Frontline plc

NYSE:FRO 株式レポート

時価総額：US$8.2b

Frontline 将来の成長

Future 基準チェック /26

Frontlineの収益は年間9.2%で減少すると予測されていますが、年間利益は年間3.6%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に26.7% 15%なると予測されています。

主要情報

3.6%

収益成長率

15.02%

EPS成長率

Oil and Gas 収益成長11.3%
収益成長率-9.2%
将来の株主資本利益率26.68%
アナリストカバレッジ

Good

最終更新日13 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • May 06

Frontline: Strong Dividends Today, But Rates Must Stay High To Justify Valuation (Rating Downgrade)

Summary Frontline is downgraded to hold due to elevated valuation and near-term fleet reduction ahead of newbuild deliveries. FRO's dividend policy remains attractive, distributing all adjusted earnings, but short-term payouts may be constrained by fewer vessels despite strong rates. The company maintains a robust liquidity position, with $705 million total liquidity and no major debt maturities until 2030. Valuation at 1.3x NAV limits upside; rate sustainability and the Strait of Hormuz reopening are key binary catalysts for FRO's near-term performance. Read the full article on Seeking Alpha
ナラティブの更新 • May 03

FRO: Higher Earnings Quality Will Be Supported By Margins And Dividend Strength

Analysts now see Frontline's fair value at $45.00, down $1.00 from $46.00. The change reflects updated views on revenue trends, profit margins, and P/E assumptions after recent mixed Street research that included both price target hikes and a downgrade to In Line.
ナラティブの更新 • Apr 18

FRO: Higher Earnings Quality Will Be Driven By Margins And Winter Strength

Analysts raised their price target on Frontline by $5, citing updated assumptions around revenue trends, profit margins, and future P/E expectations that support the new valuation. Analyst Commentary Bullish analysts see the higher price target for Frontline as a signal that the market may not fully reflect current assumptions around revenue, margins, and P/E.
ナラティブの更新 • Apr 04

FRO: Winter Strength And Fleet Renewal Will Support Future Earnings Quality

Analysts have raised their fair value estimate for Frontline from $31.00 to $46.00, referencing updated assumptions around discount rates, revenue trends, profit margins, and future P/E that they see reflected in recent price target increases and rating changes on the stock. Analyst Commentary Recent Street research points to a more constructive view on Frontline, with bullish analysts adjusting both ratings and targets in a way that lines up with the higher fair value estimate.
ナラティブの更新 • Mar 20

FRO: Fleet Renewal Will Support Higher Future Earnings Multiples

Analysts have raised their average price target for Frontline by $5 to $28.33, citing recent upgrades and a modest adjustment to valuation inputs, including a slightly higher discount rate and updated forward P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the higher average price target of $28.33 as consistent with their updated forward P/E assumptions, suggesting the current valuation still leaves room for upside if execution aligns with forecasts.
ナラティブの更新 • Mar 06

FRO: Fleet Renewal And Time Charters Will Support Higher Future Earnings Multiples

Analysts have lifted their Frontline price target by $9.25 to $41.25, citing updated expectations around fair value, discount rates, revenue growth, profit margins, and future P/E assumptions as reflected in recent rating and target changes. Analyst Commentary Recent research takes a more constructive view on Frontline, with price targets clustered around the mid to high $20s and some analysts now willing to ascribe higher fair value based on updated assumptions for earnings power and risk.
ナラティブの更新 • Feb 20

FRO: Fleet Renewal And Time Charters Will Shape Balanced Forward Risk Profile

Analysts have raised their Frontline price target by $0.50 to $32.00, citing updated assumptions that include different revenue trends, higher profit margins, and a lower expected future P/E multiple. Analyst Commentary Recent research updates on Frontline highlight a mix of optimism on earnings power and some caution around how much of that is already reflected in the share price.
ナラティブの更新 • Feb 06

