DorianG (0DA) 주식 개요는 자회사와 함께 전 세계 LPG 탱커를 통해 액화 석유 가스를 운송하는 사업을 하고 있습니다. 자세히 보기0DA 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장0/6과거 실적5/6재무 건전성5/6배당3/6강점주가수익률(10.3x)이 German 시장(17x)보다 낮습니다.지난 1년간 수익이 114.8% 증가했습니다.동종업계 및 업계 대비 좋은 가치로 거래위험 분석향후 3년 동안 수익이 연평균 21.9% 감소할 것으로 예상됩니다.6.35% 의 배당금은 잉여현금흐름으로 잘 충당되지 않습니다.지난 3개월 동안 상당한 내부자 매도가 있었습니다.모든 위험 점검 보기0DA 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€38.98119.1% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-51m559m2016201920222025202620282031Revenue US$283.5mEarnings US$114.0mAdvancedSet Fair ValueView all narrativesDorian LPG Ltd. 경쟁사Friedrich Vorwerk GroupSymbol: XTRA:VH2Market cap: €1.4bDeutsche RohstoffSymbol: XTRA:DR0Market cap: €468.5mEnviTec BiogasSymbol: XTRA:ETGMarket cap: €305.9mFLEX LNGSymbol: NYSE:FLNGMarket cap: US$1.8b가격 이력 및 성과DorianG 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가US$38.9852주 최고가US$40.7252주 최저가US$17.68베타0.761개월 변동29.07%3개월 변동31.07%1년 변동120.48%3년 변동72.10%5년 변동234.88%IPO 이후 변동162.81%최근 뉴스 및 업데이트New Risk • May 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 26% 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 Risk Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (93% cash payout ratio). Significant insider selling over the past 3 months (€303k sold).Reported Earnings • May 21Full year 2026 earnings released: EPS: US$4.55 (vs US$2.14 in FY 2025)Full year 2026 results: EPS: US$4.55 (up from US$2.14 in FY 2025). Revenue: US$481.5m (up 38% from FY 2025). Net income: US$193.7m (up 115% from FY 2025). Profit margin: 40% (up from 26% in FY 2025). The increase in margin was driven by higher revenue. Revenue is expected to decline by 10% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.0%. 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 22% per year, which means it is well ahead of earnings.공시 • May 13Dorian LPG Ltd. to Report Q4, 2026 Results on May 20, 2026Dorian LPG Ltd. announced that they will report Q4, 2026 results Pre-Market on May 20, 2026공시 • May 09Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About May 28, 2026Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company’s common stock, returning approximately $42.8 million of capital to shareholders. The irregular dividend is payable on or about May 28, 2026 to all shareholders of record as of the close of business on May 18, 2026.공시 • May 07Dorian LPG Ltd. Appoints Christopher J. Wiernicki as Class I Director, Effective May 5, 2026Dorian LPG Ltd.'s board of directors unanimously appointed Christopher J. Wiernicki to serve as a Class I director effective immediately and increased the size of the Board from eight to nine directors. Mr. Wiernicki, age 67, has 40 years of marine and offshore expertise and is recognized internationally for transforming the American Bureau of Shipping (“ABS”) into a world leader in safety, risk management digitalization, and decarbonization. Mr. Wiernicki enjoyed a distinguished, 32-year career leading ABS where he chaired its board and served as chief executive officer from 2011 through 2025, prior to which he was ABS’ president and chief operating officer. Mr. Wiernicki also headed ABS’ Europe/Middle East/Africa operations, in addition to serving as the company’s Chief Technology Officer and leading its risk management consulting business. Mr. Wiernicki holds a Bachelor of Science Degree in Civil Engineering from Vanderbilt University, a Master of Science in Structural Engineering from George Washington University, a Master of Science in Ocean Engineering from Massachusetts Institute of Technology and completed an Advanced Management Program at Harvard University. Mr. Wiernicki was appointed to serve on the White House National Infrastructure Advisory Council in 2022 and as Advisor to the Singapore Government Ministry of Transport and Port Authority in 2023. In addition, he is a member of the US Marine Transportation Board and the US National Academy of Engineering. Mr. Wiernicki is a Professor of the Practice at the Massachusetts Institute of Technology (MIT) and sits on several private and public company boards.공시 • Jan 30+ 1 more updateDorian LPG Ltd. to Report Q3, 2026 Results on Feb 05, 2026Dorian LPG Ltd. announced that they will report Q3, 2026 results Pre-Market on Feb 05, 2026더 많은 업데이트 보기Recent updatesNew Risk • May 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 26% 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 Risk Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (93% cash payout ratio). Significant insider selling over the past 3 months (€303k sold).Reported Earnings • May 21Full year 2026 earnings released: EPS: US$4.55 (vs US$2.14 in FY 2025)Full year 2026 results: EPS: US$4.55 (up from US$2.14 in FY 2025). Revenue: US$481.5m (up 38% from FY 2025). Net income: US$193.7m (up 115% from FY 2025). Profit margin: 40% (up from 26% in FY 2025). The increase in margin was driven by higher revenue. Revenue is expected to decline by 10% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.0%. 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 22% per year, which means it is well ahead of earnings.공시 • May 13Dorian LPG Ltd. to Report Q4, 2026 Results on May 20, 2026Dorian LPG Ltd. announced that they will report Q4, 2026 results Pre-Market on May 20, 2026공시 • May 09Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About May 28, 2026Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company’s common stock, returning approximately $42.8 million of capital to shareholders. The irregular dividend is payable on or about May 28, 2026 to all shareholders of record as of the close of business on May 18, 2026.공시 • May 07Dorian LPG Ltd. Appoints Christopher J. Wiernicki as Class I Director, Effective May 5, 2026Dorian LPG Ltd.'s board of directors unanimously appointed Christopher J. Wiernicki to serve as a Class I director effective immediately and increased the size of the Board from eight to nine directors. Mr. Wiernicki, age 67, has 40 years of marine and offshore expertise and is recognized internationally for transforming the American Bureau of Shipping (“ABS”) into a world leader in safety, risk management digitalization, and decarbonization. Mr. Wiernicki enjoyed a distinguished, 32-year career leading ABS where he chaired its board and served as chief executive officer from 2011 through 2025, prior to which he was ABS’ president and chief operating officer. Mr. Wiernicki also headed ABS’ Europe/Middle East/Africa operations, in addition to serving as the company’s Chief Technology Officer and leading its risk management consulting business. Mr. Wiernicki holds a Bachelor of Science Degree in Civil Engineering from Vanderbilt University, a Master of Science in Structural Engineering from George Washington University, a Master of Science in Ocean Engineering from Massachusetts Institute of Technology and completed an Advanced Management Program at Harvard University. Mr. Wiernicki was appointed to serve on the White House National Infrastructure Advisory Council in 2022 and as Advisor to the Singapore Government Ministry of Transport and Port Authority in 2023. In addition, he is a member of the US Marine Transportation Board and the US National Academy of Engineering. Mr. Wiernicki is a Professor of the Practice at the Massachusetts Institute of Technology (MIT) and sits on several private and public company boards.공시 • Jan 30+ 1 more updateDorian LPG Ltd. to Report Q3, 2026 Results on Feb 05, 2026Dorian LPG Ltd. announced that they will report Q3, 2026 results Pre-Market on Feb 05, 2026공시 • Nov 07Dorian Lpg Ltd. Declares Irregular Cash Dividend for the Three Months Ended September 30, 2025, Payable on or About December 2, 2025Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $0.65 per share of the Company’s common stock, returning approximately $27.8 million of capital to shareholders and reported its financial results for the three months ended September 30, 2025. The dividend is payable on or about December 2, 2025 to all shareholders of record as of the close of business on November 17, 2025.공시 • Oct 30Dorian LPG Ltd. to Report Q2, 2026 Results on Nov 06, 2025Dorian LPG Ltd. announced that they will report Q2, 2026 results Pre-Market on Nov 06, 2025공시 • Aug 01Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About August 27, 2025Dorian LPG Ltd. announced that its Board of Directors declared an irregular cash dividend of $0.60 per share of the Company’s common stock, returning approximately $25.6 million of capital to shareholders and reported its financial results for the three months ended June 30, 2025. The dividend is payable on or about August 27, 2025 to all shareholders of record as of the close of business on August 12, 2025.공시 • Jul 25Dorian LPG Ltd. to Report Q1, 2026 Results on Aug 01, 2025Dorian LPG Ltd. announced that they will report Q1, 2026 results Pre-Market on Aug 01, 2025공시 • Jul 23Dorian LPG Ltd., Annual General Meeting, Sep 05, 2025Dorian LPG Ltd., Annual General Meeting, Sep 05, 2025. Location: 27 signal road, stamford, ct 06902, United States공시 • Jun 30+ 4 more updatesDorian LPG Ltd.(NYSE:LPG) dropped from Russell 2500 Growth IndexDorian LPG Ltd.