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1. Company Snapshot

1.a. Company Description

Odfjell SE engages in the transportation and storage of bulk liquid chemicals, acids, edible oils, and other special products.The company operates Chemical Tankers and Tank Terminals segments.It owns and operates chemical tankers that offers global and regional transportation; and tank terminals, which provides storage of various chemical and petroleum products.


As of December 31, 2021, it operated a chemical tanker fleet of 93 vessels, including 50 owned, six bareboat chartered, 13 time chartered vessels, and 24 pool vessels.The company's terminal network comprises of 469 tanks with 1.3 million cubic meters of storage capacity.It operates in Norway, the Netherlands, rest of Europe, North America, South America, the Middle East, Asia, Australasia, and Africa.


Odfjell SE was founded in 1914 and is headquartered in Bergen, Norway.

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1.b. Last Insights on ODF

Odfjell SE's recent performance was driven by several positive factors. The company reported a record low carbon intensity, demonstrating its commitment to sustainability and positioning itself as a leader in the industry. Additionally, Odfjell secured new contracts, which will contribute to its revenue growth. The company's participation in the Maritime Leaders Summit, alongside 21 other leading shipping companies, highlights its influence and expertise in the sector. Furthermore, Odfjell's senior executives will engage in panel discussions, showcasing their thought leadership and industry knowledge.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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European Dividend Stocks Featuring Three Noteworthy Picks

Nov -18

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Odfjell SE (ODJBF) Q3 2025 Earnings Call Highlights: Navigating Challenges with Stable Performance

Nov -06

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Odfjell (OB:ODF): Reassessing Valuation as Investors Revisit the Stock

Sep -17

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Odfjell SE (FRA:O7F1) Q2 2025 Earnings Call Highlights: Record Low Carbon Intensity and Strong ...

Aug -21

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Odfjell SE (FRA:O7F1) Q1 2025 Earnings Call Highlights: Navigating Sustainability and Market ...

May -09

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22 Shipping Companies Presenting at the 2nd Maritime Leaders Summit Hosted By: Capital Link & DNV - Nor-Shipping - Monday, June 2, 2025, Oslo

May -07

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Odfjell SE (FRA:O7F) Q4 2024 Earnings Call Highlights: Record Year Amid Market Challenges

Feb -08

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Odfjell SE (STU:O7F) Q3 2024 Earnings Call Highlights: Navigating Challenges with Record Free ...

Nov -07

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (2.50%)

6. Segments

Chemical Tankers

Expected Growth: 2.5%

Odfjell SE's Chemical Tankers segment growth of 2.5% is driven by increasing demand for specialty chemicals, expansion in the global chemical trade, and a growing need for eco-friendly and sustainable transportation solutions. Additionally, the company's modern fleet and operational efficiency improvements contribute to the segment's growth.

Tank Terminals

Expected Growth: 2.8%

Odfjell SE's Tank Terminals segment growth of 2.8% is driven by increasing demand for storage and handling of specialty chemicals, growth in the global chemical trade, and strategic expansion into high-growth markets. Additionally, investments in digitalization and operational efficiency have improved terminal productivity, contributing to the segment's growth.

Eliminations

Expected Growth: 0.5%

Odfjell SE's 0.5% growth is driven by increased demand for chemical tanker services, improved operational efficiency, and strategic cost reductions. Additionally, the company's focus on sustainability and digitalization initiatives has contributed to the growth. Furthermore, Odfjell SE's diversified revenue streams and strong relationships with key customers have also supported the growth.

7. Detailed Products

Chemical Tankers

Odfjell SE operates a fleet of chemical tankers that transport a wide range of chemicals, including hazardous and non-hazardous cargoes.

Product Tankers

Odfjell SE's product tankers transport refined petroleum products, such as gasoline, diesel, and jet fuel.

Ship Management

Odfjell SE provides ship management services, including technical management, crew management, and commercial management.

Terminal Services

Odfjell SE operates terminals for the storage and handling of chemicals and petroleum products.

Logistics Services

Odfjell SE provides logistics services, including customs clearance, freight forwarding, and supply chain management.

8. Odfjell SE's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Odfjell SE is moderate due to the availability of alternative transportation services and the ease of switching costs for customers.

Bargaining Power Of Customers

The bargaining power of customers is low due to the specialized nature of Odfjell SE's services and the lack of alternative providers.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate due to the availability of alternative suppliers and the importance of maintaining relationships with key suppliers.

Threat Of New Entrants

The threat of new entrants is low due to the high barriers to entry in the shipping industry, including significant capital requirements and regulatory hurdles.

Intensity Of Rivalry

The intensity of rivalry is high due to the competitive nature of the shipping industry, with many established players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 57.33%
Debt Cost 5.40%
Equity Weight 42.67%
Equity Cost 5.40%
WACC 5.40%
Leverage 134.35%

11. Quality Control: Odfjell SE passed 6 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Danaos

A-Score: 7.1/10

Value: 8.5

Growth: 6.4

Quality: 7.6

Yield: 6.9

Momentum: 5.5

Volatility: 7.7

1-Year Total Return ->

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Euroseas

A-Score: 7.0/10

Value: 7.6

Growth: 8.2

Quality: 7.8

Yield: 8.1

Momentum: 8.5

Volatility: 1.7

1-Year Total Return ->

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Stock-Card
Odfjell

A-Score: 6.8/10

Value: 8.5

Growth: 7.7

Quality: 6.2

Yield: 9.4

Momentum: 6.5

Volatility: 2.7

1-Year Total Return ->

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Stock-Card
Clarkson

A-Score: 6.2/10

Value: 5.2

Growth: 7.3

Quality: 8.2

Yield: 5.6

Momentum: 5.0

Volatility: 5.7

1-Year Total Return ->

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Stock-Card
Belships

A-Score: 5.9/10

Value: 6.8

Growth: 6.0

Quality: 6.2

Yield: 7.5

Momentum: 6.0

Volatility: 3.0

1-Year Total Return ->

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Stock-Card
Pyxis Tankers

A-Score: 5.1/10

Value: 9.1

Growth: 6.1

Quality: 4.3

Yield: 3.8

Momentum: 4.0

Volatility: 3.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

128.8$

Current Price

128.8$

Potential

-0.00%

Expected Cash-Flows