Ardmore Shipping Corporation

NYSE:ASC 株式レポート

時価総額：US$787.1m

Ardmore Shipping 将来の成長

Future 基準チェック /06

Ardmore Shippingの収益と利益はそれぞれ年間32.9%と21.4%減少すると予測されていますが、EPS は年間21.2% 減少すると予測されています。

主要情報

-21.4%

収益成長率

-21.16%

EPS成長率

Oil and Gas 収益成長11.3%
収益成長率-32.9%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日12 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 01

ASC: Newbuild Commitments And Buyback Completion Will Frame Future Cash Returns

Analysts have adjusted Ardmore Shipping's price target from $17.95 to $19.15, reflecting updated assumptions around weaker revenue growth, a lower profit margin of 20.22%, and a higher future P/E of 51.99x. What's in the News Signed contracts to build two 40,500 dwt Handysize product and chemical tankers at Wuhu Shipyard for US$44.9 million each, including about US$3 million per vessel for full IMO2 specification and MarineLine tank coatings, along with additional performance and safety upgrades, with deliveries scheduled from late 2028 (company announcement).
ナラティブの更新 • Apr 17

ASC: Completed Buyback And Dividend Reset Will Support Future Cash Returns

Analysts have kept their $17.95 price target for Ardmore Shipping unchanged, reflecting a steady view on fair value despite updated inputs for the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Buyback program update: the company reports that from January 1 to March 31, 2025 it repurchased 0 shares for $0, while confirming completion of 1,560,000 shares repurchased for $17.9 million under the buyback announced on September 5, 2023 (Key Developments).
ナラティブの更新 • Apr 02

ASC: Completed Buyback And Dividend Reset Will Support Future Cash Returns

Analysts have kept their $17.95 price target for Ardmore Shipping unchanged, citing a consistent view on fair value, discount rate, revenue growth outlook, profit margin, and future P/E assumptions. What's in the News Ardmore Shipping has completed the repurchase of 1,560,000 shares, representing 4% of its shares, for a total of $17.9 million under the buyback program announced on September 5, 2023, with several subsequent quarters showing no additional shares repurchased and $0 million deployed in those periods (Key Developments).
Seeking Alpha • Mar 19

Ardmore Shipping: If Returns Don't Improve, A Takeover Is The Best Path (Downgrade)

Summary Ardmore Shipping (ASC) is downgraded to hold after surpassing prior fair value, despite an increased NAV-based target price of $17. ASC maintains a strong balance sheet with low leverage and sector-leading breakeven levels, but continues to prioritize fleet growth and upgrades over higher shareholder payouts. Dividend yield remains below peers due to a conservative payout policy, justifying a valuation discount and limiting upside versus NAV. Potential acquisition by a larger peer could unlock value, but near-term risks from geopolitical disruptions and product export bans warrant caution. Read the full article on Seeking Alpha
新しいナラティブ • Mar 19

Long Haul Product Flows And Tight MR Supply Will Support Stronger Future Returns

Catalysts About Ardmore Shipping Ardmore Shipping owns and operates a fleet of product and chemical tankers focused on transporting refined petroleum products and chemicals worldwide. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Mar 19

ASC: Completed Buyback And Dividend Reset Will Support Future Cash Returns

Analysts have maintained their price target for Ardmore Shipping at $17.95, reflecting unchanged assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Share repurchase program completed at 1,560,000 shares, representing 4% of outstanding shares, for a total of $17.9 million under the buyback announced on September 5, 2023 (company disclosure).
ナラティブの更新 • Mar 04

ASC: Future Cash Returns Will Steady As Dividend And Market Outlook Mature

Analysts have raised their price target on Ardmore Shipping from $15.95 to $17.95, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Ardmore Shipping declared a cash dividend of $0.09 per common share on February 12, 2026, for the quarter ended December 31, 2025, with payment scheduled for March 13, 2026, to shareholders of record on February 27, 2026 (Key Developments).
新しいナラティブ • Mar 04

Tight MR Fleet Supply And Refinery Shifts Will Support Tanker Earnings Stability

Catalysts About Ardmore Shipping Ardmore Shipping owns and operates product and chemical tankers that transport refined petroleum products and chemicals worldwide. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Feb 18

ASC: Future Cash Returns Will Rise As Dividend Signals Stronger Earnings Power

Analysts have raised their price target on Ardmore Shipping from $15.45 to $15.95, reflecting updated views on revenue trends, profitability assumptions, and a modest change in the assumed future P/E multiple. What's in the News Ardmore Shipping Corporation declared a cash dividend of $0.09 per common share for the quarter ended December 31, 2025, with payment scheduled for March 13, 2026, to shareholders of record on February 27, 2026 (Key Developments).
ナラティブの更新 • Jan 27

