工、販売、化学品、クリーン石油製品、液化石油ガス、植物油、バイオ燃料、代替燃料や飼料原料の貯蔵・取り扱いも行っている。さらに、物流、流通、液化天然ガス、陸上養殖事業への投資も行っている。同社は1959年に設立され、英国ロンドンに本拠を置く。Stolt-Nielsen LimitedはFiducia Ltd.の子会社。もっと見るStolt-Nielsen Limited 基礎のまとめStolt-Nielsen の収益と売上を時価総額と比較するとどうか。SN6 基礎統計学時価総額€1.52b収益（TTM）€212.09m売上高(TTM)€2.42b7.1xPER（株価収益率0.6xP/SレシオSN6 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SN6 損益計算書（TTM）収益US$2.81b売上原価US$1.78b売上総利益US$1.03bその他の費用US$784.55m収益US$246.15m直近の収益報告Feb 28, 2026次回決算日Jul 09, 2026一株当たり利益（EPS）4.63グロス・マージン36.68%純利益率8.76%有利子負債／自己資本比率83.5%SN6 の長期的なパフォーマンスは？過去の実績と比較を見る配当金6.0%現在の配当利回り43%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 10:31終値2026/05/22 00:00収益2026/02/28年間収益2025/11/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Stolt-Nielsen Limited 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関null nullABG Sundal CollierOla RugsveenCarnegie Investment Bank ABHans Rettedal ChristiansenDanske Bank5 その他のアナリストを表示
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Director Janet Ashdown was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 17+ 1 more updateStolt-Nielsen Limited Appoints Jens F. Gruner-Hegge as Director, Effective from 1 December 2026Stolt-Nielsen Limited at the Annual General Meeting held on April 16, 2026, Jens F. Gruner-Hegge appointed as a director of the Company, with effect from 1 December 2026, to hold office until the next Annual General Meeting of the Company or until his successor has been elected or appointed or his office is otherwise vacated.
お知らせ • Feb 27Stolt-Nielsen Limited Board Recommends Final Dividend for 2025, Payable on May 6, 2026Stolt-Nielsen Limited announced that the Company's Board of Directors recommended a final dividend for 2025 of $1.00 per Common Share, payable on May 6, 2026 to shareholders of record as of April 22, 2026. The shares will trade ex-dividend on and after April 21, 2026. The dividend, which is subject to shareholder approval, will be voted on at the Company's Annual General Meeting of Shareholders scheduled for April 16, 2026 in Bermuda. If approved, this will bring the full dividend for 2025 to $2.00 per Common Share.
お知らせ • Jan 27Stolt-Nielsen Limited in Discussions to Sell Up to 50% in Avenir LNG LimitedStolt-Nielsen Limited (OB:SNI) through its subsidiary Stolt-Nielsen Gas Ltd., confirmed it is in discussions with a strategic buyer, regarding the potential sale of up to 50% of its interest in Avenir LNG Limited (Avenir LNG). Avenir LNG is an industry leader in small-scale liquefied natural gas (LNG) supply and is focused on supporting the marine energy transition through one of the largest fleets of small-scale LNG vessels. Avenir LNG owns and operates a fleet of five modern small-scale LNG bunkering vessels, with two newbuildings under construction. The potential sale agreement is subject to final documentation and customary approvals, which are expected in the first quarter of 2026. Should a formal agreement be reached, Stolt-Nielsen intends to jointly own and operate Avenir LNG as a joint venture.
お知らせ • Nov 08+ 1 more updateStolt-Nielsen Limited Declares Interim Dividend, Payable on December 3, 2025Stolt-Nielsen Limited announced that the Company's Board of Directors approved an interim dividend payment of $1.00 per Common Share, payable on December 3, 2025 to shareholders of record as of November 20, 2025.
