DOF Group 향후 성장
Future 기준 점검 1/6
DOF Group 의 수익은 연간 1.1% 감소할 것으로 예상되는 반면, 연간 수익은 3.7% 로 증가할 것으로 예상됩니다. EPS는 연간 1.1% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.7% 로 예상됩니다.
핵심 정보
-1.1%
이익 성장률
-1.09%
EPS 성장률
| Energy Services 이익 성장 | 6.8% |
| 매출 성장률 | 3.7% |
| 향후 자기자본이익률 | 19.69% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 04 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Jun 25
DOFG: Long-Term Brazil Contracts And Dividend Will Support Future Upside
Analysts now see DOF Group as fairly valued at NOK 145.80, refining their price target without a material change in underlying fair value as they factor in a slightly higher discount rate and a modestly lower future P/E assumption. What's in the News for DOF Group The board of directors approved a dividend of US$0.37 per share for DOF Group ASA on 21 May 2026, with last day including right on 27 May 2026, ex-date on 28 May 2026, record date on 29 May 2026, and payment date on 4 June 2026.내러티브 업데이트 • Jun 06
DOFG: Backlog And New Long Term Charters Will Support Upside Potential
Analysts have nudged their price target for DOF Group higher to around NOK146 per share, from roughly NOK142. This reflects updated assumptions for revenue growth, profit margins and a slightly lower future P/E multiple despite a higher discount rate.내러티브 업데이트 • Apr 28
DOFG: Contract Wins And Fleet Moves Will Support Steady Outlook
Analysts have nudged their price target for DOF Group slightly higher to NOK 141.70, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E that are broadly in line with prior expectations. What's in the News Secured a substantial contract with Statnett for replacing high voltage subsea power cables across Ofotfjorden in northern Norway.내러티브 업데이트 • Apr 13
DOFG: Contract Wins And Fleet Changes Will Support Steady Outlook
Analysts now maintain their fair value estimate for DOF Group at NOK 141. Minor adjustments to the discount rate and forward P/E assumptions guide this unchanged price target.내러티브 업데이트 • Mar 30
DOFG: Contract Backlog And Fleet Moves Will Support Steady Outlook
Analysts have maintained their NOK 141.00 price target for DOF Group, with small tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions guiding this steady view on valuation. What's in the News Substantial contract from Statnett to replace high voltage subsea power cables across Ofotfjorden in Norway, including installation of four new 170kV submarine cables with fibre optic lines.내러티브 업데이트 • Mar 16
DOFG: New Contract Wins And Fleet Upgrades Will Support Future Upside
Analysts have kept their NOK fair value target for DOF Group steady at NOK 141, with small adjustments to assumptions around discount rate, revenue growth, profit margins and future P/E, which together result in a largely unchanged view on upside potential. What's in the News Agreement to acquire two very high end AHTS vessels, Aurora Saltfjord and Aurora Sandefjord, with a combined net investment of about US$100 million, partly funded by available debt, alongside the planned sale of AHTS vessel Skandi Laser, which is expected to generate an approximately US$12 million gain in Q2 2026 (company announcement).내러티브 업데이트 • Mar 01
DOFG: New Long-Term Contracts And Fleet Investments Will Support Earnings Momentum
Analysts have adjusted their price target for DOF Group from NOK 136.40 to NOK 141.00, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E. What's in the News DOF Group agreed to purchase the high end AHTS vessels Aurora Saltfjord and Aurora Sandefjord and to sell the AHTS vessel Skandi Laser, with a net investment of about US$100m and an expected gain on book value of about US$12m from the Skandi Laser sale in Q2 2026 (company announcement).내러티브 업데이트 • Feb 15
