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Golar LNG Limited (GLNG)

NEUTRAL
EnergyOil & Gas MidstreamBermuda

Fundamental

56

Preço

$51.97

Capitalização de Mercado

$5.32B

Parte 1 · Quanto vale a empresa

Visão Geral

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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Who this company fights with for the same customers

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Balanço & Liquidez

Receita

$438M

Últimos 12 meses até o último trimestre divulgado — estimativa a partir de métricas por ação

Resultado Líquido

$131M

Últimos 12 meses até o último trimestre divulgado — estimativa a partir de métricas por ação

Fluxo de Caixa Livre

$-381M

Capital Próprio Total

$1.94B

Passivo Total

$2.68B

Rácio de Liquidez

2.34

Cobertura de Juros

-

Dívida/EBITDA

8.05

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

Justamente Valorizada

Valor Justo

$56.83

Preço Atual

$51.97

Margem de Segurança

+8.6%

Intervalo de Valor Justo

$36.94 - $76.71

Métodos de Estimativa

Analyst Target:$62.28
DCF:$37.38
PE-based:$92.65
Graham Growth:$23.77
EPV:$18.91
Consenso dos Analistas:Compra Forte (14B / 2H / 0S)
Última Surpresa de Resultados:+37.65%

Métricas de Avaliação

Rácio P/E

40.13

ROE

10.1%

Rácio P/B

2.74

P/FCF

-

Margem Bruta

63.7%

ROIC

4.6%

Radar de Rentabilidade

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.

Critérios de Análise Fundamental

Aprovado (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

Reprovado (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

Indisponível (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)

Piotroski F-Score

2/9

Preocupações financeiras graves

score
criteria

Qualidade dos Resultados

6.44

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

-

A recomprar ações. Favorável ao acionista

Governação

Equipa Executiva

NomeCargoIdade
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

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

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