(NYSE:LPG) dropped from Russell 2500 Growth Index공시 • May 15Dorian LPG Ltd. to Report Q4, 2025 Results on May 22, 2025Dorian LPG Ltd. announced that they will report Q4, 2025 results Pre-Market on May 22, 2025공시 • May 02Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About May 30, 2025Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $0.50 per share of the Company’s common stock. The total dividends to be paid will amount to approximately $21.3 million. The irregular dividend is payable on or about May 30, 2025 to all shareholders of record as of the close of business on May 16, 2025.공시 • Jan 25Dorian LPG Ltd. Declares an Irregular Cash Dividend, Payable on or About February 27, 2025Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $0.70 per share of the Company’s common stock, returning approximately $30.0 million of capital to shareholders. The irregular dividend is payable on or about February 27, 2025 to all shareholders of record as of the close of business on February 5, 2025.공시 • Jan 24Dorian LPG Ltd. Provides Earnings Guidance for the Quarter Ended December 31, 2024Dorian LPG Ltd. provided earnings guidance for the Quarter Ended December 31, 2024. For the quarter, the company expected Time charter equivalent revenues to be between $78,700,000 to $80,700,000.Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: US$0.22 (vs US$1.90 in 2Q 2024)Second quarter 2025 results: EPS: US$0.22 (down from US$1.90 in 2Q 2024). Revenue: US$82.4m (down 43% from 2Q 2024). Net income: US$9.43m (down 88% from 2Q 2024). Profit margin: 11% (down from 53% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to decline by 11% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Oct 29Upcoming dividend of US$1.00 per shareEligible shareholders must have bought the stock before 05 November 2024. Payment date: 25 November 2024. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 13%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.5%).공시 • Oct 24+ 2 more updatesDorian LPG Ltd. to Report Q2, 2025 Results on Oct 31, 2024Dorian LPG Ltd. announced that they will report Q2, 2025 results Pre-Market on Oct 31, 2024Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: US$1.25 (vs US$1.29 in 1Q 2024)First quarter 2025 results: EPS: US$1.25 (down from US$1.29 in 1Q 2024). Revenue: US$114.4m (up 3.2% from 1Q 2024). Net income: US$51.3m (flat on 1Q 2024). Profit margin: 45% (down from 47% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 16% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 37%. Over the last 3 years on average, earnings per share has increased by 55% per year whereas the company’s share price has increased by 53% per year.공시 • Jul 31Dorian LPG Ltd., Annual General Meeting, Sep 20, 2024Dorian LPG Ltd., Annual General Meeting, Sep 20, 2024. Location: located at 27 signal road, ct 06902, stamford, United StatesDeclared Dividend • Jul 29Fourth quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 8th August 2024 Payment date: 21st August 2024 Dividend yield will be 10%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has not increased over the past 3 years but payments have been stable during that time. EPS is expected to decline by 65% over the next 3 years. Since a fall of 42% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.공시 • Jul 25Dorian LPG Ltd. Provides Earnings Guidance for the Quarter Ended June 30, 2024Dorian LPG Ltd. provided earnings guidance for the quarter ended June 30, 2024. For the quarter, the company expected Time charter equivalent revenues to be between $112,500,000 to $114,500,000.공시 • Jul 24+ 1 more updateDorian LPG Ltd. to Report Q1, 2025 Results on Aug 01, 2024Dorian LPG Ltd. announced that they will report Q1, 2025 results Pre-Market on Aug 01, 2024공시 • Jul 03Dorian LPG Ltd.(NYSE:LPG) dropped from Russell 3000E Value IndexDorian LPG Ltd.(NYSE:LPG) dropped from Russell 3000E Value Index공시 • Jun 07Dorian LPG Ltd. has filed a Follow-on Equity Offering.Dorian LPG Ltd. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,000,000New Risk • Jun 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 35% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (5.5% increase in shares outstanding).Reported Earnings • May 23Full year 2024 earnings released: EPS: US$7.63 (vs US$4.31 in FY 2023)Full year 2024 results: EPS: US$7.63 (up from US$4.31 in FY 2023). Revenue: US$560.7m (up 44% from FY 2023). Net income: US$307.4m (up 78% from FY 2023). Profit margin: 55% (up from 44% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 21% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 56% per year whereas the company’s share price has increased by 51% per year.공시 • May 17Dorian LPG Ltd. to Report Q4, 2024 Results on May 22, 2024Dorian LPG Ltd. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on May 22, 2024공시 • May 10Dorian LPG Ltd. Announces Management PromotionsDorian LPG Ltd. announced the promotions of two current executives to increased positions of responsibility. The Nominating and Corporate Governance Committee of the Board of Directors of the Company established the following executive positions: Head of Energy Transition and Chief Operating Officer. John Lycouris has been promoted to Head of Energy Transition effective April 24, 2024 and will continue as a Director of the Company. Recognizing the significant and transformative energy transition that is underway in the shipping industry the Committee determined to establish a Head of Energy Transition position at the Company, the effective management of which the Company believes is imperative for its continued growth and success. This position reports directly to the Chief Executive Officer, and is tasked with, among other things, researching, developing, applying and investing in new technology and systems. Alexander Hadjipateras has been appointed Chief Operating Officer effective April 24, 2024. In addition to his responsibilities as Managing Director of Dorian LPG Management Company he will be responsible to plan, direct, oversee and consolidate marine and shoreside operations in coordination with our Chief Financial and Chief Commercial Officers in support of the Company’s primary operational and strategic goals and objectives. These promotions reflect the continued growth of the Company’s operations as the global shipping industry steps up to meet the twin challenges of new technology and decarbonization. John and Alex bring significant experience to their roles and will continue to ensure the long-term success of the Company.Buy Or Sell Opportunity • May 07Now 21% undervaluedOver the last 90 days, the stock has risen 15% to €37.80. The fair value is estimated to be €48.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to decline by 29% in 2 years. Earnings are forecast to decline by 49% in the next 2 years.Declared Dividend • Apr 28Third quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 7th May 2024 Payment date: 30th May 2024 Dividend yield will be 9.8%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has not increased over the past 3 years but payments have been stable during that time. EPS is expected to decline by 57% over the next 2 years. Since a fall of 41% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.공시 • Apr 26Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or about May 30, 2024Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company’s common stock. The total dividends to be paid will amount to approximately $40.6 million. The dividend is payable on or about May 30, 2024 to all shareholders of record as of the close of business on May 8, 2024.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: US$2.48 (vs US$1.28 in 3Q 2023)Third quarter 2024 results: EPS: US$2.48 (up from US$1.28 in 3Q 2023). Revenue: US$163.1m (up 59% from 3Q 2023). Net income: US$100.0m (up 95% from 3Q 2023). Profit margin: 61% (up from 50% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 17% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jan 26Second quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 2nd February 2024 Payment date: 27th February 2024 Dividend yield will be 10.0%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. EPS is expected to decline by 52% over the next 3 years. Since a fall of 30% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.공시 • Jan 26Dorian LPG Ltd. to Report Q3, 2024 Results on Feb 01, 2024Dorian LPG Ltd. announced that they will report Q3, 2024 results Pre-Market on Feb 01, 2024공시 • Jan 25Dorian Lpg Ltd. Provides Revenue Outlook for the Quarter Ended December 31, 2023Dorian LPG Ltd. provided revenue outlook for the quarter ended December 31, 2023. For the quarter, the company expects Revenues of USD 163,100,000.공시 • Jan 24Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About February 27, 2024Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company’s common stock. The total dividends to be paid will amount to approximately $40.6 million. The dividend is payable on or about February 27, 2024 to all shareholders of record as of the close of business on February 5, 2024.