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Dorian LPG Ltd.NYSE:LPG Aktierapport

Marknadsvärde US$1.7b
Aktiekurs
US$40.41
US$33.33
21.2% övervärderad intrinsisk rabatt
1Y76.2%
7D2.5%
Portföljens värde
Utsikt

Dorian LPG Ltd.

NYSE:LPG Aktierapport

Börsvärde: US$1.7b

DorianG (LPG) Aktievy

Dorian LPG Ltd., tillsammans med sina dotterbolag, bedriver transport av flytande petroleumgas genom sina LPG-tankfartyg över hela världen. Mer information

LPG fundamental analys
Snöflinga Score
Värdering3/6
Framtida tillväxt0/6
Tidigare resultat2/6
Finansiell hälsa5/6
Utdelningar3/6

LPG Community Fair Values

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Dorian LPG Ltd. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för DorianG
Historiska aktiekurser
Aktuell aktiekursUS$40.41
52 veckors högstaUS$40.99
52 veckors lägstaUS$20.03
Beta0.76
1 månads förändring16.76%
3 månaders förändring27.88%
1 års förändring76.23%
3 års förändring85.45%
5 års förändring163.77%
Förändring sedan börsintroduktionen116.79%

Senaste nyheter och uppdateringar

Seeking Alpha May 05

Dorian LPG: Dividend Increases Fueled By Record VLGC Rates, But Is It Enough? (Downgrade)

Summary Dorian LPG is downgraded to Hold despite strong recent returns and elevated VLGC rates. LPG benefits from tight vessel supply, robust US exports, and early newbuild delivery, supporting near-term earnings and dividend growth. I expect the board to raise the dividend to at least $1 per quarter if strong rates persist, but further upside needs sustained rate strength. Risks include prolonged Strait of Hormuz closure and a heavy 2026–2027 orderbook; fair value is set at $42.5 per share. Read the full article on Seeking Alpha
Analysuppdatering Apr 25

LPG: Mixed Ratings And Capital Returns Will Shape Future Share Performance

Analysts have modestly revised their price target for DorianG to $41.00, reflecting updated views on revenue growth, profitability, and a lower assumed future P/E following mixed recent research that includes both a bullish initiation and a Sell rating at $26.50. Analyst Commentary Recent Street research on DorianG points in different directions, with one new initiation taking a constructive stance and another firm moving to a Sell rating with a US$26.50 price target.

Recent updates

Seeking Alpha May 05

Dorian LPG: Dividend Increases Fueled By Record VLGC Rates, But Is It Enough? (Downgrade)

Summary Dorian LPG is downgraded to Hold despite strong recent returns and elevated VLGC rates. LPG benefits from tight vessel supply, robust US exports, and early newbuild delivery, supporting near-term earnings and dividend growth. I expect the board to raise the dividend to at least $1 per quarter if strong rates persist, but further upside needs sustained rate strength. Risks include prolonged Strait of Hormuz closure and a heavy 2026–2027 orderbook; fair value is set at $42.5 per share. Read the full article on Seeking Alpha
Analysuppdatering Apr 25

LPG: Mixed Ratings And Capital Returns Will Shape Future Share Performance

Analysts have modestly revised their price target for DorianG to $41.00, reflecting updated views on revenue growth, profitability, and a lower assumed future P/E following mixed recent research that includes both a bullish initiation and a Sell rating at $26.50. Analyst Commentary Recent Street research on DorianG points in different directions, with one new initiation taking a constructive stance and another firm moving to a Sell rating with a US$26.50 price target.
Analysuppdatering Apr 08

LPG: Bearish Rating Cut And Optimistic Multiples Will Pressure Future Returns

Analysts have updated their view on DorianG with a revised $26.50 price target, reflecting updated assumptions on the discount rate, revenue growth, profit margins, future P/E, and one recent downgrade to Sell. Analyst Commentary Bearish analysts have signaled a more cautious stance on DorianG with the latest cut to a Sell rating paired with a $26.50 price target.
Analysuppdatering Mar 25

LPG: Lower Fair Value And Weaker Outlook Will Pressure Future Returns

The analyst price target on DorianG has shifted from $30.00 to $26.50, as analysts weigh a lower fair value estimate, reduced revenue growth and profit margin assumptions, and a higher future P/E. They are also considering recent mixed rating changes that include both a downgrade with a $26.50 target and an earlier upgrade with a $31 target.
Analysuppdatering Mar 10

