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LPG

BULLISH
$38.76 Live
Dorian LPG Ltd. · NYSE
Target $37.6 (-3.0%)
$20.03 52W Range $39.45

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 30, 2026
Market cap
$1.66B
P/E
13.7
ROE
11.2%
Profit margin
30.4%
Debt/Equity
0.62
Dividend yield
6.32%

AI Analysis

AI-powered fundamental assessment

Confidence
75%
LPG exhibits strong fundamental health with a Piotroski F-Score of 7/9 and a current price ($38.76) trading slightly below its Graham Number ($40.21). The company boasts exceptional profitability margins (30.42% profit margin) and low leverage (0.62 Debt/Equity) compared to energy sector peers. While recent quarterly earnings misses and bearish insider activity are concerning, the significant discount to its intrinsic value ($83.48) and robust YoY growth provide a strong margin of safety.

Key Strengths

Strong financial health indicated by a Piotroski F-Score of 7/9
Superior profitability margins (Operating Margin 43.33%) far exceeding sector averages
Attractive valuation with a P/E of 13.70 vs sector average of 31.39
Strong liquidity position with a Current Ratio of 2.42
Exceptional YoY revenue (47.2%) and earnings (121.6%) growth

Key Risks

Poor recent earnings track record with 0/4 beats in the last 4 quarters
High dividend payout ratio (86.57%) limiting capital reinvestment
Bearish insider sentiment with $2.66M in net sales over 6 months
Significant negative earnings surprises (Avg -24.4% over last 4 quarters)
High sensitivity to volatile oil and gas midstream market rates
AI Fair Value Estimate
Based on comprehensive analysis
$44.5
+14.8% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
76
Strong
Value
85
Future
60
Past
90
Health
88
Dividend
55
AI Verdict
Strong Value Play with Execution Risks
Key drivers: Low P/E relative to growth, High Piotroski score, Earnings miss trend
Confidence
80%
Value
85/100

Ref P/E 13.70, Graham Number $40.21

Positives
  • Price below Graham Number
  • P/E significantly lower than sector average
Watchpoints
  • Price/Sales is relatively high at 4.17
Future
60/100

Ref Growth rates and Earnings Surprise

Positives
  • Triple-digit YoY earnings growth
Watchpoints
  • Recent Q/Q EPS decline of 15.3%
  • Consistent failure to meet analyst estimates
Past
90/100

Ref Historical price performance

Positives
  • Massive 5Y return of 553.5%
  • Strong 1Y momentum (+95%)
Watchpoints
No urgent risks highlighted.
Health
88/100

Ref Piotroski F-Score and Debt/Equity

Positives
  • Piotroski F-Score 7/9
  • Low Debt/Equity (0.62)
  • High Current Ratio (2.42)
Watchpoints
  • Altman Z-Score not provided
Dividend
55/100

Ref Yield and Payout Ratio

Positives
  • High yield of 6.32%
Watchpoints
  • Unsustainably high payout ratio of 86.57%

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$38.76
Analyst Target
$37.6
Upside/Downside
-3.0%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for LPG and closest competitors.

Updated 2026-04-29
LPG
Dorian LPG Ltd.
Primary
5Y
+553.5%
3Y
+144.6%
1Y
+95.0%
6M
+40.6%
1M
+16.8%
1W
+7.2%
FLN
FLEX LNG Ltd.
Peer
5Y
+368.6%
3Y
+32.5%
1Y
+50.9%
6M
+31.2%
1M
+2.4%
1W
+0.4%
KOS
Kosmos Energy Ltd.
Peer
5Y
+1.4%
3Y
-53.8%
1Y
+73.1%
6M
+93.5%
1M
0.0%
1W
+11.7%
APC
ARKO Petroleum Corp.
Peer
5Y
+4.3%
3Y
+4.3%
1Y
+4.3%
6M
+4.3%
1M
-4.1%
1W
+2.3%
HLX
Helix Energy Solutions Group, Inc.
Peer
5Y
+124.2%
3Y
+37.0%
1Y
+61.5%
6M
+48.4%
1M
-1.7%
1W
+8.8%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
13.7
Forward P/E
10.15
PEG Ratio
N/A
P/B Ratio
1.53
P/S Ratio
4.17
EV/Revenue
5.13
EV/EBITDA
10.09
Market Cap
$1.66B

Profitability

Profit margins and return metrics

Profit Margin 30.42%
Operating Margin 43.33%
Gross Margin 63.43%
ROE 11.21%
ROA 4.9%