ASC: Future Cash Returns Will Rise As Preferred Redemption Frees More Equity

Analysts have kept their price target for Ardmore Shipping steady at US$15.45, citing minimal updated changes to their discount rate, revenue expectations and profit margin assumptions as support for maintaining the current valuation. What's in the News Ardmore Shipping fully redeemed all outstanding shares of its Series A Preferred Stock on October 31, 2025, for US$30.6 million, at 102% of the liquidation preference per share (Key Developments).
分析記事 • Jan 13

Return Trends At Ardmore Shipping (NYSE:ASC) Aren't Appealing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
ナラティブの更新 • Jan 11

ASC: Future Cash Returns Will Support Upside As Preferred Stock Disappears

Analysts have maintained their price target for Ardmore Shipping at US$15.45, citing largely unchanged assumptions around the discount rate, revenue contraction, profit margin and future P/E as supporting factors. What's in the News On October 31, 2025, Ardmore Shipping fully redeemed all outstanding shares of its Series A Preferred Stock for US$30.6 million, equal to 102% of the liquidation preference per share (company event filing).
ナラティブの更新 • Dec 25

ASC: Future Dividend Payouts Will Drive Upside Amid Stable Profit Margins

Analysts have nudged their price target on Ardmore Shipping to 15.45 dollars from 15.45 dollars, reflecting a reaffirmed valuation as they continue to see its robust profit margins and stable earnings multiple offsetting near term revenue headwinds. What's in the News Ardmore Shipping fully redeemed all outstanding shares of its Series A Preferred Stock on October 31, 2025, for 30.6 million dollars, equivalent to 102 percent of the liquidation preference per share (company filing).
ナラティブの更新 • Dec 11

ASC: Future Margin Strength And Dividend Policy Will Drive Shareholder Returns

Analysts have modestly increased their price target on Ardmore Shipping, raising fair value by approximately $0.15 per share as they factor in a stronger profit margin outlook, despite weaker revenue growth expectations and a higher projected future earnings multiple. What's in the News Redeemed all outstanding Series A Preferred Stock on October 31, 2025 for $30.6 million, paying 102% of the liquidation preference per share (Key Developments) Board declared a quarterly cash dividend of $0.10 per common share for the quarter ended September 30, 2025, payable December 12, 2025 to shareholders of record on November 28, 2025 (Key Developments) Valuation Changes Fair Value Estimate has risen slightly from $15.30 to $15.45 per share, reflecting a modest upward revision in intrinsic valuation.
ナラティブの更新 • Nov 27

ASC: Future Redemption Of Preferred Shares Will Drive Shareholder Returns

Analysts have raised Ardmore Shipping's price target from $14.40 to $15.30, reflecting improved profit margin forecasts and a more favorable earnings outlook. What's in the News On October 31, 2025, Ardmore Shipping fully redeemed all outstanding shares of its Series A Preferred Stock for $30.6 million.
ナラティブの更新 • Nov 12

ASC: Future Redemption Of Preferred Shares Will Boost Confidence

Analysts have maintained their price target for Ardmore Shipping at $14.40 per share. They cite modest improvements in revenue growth projections and a slightly higher discount rate, balancing changes in profit margin outlook and valuation metrics.
ナラティブの更新 • Oct 29

Improving Margins And Easing Discount Rate Will Drive Future Outperformance

Analysts have raised their price target for Ardmore Shipping from $13.07 to $14.40 per share, citing improved profit margins and a more favorable discount rate outlook. Valuation Changes Fair Value Estimate has increased from $13.07 to $14.40, reflecting improved company prospects.
分析記事 • Aug 03

Ardmore Shipping's (NYSE:ASC) Dividend Will Be $0.07

Ardmore Shipping Corporation ( NYSE:ASC ) has announced that it will pay a dividend of $0.07 per share on the 12th of...
分析記事 • Apr 06

Ardmore Shipping Corporation (NYSE:ASC) Looks Inexpensive But Perhaps Not Attractive Enough

With a price-to-earnings (or "P/E") ratio of 2.8x Ardmore Shipping Corporation ( NYSE:ASC ) may be sending very bullish...
Seeking Alpha • Mar 27

Ardmore Shipping: Undervalued And A Prime Takeover Candidate

Summary Ardmore Shipping Corporation trades almost at half its NAV, making it a prime takeover candidate with a 50% upside potential to $15.50 per share. The company has a modern fleet, low leverage, and strong financials, and recently started repurchases. Ardmore's low breakeven point and resilient operations position it to generate substantial profits, supported by favorable demand and supply dynamics in the MR segment. Risks include management's growth ambitions and potential rate declines, but the current NAV discount offers a compelling investment opportunity. Read the full article on Seeking Alpha
分析記事 • Mar 14