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €37.40, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 501% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.53 per share.Buying Opportunity • Jan 12Now 24% undervaluedOver the last 90 days, the stock is up 31%. The fair value is estimated to be €49.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to decline by 14% in 2 years. Earnings is forecast to decline by 21% in the next 2 years.Recent Insider Transactions • Dec 22Independent Director recently sold €406k worth of stockOn the 20th of December, Christina Tan sold around 10k shares on-market at roughly €40.56 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €875k. Insiders have been net sellers, collectively disposing of €3.7m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €40.60, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 688% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €49.90 per share.Buying Opportunity • Dec 07Now 21% undervaluedOver the last 90 days, the stock is up 52%. The fair value is estimated to be €50.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to decline by 14% in 2 years. Earnings is forecast to decline by 21% in the next 2 years.Recent Insider Transactions • Dec 06Director recently sold €410k worth of stockOn the 5th of December, John Lycouris sold around 10k shares on-market at roughly €40.99 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €875k. Insiders have been net sellers, collectively disposing of €2.5m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €40.45, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 672% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €47.98 per share.Recent Insider Transactions • Nov 24Insider recently sold €229k worth of stockOn the 21st of November, Alexander Hadjipateras sold around 6k shares on-market at roughly €38.09 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €875k. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.Recent Insider Transactions • Nov 10Chief Commercial Officer recently sold €875k worth of stockOn the 6th of November, Tim Hansen sold around 25k shares on-market at roughly €35.01 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.8m more than they bought in the last 12 months.Reported Earnings • Nov 03Second quarter 2024 earnings released: EPS: US$1.90 (vs US$0.51 in 2Q 2023)Second quarter 2024 results: EPS: US$1.90 (up from US$0.51 in 2Q 2023). Revenue: US$144.7m (up 91% from 2Q 2023). Net income: US$76.5m (up 277% from 2Q 2023). Profit margin: 53% (up from 27% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 17% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 27+ 1 more updateDorian LPG Ltd. to Report Q2, 2024 Results on Nov 02, 2023Dorian LPG Ltd. announced that they will report Q2, 2024 results Pre-Market on Nov 02, 2023Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €29.35, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 563% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €33.66 per share.공시 • Oct 07Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About November 2, 2023Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company's common stock. The total dividends to be paid will amount to approximately $40.6 million. The dividend is payable on or about November 2, 2023 to all shareholders of record as of the close of business on October 20, 2023.Recent Insider Transactions • Oct 05Key Executive recently sold €138k worth of stockOn the 28th of September, Theodore Young sold around 5k shares on-market at roughly €27.57 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €251k. Theodore has been a net seller over the last 12 months, reducing personal holdings by €766k.New Risk • Oct 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 32% per year for the foreseeable future. Minor Risks High level of debt (55% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change). Significant insider selling over the past 3 months (€460k sold).Buying Opportunity • Oct 04Now 21% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be €34.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to decline by 18% in 2 years. Earnings is forecast to decline by 58% in the next 2 years.New Risk • Aug 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €322k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 39% per year for the foreseeable future. Minor Risks High level of debt (55% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (€322k sold).Recent Insider Transactions • Aug 13Insider recently sold €251k worth of stockOn the 10th of August, Alexander Hadjipateras sold around 10k shares on-market at roughly €25.15 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.0m more than they bought in the last 12 months.Buying Opportunity • Aug 11Now 23% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be €30.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to decline by 26% in 2 years. Earnings is forecast to decline by 62% in the next 2 years.Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: US$1.29 (vs US$0.62 in 1Q 2023)First quarter 2024 results: EPS: US$1.29 (up from US$0.62 in 1Q 2023). Revenue: US$110.8m (up 45% from 1Q 2023). Net income: US$51.7m (up 108% from 1Q 2023). Profit margin: 47% (up from 33% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 15% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Aug 02Upcoming dividend of US$1.00 per share at 14% yieldEligible shareholders must have bought the stock before 09 August 2023. Payment date: 06 September 2023. Payout ratio is on the higher end at 93%, and the cash payout ratio is above 100%. Trailing yield: 14%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.2%).공시 • Aug 01Dorian LPG Ltd., Annual General Meeting, Sep 13, 2023Dorian LPG Ltd., Annual General Meeting, Sep 13, 2023, at 11:00 Eastern Daylight. Location: Dorian LPG (USA) LLC located at 27 Signal Road, Stamford, CT 06902 Stamford United States Agenda: To consider re-elect and elect as applicable two directors to serve on the Company's Board of Directors (the Board" or Board of Directors") until the 2026 annual meeting of shareholders; to consider ratify the appointment of Deloitte Certified Public Accountants S.A. as our auditors for the fiscal year ending March 31, 2024 and approve, on an advisory, non-binding basis, the compensation of our named executive officers. The Board of Directors unanimously recommends that you vote your shares; and to consider FOR" the approval, on an advisory, non-binding basis, of the compensation of our named executive officers, as disclosed in this proxy statement.공시 • Jul 29Dorian LPG Ltd. to Report Q1, 2024 Results on Aug 02, 2023Dorian LPG Ltd. announced that they will report Q1, 2024 results Pre-Market on Aug 02, 2023공시 • Jul 28Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About September 6, 2023Dorian LPG Ltd. announced that Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company's common stock, returning $40.4 million of capital to shareholders. The dividend is payable on or about September 6, 2023 to all shareholders of record as of the close of business on August 10, 2023.Reported Earnings • May 26Full year 2023 earnings released: EPS: US$4.31 (vs US$1.79 in FY 2022)Full year 2023 results: EPS: US$4.31 (up from US$1.79 in FY 2022). Revenue: US$389.7m (up 45% from FY 2022). Net income: US$172.4m (up 140% from FY 2022). Profit margin: 44% (up from 27% in FY 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 12% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.5%. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 19Dorian LPG Ltd. to Report Q4, 2023 Results on May 24, 2023Dorian LPG Ltd. announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on May 24, 2023Buying Opportunity • May 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.9%. The fair value is estimated to be €24.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to decline by 2.9% in 2 years. Earnings is forecast to decline by 10% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €20.25, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 282% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.45 per share.Recent Insider Transactions • Feb 12Director recently sold €458k worth of stockOn the 8th of February, John Lycouris sold around 22k shares on-market at roughly €20.54 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.Upcoming Dividend • Feb 07Upcoming dividend of US$1.00 per share at 21% yieldEligible shareholders must have bought the stock before 14 February 2023. Payment date: 28 February 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 21%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.3%).Reported Earnings • Feb 02Third quarter 2023 earnings released: EPS: US$1.28 (vs US$0.42 in 3Q 2022)Third quarter 2023 results: EPS: US$1.28 (up from US$0.42 in 3Q 2022). Revenue: US$103.3m (up 51% from 3Q 2022). Net income: US$51.3m (up 209% from 3Q 2022). Profit margin: 50% (up from 24% in 3Q 2022). Revenue is expected to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.5%. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 16% per year.공시 • Feb 02Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About February 28, 2023Dorian LPG Ltd. Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company's common stock, returning over $40.3 million of capital to shareholders. The dividend is payable on or about February 28, 2023 to all shareholders of record as of the close of business on February 15, 2023.공시 • Jan 28Dorian LPG Ltd. to Report Q3, 2023 Results on Feb 01, 2023Dorian LPG Ltd. announced that they will report Q3, 2023 results Pre-Market on Feb 01, 2023Valuation Update With 7 Day Price Move • Jan 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €15.10, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 4x in the Oil and Gas industry in Europe. Total returns to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.51 per share.Recent Insider Transactions • Dec 16Insider recently sold €182k worth of stockOn the 13th of December, Alexander Hadjipateras sold around 10k shares on-market at roughly €18.23 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €232k. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months.공시 • Dec 02Dorian LPG Ltd. Elects Marit Lunde to Serve as A Class III DirectorOn November 26, 2022, the board of directors (Board) of the Dorian LPG Ltd., on the recommendation of its Nominating and Corporate Governance Committee, unanimously authorized the increase in the size of the Board from seven to eight members and, to fill the resulting vacancy, elected Marit Lunde to serve as a Class III director effective immediately. Ms. Lunde, age 55, has over thirty years of experience in the energy sector. Since 1990 she has held various positions at Equinor ASA (formerly Statoil and StatoilHydro) including in accounting, operations, trading, chartering and shipping, upstream projects, health, safety and environment, corporate risk management, and upstream operations. She is currently the head of group insurance and serves as the Chairman of the Board of Equinor's captive insurance company and is a member of the board of Equinor's Pension Fund. Ms. Lunde graduated with honors from Heriot-Watt University in 1990 with a BA in Business Administration.Recent Insider Transactions • Nov 25Key Executive recently sold €232k worth of stockOn the 21st of November, Theodore Young sold around 13k shares on-market at roughly €18.54 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €232k. Theodore has been a net seller over the last 12 months, reducing personal holdings by €1.1m.Buying Opportunity • Nov 18Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €22.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to decline by 2.5% in 2 years. Earnings is forecast to decline by 24% in the next 2 years.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Independent Director Christina Tan was the last director to join the board, commencing their role in 2015. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Nov 09Key Executive recently sold €232k worth of stockOn the 4th of November, Theodore Young sold around 13k shares on-market at roughly €18.58 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Theodore has been a net seller over the last 12 months, reducing personal holdings by €883k.Buying Opportunity • Nov 05Now 22% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be €23.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to decline by 1.6% in 2 years. Earnings is forecast to decline by 41% in the next 2 years.Reported Earnings • Nov 03Second quarter 2023 earnings released: EPS: US$0.51 (vs US$0.35 in 2Q 2022)Second quarter 2023 results: EPS: US$0.51 (up from US$0.35 in 2Q 2022). Revenue: US$75.8m (up 22% from 2Q 2022). Net income: US$20.3m (up 44% from 2Q 2022). Profit margin: 27% (up from 23% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 18% per year.공시 • Oct 28+ 2 more updatesDorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About December 6, 2022Dorian LPG Ltd. has declared an irregular cash dividend of $1.00 per share of the Company's common stock, returning $40.4 million of capital to shareholders. The dividend is payable on or about December 6, 2022 to all shareholders of record as of the close of business on November 7, 2022.공시 • Sep 08Dorian LPG Ltd., Annual General Meeting, Sep 27, 2022Dorian LPG Ltd., Annual General Meeting, Sep 27, 2022, at 10:00 Eastern Daylight. Location: 27 Signal Road Stamford, CT 06902 Stamford United States Agenda: To re-elect two directors to serve on company Board of Directors until the 2025 annual meeting of shareholders; to ratify the selection of Deloitte Certified Public Accountants S.A. as company independent registered public accounting firm for the fiscal year ending March 31, 2023; to approve, on an advisory, non-binding basis, the compensation of company named executive officers; to recommend, on an advisory, non-binding basis, the frequency of future advisory votes on the compensation of company named executive officers; and to transact such other business as may properly come before the Annual Meeting or any adjournment or postponement thereof.Reported Earnings • Aug 04First quarter 2023 earnings released: EPS: US$0.62 (vs US$0.14 in 1Q 2022)First quarter 2023 results: EPS: US$0.62 (up from US$0.14 in 1Q 2022). Revenue: US$76.4m (up 26% from 1Q 2022). Net income: US$24.8m (up 323% from 1Q 2022). Profit margin: 33% (up from 9.7% in 1Q 2022). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is expected to shrink by 7.3% compared to a 43% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.공시 • Aug 04Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About September 2, 2022Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company's common stock, returning over $40.1 million of capital to shareholders. The dividend is payable on or about September 2, 2022 to all shareholders of record as of the close of business on August 15, 2022.공시 • Jul 28Dorian LPG Ltd. to Report Q1, 2023 Results on Aug 03, 2022Dorian LPG Ltd. announced that they will report Q1, 2023 results Pre-Market on Aug 03, 2022Recent Insider Transactions • Jul 14Insider recently sold €72k worth of stockOn the 11th of July, Alexander Hadjipateras sold around 5k shares on-market at roughly €14.32 per share. In the last 3 months, there was an even bigger sale from another insider worth €168k. Insiders have been net sellers, collectively disposing of €1.0m more than they bought in the last 12 months.공시 • Jun 26Dorian LPG Ltd.(NYSE:LPG) dropped from Russell 2000 Growth-Defensive IndexDorian LPG Ltd.(NYSE:LPG) dropped from Russell 2000 Growth-Defensive IndexRecent Insider Transactions • Jun 07Key Executive recently sold €168k worth of stockOn the 3rd of June, Theodore Young sold around 10k shares on-market at roughly €16.79 per share. In the last 3 months, they made an even bigger sale worth €306k. Theodore has been a seller over the last 12 months, reducing personal holdings by €651k.Reported Earnings • May 27Full year 2022 earnings released: EPS: US$1.79 (vs US$1.86 in FY 2021)Full year 2022 results: EPS: US$1.79 (down from US$1.86 in FY 2021). Revenue: US$274.2m (down 12% from FY 2021). Net income: US$71.9m (down 22% from FY 2021). Profit margin: 26% (down from 30% in FY 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is expected to shrink by 9.8% compared to a 52% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.주주 수익률0DADE Oil and GasDE 시장7D12.1%-1.7%3.2%1Y120.5%61.3%2.5%전체 주주 수익률 보기수익률 대 산업: 0DA은 지난 1년 동안 61.3%의 수익을 기록한 German Oil and Gas 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 0DA은 지난 1년 동안 2.5%를 기록한 German 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is 0DA's price volatile compared to industry and market?0DA volatility0DA Average Weekly Movement7.2%Oil and Gas Industry Average Movement8.8%Market Average Movement6.1%10% most volatile stocks in DE Market13.6%10% least volatile stocks in DE Market2.7%안정적인 주가: 0DA는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 0DA의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2013587John Hadjipateraswww.dorianlpg.com도리안 LPG는 자회사와 함께 전 세계에서 LPG 탱커를 통해 액화 석유 가스를 운송하는 사업을 하고 있습니다. 이 회사는 25척의 초대형 가스 운반선을 소유하고 운영합니다. 이 회사는 2013년에 설립되었으며 코네티컷주 스탬포드에 본사를 두고 있습니다.더 보기Dorian LPG Ltd. 기초 지표 요약DorianG의 순이익과 매출은 시가총액과 어떻게 비교됩니까?0DA 기초 통계시가총액€1.69b순이익 (TTM)€166.86m매출 (TTM)€414.87m10.3x주가수익비율(P/E)4.1x주가매출비율(P/S)0DA는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표0DA 손익계산서 (TTM)매출US$481.51m매출원가US$147.53m총이익US$333.98m기타 비용US$140.31m순이익US$193.67m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)4.53총이익률69.36%순이익률40.22%부채/자본 비율49.2%0DA의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당6.3%현재 배당 수익률65%배당 성향0DA는 안정적으로 배당을 지급합니까?0DA 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 0DA를 매수해야 하나요?DorianG 배당 일정배당락일May 18 2026배당 지급일May 28 2026배당락일까지 남은 일수6 days배당 지급일까지 남은 일수4 days0DA는 안정적으로 배당을 지급합니까?0DA 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 19:48종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Dorian LPG Ltd.는 10명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Noah ParquetteCanaccord GenuityJostein AschjemDNB CarnegieSean MorganEvercore ISI7명의 분석가 더 보기
New Risk • May 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 26% 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 Risk Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (93% cash payout ratio). Significant insider selling over the past 3 months (€303k sold).