お知らせ • Nov 06Stolt-Nielsen Limited (OB:SNI) acquired Suttons International Limited.Stolt-Nielsen Limited (OB:SNI) completed the acquisition of Suttons International Limited on November 5, 2025. The acquisition of Suttons adds over 11,000 ISO tank containers to our fleet and broadens our product offering. Following the acquisition, Suttons International Limited is now a 100% owned subsidiary of Stolt-Nielsen Limited. Stolt-Nielsen Limited (OB:SNI) acquired Suttons International Limited on November 5, 2025.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Director Janet Ashdown was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 17+ 1 more updateStolt-Nielsen Limited Appoints Jens F. Gruner-Hegge as Director, Effective from 1 December 2026Stolt-Nielsen Limited at the Annual General Meeting held on April 16, 2026, Jens F. Gruner-Hegge appointed as a director of the Company, with effect from 1 December 2026, to hold office until the next Annual General Meeting of the Company or until his successor has been elected or appointed or his office is otherwise vacated.
お知らせ • Feb 27Stolt-Nielsen Limited Board Recommends Final Dividend for 2025, Payable on May 6, 2026Stolt-Nielsen Limited announced that the Company's Board of Directors recommended a final dividend for 2025 of $1.00 per Common Share, payable on May 6, 2026 to shareholders of record as of April 22, 2026. The shares will trade ex-dividend on and after April 21, 2026. The dividend, which is subject to shareholder approval, will be voted on at the Company's Annual General Meeting of Shareholders scheduled for April 16, 2026 in Bermuda. If approved, this will bring the full dividend for 2025 to $2.00 per Common Share.
お知らせ • Jan 27Stolt-Nielsen Limited in Discussions to Sell Up to 50% in Avenir LNG LimitedStolt-Nielsen Limited (OB:SNI) through its subsidiary Stolt-Nielsen Gas Ltd., confirmed it is in discussions with a strategic buyer, regarding the potential sale of up to 50% of its interest in Avenir LNG Limited (Avenir LNG). Avenir LNG is an industry leader in small-scale liquefied natural gas (LNG) supply and is focused on supporting the marine energy transition through one of the largest fleets of small-scale LNG vessels. Avenir LNG owns and operates a fleet of five modern small-scale LNG bunkering vessels, with two newbuildings under construction. The potential sale agreement is subject to final documentation and customary approvals, which are expected in the first quarter of 2026. Should a formal agreement be reached, Stolt-Nielsen intends to jointly own and operate Avenir LNG as a joint venture.
お知らせ • Nov 08+ 1 more updateStolt-Nielsen Limited Declares Interim Dividend, Payable on December 3, 2025Stolt-Nielsen Limited announced that the Company's Board of Directors approved an interim dividend payment of $1.00 per Common Share, payable on December 3, 2025 to shareholders of record as of November 20, 2025.
お知らせ • Nov 06Stolt-Nielsen Limited (OB:SNI) acquired Suttons International Limited.Stolt-Nielsen Limited (OB:SNI) completed the acquisition of Suttons International Limited on November 5, 2025. The acquisition of Suttons adds over 11,000 ISO tank containers to our fleet and broadens our product offering. Following the acquisition, Suttons International Limited is now a 100% owned subsidiary of Stolt-Nielsen Limited. Stolt-Nielsen Limited (OB:SNI) acquired Suttons International Limited on November 5, 2025.
お知らせ • Oct 02Stolt-Nielsen Limited, Annual General Meeting, Apr 16, 2026Stolt-Nielsen Limited, Annual General Meeting, Apr 16, 2026.
お知らせ • Oct 01+ 4 more updatesStolt-Nielsen Limited to Report Fiscal Year 2025 Results on Mar 18, 2026Stolt-Nielsen Limited announced that they will report fiscal year 2025 results on Mar 18, 2026
お知らせ • Apr 17+ 1 more updateStolt-Nielsen Limited Approves Final Dividend for the Fiscal Year Ended November 30, 2024, Payable on May 7, 2025Stolt-Nielsen Limited at its meeting held on April 17, 2025 approved final dividend for the fiscal year ended November 30, 2024 of $1.25 per Common Share as recommended by the Board of Directors on February 11, 2025 and will be paid on May 7, 2025 to shareholders of record as of April 24, 2025. The shares will trade ex-dividend on and after April 23, 2025.
