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Golar LNG Limited (GLNG)

NEUTRAL
EnergyOil & Gas MidstreamBermuda

Fondamental

56

Prix

$51.97

Capitalisation boursière

$5.32B

Partie 1 · Ce que vaut l'entreprise

Vue d'ensemble

Golar LNG Limited designs, converts, owns, and operates marine infrastructure for the liquefaction of natural gas. The company operates in two segments, FLNG, and Corporate and Other. It engages in the regasification, storage, and liquefied natural gas (LNG) carrier transportation operations; operation of floating liquefaction natural gas (FLNG) vessels or projects; transportation of LNG carriers; and vessel management activities. The company was founded in 1946 and is headquartered in Hamilton, Bermuda.

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Bilan & Liquidités

Chiffre d'affaires

$438M

12 derniers mois jusqu'au dernier trimestre publié — estimation à partir de ratios par action

Résultat net

$131M

12 derniers mois jusqu'au dernier trimestre publié — estimation à partir de ratios par action

Flux de trésorerie libre

$-381M

Capitaux propres totaux

$1.94B

Passif total

$2.68B

Ratio de liquidité général

2.34

Couverture des intérêts

-

Dette/EBITDA

8.05

Bénéfice par action

Chiffre d'affaires & Résultat net

Flux de trésorerie libre

Décomposition du résultat

État historique

Marges dans le temps

La dette dans le temps

Le poids de la dette

Grille de la croissance

Croissance — Chiffre d'affaires

Estimation de la juste valeur

Justement valorisé

Juste valeur

$56.83

Prix actuel

$51.97

Marge de sécurité

+8.6%

Fourchette de juste valeur

$36.94 - $76.71

Méthodes d'estimation

Analyst Target:$62.28
DCF:$37.38
PE-based:$92.65
Graham Growth:$23.77
EPV:$18.91
Consensus des analystes:Achat fort (14B / 2H / 0S)
Dernière surprise sur les résultats:+37.65%

Indicateurs de valorisation

Ratio P/E

40.13

ROE

10.1%

Ratio P/B

2.74

P/FCF

-

Marge brute

63.7%

ROIC

4.6%

Radar de rentabilité

Value Creation (Economic Moat)

ROIC

4.6%

WACC

5.3%

ROIC − WACC

-0.7 pp

ROIC is roughly in line with the cost of capital — the company is barely covering its capital cost.

Critères d'analyse fondamentale

Réussi (10)

  • Price CAGR 8.53%
  • Gross Margin 63.7%
  • P/B Ratio 2.74
  • Debt/Equity ratio
  • Operating Margin 44.6%
  • Current Ratio
  • Revenue Growth 5Y 8.5%
  • Analyst Consensus 88% Buy
  • Earnings Surprise avg 24.9%
  • Earnings Quality (OCF/NI) 6.44

Échoué (8)

  • ROIC 4.6%
  • Positive Free Cash Flow
  • Debt/EBITDA
  • Price below Graham Number
  • DCF valuation (Unknown)
  • ROE 7.5%
  • Net Margin Trend 16.7% vs 19.1%
  • Piotroski F-Score 2/9

Indisponible (9)

  • EPS data insufficient
  • P/FCF NaN
  • Dividend Payout NaN%
  • CapEx intensity
  • Interest Coverage
  • Return on Tangible Assets
  • Low reliance on intangibles
  • PEG Ratio (need PE > 0 and growth > 0)
  • Share Dilution (missing shares data)

Score F de Piotroski

2/9

Préoccupations financières sérieuses

score
criteria

Qualité des bénéfices

6.44

Qualité élevée : bénéfices soutenus par la trésorerie

Dilution du capital

-

Rachat d'actions. Favorable aux actionnaires

Gouvernance

Équipe dirigeante

NomTitreÂge
Mr. Karl Fredrik StauboChief Executive Officer of Golar Management AS38
Mr. Eduardo MaranhaoChief Financial Officer of Golar Management Ltd42
Mr. Ragnar NesChief Operating Officer of Golar Management AS56
Mr. Dexter ChanChief Accounting Officer of Golar Management Ltd44
Mr. Morten SkjongChief Technical Officer of Golar Management Ltd.38
Mr. Federico PetersenChief Commercial Officer of Golar Management Ltd.55
Mr. Stuart BuchananHead of Investor Relations-
Ms. Mi Hong YoonCompany Secretary & Director55

Partie 2 · Le prix et le moment d'entrer

Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.

Latest News

Recent headlines for GLNG, sourced from Markets Gazette.

  • 3/12/2026NEUTRAL
    This LNG Stock Is Up 32% in a Year, so Why Did One Investor Sell Off a $14 Million Position?

    Golar LNG, a key player in the global LNG infrastructure and logistics sector, has seen its stock surge 32% over the past year. Despite this strong performance, a significant $14 million position was recently divested by an investor. The company's core operations revolve around floating liquefied natural gas (FLNG) vessels and carriers, crucial for the expanding LNG market. The substantial sale, even amidst a bullish trend, raises questions about potential short-term profit-taking or a strategic reallocation of capital by the seller, rather than an indictment of the company's long-term prospects.

via Markets Gazette