Reported Earnings • May 21Full year 2026 earnings released: EPS: US$4.55 (vs US$2.14 in FY 2025)Full year 2026 results: EPS: US$4.55 (up from US$2.14 in FY 2025). Revenue: US$481.5m (up 38% from FY 2025). Net income: US$193.7m (up 115% from FY 2025). Profit margin: 40% (up from 26% in FY 2025). The increase in margin was driven by higher revenue. Revenue is expected to decline by 10% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.0%. 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 22% per year, which means it is well ahead of earnings.
공시 • May 13Dorian LPG Ltd. to Report Q4, 2026 Results on May 20, 2026Dorian LPG Ltd. announced that they will report Q4, 2026 results Pre-Market on May 20, 2026
공시 • May 09Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About May 28, 2026Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company’s common stock, returning approximately $42.8 million of capital to shareholders. The irregular dividend is payable on or about May 28, 2026 to all shareholders of record as of the close of business on May 18, 2026.
공시 • May 07Dorian LPG Ltd. Appoints Christopher J. Wiernicki as Class I Director, Effective May 5, 2026Dorian LPG Ltd.'s board of directors unanimously appointed Christopher J. Wiernicki to serve as a Class I director effective immediately and increased the size of the Board from eight to nine directors. Mr. Wiernicki, age 67, has 40 years of marine and offshore expertise and is recognized internationally for transforming the American Bureau of Shipping (“ABS”) into a world leader in safety, risk management digitalization, and decarbonization. Mr. Wiernicki enjoyed a distinguished, 32-year career leading ABS where he chaired its board and served as chief executive officer from 2011 through 2025, prior to which he was ABS’ president and chief operating officer. Mr. Wiernicki also headed ABS’ Europe/Middle East/Africa operations, in addition to serving as the company’s Chief Technology Officer and leading its risk management consulting business. Mr. Wiernicki holds a Bachelor of Science Degree in Civil Engineering from Vanderbilt University, a Master of Science in Structural Engineering from George Washington University, a Master of Science in Ocean Engineering from Massachusetts Institute of Technology and completed an Advanced Management Program at Harvard University. Mr. Wiernicki was appointed to serve on the White House National Infrastructure Advisory Council in 2022 and as Advisor to the Singapore Government Ministry of Transport and Port Authority in 2023. In addition, he is a member of the US Marine Transportation Board and the US National Academy of Engineering. Mr. Wiernicki is a Professor of the Practice at the Massachusetts Institute of Technology (MIT) and sits on several private and public company boards.
공시 • Jan 30+ 1 more updateDorian LPG Ltd. to Report Q3, 2026 Results on Feb 05, 2026Dorian LPG Ltd. announced that they will report Q3, 2026 results Pre-Market on Feb 05, 2026
New Risk • May 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 26% 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 Risk Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (93% cash payout ratio). Significant insider selling over the past 3 months (€303k sold).
Reported Earnings • May 21Full year 2026 earnings released: EPS: US$4.55 (vs US$2.14 in FY 2025)Full year 2026 results: EPS: US$4.55 (up from US$2.14 in FY 2025). Revenue: US$481.5m (up 38% from FY 2025). Net income: US$193.7m (up 115% from FY 2025). Profit margin: 40% (up from 26% in FY 2025). The increase in margin was driven by higher revenue. Revenue is expected to decline by 10% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.0%. 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 22% per year, which means it is well ahead of earnings.
공시 • May 13Dorian LPG Ltd. to Report Q4, 2026 Results on May 20, 2026Dorian LPG Ltd. announced that they will report Q4, 2026 results Pre-Market on May 20, 2026
공시 • May 09Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About May 28, 2026Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company’s common stock, returning approximately $42.8 million of capital to shareholders. The irregular dividend is payable on or about May 28, 2026 to all shareholders of record as of the close of business on May 18, 2026.
공시 • May 07Dorian LPG Ltd. Appoints Christopher J. Wiernicki as Class I Director, Effective May 5, 2026Dorian LPG Ltd.'s board of directors unanimously appointed Christopher J. Wiernicki to serve as a Class I director effective immediately and increased the size of the Board from eight to nine directors. Mr. Wiernicki, age 67, has 40 years of marine and offshore expertise and is recognized internationally for transforming the American Bureau of Shipping (“ABS”) into a world leader in safety, risk management digitalization, and decarbonization. Mr. Wiernicki enjoyed a distinguished, 32-year career leading ABS where he chaired its board and served as chief executive officer from 2011 through 2025, prior to which he was ABS’ president and chief operating officer. Mr. Wiernicki also headed ABS’ Europe/Middle East/Africa operations, in addition to serving as the company’s Chief Technology Officer and leading its risk management consulting business. Mr. Wiernicki holds a Bachelor of Science Degree in Civil Engineering from Vanderbilt University, a Master of Science in Structural Engineering from George Washington University, a Master of Science in Ocean Engineering from Massachusetts Institute of Technology and completed an Advanced Management Program at Harvard University. Mr. Wiernicki was appointed to serve on the White House National Infrastructure Advisory Council in 2022 and as Advisor to the Singapore Government Ministry of Transport and Port Authority in 2023. In addition, he is a member of the US Marine Transportation Board and the US National Academy of Engineering. Mr. Wiernicki is a Professor of the Practice at the Massachusetts Institute of Technology (MIT) and sits on several private and public company boards.