お知らせ • Apr 04Stolt-Nielsen Limited (OB:SNI) announces an Equity Buyback for 800,000 shares, for $8.75 million.Stolt-Nielsen Limited (OB:SNI) announces a share repurchase program. Under the program, the company will repurchase up to 800,000 shares, for $8.75 million. The purpose of the buy-back program is to reduce the number of the Company's outstanding shares and to return capital to the Company's shareholders. The program is valid until October 2, 2025.
お知らせ • Feb 12Stolt-Nielsen Limited Announces Final Dividend for 2024, Payable on May 7, 2025Stolt-Nielsen Limited announced that the Company's Board of Directors recommended a final dividend for 2024 of $1.25 per Common Share, payable on May 7, 2025 to shareholders of record as of April 24, 2025. The shares will trade ex-dividend on and after April 23, 2025. The dividend, which is subject to shareholder approval, will be voted on at the Company's Annual General Meeting of Shareholders scheduled for April 17, 2025 in Bermuda. If approved, this will bring the full dividend for 2024 to $2.50 per Common Share.
お知らせ • Jan 17+ 3 more updatesStolt-Nielsen Limited, Annual General Meeting, Apr 17, 2025Stolt-Nielsen Limited, Annual General Meeting, Apr 17, 2025.
お知らせ • Nov 08Stolt-Nielsen Limited Declares Interim Dividend, Payable on December 4, 2024Stolt-Nielsen Limited announced that the Company's Board of Directors approved an interim dividend payment of $1.25 per Common Share, payable on December 4, 2024 to shareholders of record as of November 22, 2024. The shares will trade ex-dividend on and after November 21, 2024.
お知らせ • Oct 08Stolt-Nielsen Limited to Report Q1, 2025 Results on Apr 03, 2025Stolt-Nielsen Limited announced that they will report Q1, 2025 results on Apr 03, 2025
Reported Earnings • Oct 02Third quarter 2024 earnings released: EPS: US$1.85 (vs US$1.68 in 3Q 2023)Third quarter 2024 results: EPS: US$1.85 (up from US$1.68 in 3Q 2023). Revenue: US$732.8m (up 5.5% from 3Q 2023). Net income: US$99.2m (up 10% from 3Q 2023). Profit margin: 14% (in line with 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 2.0% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 39% per year.
Reported Earnings • Jul 12Second quarter 2024 earnings released: EPS: US$1.87 (vs US$0.15 in 2Q 2023)Second quarter 2024 results: EPS: US$1.87 (up from US$0.15 in 2Q 2023). Revenue: US$741.1m (up 2.7% from 2Q 2023). Net income: US$100.2m (up US$91.9m from 2Q 2023). Profit margin: 14% (up from 1.1% in 2Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 48% per year.
お知らせ • May 16Stolt-Nielsen Limited Announces Executive ChangesStolt-Nielsen Limited announced that Lucas Vos will step down as President, Stolt Tankers, with effect from July 1, 2024. He will be replaced by Maren Schroeder as President and Chief Operating Officer, whilst Bjarke Nissen will assume the role of Chief Commercial Officer at Stolt Tankers. Ms. Schroeder has held the position of Managing Director, Shipowning, at Stolt Tankers since 2022, and prior to joining as Fleet Director in 2019, was Head of Technical at Vroon B.V. She has also held fleet management positions with Exmar, Euronav and Germanischer Lloyd. During her time with Stolt Tankers she has been instrumental in driving collaboration across the business and providing quality ships to customers. She has also successfully developed strong virtual connections between ship and shore personnel, crucial to operations during the Covid-19 pandemic. Ms. Schroeder is a member of the Intertanko Council, the DNV Owners Committee and the board of ITOPF, and she is also President and Chairwoman of the Board of Directors of the European International Shipowners' Association of Portugal (EISAP). She holds an MBA from the WHU/Kellogg School of Management and is a Harvard Business School Alumni. Mr. Nissen began his career as an officer in the Danish army and joined Stolt Tankers in 1993 from AP Moller Maersk. He was promoted to Business Director in 2009 and has been Managing Director since 2019, responsible for the development and implementation of commercial strategy, which creates value for customers through the delivery of seamless services. During his time with the company, Mr. Nissen has enjoyed various commercial postings in the UK, the Netherlands, and the US. He is an Alumni of Harvard Business School.