Ardmore Shipping's (NYSE:ASC) Promising Earnings May Rest On Soft Foundations

Despite posting some strong earnings, the market for Ardmore Shipping Corporation's ( NYSE:ASC ) stock hasn't moved...
Seeking Alpha • Feb 17

Ardmore Shipping: Strong Fundamentals, Low Valuation Make It Super Attractive

Summary Ardmore Shipping's Q4-2024 earnings dropped 60% year-on-year due to lower spot day rates, but full-year earnings increased, showcasing resilience. The company has strong fundamentals, including a low cash breakeven rate of $11.5k/day and high liquidity, making it financially robust. Favorable market dynamics, such as rising demand for tankers and limited vessel supply, support Ardmore's potential for future growth. Despite recent selloffs, Ardmore's attractive valuation and strategic positioning in the tanker market make it a compelling BUY recommendation. Read the full article on Seeking Alpha
分析記事 • Feb 16

Downgrade: Here's How Analysts See Ardmore Shipping Corporation (NYSE:ASC) Performing In The Near Term

Today is shaping up negative for Ardmore Shipping Corporation ( NYSE:ASC ) shareholders, with the analysts delivering a...
Seeking Alpha • Jan 28

Ardmore Shipping: Trading Significantly Below NAV While Day Rates Continue To Advance

Summary ASC's current valuation is superior to its industry peer group, trading at 75% of NAV. I project modest earnings improvement from the Q4 forecast provided during the Q3 conference call as a result of improved day rates during the month of December. The company continues to drive its cash breakeven lower, but management needs to provide an investible longer-term picture for shareholders. The balance between Russian sanctions and peace talks in the Middle East should be watched closely to determine which will result in a more dominate market force. I rate ASC as a buy due to a reasonable dividend structure and superior valuation to clean tanker peers. Read the full article on Seeking Alpha
分析記事 • Jan 13

Does Ardmore Shipping (NYSE:ASC) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Dec 23

Ardmore Shipping: Net Cash Balance Sheet With Meaningful Exposure To Chemical Tanker Market

Summary Among the tanker companies I have researched so far, Ardmore Shipping is the only player exposed to the chemical market. Another important element that differentiates ASC from other tanker operators is its net cash balance, which represents ~5.0% of its current market capitalization. According to management, Ardmore would generate earnings per share of approximately $1.97 using charter rates of $25,000 per day, which is roughly in line with what was reported in Q3. Relative to the current share price of $11.30, earnings per share of $1.97 would translate into an earnings yield of ~17.4%. Read the full article on Seeking Alpha
Seeking Alpha • Nov 19

Ardmore Shipping: Appealing Again At A Massive Discount And Attractive Yield; Rating Upgrade

Summary The third quarter results were not that bad. Compared to 3Q23, Ardmore realized higher revenue, EBITDA, and EPS. According to the company’s estimates, an additional $10,000 per day equals an annual increase of about $2.25 in EPS increase and nearly $100 million in FCF growth. As of November 06, Ardmore holds $47.6 million cash and owes $30.0 million total debt. Its Total Debt-to-Equity ratio is 8.1%. Ardmore is a good deal at 57% PNAV and 9.0% dividend yield. Dividend safety is insured by a low break even and deleveraged balance sheet. Read the full article on Seeking Alpha
分析記事 • Nov 07

Lacklustre Performance Is Driving Ardmore Shipping Corporation's (NYSE:ASC) 28% Price Drop

Ardmore Shipping Corporation ( NYSE:ASC ) shareholders that were waiting for something to happen have been dealt a blow...
Seeking Alpha • Oct 25

Ardmore Shipping: Healthy Financials, Yet Not Good Enough (Rating Downgrade)

Summary Ardmore Shipping reported a strong 2Q24 with a 31% revenue increase and 165% net income growth. ASC's dividend yield is 7.02% (trailing LTM) and its payout ratio is 26.3%. For 2Q24, the company announced a quarterly dividend of $0.38/share. ASC has enough liquidity to improve its shareholder return policy and invest in newer ships. I anticipate declining revenue and profit for 3Q24. Ardmore's rating is changed to Hold from Buy. Read the full article on Seeking Alpha
Seeking Alpha • Oct 16

Ardmore Shipping: Improving Financials, But Nothing Exciting (Rating Upgrade)

