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BWLPG.OL

STRONG BUYAPPROVE

BW LPG Limited · Energy · Singapore · $3.0B · Avg Vol: $7M/d

100
StockRank
Q
78
V
65
M
71
P/E (TTM)
8.8x
ROE
20.9%
D/E
0.4x
Dividend %
0.7%
AI CONVICTION THESIS

BW LPG is a prime beneficiary of geopolitical disruptions in the Middle East and the Red Sea. As shipping routes are forced to bypass the Suez Canal and transit around the Cape of Good Hope, ton-mile demand for LPG carriers has structurally elevated charter rates. With a low-cost fleet and strong cash-flow generation, the company is returning massive capital to shareholders while trading at an attractive valuation.

COMPANY DESCRIPTION

BW LPG Limited is the world's largest owner and operator of Very Large Gas Carriers (VLGCs), specializing in the maritime transportation of liquefied petroleum gas (LPG). The company's competitive moat is its unmatched fleet scale, global commercial network, and pioneering investment in LPG dual-fuel propulsion engines to reduce emissions. It is a dominant market leader in LPG shipping, benefiting from growing US and Middle East export volumes to Asia.

FINANCIAL SUMMARY

Year2022202320242025CAGR
Revenue169M319M385M387M32.0%
EPS0.180.390.290.17-1.8%
Shares133M131M159M159M+19.4%
Debt76M62M127M107M11.9%
Equity160M159M195M198M7.4%
Op CF55M56M81M61M3.9%
Inv CF12M7M-59M-4M
Fin CF-56M-70M-15M-58M
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PRICE (1M)+7.6%
19.6920.4421.1921.9422.69Apr 30May 26Jun 15
SMA 50SMA 200
Close
$21.55
RSI (14)
47.6
52W High
$22.88
From 52W High
0.9%

SCORE BREAKDOWN

Quality
78
ROIC
13.1%78.0
ROE
20.9%87.8
GP/Assets
234.4%95.9
Op. Margin
26.2%79.3
FCF/Assets
106.9%97.4
Piotroski
80.1
Int. Cover
6.7x65.7
D/E Ratio
0.44x50.3
Current Ratio
1.47x57.2
Value
65
P/E (TTM)
8.8x82.9
EV/EBITDA
5.6x58.6
P/FCF
75.8x66.0
P/B
0.2x92.5
P/S
0.9x69.6
Div Yield
0.7%15.6
Momentum
71
52W High %
94%91.1
RS 6M
35%79.9
SMA 50/200
1.21x68.8
EPS Rev 4W
+26.1%94.9
EPS Rev 12W
N/A
EPS Improve
-17%13.2
Q Growth
257%89.4

FUNDAMENTALS

Market Cap
$3.0B
P/E (Forward)
10.6x
Gross Margin
22.5%

SECTOR PEERS

Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of BWLPG.OL are excluded.

TickerCompanyMkt CapStockRankSignal
BWLPG.OLBW LPG Limited(you)$3.0B100STRONG BUY
G92.SIChina Aviation Oil (Singapore) Corporation Ltd$1.3B85STRONG BUY
VLE.TOValeura Energy Inc.$840M92STRONG BUY
BEZ.SIBeng Kuang Marine Limited$99M97STRONG BUY
5E2.SISeatrium Ltd$5.6B28SELL
JSE.LJadestone Energy plc$234M65BUY
Y35.SIAnAn International Limited$66M74BUY
RE4.SIGeo Energy Resources Limited$656M15STRONG SELL
T13.SIRH PetroGas Limited$115M33SELL
5WH.SIRex International Holding Limited$85M9STRONG SELL

Peer medians: ROE 5.3% · P/E 22.1x · Gross margin 31.9%

BW LPG Limited (BWLPG.OL) — Stock Score Summary

BW LPG Limited (BWLPG.OL) has a MoatMap StockRank of 100/100 based on Quality (78/100), Value (65/100), and Momentum (71/100) factor scores. The current signal is STRONG BUY. BW LPG is a prime beneficiary of geopolitical disruptions in the Middle East and the Red Sea. As shipping routes are forced to bypass the Suez Canal and transit around the Cape of Good Hope, ton-mile demand for LPG carriers has structurally elevated charter rates. With a low-cost fleet and strong cash-flow generation, the company is returning massive capital to shareholders while trading at an attractive valuation.

BW LPG Limited is the world's largest owner and operator of Very Large Gas Carriers (VLGCs), specializing in the maritime transportation of liquefied petroleum gas (LPG). The company's competitive moat is its unmatched fleet scale, global commercial network, and pioneering investment in LPG dual-fuel propulsion engines to reduce emissions. It is a dominant market leader in LPG shipping, benefiting from growing US and Middle East export volumes to Asia.

Key Financial Metrics

Price$21.55
Market Cap$3.0B
P/E (TTM)8.82
P/E (Forward)10.64
Price/Book0.18
Return on Equity20.9%
Return on Invested Capital13.1%
Debt/Equity44.46
Gross Margin22.5%
Operating Margin26.2%
Revenue Growth-2.7%
Dividend Yield0.7%
Free Cash Flow$39M

BW LPG Limited operates in the Oil & Gas Midstream industry, part of the Energy sector (Singapore).

Frequently Asked Questions

What is BW LPG Limited’s (BWLPG.OL) StockRank?
MoatMap’s StockRank for BW LPG Limited (BWLPG.OL) is 100/100, with a Strong Buy signal. It is a composite of Quality (78), Value (65), and Momentum (71) factor ranks across MoatMap’s 19,000+ stock universe.
Does BW LPG Limited have an economic moat?
BW LPG Limited (BWLPG.OL) has a Quality factor score of 78/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is BW LPG Limited a buy, hold, or sell?
MoatMap’s current signal for BW LPG Limited (BWLPG.OL) is Strong Buy, based on a StockRank of 100/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is BW LPG Limited in?
BW LPG Limited (BWLPG.OL) operates in the Energy sector, specifically the Oil & Gas Midstream industry (Singapore).