LPG: Buy Upgrade And Capital Returns Will Shape Future Upside Potential

Analysts have maintained their $41 price target on DorianG, citing updated views on the discount rate, revenue trends, profit margin, and future P/E. They also reference a recent upgrade to Buy from Hold and a $31 target from Pareto as support for the current valuation stance.
Analysuppdatering Feb 24

LPG: Buy Upgrade And Capital Returns Will Support Future Confidence

The analyst fair value estimate for DorianG has moved from $39.00 to $41.00 as analysts incorporate updated assumptions on discount rate, revenue growth, margins and future P/E, alongside a recent upgrade to Buy with a $31.00 target from Pareto. Analyst Commentary Bullish analysts are signaling a more constructive stance on DorianG, reflected in both a higher fair value estimate and a recent rating upgrade.
Analysuppdatering Feb 08

LPG: Buy Rating And Dividend Policy Will Shape Returns Into 2026

Analysts have lifted their 12 month price target on DorianG from about US$32 to roughly US$33.33, citing updated fair value work and recent research that includes a Buy rating with a US$31 target, even as they factor in revisions to revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research has shifted to a more constructive stance on DorianG, with a fresh Buy rating and a US$31 price target feeding into the updated fair value work behind the new 12 month target of about US$33.33.
Analysuppdatering Jan 25

LPG: Buy Rating And Capital Returns Will Support Future Confidence

Analysts have lifted their price target on DorianG to US$31, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E that align with the recent upgrade to Buy from Hold. Analyst Commentary Bullish analysts highlight that the new US$31 price target signals increased confidence that the company’s current valuation can reflect updated assumptions on discount rate, revenue growth, profit margin and future P/E.
Analysuppdatering Jan 11

LPG: Buy Rating And Special Dividend Will Drive Returns Into 2025

Analysts have raised their price target on DorianG from US$31.75 to US$32.00, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that are consistent with the recent Buy rating from the Street. Analyst Commentary Recent Street research has moved to a Buy stance on DorianG with a US$31 price target, which lines up closely with the updated internal valuation work behind the new US$32.00 target.
Analysuppdatering Dec 26

LPG: Shareholder Returns Will Support Confidence Despite Softer Revenue Outlook

Analysts have lowered their price target on DorianG from 48.00 dollars to 39.00 dollars, citing weaker revenue growth expectations and slightly compressed profit margins, despite only modest changes to the discount rate and future valuation multiples. What's in the News DorianG completed its previously announced share repurchase program, buying back a total of 336,500 shares for 7.41 million dollars, representing about 0.8 percent of shares outstanding.
Analysuppdatering Dec 12

LPG: Special Dividend Will Drive Shareholder Returns Into 2025

Analysts have modestly reduced their price target on DorianG to approximately $31.75 per share, down from about $33.20. They cite slightly softer revenue growth assumptions, which are partly offset by a marginally improved profit margin outlook and a lower future earnings multiple.
Analysuppdatering Nov 28

LPG: Dividend Announcement Will Drive Shareholder Value Into 2025

Analysts have slightly reduced their price target for DorianG, adjusting it from $33.40 to $33.20. This change is based on updated projections of modestly lower profit margins and a marginally higher discount rate.
Analysuppdatering Nov 13

LPG: Dividend Announcement Will Drive Shareholder Value Into 2025

Analysts have lowered their price target for DorianG from $36.00 to $33.40, citing softer revenue growth projections and a reduced profit margin outlook. What's in the News Dorian LPG Ltd.
Analysartikel Nov 09

Revenue Miss: Dorian LPG Ltd. Fell 5.5% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their Models

Dorian LPG Ltd. ( NYSE:LPG ) missed earnings with its latest second-quarter results, disappointing overly-optimistic...
Analysartikel Oct 24

Here's Why DorianG (NYSE:LPG) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysuppdatering Aug 27

US LPG Exports Will Power Future VLGC Fleet Success

Upward revisions to DorianG’s revenue growth forecasts and an increased future P/E multiple have driven the consensus analyst price target up from $34.25 to $37.00. What's in the News Dorian LPG declared an irregular cash dividend of $0.60 per share, returning approximately $25.6 million to shareholders alongside Q2 2025 financial results.
Analysartikel Aug 26

A Look At The Intrinsic Value Of Dorian LPG Ltd. (NYSE:LPG)