Summary Ardmore Shipping's stock is fairly valued at around $17-18, with no strong potential for long or short positions at current levels. ASC's solid financial position and zero debt strategy are notable, but poor capital allocation and modest shareholder returns are concerns. Increased product tanker orderbook and grimmer demand outlook make me less optimistic about future rates, despite a potential near-term spike. Read the full article on Seeking Alpha
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新しいナラティブ • Sep 24

Fleet Modernization And Tech Integration Promise Growth Amid Analyst Concerns Over Revenue Decline

The focus on leadership transition, fleet modernization, and technology integration aims to boost efficiency, shareholder value, and reduce operational costs.
Seeking Alpha • Sep 10

Ardmore Shipping Is A Triple Play Of Wide Operating Margins, Robust Dividends, And A Strong Balance Sheet

Summary ASC operates 26 vessels, including 20 MR and 6 chemical tankers, with a market cap of $720 million. The global refinery market is becoming more polarized and supportive of high shipping rates. I believe the market has plateaued, and the current environment is sustainable. The company is continuing to drive down its cash breakeven level to ensure long term success. The balance sheet is in terrific shape with a net positive cash position. I rate ASC as a BUY. Read the full article on Seeking Alpha
分析記事 • Aug 23

Investors Should Be Encouraged By Ardmore Shipping's (NYSE:ASC) Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Seeking Alpha • Aug 13

Ardmore Shipping: Strong Buy Driven By Market Outlook And Company Fundamentals

Summary Ardmore Shipping Corporation operates a fleet of 26 Medium-Range product and chemical tanker vessels. Ardmore Shipping has positive net cash, low cash breakeven and a young fleet. The tanker market is currently dislocated, ensuring day rates remain high for the next quarters. Read the full article on Seeking Alpha
Seeking Alpha • Jul 23

Ardmore Shipping Is A Buy For Its Yield And Adaptability

Summary Ardmore Shipping operates a global tanker fleet primarily in mid-range transportation services, focusing on container-stored goods and chemical transportation. The company has shown positive performance for shareholders in the last five years, with a strong cash cushion and ability to pay dividends. ASC has adapted to global shifts in the maritime shipping industry, re-routing supply lines and controlling controllable factors to maximize profitability. This article covers ASC as well as the global shipping market and its need for adaptation in the new macro environment we find ourselves. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:ASC - 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
12/31/20271763540782
12/31/20262781321491882
3/31/202632454-3485N/A
12/31/202531036-3982N/A
9/30/202530932-4378N/A
6/30/20253244382100N/A
3/31/20253739686138N/A
12/31/202440612999160N/A
9/30/202442315090156N/A
6/30/202441314787158N/A
3/31/2024384109119152N/A
12/31/2023396113134160N/A
9/30/2023430140182202N/A
6/30/2023485181199214N/A
3/31/2023501186178187N/A
12/31/2022446135120124N/A
9/30/2022365736163N/A
6/30/2022270046N/A
3/31/2022210-37-10-7N/A
12/31/2021192-38-6-3N/A
9/30/2021182-49-6-3N/A
6/30/2021180-43-615N/A
3/31/2021200-211233N/A
12/31/2020220-62546N/A
9/30/2020239153454N/A
6/30/2020246163840N/A
3/31/2020233-72831N/A
12/31/2019230-23N/A20N/A
9/30/2019228-42N/A15N/A
6/30/2019225-48N/A11N/A
3/31/2019222-47N/A6N/A
12/31/2018210-43N/A9N/A
9/30/2018200-30N/A14N/A
6/30/2018199-22N/A19N/A
3/31/2018197-15N/A23N/A
12/31/2017196-12N/A18N/A
9/30/2017191-12N/A22N/A
6/30/2017181-13N/A24N/A
3/31/2017171-5N/A26N/A
12/31/20161644N/A43N/A
9/30/201616313N/A42N/A
6/30/201617231N/A52N/A
3/31/201617234N/A54N/A
12/31/201515832N/A38N/A
9/30/201513828N/A33N/A
6/30/201511015N/A19N/A

アナリストによる今後の成長予測

収入対貯蓄率: ASCの収益は今後 3 年間で減少すると予測されています (年間-21.4% )。

収益対市場: ASCの収益は今後 3 年間で減少すると予測されています (年間-21.4% )。

高成長収益: ASCの収益は今後 3 年間で減少すると予測されています。

収益対市場: ASCの収益は今後 3 年間で減少すると予想されています (年間-32.9% )。

高い収益成長: ASCの収益は今後 3 年間で減少すると予測されています (年間-32.9% )。

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: ASCの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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 10:41
終値2026/05/22 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
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

Ardmore Shipping Corporation 2 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。15

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