FRO: Modern Fleet Expansion Will Be Positioned To Capture Higher Winter Rates

Analysts have lifted their fair value estimate for Frontline from US$29.50 to US$31.50, citing updated assumptions on discount rates, revenue trends, margins and future P/E that align with recent Street research, which highlights higher price targets and improving views on the stock. Analyst Commentary Recent Street research has turned more constructive on Frontline, with higher price targets and rating upgrades feeding into the refreshed fair value estimate.
分析記事 • Jan 29

Frontline plc (NYSE:FRO) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

Frontline plc ( NYSE:FRO ) shareholders would be excited to see that the share price has had a great month, posting a...
ナラティブの更新 • Jan 23

FRO: Winter Tanker Strength Will Support Upside For Renewed VLCC Fleet

Analysts have adjusted their price target on Frontline to US$31 from US$30, citing recent rating upgrades and higher targets from firms that see a promising tanker market setup heading into the winter season. Analyst Commentary Recent Street research has leaned more positive on Frontline, with bullish analysts pointing to a constructive tanker backdrop into the winter season and adjusting their views accordingly.
ナラティブの更新 • Jan 09

FRO: Winter Tanker Setup And Higher Cash Returns Will Drive Upside

Narrative Update: Frontline Analyst Price Target Shift Analysts have lifted their fair value estimate for Frontline from $20.00 to $28.50, citing a revised price target of $26 and a generally more favorable tanker market setup into the winter season. Analyst Commentary Recent research commentary around Frontline highlights a more constructive view on the tanker setup into the winter season, with a higher fair value estimate and a revised price target of $26.
ナラティブの更新 • Dec 14

FRO: Winter Tanker Market Will Drive Upside For VLCC Heavy Fleet

Analysts have lifted their price target on Frontline to $30.00 from $25.00, citing a promising winter tanker market setup and expectations that the company’s modern, VLCC heavy fleet will outperform smaller tankers, supporting stronger margins and earnings. Analyst Commentary Bullish analysts are highlighting Frontline as a key beneficiary of what they view as a constructive winter tanker market, pointing to strong fundamentals and improving earnings visibility.
ナラティブの更新 • Nov 30

FRO: Modern VLCC Fleet Is Expected To Capture Higher Winter Rates

Frontline's analyst price target has increased from $27.80 to $29.50 per share. Analysts cite an encouraging tanker market outlook and expectations that its modern fleet will outperform in the coming season.
分析記事 • Nov 27

Frontline (NYSE:FRO) Has Announced That Its Dividend Will Be Reduced To $0.19

Frontline plc ( NYSE:FRO ) is reducing its dividend from last year's comparable payment to $0.19 on the 19th of...
ナラティブの更新 • Nov 15

FRO: Winter Season Will Shape Earnings Amid Modern Fleet Advantage

Analysts have increased their price target for Frontline from $27.20 to $27.80 per share, citing improved profit margin forecasts and a favorable outlook for the company's modern tanker fleet this winter. Analyst Commentary Recent Street Research highlights a generally optimistic outlook on Frontline, with analysts adjusting their models and price targets upward ahead of the winter tanker season.
ナラティブの更新 • Nov 01

FRO: Winter Tanker Market And VLCC Fleet Will Support Earnings Momentum

Analysts have raised their price target for Frontline from $26.40 to $27.20. They cite greater profit margins and a stronger tanker market outlook heading into the winter season.
ナラティブの更新 • Oct 17

US Gulf Exports And Eco Fleet Will Boost Tanker Demand

Analysts have raised Frontline's price target by $1.00 to $26.40, citing expectations for the company's modern, VLCC-heavy fleet to outperform during the upcoming winter season. Analyst Commentary Bullish Takeaways Bullish analysts are raising price targets, reflecting greater confidence in the company's valuation outlook.
ナラティブの更新 • Oct 03