공시 • Jan 30+ 1 more updateDorian LPG Ltd. to Report Q3, 2026 Results on Feb 05, 2026Dorian LPG Ltd. announced that they will report Q3, 2026 results Pre-Market on Feb 05, 2026
공시 • Nov 07Dorian Lpg Ltd. Declares Irregular Cash Dividend for the Three Months Ended September 30, 2025, Payable on or About December 2, 2025Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $0.65 per share of the Company’s common stock, returning approximately $27.8 million of capital to shareholders and reported its financial results for the three months ended September 30, 2025. The dividend is payable on or about December 2, 2025 to all shareholders of record as of the close of business on November 17, 2025.
공시 • Oct 30Dorian LPG Ltd. to Report Q2, 2026 Results on Nov 06, 2025Dorian LPG Ltd. announced that they will report Q2, 2026 results Pre-Market on Nov 06, 2025
공시 • Aug 01Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About August 27, 2025Dorian LPG Ltd. announced that its Board of Directors declared an irregular cash dividend of $0.60 per share of the Company’s common stock, returning approximately $25.6 million of capital to shareholders and reported its financial results for the three months ended June 30, 2025. The dividend is payable on or about August 27, 2025 to all shareholders of record as of the close of business on August 12, 2025.
공시 • Jul 25Dorian LPG Ltd. to Report Q1, 2026 Results on Aug 01, 2025Dorian LPG Ltd. announced that they will report Q1, 2026 results Pre-Market on Aug 01, 2025
공시 • Jul 23Dorian LPG Ltd., Annual General Meeting, Sep 05, 2025Dorian LPG Ltd., Annual General Meeting, Sep 05, 2025. Location: 27 signal road, stamford, ct 06902, United States
공시 • Jun 30+ 4 more updatesDorian LPG Ltd.(NYSE:LPG) dropped from Russell 2500 Growth IndexDorian LPG Ltd.(NYSE:LPG) dropped from Russell 2500 Growth Index
공시 • May 15Dorian LPG Ltd. to Report Q4, 2025 Results on May 22, 2025Dorian LPG Ltd. announced that they will report Q4, 2025 results Pre-Market on May 22, 2025
공시 • May 02Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About May 30, 2025Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $0.50 per share of the Company’s common stock. The total dividends to be paid will amount to approximately $21.3 million. The irregular dividend is payable on or about May 30, 2025 to all shareholders of record as of the close of business on May 16, 2025.
공시 • Jan 25Dorian LPG Ltd. Declares an Irregular Cash Dividend, Payable on or About February 27, 2025Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $0.70 per share of the Company’s common stock, returning approximately $30.0 million of capital to shareholders. The irregular dividend is payable on or about February 27, 2025 to all shareholders of record as of the close of business on February 5, 2025.
공시 • Jan 24Dorian LPG Ltd. Provides Earnings Guidance for the Quarter Ended December 31, 2024Dorian LPG Ltd. provided earnings guidance for the Quarter Ended December 31, 2024. For the quarter, the company expected Time charter equivalent revenues to be between $78,700,000 to $80,700,000.
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: US$0.22 (vs US$1.90 in 2Q 2024)Second quarter 2025 results: EPS: US$0.22 (down from US$1.90 in 2Q 2024). Revenue: US$82.4m (down 43% from 2Q 2024). Net income: US$9.43m (down 88% from 2Q 2024). Profit margin: 11% (down from 53% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to decline by 11% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Oct 29Upcoming dividend of US$1.00 per shareEligible shareholders must have bought the stock before 05 November 2024. Payment date: 25 November 2024. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 13%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.5%).
공시 • Oct 24+ 2 more updatesDorian LPG Ltd. to Report Q2, 2025 Results on Oct 31, 2024Dorian LPG Ltd. announced that they will report Q2, 2025 results Pre-Market on Oct 31, 2024
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: US$1.25 (vs US$1.29 in 1Q 2024)First quarter 2025 results: EPS: US$1.25 (down from US$1.29 in 1Q 2024). Revenue: US$114.4m (up 3.2% from 1Q 2024). Net income: US$51.3m (flat on 1Q 2024). Profit margin: 45% (down from 47% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 16% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 37%. Over the last 3 years on average, earnings per share has increased by 55% per year whereas the company’s share price has increased by 53% per year.
공시 • Jul 31Dorian LPG Ltd., Annual General Meeting, Sep 20, 2024Dorian LPG Ltd., Annual General Meeting, Sep 20, 2024. Location: located at 27 signal road, ct 06902, stamford, United States
Declared Dividend • Jul 29Fourth quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 8th August 2024 Payment date: 21st August 2024 Dividend yield will be 10%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has not increased over the past 3 years but payments have been stable during that time. EPS is expected to decline by 65% over the next 3 years. Since a fall of 42% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
공시 • Jul 25Dorian LPG Ltd. Provides Earnings Guidance for the Quarter Ended June 30, 2024Dorian LPG Ltd. provided earnings guidance for the quarter ended June 30, 2024. For the quarter, the company expected Time charter equivalent revenues to be between $112,500,000 to $114,500,000.
공시 • Jul 24+ 1 more updateDorian LPG Ltd. to Report Q1, 2025 Results on Aug 01, 2024Dorian LPG Ltd. announced that they will report Q1, 2025 results Pre-Market on Aug 01, 2024
공시 • Jul 03Dorian LPG Ltd.(NYSE:LPG) dropped from Russell 3000E Value IndexDorian LPG Ltd.(NYSE:LPG) dropped from Russell 3000E Value Index
공시 • Jun 07Dorian LPG Ltd. has filed a Follow-on Equity Offering.Dorian LPG Ltd. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,000,000
New Risk • Jun 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 35% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (5.5% increase in shares outstanding).
Reported Earnings • May 23Full year 2024 earnings released: EPS: US$7.63 (vs US$4.31 in FY 2023)Full year 2024 results: EPS: US$7.63 (up from US$4.31 in FY 2023). Revenue: US$560.7m (up 44% from FY 2023). Net income: US$307.4m (up 78% from FY 2023). Profit margin: 55% (up from 44% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 21% p.a. on average during the next 2 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 56% per year whereas the company’s share price has increased by 51% per year.
공시 • May 17Dorian LPG Ltd. to Report Q4, 2024 Results on May 22, 2024Dorian LPG Ltd. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on May 22, 2024
공시 • May 10Dorian LPG Ltd. Announces Management PromotionsDorian LPG Ltd. announced the promotions of two current executives to increased positions of responsibility. The Nominating and Corporate Governance Committee of the Board of Directors of the Company established the following executive positions: Head of Energy Transition and Chief Operating Officer. John Lycouris has been promoted to Head of Energy Transition effective April 24, 2024 and will continue as a Director of the Company. Recognizing the significant and transformative energy transition that is underway in the shipping industry the Committee determined to establish a Head of Energy Transition position at the Company, the effective management of which the Company believes is imperative for its continued growth and success. This position reports directly to the Chief Executive Officer, and is tasked with, among other things, researching, developing, applying and investing in new technology and systems. Alexander Hadjipateras has been appointed Chief Operating Officer effective April 24, 2024. In addition to his responsibilities as Managing Director of Dorian LPG Management Company he will be responsible to plan, direct, oversee and consolidate marine and shoreside operations in coordination with our Chief Financial and Chief Commercial Officers in support of the Company’s primary operational and strategic goals and objectives. These promotions reflect the continued growth of the Company’s operations as the global shipping industry steps up to meet the twin challenges of new technology and decarbonization. John and Alex bring significant experience to their roles and will continue to ensure the long-term success of the Company.
Buy Or Sell Opportunity • May 07Now 21% undervaluedOver the last 90 days, the stock has risen 15% to €37.80. The fair value is estimated to be €48.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 55%. Revenue is forecast to decline by 29% in 2 years. Earnings are forecast to decline by 49% in the next 2 years.