お知らせ • Apr 20Stolt-Nielsen Limited Approves Dividend for 2023, Payable on May 8, 2024Stolt-Nielsen Limited announced that at the AGM held on April 18, 2024 approved a dividend of USD 1.50 per common share payable on May 8, 2024 to Shareholders of record as of April 25, 2024.
Upcoming Dividend • Apr 17Upcoming dividend of US$1.50 per shareEligible shareholders must have bought the stock before 24 April 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.8%). In line with average of industry peers (6.3%).
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: US$5.54 (vs US$5.25 in FY 2022)Full year 2023 results: EPS: US$5.54 (up from US$5.25 in FY 2022). Revenue: US$2.82b (up 1.7% from FY 2022). Net income: US$296.6m (up 5.6% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Feb 28Final dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 24th April 2024 Payment date: 9th May 2024 Dividend yield will be 7.3%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 22Stolt-Nielsen Limited Recommends Final Dividend, Payable on May 9, 2024Stolt-Nielsen Limited announced that the Company's Board of Directors recommended a final dividend for 2023 of $1.50 per Common Share, payable on May 9, 2024 to shareholders of record as of April 25, 2024. The shares will trade ex-dividend on and after April 24, 2024. The dividend, which is subject to shareholder approval, will be voted on at the Company's Annual General Meeting of Shareholders scheduled for April 18, 2024 in Bermuda. If approved, this will bring the full dividend for 2023 to $2.50 per Common Share.
Reported Earnings • Feb 02Full year 2023 earnings released: EPS: US$5.54 (vs US$5.25 in FY 2022)Full year 2023 results: EPS: US$5.54 (up from US$5.25 in FY 2022). Revenue: US$2.82b (up 1.7% from FY 2022). Net income: US$296.7m (up 5.6% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 1.7% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 10+ 1 more updateStolt-Nielsen Limited to Report Q4, 2024 Results on Jan 30, 2025Stolt-Nielsen Limited announced that they will report Q4, 2024 results on Jan 30, 2025
お知らせ • Nov 28+ 1 more updateStolt-Nielsen Limited to Report Q3, 2024 Results on Oct 02, 2024Stolt-Nielsen Limited announced that they will report Q3, 2024 results on Oct 02, 2024
お知らせ • Nov 17Stolt-Nielsen Limited Declares Interim Dividend, Payable on December 07, 2023Stolt-Nielsen Limited announced that the Company's Board of Directors approved an interim dividend payment of $1.00 per Common Share, payable on December 07, 2023 to shareholders of record as of November 23, 2023. The shares will trade ex-dividend on and after November 22, 2023.