US Gulf Exports And Eco Fleet Will Boost Tanker Demand

Frontline's analyst price target has been increased by $0.62 to $25.40, as analysts cite anticipated outperformance from the company's modern, large vessel fleet and improving sector dynamics. Analyst Commentary Bullish analysts have responded positively to Frontline's updated fleet and market position, leading to higher price targets and renewed investor confidence.
ナラティブの更新 • Sep 17

US Gulf Exports And Eco Fleet Will Boost Tanker Demand

The modest increase in Frontline's consensus analyst price target to $24.78 reflects slightly improved revenue growth expectations, despite projections remaining negative. What's in the News Frontline plc announced a dividend of $0.36 per share for the second quarter of 2025.
分析記事 • Sep 05

Frontline's (NYSE:FRO) Shareholders Have More To Worry About Than Only Soft Earnings

The subdued market reaction suggests that Frontline plc's ( NYSE:FRO ) recent earnings didn't contain any surprises...
分析記事 • Jul 28

Is Frontline (NYSE:FRO) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • May 26

Frontline (NYSE:FRO) Will Pay A Smaller Dividend Than Last Year

The board of Frontline plc ( NYSE:FRO ) has announced it will be reducing its dividend by 71% from last year's payment...
Seeking Alpha • Mar 24

Frontline: Challenges, Opportunities, And Tanker Business In 2025

Summary Frontline is one of the largest oil tanker companies, and like all companies in this field, Frontline is highly susceptible to market cycles. The financial situation of the company does not look the best, which is related to the specifics of its business. Frontline will be interested in buying closer to $14 per share. Read the full article on Seeking Alpha
Seeking Alpha • Jan 01

Frontline: One Of The Most Aggressive Capital Structure In The Tanker Industry

Summary With a fleet of 82 tankers and a combined capacity of 17.9 million deadweight tons, Frontline is one of the world's largest tanker operators. With an average age of 6.4 years, Frontline's portfolio is also one of the youngest in the industry, second only to the one owned by Okeanis Eco Tankers. Using spot rates at the end of November 2024, Frontline would generate approximately $314.0 million in free cash flow annually, the equivalent of a free cash flow yield of ~10%. The aggressive capital structure composed of 53% debt is the key reason behind my hold rating. Although the debt load is manageable at current rates, it could change pretty quickly. Read the full article on Seeking Alpha
Seeking Alpha • Sep 17

Frontline: Tanker Market Strategy And Ongoing Disruptions (Podcast Transcript)

Summary Value Investor's Edge Live returns with the latest episode focused on the crude oil shipping sector. Frontline is the largest US-listed crude tanker owner with a roughly $5B market capitalization. CEO Lars Barstad joined us in early September to share current strategy and market insights. We reviewed the current tanker market conditions, disruptions in Red Sea, and ongoing Russian sanctions, along with weaker Chinese demand. Despite ongoing seasonal weakness, Frontline is optimistic about long-term market balances and potential for higher rates driven by low order books and supply constraints and aims to return roughly 80%. An audio recording with time stamps is included below, along with a full-length transcript. Read the full article on Seeking Alpha
Seeking Alpha • Sep 10

The Tanker Titan: Frontline Well-Positioned To Get Lucky

Summary Shipping companies are in a good position due to the energy transition, despite volatility and environmental uncertainties impacting investment in transport capacity. Frontline's stock trades at ~$22, with forward earnings estimates at $2.66 for 2024 and $3.14 for 2025, reflecting a 7x forward earnings multiple. The shadow fleet's older, uninsured vessels increase short-term supply but may reverse the impact in the long term; order book growth is manageable. Frontline's liquidity and strategy to pay out excess cash flow make it a decent hold, with potential for strong returns from unexpected events. Read the full article on Seeking Alpha
User avatar
新しいナラティブ • Sep 02

Winter Demand Surge And Strategic Fleet Optimization Propel Oil Transporter's Earnings And Market Position

