Análisis Argos
BWLP
BWLPBarata · ojo al riesgo
BW LPG Limited · Industrials
US$ 18.37
precio al 2026-07-04
Valor justo Argos*
US$ 31–34
vs. su valor justo
47% por debajo
Score Argos
67/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 15.4% al año — menos de lo que viene demostrando (2.4%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Reparte dividendo sostenible (10.09%).
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO0/6PASADO3/6SALUD3/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO0/6PASADO3/6SALUD3/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoIngresos estancados o cayendo
PasadoHistorial aceptable
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos67de 100Barata · ojo al riesgo
Ingresos9%
US$ 3.7 B
Margen operativo28%
8.3%
Flujo de caja libre140%
US$ 0.4 B
Deuda neta
US$ 0.8 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.8B
P/E11.2x
EV/EBITDA6.2x
FCF yield12.8%
ROIC11.4%
Margen operativo8.3%
Crecim. ingresos+9.6%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 16 jun
BW LPG: I Timed The Dip Perfectly, Now What (Rating Upgrade)
BW LPG Limited is upgraded to Strong Buy after a 53% total return in 3 months, driven by surging spot rates and robust earnings. BWLP's $1 billion order for 8 new VLGCs modernizes the fleet, capitalizes on record spot rates, and strengthens market leadership. Product Services delivered $127M gross profit, with $136.8M MtM gains expected to convert to cash, supporting both dividends and vessel investments.
seekingalpha.com · 4 jun
13 Lucky Dogs: June Graham Value All-Stars (GVAS)
The June GVAS portfolio highlights 13 'safer,' fair-priced large-cap value stocks with strong dividend yields and positive free cash flow margins. Top ten GVAS stocks are forecasted to deliver average net gains of 39.68% by June 2027, with yields ranging from 7.9% to 16.46%. Energy and financial sectors dominate the highest-yielding, lowest-priced GVAS, with Okeanis Eco Tankers and IRSA Inversiones offering standout upside potential.
seekingalpha.com · 3 jun
BW LPG: The Rally Was Earned, And The Dividend Case Still Holds
BW LPG: The Rally Was Earned, And The Dividend Case Still Holds
businesswire.com · 3 jun
BW LPG Exits Investment in Confidence Petroleum India Following Sale of 8.50% Equity Stake
SINGAPORE--(BUSINESS WIRE)--BW LPG Limited (“BW LPG” or the “Company”, OSE ticker: “BWLPG.OL”) announces that it has completed the sale of its 8.50% equity stake in Confidence Petroleum India Limited (“CPIL” or “Confidence”, NSE Code: “CONFIPET”, BSE Code: “526829”). Following the announcement made on 20 May 2025 on BW LPG's cessation of investment in infrastructure, we have exited our various infrastructure partnership in India. Today, we sold our 8.5% equity position in CPIL, and the divestme.
seekingalpha.com · 2 jun
BW LPG Limited (BWLP) Q1 2026 Earnings Call Transcript
BW LPG Limited (BWLP) Q1 2026 Earnings Call Transcript
marketbeat.com · 2 jun
BW LPG Q1 Earnings Call Highlights
BW LPG NYSE: BWLP reported sharply higher first-quarter earnings and announced a major fleet renewal program, as management said geopolitical disruptions in the Middle East and shifting LPG trade flows have pushed very large gas carrier freight rates to historically elevated levels.
gurufocus.com · 2 jun
BW LPG Limited -- Financial Results for Q1 2026
BW LPG Limited (NYSE: BWLP) (OSE: BWLPG.OL): Highlights Q1 2026 Financial performance Q1 2026 profit attributable to equity holders of the Company ended
businesswire.com · 2 jun
BW LPG Limited – Financial Results for Q1 2026
SINGAPORE--(BUSINESS WIRE)--BW LPG Limited (NYSE: BWLP) (OSE: BWLPG.OL): Highlights Q1 2026 Financial performance Q1 2026 profit attributable to equity holders of the Company ended at US$164 million, representing an earnings per share of US$1.08, contributed by strong shipping performance and a significant positive unrealised MtM valuation gain in the BW Product Services trading portfolio. Commercial performance TCE income – Shipping Q1 2026 concluded at US$55,500 per available day and US$51,30.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.