Growth

Revenue and earnings growth rates

Revenue Growth +47.2%
Earnings Growth +121.6%
Q/Q Revenue Growth +48.72%
Q/Q Earnings Growth +120.9%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.62
Moderate
Current Ratio
2.42
Strong
Quick Ratio
2.26
Excellent
Cash/Share
$6.89

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.1B
Gross Margin
51.7%
Op. Margin
43.3%
Net Margin
39.3%
Total Assets
$1.8B
Liabilities
$0.7B
Equity
$1.1B
Debt/Equity
0.64x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.1B
FCF Yield
83%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-21
$N/A
2026-02-05
$1.11
-4.3% surprise
2025-11-06
$1.31
-12.8% surprise
2025-08-01
$0.27
-56.1% surprise

Energy Sector Comparison

Comparing LPG against 120 companies in the Energy sector (12 bullish, 40 neutral, 68 bearish)
P/E Ratio
13.7
This Stock
vs
31.02
Sector Avg
-55.9% (Discount)
Return on Equity (ROE)
11.21%
This Stock
vs
3.26%
Sector Avg
+243.9% (Excellent)
Profit Margin
30.42%
This Stock
vs
5.96%
Sector Avg
+410.1% (Superior)
Debt to Equity
0.62
This Stock
vs
1.33
Sector Avg
-53.5% (Less Debt)
Revenue Growth
47.2%
This Stock
vs
19.45%
Sector Avg
+142.7% (Fast Growth)
Current Ratio
2.42
This Stock
vs
2.13
Sector Avg
+13.2% (Better)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

LYCOURIS JOHN
Officer and Director
Sell
2026-04-09
10,000 shares · $355,040
KALBORG TED
Director
Stock Award
2026-03-31
6,543 shares
TAN CHRISTINA
Director
Stock Award
2026-03-31
6,499 shares
LUNDE MARIT
Director
Stock Award
2026-03-31
6,499 shares
ROSS MARK H
Director
Stock Award
2026-03-31
6,039 shares
MCAVITY THOMAS MALCOLM
Director
Stock Award
2026-03-31
6,684 shares
HANSEN TIM TRUELS
Officer
Sell
2026-02-18
35,000 shares · $1,231,650
YOUNG THEODORE B
Chief Financial Officer
Sell
2026-02-18
10,000 shares · $348,400
HANSEN TIM TRUELS
Officer
Sell
2026-01-14
25,000 shares · $721,250
HADJIPATERAS JOHN C
Chief Executive Officer
Buy
2026-01-07
15,000 shares · $409,500
HADJIPATERAS JOHN C
Chief Executive Officer
Gift
2025-11-14
19,600 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-03-26
8-K
8-K
2026-02-05

LPG filed an 8-K on February 5, 2026, likely to announce its annual financial results.

10-Q
10-Q
2026-02-05

LPG's filing details its methodology for assessing the impairment of its vessel fleet, noting that charges are recognized if carrying values exceed estimated future cash flows or fair market value. A primary financial risk is the potential for impairment losses driven by fluctuations in vessel market values as determined by industry analysts and shipbroker data.

8-K
8-K
2026-01-30

LPG reported its financial results for the fourth quarter and full year ended December 31, 2025.

8-K
8-K
2025-11-06

LPG filed an 8-K on November 6, 2025, likely to report its third-quarter financial results.

10-Q
10-Q
2025-11-06

LPG monitors its vessel fleet for impairment by comparing carrying values to estimated future undiscounted net operating cash flows and fair market values derived from industry data. The primary financial risk involves potential impairment charges if asset values fall below their carrying amounts, which would subsequently result in lower annual depreciation.

8-K
8-K
2025-09-11
10-Q
10-Q
2025-08-04

LPG's filing details its methodology for assessing the impairment of long-lived assets, noting that impairment charges are recognized when a vessel's carrying value exceeds its fair market value or estimated future undiscounted cash flows. A primary financial risk involves potential impairment losses on the fleet, with valuations relying on industry reports, shipbroker data, and market sales.

8-K
8-K
2025-08-01

LPG likely filed this 8-K to announce its second-quarter financial results.

DEF 14A
DEF 14A
2025-07-22

LPG filed a definitive proxy statement on July 22, 2025, providing shareholders with necessary information and voting materials for an upcoming meeting.

10-K
10-K
2025-05-29
8-K
8-K
2025-05-22
8-K
8-K
2025-05-15
8-K
8-K
2025-05-15
8-K
8-K
2025-05-02
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
5 analysts
Jefferies
2026-04-24
init
Buy
Freedom Broker
2026-02-11
Maintains
Buy Buy
Freedom Broker
2025-11-12
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning LPG from our newsroom.

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