Análisis Argos
LPG
LPGEn su precio
Dorian LPG Ltd. · Energy
US$ 47.42
precio al 2026-07-31
Valor justo Argos*
US$ 40–44
vs. su valor justo
7% por encima
Score Argos
60/100
En su precio
LA RESPUESTA
El precio asume un crecimiento (6.1%) en línea con lo que la empresa demuestra (3.1%). Ni ganga ni exceso — el mercado le puso un precio razonable.
Recompensas
Las ganancias crecieron 115% el último año.
Reparte dividendo sostenible (8.33%).
Riesgos
!Venta significativa de insiders en el último trimestre.
!Crecimiento estancado o en baja.
VALOR3/6FUTURO2/6PASADO5/6SALUD4/6DIVIDENDO4/6
El Iris de calidad
VALOR3/6FUTURO2/6PASADO5/6SALUD4/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos60de 100En su precio
Ingresos37%
US$ 0.5 B
Margen operativo35%
43.1%
Flujo de caja libre20%
US$ 0.1 B
Deuda neta
US$ 0.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.0B
P/E10.5x
EV/EBITDA8.6x
FCF yield5.7%
ROIC13.6%
Margen operativo43.1%
Crecim. ingresos+36.3%/año
Piotroski F7/9
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

businesswire.com · 30 jul
Dorian LPG Ltd. Announces First Quarter 2027 Earnings and Conference Call Date and Completion of the Sale of Constellation
STAMFORD, Conn.--(BUSINESS WIRE)--Dorian LPG Ltd. (NYSE: LPG) (the "Company" or "Dorian LPG"), a leading owner and operator of modern and ECO very large gas carriers (“VLGCs”), will issue a news release on Wednesday, August 5, 2026 prior to the market open, announcing its financial results for the first quarter ended June 30, 2026. The Company also announced that it completed the sale of its 2015-built VLGC Constellation on July 27, 2026, generating cash proceeds of approximately $87.3 million.
reuters.com · 29 jul
India's top refiner scouts stakes in gas carriers as it plans higher US imports
India's top refiner, Indian Oil Corp (IOC) , is looking to acquire a 50% stake in ​very large gas carriers (VLGCs), according to a tender ‌document, as it prepares to increase imports of liquefied petroleum gas (LPG) from the United States.
seekingalpha.com · 21 jul
Dorian LPG: The 10% Yield Comes With Cycle Risk
Dorian LPG offers clean exposure to the LPG shipping cycle, with a modern fleet and strong spot market leverage. LPG is capitalizing on elevated freight rates, strategic vessel sales at large premiums to book, and robust cash returns, including a $1 special dividend. Shares now trade near adjusted NAV, limiting asset-value protection; current valuation reflects unusually favorable market disruptions.
etftrends.com · 21 jul
Macro Tailwinds Power a Strong First Half for Midstream
As we cross the halfway mark of 2026, the energy space has already experienced a dramatic shift in the macro landscape. Supply disruptions in the Middle East turned a looming oil supply glut into a severe shortage with depleted global inventories, benefiting U.S. energy companies across the value chain.
seekingalpha.com · 20 jul
Dorian LPG: It Still Has Plenty More To Give
Dorian LPG benefits from elevated dayrates due to rerouted shipping away from the Middle East, significantly boosting earnings. Current FWD P/E valuation is just 6.59x, suggesting shares remain attractively priced despite recent gains. I expect high rates to persist as global supply chains adapt, supporting continued strong cash generation for LPG.
businesswire.com · 16 jul
Dorian LPG Ltd. Declares Irregular Cash Dividend of $1.00 Per Share and Completion of the Sale of Corsair
STAMFORD, Conn.--(BUSINESS WIRE)--Dorian LPG Ltd. (NYSE: LPG) (the "Company" or "Dorian LPG"), a leading owner and operator of modern and ECO very large gas carriers ("VLGCs"), today announced that its Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company's common stock, returning approximately $42.8 million of capital to shareholders. The irregular dividend is payable on or about August 12, 2026 to all shareholders of record as of the close of business on.
globenewswire.com · 14 jul
Navigating the Future of Shipping: Leadership Insights – Q2 2026
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Capital Link is pleased to release the Q2 2026 edition of its Quarterly Shipping Insights-a carefully curated collection of original articles based on exclusive discussions with senior executives across the Container, Dry Bulk, LNG, LPG and Tanker sectors, as well as leading industry regulators, and service providers.
seekingalpha.com · 13 jul
BW LPG: The Most Benefited From The Strait of Hormuz Closure Despite Increasing Risks
BW LPG benefits from elevated VLGC rates driven by the Strait of Hormuz closure, supporting strong earnings and high dividends. BWLP's aggressive newbuild program—8 VLGCs for $940 million—raises leverage and heightens risk amid a record-high 2027 orderbook. I estimate NAV at $22/share pre-Q2, with potential for $25/share if disruptions persist and dividend yields remain robust.

* 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.