Seasonal upticks in oil demand and a growing compliant versus noncompliant fleet divide could raise Frontline's freight rates, enhancing revenue and margins.
Seeking Alpha • Aug 09

Frontline Plc's Stock And Fleet Are On The Upswing

Summary Frontline plc stock is rated as a buy-to-strong buy opportunity after a recent drop in share price. Growth opportunities in the marine shipping industry outweigh risks, with demand for crude tankers expected to remain high in the coming years. Frontline plc has a high dividend yield of 10.9% and strong financial metrics, despite accumulating debt to finance its fleet of tankers. Read the full article on Seeking Alpha
Seeking Alpha • Jun 03

Frontline's Aggressive Acquisition Strategy Pays Off Amid Global Disruptions

Summary Frontline reported strong earnings and distributions, indicating a positive outlook for the company. The company's fleet consists of VLCCs, Suezmaxes, and LR2 tankers, with a focus on fuel efficiency and scrubber-fitted vessels. The war in Ukraine and disruptions in the Suez Canal are expected to continue to impact rates. Global orderbook is relatively low and shipyard capacity constrained. Read the full article on Seeking Alpha
Seeking Alpha • May 17

Although Frontline Is Up 83% In 1 Year, We Think There Is More To Come

Summary We examine earnings potential from the acquisition of 24 modern VLCCs from Euronav. The gearing ratio is expected to increase from 62% to 65% in Q1 2024. Favorable supply and demand dynamics over the next two to three years support higher earnings for VLCC. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:FRO - 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
12/31/20281,5226799429764
12/31/20271,7098158131,0495
12/31/20262,1501,5201,3341,5976
12/31/20251,965379670682N/A
9/30/20251,766218557567N/A
6/30/20251,824238615624N/A
3/31/20251,900348686703N/A
12/31/20242,050496-179736N/A
9/30/20242,040547-1,720669N/A
6/30/20241,927595-1,680707N/A
3/31/20241,883638-1,622758N/A
12/31/20231,802656-775856N/A
9/30/20231,917777742978N/A
6/30/20231,922826527847N/A
3/31/20231,710646163635N/A
12/31/20221,43047650385N/A
9/30/20221,114252-298211N/A
6/30/202290363-326136N/A
3/31/2022773-15-35093N/A
12/31/2021749-15-38885N/A
9/30/2021711-40-16364N/A
6/30/202178650-20200N/A
3/31/20211,003276204411N/A
12/31/20201,221413-120604N/A
9/30/20201,384531-59686N/A
6/30/20201,324464-152583N/A
3/31/20201,130265-310387N/A
12/31/201995714084280N/A
9/30/201983657N/A206N/A
6/30/201983669N/A176N/A
3/31/201981045N/A132N/A
12/31/2018741-9N/A46N/A
9/30/2018702-283N/A22N/A
6/30/2018655-309N/A34N/A
3/31/2018637-306N/A63N/A
12/31/2017645-265N/A130N/A
9/30/20176422N/A154N/A
6/30/201766031N/A192N/A
3/31/201770265N/A244N/A
12/31/2016752117N/A286N/A
9/30/2016724157N/A339N/A
6/30/2016674214N/A323N/A
3/31/2016585278N/A279N/A
12/31/2015452286N/A207N/A
9/30/2015376294N/A142N/A
6/30/2015324291N/A110N/A

アナリストによる今後の成長予測

収入対貯蓄率: FROの予測収益成長率 (年間3.6% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: FROの収益 ( 3.6% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: FRO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: FRO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-9.2% )。

高い収益成長: FRO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-9.2% )。

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: FROの 自己資本利益率 は、3年後には高くなると予測されています ( 26.7 %)

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2026/05/17 08:29
終値2026/05/15 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

Frontline plc 8 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。16

アナリスト機関
null nullABG Sundal Collier
Gregory LewisBTIG
Marius FurulyCarnegie Investment Bank AB