BW LPG Limited

OB:BWLPG 株式レポート

時価総額:NOK 30.9b

BWG 過去の業績

過去 基準チェック /16

BWGは、平均年間9.4%の収益成長を遂げていますが、 Oil and Gas業界の収益は、年間 成長しています。収益は、平均年間14.1% 30.7%収益成長率で 成長しています。 BWGの自己資本利益率は15%であり、純利益率は6.8%です。

主要情報

9.36%

収益成長率

9.28%

EPS成長率

Oil and Gas 業界の成長39.67%
収益成長率30.70%
株主資本利益率15.05%
ネット・マージン6.76%
次回の業績アップデート02 Jun 2026

最近の業績更新

分析記事 Sep 06

BWG's (OB:BWLPG) Shareholders Have More To Worry About Than Only Soft Earnings

A lackluster earnings announcement from BW LPG Limited ( OB:BWLPG ) last week didn't sink the stock price. We think...

Recent updates

ナラティブの更新 May 18

BWLPG: Future Dividends And Margin Resilience Will Temper Softer Shipping Sentiment

Analysts have lifted the BWG price target to NOK 199 from NOK 156, pointing to a higher fair value estimate of NOK 193.62, a lower assumed future P/E multiple and stronger projected profit margins, while still reflecting a slightly higher discount rate and expectations for revenue to decline at a slower pace. Analyst Commentary Recent research shows a mixed but improving stance toward BW LPG, with some analysts moving from more negative views toward a neutral position as their valuation work is updated.
ナラティブの更新 May 03

BWLPG: Future Dividends And Charter Coverage Will Balance Softer Shipping Sentiment

BWG's updated analyst price target rises from NOK 162 to NOK 177, reflecting analysts' slightly higher fair value, a small improvement in expected revenue trends and margins, and a modestly higher assumed future P/E multiple. Analyst Commentary Recent Street research on BWG shows a mixed stance, with some analysts raising their fair value estimates while others turn more cautious on the shipping cycle and demand outlook.
ナラティブの更新 Apr 18

BWLPG: Future Dividends And Charter Coverage Will Offset Softer Shipping Sentiment

Analysts have reduced their price target for BWG to around NOK 162 from roughly NOK 188. This reflects a softer shipping outlook, lower expected profit margins and a more conservative future P/E assumption following recent downgrades to Hold and Sell.
ナラティブの更新 Mar 05

BWLPG: Future Dividends And Charter Coverage Will Support Balanced Return Potential

Analysts now set their price target for BWG at about NOK188, up from roughly NOK167. This reflects updated views on fair value, discount rate, revenue trends, profit margins and future P/E assumptions.
ナラティブの更新 Feb 11

BWLPG: Future Dividends And Charter Coverage Will Support Balanced Return Potential

Narrative Update on BWG The analyst price target for BWG has shifted from NOK160 to roughly NOK167. Analysts point to refreshed fair value estimates, a slightly higher discount rate, modestly adjusted revenue expectations, and a marginally lower assumed profit margin and future P/E as the main drivers of the change.
新しいナラティブ Feb 06

Longer Trade Routes And Firm LPG Exports Will Support Stronger Earnings Potential

Catalysts About BWG BW LPG operates a global fleet of VLGC vessels that transport liquefied petroleum gas such as propane and butane from export hubs to demand centers worldwide. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Jan 27

BWLPG: 2025 Cash Dividend And Higher Multiple Assumptions Will Support Returns

Analysts have raised their price target on BWG from US$146.07 to US$159.75, citing updated assumptions for discount rates, revenue trends, profit margins, and a slightly higher future P/E multiple. What's in the News BWG has approved a cash dividend of US$0.40 per share for the third quarter of 2025, with an equivalent dividend of NOK 4.0474 per share for shares registered with Euronext VPS (Key Developments).
ナラティブの更新 Jan 12