Declared Dividend • Apr 28Third quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 7th May 2024 Payment date: 30th May 2024 Dividend yield will be 9.8%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has not increased over the past 3 years but payments have been stable during that time. EPS is expected to decline by 57% over the next 2 years. Since a fall of 41% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
공시 • Apr 26Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or about May 30, 2024Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company’s common stock. The total dividends to be paid will amount to approximately $40.6 million. The dividend is payable on or about May 30, 2024 to all shareholders of record as of the close of business on May 8, 2024.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: US$2.48 (vs US$1.28 in 3Q 2023)Third quarter 2024 results: EPS: US$2.48 (up from US$1.28 in 3Q 2023). Revenue: US$163.1m (up 59% from 3Q 2023). Net income: US$100.0m (up 95% from 3Q 2023). Profit margin: 61% (up from 50% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 17% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jan 26Second quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 2nd February 2024 Payment date: 27th February 2024 Dividend yield will be 10.0%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. EPS is expected to decline by 52% over the next 3 years. Since a fall of 30% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
공시 • Jan 26Dorian LPG Ltd. to Report Q3, 2024 Results on Feb 01, 2024Dorian LPG Ltd. announced that they will report Q3, 2024 results Pre-Market on Feb 01, 2024
공시 • Jan 25Dorian Lpg Ltd. Provides Revenue Outlook for the Quarter Ended December 31, 2023Dorian LPG Ltd. provided revenue outlook for the quarter ended December 31, 2023. For the quarter, the company expects Revenues of USD 163,100,000.
공시 • Jan 24Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About February 27, 2024Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company’s common stock. The total dividends to be paid will amount to approximately $40.6 million. The dividend is payable on or about February 27, 2024 to all shareholders of record as of the close of business on February 5, 2024.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €37.40, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 501% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.53 per share.
Buying Opportunity • Jan 12Now 24% undervaluedOver the last 90 days, the stock is up 31%. The fair value is estimated to be €49.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to decline by 14% in 2 years. Earnings is forecast to decline by 21% in the next 2 years.
Recent Insider Transactions • Dec 22Independent Director recently sold €406k worth of stockOn the 20th of December, Christina Tan sold around 10k shares on-market at roughly €40.56 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €875k. Insiders have been net sellers, collectively disposing of €3.7m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €40.60, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 688% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €49.90 per share.
Buying Opportunity • Dec 07Now 21% undervaluedOver the last 90 days, the stock is up 52%. The fair value is estimated to be €50.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 48%. Revenue is forecast to decline by 14% in 2 years. Earnings is forecast to decline by 21% in the next 2 years.
Recent Insider Transactions • Dec 06Director recently sold €410k worth of stockOn the 5th of December, John Lycouris sold around 10k shares on-market at roughly €40.99 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €875k. Insiders have been net sellers, collectively disposing of €2.5m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €40.45, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 672% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €47.98 per share.
Recent Insider Transactions • Nov 24Insider recently sold €229k worth of stockOn the 21st of November, Alexander Hadjipateras sold around 6k shares on-market at roughly €38.09 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €875k. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 10Chief Commercial Officer recently sold €875k worth of stockOn the 6th of November, Tim Hansen sold around 25k shares on-market at roughly €35.01 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.8m more than they bought in the last 12 months.
Reported Earnings • Nov 03Second quarter 2024 earnings released: EPS: US$1.90 (vs US$0.51 in 2Q 2023)Second quarter 2024 results: EPS: US$1.90 (up from US$0.51 in 2Q 2023). Revenue: US$144.7m (up 91% from 2Q 2023). Net income: US$76.5m (up 277% from 2Q 2023). Profit margin: 53% (up from 27% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 17% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 27+ 1 more updateDorian LPG Ltd. to Report Q2, 2024 Results on Nov 02, 2023Dorian LPG Ltd. announced that they will report Q2, 2024 results Pre-Market on Nov 02, 2023
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €29.35, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 563% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €33.66 per share.
공시 • Oct 07Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About November 2, 2023Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company's common stock. The total dividends to be paid will amount to approximately $40.6 million. The dividend is payable on or about November 2, 2023 to all shareholders of record as of the close of business on October 20, 2023.
Recent Insider Transactions • Oct 05Key Executive recently sold €138k worth of stockOn the 28th of September, Theodore Young sold around 5k shares on-market at roughly €27.57 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €251k. Theodore has been a net seller over the last 12 months, reducing personal holdings by €766k.
New Risk • Oct 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 32% per year for the foreseeable future. Minor Risks High level of debt (55% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change). Significant insider selling over the past 3 months (€460k sold).
Buying Opportunity • Oct 04Now 21% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be €34.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to decline by 18% in 2 years. Earnings is forecast to decline by 58% in the next 2 years.
New Risk • Aug 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €322k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 39% per year for the foreseeable future. Minor Risks High level of debt (55% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (€322k sold).
Recent Insider Transactions • Aug 13Insider recently sold €251k worth of stockOn the 10th of August, Alexander Hadjipateras sold around 10k shares on-market at roughly €25.15 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.0m more than they bought in the last 12 months.
Buying Opportunity • Aug 11Now 23% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be €30.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to decline by 26% in 2 years. Earnings is forecast to decline by 62% in the next 2 years.
Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: US$1.29 (vs US$0.62 in 1Q 2023)First quarter 2024 results: EPS: US$1.29 (up from US$0.62 in 1Q 2023). Revenue: US$110.8m (up 45% from 1Q 2023). Net income: US$51.7m (up 108% from 1Q 2023). Profit margin: 47% (up from 33% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 15% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Aug 02Upcoming dividend of US$1.00 per share at 14% yieldEligible shareholders must have bought the stock before 09 August 2023. Payment date: 06 September 2023. Payout ratio is on the higher end at 93%, and the cash payout ratio is above 100%. Trailing yield: 14%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.2%).
공시 • Aug 01Dorian LPG Ltd., Annual General Meeting, Sep 13, 2023Dorian LPG Ltd., Annual General Meeting, Sep 13, 2023, at 11:00 Eastern Daylight. Location: Dorian LPG (USA) LLC located at 27 Signal Road, Stamford, CT 06902 Stamford United States Agenda: To consider re-elect and elect as applicable two directors to serve on the Company's Board of Directors (the Board" or Board of Directors") until the 2026 annual meeting of shareholders; to consider ratify the appointment of Deloitte Certified Public Accountants S.A. as our auditors for the fiscal year ending March 31, 2024 and approve, on an advisory, non-binding basis, the compensation of our named executive officers. The Board of Directors unanimously recommends that you vote your shares; and to consider FOR" the approval, on an advisory, non-binding basis, of the compensation of our named executive officers, as disclosed in this proxy statement.
공시 • Jul 29Dorian LPG Ltd. to Report Q1, 2024 Results on Aug 02, 2023Dorian LPG Ltd. announced that they will report Q1, 2024 results Pre-Market on Aug 02, 2023
공시 • Jul 28Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About September 6, 2023Dorian LPG Ltd. announced that Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company's common stock, returning $40.4 million of capital to shareholders. The dividend is payable on or about September 6, 2023 to all shareholders of record as of the close of business on August 10, 2023.
Reported Earnings • May 26Full year 2023 earnings released: EPS: US$4.31 (vs US$1.79 in FY 2022)Full year 2023 results: EPS: US$4.31 (up from US$1.79 in FY 2022). Revenue: US$389.7m (up 45% from FY 2022). Net income: US$172.4m (up 140% from FY 2022). Profit margin: 44% (up from 27% in FY 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 12% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 2.5%. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 19Dorian LPG Ltd. to Report Q4, 2023 Results on May 24, 2023Dorian LPG Ltd. announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on May 24, 2023
Buying Opportunity • May 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.9%. The fair value is estimated to be €24.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to decline by 2.9% in 2 years. Earnings is forecast to decline by 10% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €20.25, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 282% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.45 per share.
