Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FRO.OL
STRONG BUYAPPROVEFrontline plc · Energy · Cyprus · $7.6B · Avg Vol: $33M/d
Frontline is a premier global tanker operator with a highly modern, fuel-efficient fleet. The structural geopolitical instability in the Red Sea and Strait of Hormuz forces tankers to take longer routes (around the Cape of Good Hope), structurally reducing global fleet capacity and driving up spot charter rates. Frontline's high quality score (70) and massive operating leverage create a highly asymmetric macro play.
COMPANY DESCRIPTION
Frontline plc is one of the world's largest shipping companies engaged in the ownership and operation of crude oil and product tankers, including VLCCs, Suezmax, and Aframax vessels. The company's competitive advantage is its modern, fuel-efficient fleet and highly scalable operating platform, which allows it to capture maximum upside during tanker market upcycles. It is a dominant, highly leveraged player in the global maritime energy logistics sector.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 155M | 195M | 222M | 213M | 11.2% |
| EPS | 0.24 | 0.32 | 0.24 | 0.18 | -8.4% |
| Shares | 223M | 223M | 223M | 223M | 0.0% |
| Debt | 259M | 374M | 405M | 332M | 8.6% |
| Equity | 244M | 246M | 253M | 272M | 3.6% |
| Op CF | 42M | 93M | 80M | 74M | 21.0% |
| Inv CF | -28M | -134M | -52M | 3M | — |
| Fin CF | 1M | 47M | -16M | -94M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of FRO.OL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FRO.OL | Frontline plc(you) | $7.6B | 99 | STRONG BUY |
| TORO | Toro Corp. | $147M | 17 | STRONG SELL |
| ENH.OL | SED Energy Holdings Plc | $673M | 83 | STRONG BUY |
Peer medians: ROE 8.0% · P/E 136.3x · Gross margin 56.2%