Equity Brief · Energy2026-09-16
FRO·Energy

Frontline plc

I · AI Analysis

The brief

Frontline owns and operates oil and product tankers that transport crude oil and refined products globally [Yahoo Finance]. The company's fleet consists of 41 VLCCs (very large crude carriers), 21 Suezmax tankers, and 18 LR2/Aframax tankers, which it charters to oil companies and traders [Yahoo Finance]. Frontline also buys and sells vessels as part of its fleet management strategy [Yahoo Finance].

Frontline is a Cyprus-based oil and product tanker shipping company operating a fleet of 80 vessels, including very large crude carriers (VLCCs), Suezmax tankers, and LR2/Aframax tankers [Yahoo Finance]. The company is benefiting from surging tanker rates driven by Middle East disruptions, with trailing-twelve-month revenue of $2.7B through 30 June 2026 and operating margins of 59.8% [Yahoo Finance]. Recent news highlights an extraordinary dividend of $0.80 per share following the sale of two vessels, in addition to its regular quarterly distributions [Finansavisen].

Frontline is financially healthy with strong profitability, manageable debt, and robust cash generation [Sentinellis calculation].

The brief AI analysisConfidence 8/10

Sentinellis health

Financially healthy

9.5/10

7+ strong · 4–7 moderate · under 4 weak

Profitability

16% of score10.0/10
Net margin+54.8%Gross margin+63.0%

Returns on capital

16% of score10.0/10
ROIC+30.4%Return on equity+47.1%

Growth & momentum

21% of score10.0/10
Revenue growth+96.5%Operating margin trend+43.7pp YoY

Balance sheet

32% of score10.0/10
Current ratio1.9xNet debt / EBITDA1.3xInterest coverage7.0xDebt / equity0.77

Cash generation

16% of score6.7/10
Free cash flow$689.0MCash vs reported profit$1.4B vs $1.5B· need OCF > net income

Value creation

no data
ROIC vs cost of capital· no data

Sentinellis calculation from the published statements — not a score reported by any data source. Each category is scored on the checks that had data; missing inputs are excluded rather than counted as failures.

Market capitalisation

$11.5B

Revenue (TTM)

$2.7B

II · Recent news

What moved

6 stories · ranked by relevance

  • company2026-09-14

    FRONTLINE: VIL BETALE EKSTRAORDINÆRT UTBYTTE PÅ USD 0,80/AKSJE - Finansavisen

    Finansavisen

  • sector2026-09-15

    The Zacks Analyst Blog Highlights BWET, Frontline, International Seaways, DHT, BWET, BOAT, BDRY and SEA

    Zacks

  • company2026-09-11

    Frontline: Betaler utbytte etter salg av skip - Finansavisen

    Finansavisen

  • company2026-09-11

    FRO: Key information relating to the special one-time dividend after sale of two VLLCs to be paid by Frontline plc - Finansavisen

    Finansavisen

  • sector2026-09-14

    Want to Look Beyond AI? Watch These Freight ETFs Skyrocketing YTD

    Zacks

  • company2026-09-15

    Frontline Target of Unusually High Options Trading (NYSE:FRO) - MarketBeat

    MarketBeat

Premium · Free with any account

The forward P/E ratio of 11.3x is significantly higher than the trailing P/E of 7.6x, and forward EPS of $4.55 is well below trailing EPS of $6.81, indicating analysts expect earnings to decline sharply from current levels [Yahoo Finance].

1 of 4 risks in this report

Risks

4

Opportunities

5

Red flags

1

Leadership

3

9 more findings in the full report — free with any account.

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Produced 16 Sept 2026, 09:13 UTC

Figures come from company filings and market data. The Sentinellis health score and the wording attached to it are our interpretation of those figures, not numbers the company reported.

Not investment advice and not a recommendation to buy or sell. Sentinellis holds no positions in the companies it covers, takes no payment from issuers, and has no broker referral arrangements.

How every figure and score is calculated