Key Insights Using the 2 Stage Free Cash Flow to Equity, DorianG fair value estimate is US$30.09 DorianG's US$31.73...
Analysartikel Jul 24

Returns On Capital Signal Difficult Times Ahead For DorianG (NYSE:LPG)

When researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...
Analysartikel Jun 15

DorianG (NYSE:LPG) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysartikel May 30

Cautious Investors Not Rewarding Dorian LPG Ltd.'s (NYSE:LPG) Performance Completely

With a price-to-earnings (or "P/E") ratio of 10.3x Dorian LPG Ltd. ( NYSE:LPG ) may be sending bullish signals at the...
Seeking Alpha Apr 26

Navigating The Trough: A Value Case For Dorian LPG

Summary Dorian LPG is undervalued with a trailing twelve-month PE of ~5 and a forward PE of ~7, making it a value buy. Dorian's strong cash buffer supports potential for decent payouts in 2025, although payouts could be lower. Strategic investments in digitalization and fuel-efficient vessels, along with rising LPG demand in India, offer long-term growth prospects. Investors with a 2-3 year horizon can expect recovery and reasonable returns, making Dorian a "Buy" despite short-term turbulence. Read the full article on Seeking Alpha
Analysartikel Apr 06

Returns Are Gaining Momentum At DorianG (NYSE:LPG)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysartikel Feb 26

Dorian LPG Ltd.'s (NYSE:LPG) Low P/E No Reason For Excitement

Dorian LPG Ltd.'s ( NYSE:LPG ) price-to-earnings (or "P/E") ratio of 5.6x might make it look like a strong buy right...
Seeking Alpha Feb 08

Dorian LPG Q3 Earnings, New Capacity In 2026, And Undervalued

Summary Dorian LPG Ltd. is investing in ECO VLGCs and scrubbers, enhancing emissions control and potentially attracting ESG-focused investors, boosting future stock demand. The company is set to receive a new VLGC in 2026, expected to increase capacity and drive revenue and free cash flow growth. Despite lower-than-expected EPS in the last quarter, Dorian LPG remains profitable with strong ROE, FCF margin, and EBITDA margin, suggesting undervaluation. Potential risks include declining spot charter rates, political tensions, new tariffs, and rising interest rates, which could impact revenue, FCF, and stock price. Read the full article on Seeking Alpha
Seeking Alpha Jan 08

Dorian LPG: Dividend At Risk, A Potential Buying Opportunity If Cut

Summary Dorian LPG is a well-managed company in a growing sector but faces risks due to recent low rates, potentially leading to a dividend cut. The company's fleet is modern and efficient, with a strong balance sheet, but current rates challenge its ability to sustain the high dividend. The LPG market outlook is promising, driven by growing Asian demand and U.S. export capacity, despite recent rate pressures from increased supply. Valuation suggests a fair value of $26 per share, with potential buying opportunities if the dividend is cut and the stock price drops. Read the full article on Seeking Alpha
Seeking Alpha Nov 21

Dorian LPG: Massive Discount To NAV And Double-Digit Yield; Rating Upgrade

Summary The day rate weakness continues in the second quarter of the fiscal year. In 2Q25, Dorian reported $82.4 million in revenue, compared to $144.6 million in 2Q24. On November 5, Dorian declared $349 million in cash, $142 million in long-term leases, and $525 million in long-term debt. Dorian's fleet has higher daily OPEX and breakeven costs compared to peers, but scrubber savings and ammonia upgrades offer potential benefits. Dorian offers an attractive discount to NAV as a margin of safety. Additionally, the double-digit yield serves as the reasonable risk premium. I upgraded Dorian’s rating from Hold to Buy. Read the full article on Seeking Alpha
Analysartikel Nov 20

Returns On Capital Are Showing Encouraging Signs At DorianG (NYSE:LPG)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Analysartikel Oct 23

Lacklustre Performance Is Driving Dorian LPG Ltd.'s (NYSE:LPG) Low P/E

Dorian LPG Ltd.'s ( NYSE:LPG ) price-to-earnings (or "P/E") ratio of 4.4x might make it look like a strong buy right...
User avatar
Ny analys Sep 24

Fleet Expansion And Green Initiatives Promise Growth Amid Forecasted Revenue Dips And Margin Pressures

DorianG's strategies for fleet renewal and emissions reduction aim to boost efficiency and revenue, with a focus on future growth in LPG and ammonia transportation.
Seeking Alpha Sep 19