BWLPG: Upcoming 2025 Dividend Payouts Will Support Steady Future Returns

Analysts have made a small upward adjustment to their price target for BWG to reflect a slightly higher fair value estimate of $146.07. This is underpinned by a modestly lower discount rate and a marginally higher assumed future P/E of 17.10, while revenue growth and profit margin assumptions remain effectively unchanged.
分析記事 Jan 01

Investors Could Be Concerned With BWG's (OB:BWLPG) Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
ナラティブの更新 Dec 14

BWLPG: Dividend Payouts Will Drive Attractive Future Shareholder Returns

Analysts have reduced their price target for BWG by approximately $18 per share. This reflects slightly higher discount rate assumptions, a more cautious view on revenue growth, and meaningfully lower long term profit margin expectations, partly offset by a higher anticipated future P/E multiple.
ナラティブの更新 Nov 28

BWLPG: Dividend Outlook Will Support Shareholder Returns Amid Stable Margins

Analysts have slightly lowered their price target for BWG, revising it from $164.21 to $163.88 based on updated forecasts and valuation metrics. Valuation Changes Fair Value: Decreased marginally from NOK 164.21 to NOK 163.88.
ナラティブの更新 Nov 14

BWLPG Dividend Outlook Will Support Shareholder Returns Amid Stable Margins

Narrative Update on BWG: Analyst Price Target Adjustment Analysts have raised their price target for BWG from NOK 163.62 to NOK 164.21. This change reflects updated risk and reward assessments in light of recent market developments.
ナラティブの更新 Oct 30

BWLPG: Earnings Stability And Dividend Will Support Shares In Coming Months

The analyst price target for BWG has increased slightly from NOK 163.39 to NOK 163.62. This reflects analysts' view that the risk and reward are now balanced at current share prices.
分析記事 Oct 26

These 4 Measures Indicate That BWG (OB:BWLPG) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 Oct 16

VLGC Fleet Upgrades May Reduce Costs Despite Revenue Decline Forecasts

Narrative Update: BWG Analyst Price Target Revised Analysts have lowered their price target for BWG from NOK 171.23 to NOK 163.39, citing a more balanced risk/reward outlook at current share levels. Analyst Commentary Recent street research offers a balanced view on BWG, with both positive and cautious perspectives factoring into updated valuations and recommendations.
分析記事 Sep 23

BWG (OB:BWLPG) Could Be Struggling To Allocate Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
ナラティブの更新 Sep 16

VLGC Fleet Upgrades May Reduce Costs Despite Revenue Decline Forecasts

BWG's consensus price target has increased modestly, despite a sharp rise in its Future P/E ratio and a decline in net profit margin, suggesting higher growth expectations are offsetting profitability concerns; the new fair value is NOK171.23. What's in the News BW LPG Limited Board approved a cash dividend of USD 0.22 per share for Q2 2025, representing a decrease in dividend.
分析記事 Sep 06

BWG's (OB:BWLPG) Shareholders Have More To Worry About Than Only Soft Earnings

A lackluster earnings announcement from BW LPG Limited ( OB:BWLPG ) last week didn't sink the stock price. We think...
分析記事 Aug 22

Lacklustre Performance Is Driving BW LPG Limited's (OB:BWLPG) Low P/E

When close to half the companies in Norway have price-to-earnings ratios (or "P/E's") above 14x, you may consider BW...
分析記事 Jul 23

Is BWG (OB:BWLPG) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jun 21

BWG's (OB:BWLPG) Returns On Capital Tell Us There Is Reason To Feel Uneasy

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 May 13

Benign Growth For BW LPG Limited (OB:BWLPG) Underpins Its Share Price

BW LPG Limited's ( OB:BWLPG ) price-to-earnings (or "P/E") ratio of 4.7x might make it look like a strong buy right now...
新しいナラティブ Apr 26

BWG Will Witness 5.5% Annual Trade Growth in 2025-26 Driven by US and Middle East Exports

