COMPARE · Data as of August 21, 2026
FRO vs INSW
Verdict: Side-by-side breakdown using the Bull Rankings model. FRO scored 33.0, INSW scored 69.2 — INSW leads.
Compare another set
FRO
Frontline plc
33
$43.67 · $9.7B
Score gap
36.2
INSW leads
INSW
International Seaways, Inc.
69.2
$99.52 · $4.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestINSW6.4x
- Fastest growthINSW+57.4%
- Strongest balance sheetINSW0.29
- Highest qualityINSW93 / 100
- Largest discount to fair valueINSW-17%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
FRO
stronger →← stronger
INSW
50
Qualityreturns · margins · balance sheet
93
50
Growthrevenue & earnings expansion
50
14
Valuevaluation vs sector peers
71
INSW is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FRO
INSW
$592mC+
FCF
$484mC
+49.5%A
Rev
+57.4%A
0.93C+
D/E
0.29A-
10.8xB+
P/E
6.4xA
5.58D
PEG
—
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
FRO
INSW
35% above
Price vs fair valuelower is cheaper
17% below
~6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-6%/yr
-17%
1-yr DCF upside
+33%
-26%
5-yr DCF upside
+20%
-36%
10-yr DCF upside
+3%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
FRO
Why this score
- Raising its dividend
- Cyclical growth
INSW
Why this score
- Raising its dividend
- Cyclical growth
The companies
FROFrontline plc
Why now
Oil & Gas Midstream · market cap $9.7b. 3% off the 52-week high of $45.17. Revenue growing +49% — in hypergrowth territory. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $44.25 (implying +1% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Currently unprofitable (margin -1.7%) — path to GAAP profitability is the core thesis risk. P/S 15.2x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. ROE -1% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
INSWInternational Seaways, Inc.
Why now
Oil & Gas Midstream · market cap $4.9b. Trading near 52-week high of $102.36 — momentum setup, limited technical margin of safety. Revenue growing +57% — in hypergrowth territory. 6 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $100.00 (implying +0% upside).
Moat
Net margin 62% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 34% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Trading within 3% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Production-cost sensitivity — top-quartile cost producers generate cash through the cycle while marginal producers burn it; watch the cost-per-unit trend, not just headline revenue.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where FRO and INSW diverge
On the headline score the gap is 36.2 points in favor of INSW. The widest single difference is Value, where INSW leads by 56.7 points.
- ValueFRO 14.3 · INSW 71.0INSW +56.7
- QualityFRO 50.2 · INSW 93.4INSW +43.2
- GrowthFRO 50.0 · INSW 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.