Dorian LPG: Market Headwinds And Share Dilution Always Matter; Rating Unchanged

Summary Dorian LPG has a high-spec fleet and strong financials but faces a challenging VLGC market with higher order book. The company offered 2 million new shares. The negative impact of share issuance is tangible: The buyback yield turned to (5.5)%. LPG has an excellent balance sheet, with 69.3% Total Debt/Equity and 41.4% Total Liabilities to Total Assets. LPG's market capitalization is $1,520 million, while its net asset value is $1,714 million, resulting in 89% PNAV and 38% gross LTV. Read the full article on Seeking Alpha
Seeking Alpha Sep 11

Dorian LPG: Fleet Utilization Rates Could Improve Soon

Summary Despite a recent 30% drop in share price, the company's strong balance sheet, low debt levels, and cash reserves indicate solid financial health and flexibility. I believe Dorian's fleet utilization decline is due to temporary disruptions, and I expect a recovery in the upcoming quarters as external pressures ease. I am monitoring potential risks from increased VLGC fleet supply, which could pressure freight rates if demand growth lags. The stock's proximity to the $35 support, combined with favorable fundamentals, and insider buying activity presents an attractive case for a long position in this stock. Read the full article on Seeking Alpha
Analysartikel Aug 28

We Think DorianG (NYSE:LPG) Can Manage Its Debt With Ease

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysartikel Jul 30

DorianG's (NYSE:LPG) Dividend Will Be $1.00

Dorian LPG Ltd. ( NYSE:LPG ) will pay a dividend of $1.00 on the 21st of August. This means the annual payment is 9.9...

Aktieägarnas avkastning

LPGUS Oil and GasUS Marknad
7D2.5%-4.0%2.6%
1Y76.2%29.4%26.2%

Avkastning vs industri: LPG översteg US Oil and Gas branschen som gav 29.4 % under det senaste året.

Avkastning vs Marknaden: LPG översteg US marknaden som gav 26.2 % under det senaste året.

Prisvolatilitet

Is LPG's price volatile compared to industry and market?
LPG volatility
LPG Average Weekly Movement6.0%
Oil and Gas Industry Average Movement6.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stabil aktiekurs: LPG har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: LPG s veckovolatilitet ( 6% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
2013587John Hadjipateraswww.dorianlpg.com

Dorian LPG Ltd., tillsammans med sina dotterbolag, bedriver transport av flytande petroleumgas genom sina LPG-tankfartyg över hela världen. Bolaget äger och driver tjugofem mycket stora gastankfartyg. Dorian LPG Ltd.

Dorian LPG Ltd. Sammanfattning av grunderna

Hur förhåller sig DorianG:s resultat och omsättning till dess börsvärde?
LPG grundläggande statistik
BörsvärdeUS$1.72b
Vinst(TTM)US$120.74m
Intäkter(TTM)US$396.97m
14.3x
P/E-förhållande
4.4x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
LPG resultaträkning (TTM)
IntäkterUS$396.97m
Kostnad för intäkterUS$145.18m
BruttovinstUS$251.79m
Övriga kostnaderUS$131.04m
IntäkterUS$120.74m

Senast redovisade vinst

Dec 31, 2025

Nästa vinstdatum

n/a

Vinst per aktie (EPS)2.82
Bruttomarginal63.43%
Nettovinstmarginal30.42%
Skuld/egenkapitalförhållande47.3%

Hur har LPG utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

7.9%
Aktuell utdelningsavkastning
86%
Utbetalningskvot

Ger LPG en tillförlitlig utdelning?

Se LPG utdelningshistorik och jämförelsetal
När behöver man köpa LPG för att få en kommande utdelning?
DorianG datum för utdelning
Ex utdelningsdagMay 18 2026
Utbetalningsdag för utdelningMay 28 2026
Dagar till Ex-utdelning6 days
Dagar till utdelningsdag16 days

Ger LPG en tillförlitlig utdelning?

Se LPG utdelningshistorik och jämförelsetal

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/11 06:34
Aktiekurs vid dagens slut2026/05/11 00:00
Intäkter2025/12/31
Årlig intjäning2025/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Dorian LPG Ltd. bevakas av 13 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Noah ParquetteCanaccord Genuity
Jørgen LianDNB Carnegie
Jostein AschjemDNB Carnegie