Tillväxten i flottan sjunker, tillväxten i handeln stigerQ4-siffrorna var bättre än väntat tack vare lägre kostnader. Vi anser att utsikterna för LPG-handeln är starka med en förväntad handelstillväxt
分析記事 Apr 09

Is BWG (OB:BWLPG) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Mar 07

BWG's (OB:BWLPG) Weak Earnings May Only Reveal A Part Of The Whole Picture

BW LPG Limited's ( OB:BWLPG ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests that...
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新しいナラティブ Feb 12

Acquisition Of Avance Gas Ships Will Expand Fleet But Leverage Increase May Pressure Margins

Fleet expansion and refinancing boost financial flexibility, enabling growth opportunities and improved financial management.
分析記事 Jan 17

There's No Escaping BW LPG Limited's (OB:BWLPG) Muted Earnings Despite A 28% Share Price Rise

Those holding BW LPG Limited ( OB:BWLPG ) shares would be relieved that the share price has rebounded 28% in the last...
分析記事 Jan 10

BWG (OB:BWLPG) Is Very Good At Capital Allocation

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Jun 13

BWG (OB:BWLPG) Is Achieving High Returns On Its Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 May 28

We Think BWG (OB:BWLPG) Can Manage Its Debt With Ease

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 May 10

Does BWG (OB:BWLPG) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 Apr 25

BW LPG Limited's (OB:BWLPG) Share Price Boosted 28% But Its Business Prospects Need A Lift Too

BW LPG Limited ( OB:BWLPG ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...
分析記事 Mar 01

Investors Shouldn't Overlook BWG's (OB:BWLPG) Impressive Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Jan 30

Why Investors Shouldn't Be Surprised By BW LPG Limited's (OB:BWLPG) Low P/E

With a price-to-earnings (or "P/E") ratio of 4.4x BW LPG Limited ( OB:BWLPG ) may be sending very bullish signals at...

収支内訳

BWG の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

OB:BWLPG 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Dec 253,582242760
30 Sep 253,693169830
30 Jun 253,555217750
31 Mar 253,387258750
31 Dec 243,564354710
30 Sep 243,602475690
30 Jun 243,510483690
31 Mar 243,093485620
31 Dec 232,947470570
30 Sep 232,606410420
30 Jun 232,222341390
31 Mar 232,160298350
31 Dec 221,558227320
30 Sep 221,754198320
30 Jun 221,581183320
31 Mar 221,327170310
31 Dec 211,241185330
30 Sep 21694199290
30 Jun 21690195280
31 Mar 21767234260
31 Dec 20812244230
30 Sep 20883321240
30 Jun 20993414250
31 Mar 20950378260
31 Dec 19817274270
30 Sep 1971186470
30 Jun 19591-34410
31 Mar 19522-88340
31 Dec 18522-71280
30 Sep 18489-5700
30 Jun 18448-8100
31 Mar 18473-6000
31 Dec 17492-4300
30 Sep 174875700
30 Jun 174912300
31 Mar 17481-2500
31 Dec 165062400
30 Sep 165812600
30 Jun 1670019200
31 Mar 1676832600
31 Dec 1577332400
30 Sep 1576430700
30 Jun 1575128900

質の高い収益: BWLPGには$55.2M } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st December, 2025に影響を及ぼしています。

利益率の向上: BWLPGの現在の純利益率 (6.8%)は、昨年(9.9%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: BWLPGの収益は過去 5 年間で年間9.4%増加しました。

成長の加速: BWLPGは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: BWLPGは過去 1 年間で収益成長率がマイナス ( -31.6% ) となったため、 Oil and Gas業界平均 ( -56% ) と比較することが困難です。


株主資本利益率

高いROE: BWLPGの 自己資本利益率 ( 15% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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 08:47
終値2026/05/22 00:00
収益2025/12/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

BW LPG 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。9

アナリスト機関
null nullABG Sundal Collier
Mark Andrew Falzon ManducaBofA Global Research
Anders-Redigh KarlsenDanske Bank