お知らせ • Oct 29Stolt-Nielsen Limited to Report Q1, 2024 Results on Apr 10, 2024Stolt-Nielsen Limited announced that they will report Q1, 2024 results on Apr 10, 2024
Reported Earnings • Oct 06Third quarter 2023 earnings released: EPS: US$1.68 (vs US$1.40 in 3Q 2022)Third quarter 2023 results: EPS: US$1.68 (up from US$1.40 in 3Q 2022). Revenue: US$694.4m (down 6.7% from 3Q 2022). Net income: US$90.1m (up 21% from 3Q 2022). Profit margin: 13% (up from 10.0% in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 6.6% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 10+ 1 more updateStolt-Nielsen Limited Announces Chief Executive Officer changesStolt-Nielsen has announced that after 23 years as Chief Executive Officer, Niels G. Stolt-Nielsen will step down from his role as CEO on September 1, 2023, and will assume the role of Chairman of the Board of Stolt-Nielsen Limited. The Company announced that he will be succeeded as CEO by Udo Lange. Udo Lange, who will join Stolt-Nielsen as Chief Executive Officer on September 1, 2023, has more than 20 years of experience in the international trade industry, with expertise in freight forwarding, express and parcel logistics and airline catering. Udo was most recently president of Healthcare, Logistics and Americas International at FedEx Express, leading a team of more than 50,000 employees across 80 countries. He was also part of the FedEx Senior Management Committee which sets the strategic direction of the circa $90 billion revenue enterprise and has held several other senior roles at FedEx since joining in 2015. Udo currently serves as a member of the White House Supply Chain Disruptions Task Force and has been involved in the task force's Freight Logistics Optimization Works (FLOW) group. He also serves on the boards of the NASDAQ-listed e-commerce startup Freightos (CRGO), the German American Chamber of Commerce of the Southern U.S. and the Memphis Symphony Orchestra and is on the board of trustees of ‘Operation Finale’, an exhibition in Germany about the capture of Nazi Adolf Eichmann. In June 2020, Udo was named one of the ‘Top 10 Logistics Leaders’ globally by Supply Chain Digital, the industry’s leading magazine. He holds a Ph.D. in economic science from the University of Duisburg, Germany and an MBA from the University of Kaiserslautern, Germany. He is also an alumnus of Harvard Business School.
New Risk • Jul 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (100% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Jul 07Second quarter 2023 earnings released: EPS: US$0.15 (vs US$1.10 in 2Q 2022)Second quarter 2023 results: EPS: US$0.15 (down from US$1.10 in 2Q 2022). Revenue: US$721.9m (up 4.8% from 2Q 2022). Net income: US$8.29m (down 86% from 2Q 2022). Profit margin: 1.1% (down from 8.5% in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 9.1% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 04Court of Appeals Ruling Against Stolt Tank Containers BV in Msc Flaminia CaseStolt-Nielsen Limited reported that the Court of Appeals has affirmed by two to one, in all material respects the ruling on liability from 2018 by the US District Court for the Southern District of New York regarding the 2012 incident on board the MSC Flaminia. Stolt Tank Containers BV has been found at fault together with Deltech for 45% and 55%, respectively. The Company is disappointed by the decision of the Court of Appeals upholding the lower court's 2018 decision. The Company is currently assessing the legal and financial implications of the Court's decision, which included a dissenting opinion, and is considering further appeals and mitigations. The potential liability for the full award is being assessed. The Company will record a loss provision related to the ruling in its second quarter financials, due to be reported on July 6, 2023, of $155 million, which net of tax will impact the Company's net profit for the quarter by approximately $115 million. The Company has liquidity in place to fund its potential liability and remains in a financially strong position. As reported in our annual reports, the ruling concerns the incident that took place on July 14, 2012, during which a fire broke out in cargo hold number four aboard the MSC Flaminia during the ship's crossing of the Atlantic Ocean. During the crew's attempt to extinguish the fire, an explosion occurred. Stolt Tank Containers had 29 tank containers onboard the ship, three of which were stowed in cargo hold number four. On May 29, 2013, the vessel interests, namely the owner, manager and operator filed counter and crossclaims against Stolt TankContainers and Deltech, the shipper of the three tank containers stowed in cargo hold number 4, alleging that these tank containers were the cause of the fire and that Stolt Tank Containers did not adequately warn of the inherently dangerous nature of the cargo. The Phase 2 trial was completed in August 2018. The US District Court for the Southern District of New York delivered a judgment on September 10, 2018, which held the Group jointly and severally liable with Deltech for the incident.
Upcoming Dividend • Apr 18Upcoming dividend of US$1.25 per share at 7.7% yieldEligible shareholders must have bought the stock before 25 April 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 7.7%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (14%).
