Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LPG
Strong BuyFull HouseFLAGDorian LPG Ltd. · Energy · United States · $2.1B · Avg Vol: $31M/d
While the company shows strong quantitative alignment with energy themes and positive EPS revisions, the significant insider selling activity (0.12% of o/s) triggers the adverse evidence clause despite the active buyback program.
COMPANY DESCRIPTION
Dorian LPG Ltd., together with its subsidiaries, engages in the transportation of liquefied petroleum gas through its LPG tankers worldwide. The company owns and operates twenty-five very large gas carriers. Dorian LPG Ltd. was incorporated in 2013 and is headquartered in Stamford, Connecticut.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 274.2M | 389.7M | 560.7M | 353.3M | 481.5M | 15.1% | 578.9M | 637.1M | 420.4M | -6.6% |
| EPS | 1.79 | 4.31 | 7.63 | 2.14 | 4.55 | 26.3% | 7.54 | 7.80 | 4.66 | 1.2% |
| Shares | 51.3M | 40.4M | 40.6M | 42.7M | 42.8M | -16.6% | 42.8M | — | — | — |
| Debt | 671.0M | 816.1M | 797.3M | 713.0M | 709.6M | 1.4% | 646.2M | — | — | — |
| Equity | 920.2M | 873.8M | 1.0B | 1.0B | 1.1B | 5.5% | — | — | — | — |
| Op CF | 118.7M | 224.1M | 388.4M | 173.0M | 210.1M | 15.4% | 239.8M | — | — | — |
| Inv CF | 68.8M | -76.3M | -34.8M | -7.4M | -93.8M | — | — | — | — | — |
| Fin CF | -35.2M | -235.2M | -219.7M | -131.3M | -105.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of LPG are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LPG | Dorian LPG Ltd.(you) | $2.1B | 99 | Strong Buy |
| PBT | Permian Basin Royalty Trust | $1.6B | 86 | Strong Buy |
| INSW | International Seaways, Inc. | $4.9B | 90 | Strong Buy |
| GLP | Global Partners LP | $1.7B | 77 | Buy |
| SBR | Sabine Royalty Trust | $1.1B | 71 | Buy |
| HESM | Hess Midstream LP | $8.2B | 80 | Strong Buy |
| PAGP | Plains GP Holdings, L.P. | $6.5B | 72 | Buy |
| GEL | Genesis Energy, L.P. | $2.0B | 39 | Hold |
| EE | Excelerate Energy, Inc. | $4.4B | 43 | Hold |
| PAA | Plains All American Pipeline, L.P. | $18.0B | 71 | Buy |
Peer medians: ROE 10.1% · P/E 17.7x · Gross margin 43.5%