DOFG: Long Petrobras Contracts And Global Backlog Will Support Earnings Momentum
Analysts have raised their price target on DOF Group from NOK 130.80 to NOK 136.40, citing updated assumptions related to the discount rate, revenue growth, profit margin and future P/E levels. What's in the News A limited contract has been awarded for Skandi Skansen in the North Sea for vessel and ROV services over 30 days, with a planned start in Q2 2026.내러티브 업데이트 • Feb 01
DOFG: Long Dated Petrobras And Global Contracts Will Support Earnings Momentum
Analysts have modestly lifted their price target on DOF Group to reflect a slightly lower discount rate and a higher assumed future P/E of 10.02x, while keeping fair value broadly steady at $130.80. What's in the News Large turnkey contract awarded with MODEC Guyana Inc.내러티브 업데이트 • Jan 18
DOFG: Long Dated Petrobras Contracts Will Support Earnings Momentum Into 2031
Analysts have nudged their fair value estimate for DOF Group to $130.80 per share, reflecting refreshed inputs for discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News New 4 year RSV contract in Brazil for Skandi Commander with Petrobras, valued at about US$150 million and featuring an Autonomous Underwater Vehicle alongside an ROV, with expected start in January 2027 (company announcement).내러티브 업데이트 • Nov 13
DOFG: Expanded Brazilian Contracts Will Drive Earnings Momentum Into 2027
Analysts have raised their price target on DOF Group from NOK 125 to NOK 131.33, citing adjustments to discount rates and updated profit expectations. This comes despite a more conservative outlook on revenue growth and profit margins.내러티브 업데이트 • Sep 26
Petrobras Contracts And Flexible Vessels Will Secure Offshore Potential
The consensus analyst price target for DOF Group has increased to NOK125.00, driven by sharply higher estimates for both future P/E and revenue growth. What's in the News DOF Group ASA secured a three-year contract extension for Skandi Patagonia with TotalEnergies in Argentina, effective from January 2026, including two additional one-year extension options.분석 기사 • Sep 02
We Believe DOF Group's (OB:DOFG) Earnings Are A Poor Guide For Its Profitability
After announcing healthy earnings, DOF Group ASA's ( OB:DOFG ) stock rose over the last week. Despite the strong profit...내러티브 업데이트 • Aug 27
Refinancing And Fleet Optimization Will Boost Future Operational Efficiency
The downward revision in DOF Group’s price target reflects a sharp increase in the forecast P/E ratio and a notable slowdown in projected revenue growth, lowering the fair value estimate from NOK122.20 to NOK119.50. What's in the News DOF Group secured an addendum worth over USD 50 million to its long-term inspection contract with Petrobras in Brazil, alongside a new 4-year contract for the Skandi Salvador valued at approximately USD 165 million, commencing December 2025.분석 기사 • Mar 30
DOF Group ASA (OB:DOFG) Doing What It Can To Lift Shares
There wouldn't be many who think DOF Group ASA's ( OB:DOFG ) price-to-earnings (or "P/E") ratio of 12.5x is worth a...분석 기사 • Mar 03
Shaky Earnings May Not Tell The Whole Story For DOF Group (OB:DOFG)
DOF Group ASA's ( OB:DOFG ) stock wasn't much affected by its recent lackluster earnings numbers. Our analysis suggests...
새로운 내러티브 • Feb 12
Maersk Supply Service Acquisition Will Strengthen Fleet For Future Opportunities
Strategic acquisitions and contracts drive fleet expansion and operational growth, enhancing future earnings potential and stable cash flows.분석 기사 • Nov 09
Here's Why DOF Group (OB:DOFG) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Oct 04