Reported Earnings • Mar 20Full year 2022 earnings released: EPS: US$5.25 (vs US$1.47 in FY 2021)Full year 2022 results: EPS: US$5.25 (up from US$1.47 in FY 2021). Revenue: US$2.77b (up 27% from FY 2021). Net income: US$280.8m (up 257% from FY 2021). Profit margin: 10% (up from 3.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 11% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 67% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 09Stolt-Nielsen Limited, Annual General Meeting, Apr 20, 2023Stolt-Nielsen Limited, Annual General Meeting, Apr 20, 2023.
Reported Earnings • Feb 05Full year 2022 earnings released: EPS: US$5.25 (vs US$1.47 in FY 2021)Full year 2022 results: EPS: US$5.25 (up from US$1.47 in FY 2021). Revenue: US$2.77b (up 27% from FY 2021). Net income: US$280.9m (up 257% from FY 2021). Profit margin: 10% (up from 3.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 11% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jan 26Now 24% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €31.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 90%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.
Buying Opportunity • Jan 05Now 26% undervaluedOver the last 90 days, the stock is up 7.0%. The fair value is estimated to be €32.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 90%. Revenue is forecast to grow by 7.7% in 2 years. Earnings is forecast to grow by 6.5% in the next 2 years.
お知らせ • Dec 14+ 3 more updatesStolt-Nielsen Limited to Report Q4, 2023 Results on Feb 01, 2024Stolt-Nielsen Limited announced that they will report Q4, 2023 results on Feb 01, 2024
お知らせ • Nov 18Stolt-Nielsen Limited Declares Interim Dividend, Payable on December 08, 2022Stolt-Nielsen Limited announced that the Company's Board of Directors approved an interim dividend payment of $1.00 per Common Share, payable on December 08, 2022 to shareholders of record as of November 24, 2022. The shares will trade ex-dividend on and after November 23, 2022.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Janet Ashdown was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 07Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: US$744.0m (up 28% from 3Q 2021). Net income: US$74.7m (up 123% from 3Q 2021). Profit margin: 10.0% (up from 5.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 3.4% p.a. on average during the next 3 years compared to a 12% decline forecast for the Shipping industry in Europe.
Reported Earnings • Jul 01Second quarter 2022 earnings released: EPS: US$1.09 (vs US$0.15 in 2Q 2021)Second quarter 2022 results: EPS: US$1.09 (up from US$0.15 in 2Q 2021). Revenue: US$689.1m (up 31% from 2Q 2021). Net income: US$58.6m (up US$50.8m from 2Q 2021). Profit margin: 8.5% (up from 1.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Janet Ashdown was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 19Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of German dividend payers (3.9%). Lower than average of industry peers (9.8%).
Reported Earnings • Mar 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$1.47 (up from US$0.65 in FY 2020). Revenue: US$2.18b (up 12% from FY 2020). Net income: US$78.7m (up 97% from FY 2020). Profit margin: 3.6% (up from 2.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 25Stolt-Nielsen Limited Recommends Final Dividend for 2021, Payable on May 11, 2022Stolt-Nielsen Limited announced that the Company's Board of Directors recommended a final dividend for 2021 of $0.50 per Common Share, payable on May 11, 2022 to shareholders of record as of April 27, 2022. The shares will trade ex-dividend on and after April 26, 2022. The dividend, which is subject to shareholder approval, will be voted on at the Company's Annual General Meeting of Shareholders scheduled for April 21, 2022 in Bermuda. If approved, this will bring the full dividend for 2021 to $1.00 per Common Share.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to €15.64, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 69% over the past three years.
お知らせ • Feb 01+ 1 more updateStolt-Nielsen Limited Announces Michael W. Kramer Will Assume Role of Executive Vice President, Marketing and Business DevelopmentStolt-Nielsen Limited announced that Michael W. Kramer will assume the role of Executive Vice President, Marketing and Business Development at the company.