Recent Insider Transactions • Feb 12Director recently sold €458k worth of stockOn the 8th of February, John Lycouris sold around 22k shares on-market at roughly €20.54 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.
Upcoming Dividend • Feb 07Upcoming dividend of US$1.00 per share at 21% yieldEligible shareholders must have bought the stock before 14 February 2023. Payment date: 28 February 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 21%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.3%).
Reported Earnings • Feb 02Third quarter 2023 earnings released: EPS: US$1.28 (vs US$0.42 in 3Q 2022)Third quarter 2023 results: EPS: US$1.28 (up from US$0.42 in 3Q 2022). Revenue: US$103.3m (up 51% from 3Q 2022). Net income: US$51.3m (up 209% from 3Q 2022). Profit margin: 50% (up from 24% in 3Q 2022). Revenue is expected to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.5%. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 16% per year.
공시 • Feb 02Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About February 28, 2023Dorian LPG Ltd. Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company's common stock, returning over $40.3 million of capital to shareholders. The dividend is payable on or about February 28, 2023 to all shareholders of record as of the close of business on February 15, 2023.
공시 • Jan 28Dorian LPG Ltd. to Report Q3, 2023 Results on Feb 01, 2023Dorian LPG Ltd. announced that they will report Q3, 2023 results Pre-Market on Feb 01, 2023
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €15.10, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 4x in the Oil and Gas industry in Europe. Total returns to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.51 per share.
Recent Insider Transactions • Dec 16Insider recently sold €182k worth of stockOn the 13th of December, Alexander Hadjipateras sold around 10k shares on-market at roughly €18.23 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €232k. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months.
공시 • Dec 02Dorian LPG Ltd. Elects Marit Lunde to Serve as A Class III DirectorOn November 26, 2022, the board of directors (Board) of the Dorian LPG Ltd., on the recommendation of its Nominating and Corporate Governance Committee, unanimously authorized the increase in the size of the Board from seven to eight members and, to fill the resulting vacancy, elected Marit Lunde to serve as a Class III director effective immediately. Ms. Lunde, age 55, has over thirty years of experience in the energy sector. Since 1990 she has held various positions at Equinor ASA (formerly Statoil and StatoilHydro) including in accounting, operations, trading, chartering and shipping, upstream projects, health, safety and environment, corporate risk management, and upstream operations. She is currently the head of group insurance and serves as the Chairman of the Board of Equinor's captive insurance company and is a member of the board of Equinor's Pension Fund. Ms. Lunde graduated with honors from Heriot-Watt University in 1990 with a BA in Business Administration.
Recent Insider Transactions • Nov 25Key Executive recently sold €232k worth of stockOn the 21st of November, Theodore Young sold around 13k shares on-market at roughly €18.54 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €232k. Theodore has been a net seller over the last 12 months, reducing personal holdings by €1.1m.
Buying Opportunity • Nov 18Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €22.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to decline by 2.5% in 2 years. Earnings is forecast to decline by 24% in the next 2 years.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 4 highly experienced directors. Independent Director Christina Tan was the last director to join the board, commencing their role in 2015. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Nov 09Key Executive recently sold €232k worth of stockOn the 4th of November, Theodore Young sold around 13k shares on-market at roughly €18.58 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Theodore has been a net seller over the last 12 months, reducing personal holdings by €883k.
Buying Opportunity • Nov 05Now 22% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be €23.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to decline by 1.6% in 2 years. Earnings is forecast to decline by 41% in the next 2 years.
Reported Earnings • Nov 03Second quarter 2023 earnings released: EPS: US$0.51 (vs US$0.35 in 2Q 2022)Second quarter 2023 results: EPS: US$0.51 (up from US$0.35 in 2Q 2022). Revenue: US$75.8m (up 22% from 2Q 2022). Net income: US$20.3m (up 44% from 2Q 2022). Profit margin: 27% (up from 23% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 18% per year.
공시 • Oct 28+ 2 more updatesDorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About December 6, 2022Dorian LPG Ltd. has declared an irregular cash dividend of $1.00 per share of the Company's common stock, returning $40.4 million of capital to shareholders. The dividend is payable on or about December 6, 2022 to all shareholders of record as of the close of business on November 7, 2022.
공시 • Sep 08Dorian LPG Ltd., Annual General Meeting, Sep 27, 2022Dorian LPG Ltd., Annual General Meeting, Sep 27, 2022, at 10:00 Eastern Daylight. Location: 27 Signal Road Stamford, CT 06902 Stamford United States Agenda: To re-elect two directors to serve on company Board of Directors until the 2025 annual meeting of shareholders; to ratify the selection of Deloitte Certified Public Accountants S.A. as company independent registered public accounting firm for the fiscal year ending March 31, 2023; to approve, on an advisory, non-binding basis, the compensation of company named executive officers; to recommend, on an advisory, non-binding basis, the frequency of future advisory votes on the compensation of company named executive officers; and to transact such other business as may properly come before the Annual Meeting or any adjournment or postponement thereof.
Reported Earnings • Aug 04First quarter 2023 earnings released: EPS: US$0.62 (vs US$0.14 in 1Q 2022)First quarter 2023 results: EPS: US$0.62 (up from US$0.14 in 1Q 2022). Revenue: US$76.4m (up 26% from 1Q 2022). Net income: US$24.8m (up 323% from 1Q 2022). Profit margin: 33% (up from 9.7% in 1Q 2022). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is expected to shrink by 7.3% compared to a 43% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
공시 • Aug 04Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About September 2, 2022Dorian LPG Ltd. announced that its Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company's common stock, returning over $40.1 million of capital to shareholders. The dividend is payable on or about September 2, 2022 to all shareholders of record as of the close of business on August 15, 2022.
공시 • Jul 28Dorian LPG Ltd. to Report Q1, 2023 Results on Aug 03, 2022Dorian LPG Ltd. announced that they will report Q1, 2023 results Pre-Market on Aug 03, 2022
Recent Insider Transactions • Jul 14Insider recently sold €72k worth of stockOn the 11th of July, Alexander Hadjipateras sold around 5k shares on-market at roughly €14.32 per share. In the last 3 months, there was an even bigger sale from another insider worth €168k. Insiders have been net sellers, collectively disposing of €1.0m more than they bought in the last 12 months.
공시 • Jun 26Dorian LPG Ltd.(NYSE:LPG) dropped from Russell 2000 Growth-Defensive IndexDorian LPG Ltd.(NYSE:LPG) dropped from Russell 2000 Growth-Defensive Index
Recent Insider Transactions • Jun 07Key Executive recently sold €168k worth of stockOn the 3rd of June, Theodore Young sold around 10k shares on-market at roughly €16.79 per share. In the last 3 months, they made an even bigger sale worth €306k. Theodore has been a seller over the last 12 months, reducing personal holdings by €651k.
Reported Earnings • May 27Full year 2022 earnings released: EPS: US$1.79 (vs US$1.86 in FY 2021)Full year 2022 results: EPS: US$1.79 (down from US$1.86 in FY 2021). Revenue: US$274.2m (down 12% from FY 2021). Net income: US$71.9m (down 22% from FY 2021). Profit margin: 26% (down from 30% in FY 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is expected to shrink by 9.8% compared to a 52% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
