View ValuationVenture Global 将来の成長Future 基準チェック /16Venture Global利益と収益がそれぞれ年間1.1%と14.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.3% 2.6%なると予測されています。主要情報1.1%収益成長率2.55%EPS成長率Oil and Gas 収益成長7.8%収益成長率14.5%将来の株主資本利益率18.25%アナリストカバレッジGood最終更新日20 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 14First quarter 2026 earnings released: EPS: US$0.21 (vs US$0.17 in 1Q 2025)First quarter 2026 results: EPS: US$0.21 (up from US$0.17 in 1Q 2025). Revenue: US$4.60b (up 59% from 1Q 2025). Net income: US$530.0m (up 34% from 1Q 2025). Profit margin: 12% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 2.8% decline forecast for the Oil and Gas industry in South America.Board Change • May 04High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Founder & Executive Co-Chairman of the Board Bob Pender is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to Mex$217, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Oil and Gas industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$318 per share.お知らせ • Apr 14Venture Global, Inc. to Report Q1, 2026 Results on May 12, 2026Venture Global, Inc. announced that they will report Q1, 2026 results Pre-Market on May 12, 2026お知らせ • Apr 10Venture Global, Inc., Annual General Meeting, May 27, 2026Venture Global, Inc., Annual General Meeting, May 27, 2026.Buy Or Sell Opportunity • Apr 03Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at Mex$266. The fair value is estimated to be Mex$350, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has declined by 14%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are forecast to decline by 2.1% per annum over the same time period.New Risk • Mar 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (16% net profit margin).Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to Mex$277, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 9x in the Oil and Gas industry in South America.Declared Dividend • Mar 07Fourth quarter dividend of US$0.018 announcedShareholders will receive a dividend of US$0.018. Ex-date: 16th March 2026 Payment date: 31st March 2026 Dividend yield will be 0.2%, which is lower than the industry average of 6.4%.Board Change • Mar 04High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Founder & Executive Co-Chairman of the Board Bob Pender is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Mar 04Venture Global, Inc. Announces Cash Dividend, Payable on March 31, 2026Venture Global, Inc. has announced that its board of directors declared a cash dividend of $0.018 per share on its Class A common stock and Class B common stock. The dividend is payable on March 31, 2026, to shareholders of record as of the close of business on March 16, 2026.お知らせ • Feb 04Venture Global, Inc. to Report Q4, 2025 Results on Mar 02, 2026Venture Global, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 02, 2026Board Change • Dec 11High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Founder & Executive Co-Chairman of the Board Bob Pender is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Dec 02Venture Global, Inc. Announces Cash Dividend, Payable on December 31, 2025Venture Global, Inc. has announced that its board of directors declared a cash dividend of $0.017 per share on its Class A common stock and Class B common stock. The dividend is payable on December 31, 2025, to shareholders of record as of the close of business on December 15, 2025.お知らせ • Nov 19Venture Global, Inc. Files Federal Energy Regulatory Commission Application for Permitting and Approval of Plaquemines LNG Brownfield Expansion ProjectVenture Global, Inc. filed with the Federal Energy Regulatory Commission (FERC) its application for the permitting and approval of the Plaquemines LNG brownfield expansion project. In addition, Venture Global has filed with the U.S. Department of Energy (DOE) for the export authorizations associated with this expansion. The Plaquemines Expansion was announced earlier this year with U.S. Secretary of Energy Chris Wright, U.S. Secretary of the Interior Doug Burgum, and Louisiana Governor Jeff Landry. Venture Global has since increased the expected output from this project by nearly 40% from the previously announced plans due to the continued optimization of liquefaction trains and strong market demand. This bolt-on expansion will be built incrementally in three phases and consist of 32 modular liquefaction trains, adding in total over 30.0MTPA in peak production capacity. This will bring the total peak production capacity across the entire Plaquemines complex to over 58.0MTPA. As previously stated, the commercial operations timelines for Phase I and Phase II remain unchanged.Board Change • Nov 12High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Founder & Executive Co-Chairman of the Board Bob Pender is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.業績と収益の成長予測BMV:VG * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202820,8192,667-3,7723,523912/31/202716,7182,463-7,0743,9471112/31/202617,8573,890-6,2965,98293/31/202615,4742,352-6,8656,215N/A12/31/202513,7692,260-6,7996,566N/A9/30/202510,8482,064-8,2715,128N/A6/30/20258,4451,288-10,3833,525N/A3/31/20256,4521,223-11,5542,625N/A12/31/20244,9721,475-11,5682,149N/A9/30/20245,080554-11,5422,069N/A12/31/20237,8972,681-3,5414,550N/A12/31/20226,4481,858-9163,702N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: VG *の予測収益成長率 (年間1.1% ) は 貯蓄率 ( 9% ) を下回っています。収益対市場: VG *の収益 ( 1.1% ) MX市場 ( 9% ) よりも低い成長が予測されています。高成長収益: VG *の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: VG *の収益 ( 14.5% ) MX市場 ( 6.2% ) よりも速いペースで成長すると予測されています。高い収益成長: VG *の収益 ( 14.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: VG *の 自己資本利益率 は、3年後には低くなると予測されています ( 18.3 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance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2026/05/26 20:11終値2026/05/12 00:00収益2026/03/31年間収益2025/12/31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Venture Global, Inc. 11 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。23 アナリスト機関Robert BrackettBernsteinJean Ann SalisburyBofA Global ResearchWade SukiCapital One Securities, Inc.20 その他のアナリストを表示
Reported Earnings • May 14First quarter 2026 earnings released: EPS: US$0.21 (vs US$0.17 in 1Q 2025)First quarter 2026 results: EPS: US$0.21 (up from US$0.17 in 1Q 2025). Revenue: US$4.60b (up 59% from 1Q 2025). Net income: US$530.0m (up 34% from 1Q 2025). Profit margin: 12% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 2.8% decline forecast for the Oil and Gas industry in South America.
