COMPARE · Reviewed July 29, 2026

INSW vs TRMD

Verdict: Side-by-side breakdown using the Bull Rankings model. INSW scored 64.5, TRMD scored 57.7 — INSW leads.
Compare another set
INSW
International Seaways, Inc.
Oil & Gas Midstream · Quality-Growth
64.5
$94.87 · $4.7B
fundamentals as of
Score gap
6.8
INSW leads
TRMD
TORM plc
Oil & Gas Midstream · Quality-Growth
57.7
$30.10 · $3.1B
fundamentals as of
THE BULL RANKINGS SCORECARD65/ 100 · BULL SCOREPEER MEDIANQUALITY90GROWTH50VALUE60
THE BULL RANKINGS SCORECARD58/ 100 · BULL SCOREPEER MEDIANQUALITY70GROWTH50VALUE55
INSW
stronger →← stronger
TRMD
90
Qualityreturns · margins · balance sheet
70
50
Growthrevenue & earnings expansion
50
60
Valuevaluation vs sector peers
55
INSW is stronger on 2 of 3 pillars.
INSW
TRMD
$302mC
FCF
$190mC
+14.5%B+
Rev
-14.1%D
0.28A-
D/E
0.48B
8.6xA
P/E
8.8xA-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
INSW
TRMD
27% above
Price vs fair valuelower is cheaper
33% above
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~5%/yr
-13%
1-yr DCF upside
-16%
-21%
5-yr DCF upside
-25%
-32%
10-yr DCF upside
-35%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
INSW
Why this score
  • Raising its dividend
  • Cyclical growth
TRMD
Why this score
  • Diluting shareholders
  • Cut its dividend
  • Revenue shrinking
INSWInternational Seaways, Inc.
Oil & Gas Midstream · $94.87 · beta -0.10
Why now
Oil & Gas Midstream · market cap $4.7b. Trading near 52-week high of $95.65 — momentum setup, limited technical margin of safety. Revenue growing +14%, comfortably above the S&P median. 6 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $93.00 (implying -2% upside).
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 25% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Trading within 1% 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.
TRMDTORM plc
Oil & Gas Midstream · $30.10 · beta 0.01
Why now
Oil & Gas Midstream · market cap $3.1b. 15% off the 52-week high of $35.33. Revenue -14% — in contraction; any catalyst that reverses this triggers re-rating.
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Revenue contracting -14% — the operational turn is not yet visible in the top line. Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
Generating verdict… typically 5–10 seconds
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