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Frontline plc Stock Price

NYSE:FRO Community·US$9.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 110 Fair Values set on narratives written by author

FRO Share Price Performance

US$0
-20.30 (-100.00%)
US$44.25
Fair Value
US$0
-20.30 (-100.00%)
Price US$0

FRO Community Narratives

·
Fair Value US$44.25 1.6% undervalued intrinsic discount

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

1users have liked this narrative
1users have commented on this narrative
49users have followed this narrative
·
Fair Value US$55 20.8% undervalued intrinsic discount

Growing Asian Energy Demand And Decarbonization Will Support Fleet Expansion

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
·
Fair Value US$37 17.7% overvalued intrinsic discount

Addressing Global Risks Will Revitalize Tanker Fleet Dynamics

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$44.25
1.6% undervalued intrinsic discount
Revenue
-17.4% p.a.
Profit Margin
53.13%
Future PE
18.44x
Price in 2029
US$55.84
US$55
20.8% undervalued intrinsic discount
Revenue
-13.85% p.a.
Profit Margin
54.66%
Future PE
19.64x
Price in 2029
US$69.41
US$37
17.7% overvalued intrinsic discount
Revenue
-33.12% p.a.
Profit Margin
67.31%
Future PE
22.93x
Price in 2029
US$46.69

Trending Discussion

No trending discussion available.

Updated Narratives

FRO logo

FRO: Route Lengthening And Higher Margins Will Support Richer Future Multiples

Fair Value: US$44.25 1.6% undervalued intrinsic discount
49 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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FRO: Post-War Tanker Demand And Dividend Payout Will Support Undervalued Earnings

Fair Value: US$55 20.8% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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FRO: Winter Tanker Earnings Surge Will Face Reversion And Softer Margins

Fair Value: US$37 17.7% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Outstanding track record, undervalued and pays a dividend.

3 Risks
3 Rewards

Frontline plc Key Details

US$2.3b

Revenue

US$994.6m

Cost of Revenue

US$1.3b

Gross Profit

US$352.0m

Other Expenses

US$904.9m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 31, 2026
4.06
55.83%
40.19%
92.6%
View Full Analysis

About FRO

Founded
1985
Employees
85
CEO
Lars Barstad
WebsiteView website
www.frontlineplc.cy

Frontline plc, a shipping company, engages in the ownership and operation of oil and product tankers worldwide. The company owns and operates oil and product tankers, such as very large crude carriers (VLCCs), Suezmax tankers, and LR2/Aframax tankers. As of December 31, 2025, it operated a fleet of 80 vessels, including 41 VLCCs, 21 Suezmax tankers, and 18 LR2/Aframax tankers. The company is also involved in the charter, purchase, and sale of vessels. Frontline plc was founded in 1985 and is based in Limassol, Cyprus.

Recent FRO News & Updates

Seeking Alpha Aug 20

Frontline: It Screens Cheap - It Isn't, But I'm Still Saying Buy

Summary Frontline is a Buy, driven by robust near-term cash flows and a conservative earnings floor, despite trading near 52-week highs. FRO's forward yield is de-risked by high charter coverage and supportive market rates, with a realistic dividend floor of ~7% projected through 2028-29. Valuation is no longer optically cheap on 2027-28 consensus earnings, with forward PE rising to ~14x and asset-based multiples reflecting earnings dependence. Key risks include a sizable VLCC order book and potential rate normalization, but no debt maturities until 2030 underpin balance sheet resilience. Read the full article on Seeking Alpha
Narrative Update Jul 20

FRO: Route Lengthening And Higher Margins Will Support Richer Future Multiples

Frontline's analyst fair value estimate has been raised by $3.00 to $44.25, as analysts weigh a higher $55 price target from BTIG and updated views on crude tanker demand, profit margins, and future P/E assumptions against more cautious Hold ratings and lower targets from other firms. Analyst Commentary Recent Street research on Frontline highlights a split view, with some bullish analysts lifting price targets and others shifting to more neutral stances.

Recent updates

No updates