Stolt-Nielsen Limited

OB:SNI Stock Report

Market Cap: NOK 17.8b

Stolt-Nielsen Valuation

Is SNI undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of SNI when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

NOK 827.66
Fair Value
59.4% undervalued intrinsic discount
4
Number of Analysts

Below Fair Value: SNI (NOK336) is trading below our estimate of fair value (NOK827.66)

Significantly Below Fair Value: SNI is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for SNI?

Key metric: As SNI is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for SNI. This is calculated by dividing SNI's market cap by their current earnings.
What is SNI's PE Ratio?
PE Ratio4.7x
EarningsUS$381.95m
Market CapUS$1.79b

Price to Earnings Ratio vs Peers

How does SNI's PE Ratio compare to its peers?

The above table shows the PE ratio for SNI vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average4x
HAUTO Höegh Autoliners
3.5x-30.12%NOK 21.0b
WWI Wilh. Wilhelmsen Holding
4.1x-2.94%NOK 21.1b
ODF Odfjell
4.9x8.78%NOK 9.5b
WAWI Wallenius Wilhelmsen
3.5x-18.00%NOK 38.1b
SNI Stolt-Nielsen
4.7x-9.82%NOK 17.8b

Price-To-Earnings vs Peers: SNI is expensive based on its Price-To-Earnings Ratio (4.7x) compared to the peer average (4x).

Price to Earnings Ratio vs Industry

How does SNI's PE Ratio compare vs other companies in the NO Shipping Industry?

2 CompaniesPrice / EarningsEstimated GrowthMarket Cap
AMSC AMSC
0.2xn/aUS$10.84m
BULK GoodBulk
0.04xn/aUS$1.84m
No more companies available in this PE range
SNI 4.7xIndustry Avg. 7.6xNo. of Companies3PE0612182430+
2 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: SNI is good value based on its Price-To-Earnings Ratio (4.7x) compared to the European Shipping industry average (7.6x).

Price to Earnings Ratio vs Fair Ratio

What is SNI's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

SNI PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio4.7x
Fair PE Ratio5.4x

Price-To-Earnings vs Fair Ratio: SNI is good value based on its Price-To-Earnings Ratio (4.7x) compared to the estimated Fair Price-To-Earnings Ratio (5.4x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst SNI forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentNOK 336.00
NOK 402.69
+19.85%
9.85%NOK 466.85NOK 358.85n/a4
Sep ’26NOK 325.00
NOK 405.73
+24.84%
14.68%NOK 496.26NOK 328.96n/a4
Aug ’26NOK 298.00
NOK 405.12
+35.95%
14.64%NOK 494.80NOK 327.99n/a4
Jul ’26NOK 248.50
NOK 394.76
+58.86%
13.43%NOK 468.61NOK 318.80n/a4
Jun ’26NOK 255.50
NOK 394.09
+54.24%
14.19%NOK 470.08NOK 312.69n/a4
May ’26NOK 233.00
NOK 394.09
+69.14%
14.19%NOK 470.08NOK 312.69n/a4
Apr ’26NOK 244.00
NOK 409.18
+67.70%
12.04%NOK 480.17NOK 341.09n/a4
Mar ’26NOK 264.50
NOK 449.31
+69.87%
11.07%NOK 532.93NOK 407.62n/a4
Feb ’26NOK 293.00
NOK 477.54
+62.98%
9.77%NOK 541.15NOK 421.41n/a5
Jan ’26NOK 289.00
NOK 511.88
+77.12%
6.55%NOK 566.34NOK 474.67n/a5
Dec ’25NOK 280.00
NOK 500.38
+78.71%
6.51%NOK 553.42NOK 464.71n/a5
Nov ’25NOK 314.50
NOK 495.24
+57.47%
6.25%NOK 546.46NOK 463.92n/a5
Oct ’25NOK 388.00
NOK 513.59
+32.37%
4.23%NOK 542.19NOK 483.46NOK 345.005
Sep ’25NOK 422.50
NOK 519.47
+22.95%
6.12%NOK 560.22NOK 480.07NOK 325.005
Aug ’25NOK 425.00
NOK 526.03
+23.77%
6.26%NOK 569.55NOK 488.06NOK 298.005
Jul ’25NOK 488.00
NOK 518.60
+6.27%
5.77%NOK 566.17NOK 485.44NOK 248.505
Jun ’25NOK 484.50
NOK 509.66
+5.19%
5.67%NOK 554.95NOK 477.29NOK 255.505
May ’25NOK 475.00
NOK 529.61
+11.50%
4.71%NOK 566.45NOK 505.21NOK 233.005
Apr ’25NOK 400.00
NOK 493.37
+23.34%
1.90%NOK 501.21NOK 478.24NOK 244.005
Mar ’25NOK 393.00
NOK 483.43
+23.01%
2.29%NOK 493.78NOK 466.44NOK 264.505
Feb ’25NOK 405.00
NOK 455.14
+12.38%
6.36%NOK 495.73NOK 424.39NOK 293.005
Jan ’25NOK 311.50
NOK 443.19
+42.28%
2.82%NOK 463.39NOK 429.66NOK 289.006
Dec ’24NOK 315.50
NOK 443.19
+40.47%
2.82%NOK 463.39NOK 429.66NOK 280.006
Nov ’24NOK 364.00
NOK 443.19
+21.75%
2.82%NOK 463.39NOK 429.66NOK 314.506
Oct ’24NOK 310.00
NOK 414.02
+33.55%
4.66%NOK 448.14NOK 391.21NOK 388.006
NOK 402.69
Fair Value
16.6% undervalued intrinsic discount
4
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/06 09:26
End of Day Share Price 2025/10/03 00:00
Earnings2025/08/31
Annual Earnings2024/11/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Stolt-Nielsen Limited is covered by 17 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullABG Sundal Collier
Wilhelm FlinderABN AMRO Bank N.V.
Robert Jan VosABN AMRO Bank N.V.