Board Change • May 04High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Founder & Executive Co-Chairman of the Board Bob Pender is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to Mex$217, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Oil and Gas industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$318 per share.
お知らせ • Apr 14Venture Global, Inc. to Report Q1, 2026 Results on May 12, 2026Venture Global, Inc. announced that they will report Q1, 2026 results Pre-Market on May 12, 2026
お知らせ • Apr 10Venture Global, Inc., Annual General Meeting, May 27, 2026Venture Global, Inc., Annual General Meeting, May 27, 2026.
Buy Or Sell Opportunity • Apr 03Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at Mex$266. The fair value is estimated to be Mex$350, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has declined by 14%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are forecast to decline by 2.1% per annum over the same time period.
New Risk • Mar 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (16% net profit margin).
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to Mex$277, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 9x in the Oil and Gas industry in South America.
Declared Dividend • Mar 07Fourth quarter dividend of US$0.018 announcedShareholders will receive a dividend of US$0.018. Ex-date: 16th March 2026 Payment date: 31st March 2026 Dividend yield will be 0.2%, which is lower than the industry average of 6.4%.
Board Change • Mar 04High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Founder & Executive Co-Chairman of the Board Bob Pender is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Mar 04Venture Global, Inc. Announces Cash Dividend, Payable on March 31, 2026Venture Global, Inc. has announced that its board of directors declared a cash dividend of $0.018 per share on its Class A common stock and Class B common stock. The dividend is payable on March 31, 2026, to shareholders of record as of the close of business on March 16, 2026.
お知らせ • Feb 04Venture Global, Inc. to Report Q4, 2025 Results on Mar 02, 2026Venture Global, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 02, 2026
Board Change • Dec 11High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Founder & Executive Co-Chairman of the Board Bob Pender is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Dec 02Venture Global, Inc. Announces Cash Dividend, Payable on December 31, 2025Venture Global, Inc. has announced that its board of directors declared a cash dividend of $0.017 per share on its Class A common stock and Class B common stock. The dividend is payable on December 31, 2025, to shareholders of record as of the close of business on December 15, 2025.
お知らせ • Nov 19Venture Global, Inc. Files Federal Energy Regulatory Commission Application for Permitting and Approval of Plaquemines LNG Brownfield Expansion ProjectVenture Global, Inc. filed with the Federal Energy Regulatory Commission (FERC) its application for the permitting and approval of the Plaquemines LNG brownfield expansion project. In addition, Venture Global has filed with the U.S. Department of Energy (DOE) for the export authorizations associated with this expansion. The Plaquemines Expansion was announced earlier this year with U.S. Secretary of Energy Chris Wright, U.S. Secretary of the Interior Doug Burgum, and Louisiana Governor Jeff Landry. Venture Global has since increased the expected output from this project by nearly 40% from the previously announced plans due to the continued optimization of liquefaction trains and strong market demand. This bolt-on expansion will be built incrementally in three phases and consist of 32 modular liquefaction trains, adding in total over 30.0MTPA in peak production capacity. This will bring the total peak production capacity across the entire Plaquemines complex to over 58.0MTPA. As previously stated, the commercial operations timelines for Phase I and Phase II remain unchanged.
Board Change • Nov 12High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Founder & Executive Co-Chairman of the Board Bob Pender is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.