Reported Earnings • Jan 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$1.47 (up from US$0.65 in FY 2020). Revenue: US$2.18b (up 12% from FY 2020). Net income: US$78.8m (up 97% from FY 2020). Profit margin: 3.6% (up from 2.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.7%, compared to a 28% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 07Third quarter 2021 earnings released: EPS US$0.63 (vs US$0.48 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: US$580.9m (up 23% from 3Q 2020). Net income: US$33.5m (up 9.8% from 3Q 2020). Profit margin: 5.8% (down from 6.4% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 04Second quarter 2021 earnings released: EPS US$0.15 (vs US$0.21 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: US$526.9m (up 4.7% from 2Q 2020). Net income: US$7.82m (down 40% from 2Q 2020). Profit margin: 1.5% (down from 2.6% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 4% per year.
Upcoming Dividend • Apr 14Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 21 April 2021. Payment date: 05 May 2021. Trailing yield: 3.3%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).
Reported Earnings • Apr 11First quarter 2021 earnings released: EPS US$0.047 (vs US$0.32 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$480.2m (down 3.4% from 1Q 2020). Net income: US$2.50m (up US$21.5m from 1Q 2020). Profit margin: 0.5% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 17Full year 2020 earnings released: EPS US$0.65 (vs US$0.35 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$1.96b (down 4.0% from FY 2019). Net income: US$40.1m (up 91% from FY 2019). Profit margin: 2.1% (up from 1.0% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • Jan 30Full year 2020 earnings released: EPS US$0.65 (vs US$0.35 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$1.96b (down 4.0% from FY 2019). Net income: US$40.1m (up 91% from FY 2019). Profit margin: 2.1% (up from 1.0% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Jan 30Revenue misses expectationsRevenue missed analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 6.6%, compared to a 12% growth forecast for the Shipping industry in Germany.
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$12.50, the stock is trading at a trailing P/E ratio of 37.7x, up from the previous P/E ratio of 31.9x. This compares to an average P/E of 22x in the Shipping industry in Europe. Total returns to shareholders over the past three years are 23%.
Is New 90 Day High Low • Jan 05New 90-day high: €10.22The company is up 46% from its price of €7.02 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.62 per share.
Recent Insider Transactions • Dec 23Independent Director recently bought €48k worth of stockOn the 14th of December, Lars Larsson bought around 5k shares on-market at roughly €9.61 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €75k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 22Independent Director recently bought €48k worth of stockOn the 14th of December, Håkan Larsson bought around 5k shares on-market at roughly €9.61 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €75k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 21Independent Director recently bought €48k worth of stockOn the 14th of December, Håkan Larsson bought around 5k shares on-market at roughly €9.61 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €75k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 19Independent Director recently bought €48k worth of stockOn the 14th of December, Håkan Larsson bought around 5k shares on-market at roughly €9.61 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €75k more in shares than they have sold in the last 12 months.
Is New 90 Day High Low • Dec 09New 90-day high: €9.30The company is up 29% from its price of €7.21 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.79 per share.
Is New 90 Day High Low • Nov 11New 90-day high: €8.38The company is up 13% from its price of €7.43 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.25 per share.
Recent Insider Transactions • Oct 13Insider recently bought €27k worth of stockOn the 9th of October, Christian Mathiesen bought around 3k shares on-market at roughly €8.59 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Is New 90 Day High Low • Oct 10New 90-day high: €7.99The company is up 7.0% from its price of €7.45 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.66 per share.
Reported Earnings • Oct 09Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$25.3m, up 6.9% from the prior year. Total revenue was US$1.97b over the last 12 months, down 4.3% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 09Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 4.2% at US$474.0m. Revenue is forecast to grow 5.1% over the next year, compared to a 7.4% growth forecast for the Shipping industry in Germany.
Is New 90 Day High Low • Sep 23New 90-day low: €7.00The company is down 4.0% from its price of €7.31 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Shipping industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.62 per share.