Lacklustre Performance Is Driving DOF Group ASA's (OB:DOFG) Low P/E
When close to half the companies in Norway have price-to-earnings ratios (or "P/E's") above 12x, you may consider DOF...분석 기사 • Aug 30
Shareholders In DOF Group (OB:DOFG) Should Look Beyond Earnings For The Full Story
Despite posting strong earnings, DOF Group ASA's ( OB:DOFG ) stock didn't move much over the last week. We think that...분석 기사 • Aug 01
Here's Why We Think DOF Group (OB:DOFG) Might Deserve Your Attention Today
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Jun 27
DOF Group (OB:DOFG) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Apr 13
Lacklustre Performance Is Driving DOF Group ASA's (OB:DOFG) Low P/E
With a price-to-earnings (or "P/E") ratio of 3.2x DOF Group ASA ( OB:DOFG ) may be sending very bullish signals at the...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 2,242 | 432 | 447 | 667 | 6 |
| 12/31/2027 | 2,228 | 434 | 513 | 676 | 6 |
| 12/31/2026 | 2,209 | 423 | 280 | 578 | 5 |
| 3/31/2026 | 1,953 | 461 | 219 | 508 | N/A |
| 12/31/2025 | 1,871 | 467 | 257 | 528 | N/A |
| 9/30/2025 | 1,741 | 414 | 303 | 527 | N/A |
| 6/30/2025 | 1,615 | 377 | 292 | 473 | N/A |
| 3/31/2025 | 1,475 | 247 | 230 | 355 | N/A |
| 12/31/2024 | 1,385 | 178 | 277 | 374 | N/A |
| 9/30/2024 | 1,272 | 315 | 130 | 241 | N/A |
| 6/30/2024 | 1,216 | 271 | 135 | 247 | N/A |
| 3/31/2024 | 1,175 | 369 | 68 | 195 | N/A |
| 12/31/2023 | 1,129 | 363 | N/A | 124 | N/A |
| 9/30/2023 | 1,097 | 296 | 77 | 180 | N/A |
| 6/30/2023 | 1,042 | 226 | 57 | 151 | N/A |
| 3/31/2023 | 969 | 5 | 105 | 188 | N/A |
| 12/31/2022 | 945 | 88 | 160 | 233 | N/A |
| 9/30/2022 | 742 | -110 | 101 | 160 | N/A |
| 6/30/2022 | 748 | -87 | 97 | 165 | N/A |
| 3/31/2022 | 786 | 112 | 68 | 142 | N/A |
| 12/31/2021 | 720 | -71 | 61 | 145 | N/A |
| 9/30/2021 | 690 | -9 | 24 | 100 | N/A |
| 6/30/2021 | 697 | -43 | 53 | 119 | N/A |
| 3/31/2021 | 671 | -188 | 109 | 154 | N/A |
| 12/31/2020 | 726 | -527 | 138 | 173 | N/A |
| 9/30/2020 | 696 | -606 | 148 | 172 | N/A |
| 6/30/2020 | 679 | -727 | 99 | 129 | N/A |
| 3/31/2020 | 637 | -620 | 69 | 117 | N/A |
| 12/31/2019 | 715 | -283 | N/A | 105 | N/A |
| 9/30/2019 | 673 | -285 | N/A | 105 | N/A |
| 6/30/2019 | 692 | -126 | N/A | 83 | N/A |
| 3/31/2019 | 689 | -159 | N/A | 67 | N/A |
| 12/31/2018 | 700 | -147 | N/A | 81 | N/A |
| 9/30/2018 | 783 | -164 | N/A | 72 | N/A |
| 6/30/2018 | 791 | -148 | N/A | 82 | N/A |
| 3/31/2018 | 837 | -130 | N/A | 89 | N/A |
| 12/31/2017 | 812 | -151 | N/A | 91 | N/A |
| 9/30/2017 | 835 | -139 | N/A | 107 | N/A |
| 6/30/2017 | 835 | -62 | N/A | 159 | N/A |
| 3/31/2017 | 887 | -36 | N/A | 173 | N/A |
| 12/31/2016 | 942 | 7 | N/A | 195 | N/A |
| 9/30/2016 | 1,106 | 56 | N/A | 249 | N/A |
| 6/30/2016 | 1,158 | -38 | N/A | 233 | N/A |
| 3/31/2016 | 1,208 | -30 | N/A | 278 | N/A |
| 12/31/2015 | 1,163 | -50 | N/A | 228 | N/A |
| 9/30/2015 | 1,237 | -67 | N/A | 227 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: DOFG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.1%).
수익 vs 시장: DOFG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.1%).
고성장 수익: DOFG 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: DOFG 의 수익(연간 3.7%)이 Norwegian 시장(연간 0.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: DOFG 의 수익(연간 3.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: DOFG의 자본 수익률은 3년 후 19.7%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/30 16:35 |
| 종가 | 2026/07/30 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
DOF Group ASA는 8명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Salman Alam | Carnegie Investment Bank AB |
| Jørgen Lande | Danske Bank |
| Kristian Aarli | DNB Carnegie |