Oil & Gas Midstream. Scored on the same transparent model behind the daily rankings.
★
FRO
Frontline plc · Oil & Gas Midstream
40.0Score
$56.10Oct 9 close$12.5B
1Y Target$54.25Analyst consensus · 4 analysts
5Y Target$68.49Compound horizon
10Y Target$87.84Long-dated conviction
FCF$670mFY · 12/25C+
FCF $670m — respectable but not differentiating · From the fiscal year ended 12/25 in SEC filings (OCF − CapEx) — this company files no quarterly cash-flow series, so a trailing-twelve-month figure can't be assembled.
Rev-8.8%FY YoYD
Revenue -8.8% — meaningful contraction · Latest fiscal year vs the prior one, from SEC filings — a trailing-twelve-month comparison couldn't be assembled from this company's filings.
D/E0.77C+
D/E 0.77 — above the Energy debt median (≈75th pctile)
P/E8.4xA-
P/E 8.4 — cheaper than most Energy peers (≈25th pctile)
PEG5.58D
PEG 5.58 — very expensive; pricing in best-case scenarios
Targets: 1-year is analyst consensus where covered, 5- and 10-year are model estimates; the DCF is a cross-check, not a target. Methodology
Quality-growth score · 40
Quality75.8
Growth43.5
Value19.4
Why this score
Raising its dividend
Entry · Margin of safety
52-week rangeNear 52-week high
1% off the 12-month high
vs DCF fair value54% aboveest. fair value ~$36
What the price assumes: free cash flow growing about 9% next year, slowing to 4% a year by year ten — vs a starting rate of ~-5% our model takes as the middle of three readings — analyst estimates, last year's revenue growth, and the company's own multi-year record.
Quality signals
ROIC8.5% · Breturn on invested capital — leads the quality score
Model-generatedFrom reported fundamentals, checked against the figures above · Editorial standards
Why now
Oil & Gas Midstream · market cap $12.5b. Trading near 52-week high of $56.85 — momentum setup, limited technical margin of safety. Revenue -9% — in contraction; any catalyst that reverses this triggers re-rating. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $54.25 (implying -3% upside).
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 15% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 177% of net income — earnings translate cleanly into cash.
Risk
Revenue contracting -9% — the operational turn is not yet visible in the top line. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Hedge-book exposure — many commodity producers hedge forward production; if the hedge book is concentrated at prices well below spot, the upside the market expects is already locked away.
Horizon
1-3 yr $54.25 (4-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $68.49 at ~4% CAGR — dividend compounding plus earnings growth. 10 yr $87.84 if the moat survives secular pressure.
FRO vs the Top Picks average
Pillar
FRO
Book avg
Diff
Quality
76
83
-7
Growth
44
89
-45
Value
19
76
-57
Average of today's Top 30 (mean score 82.6); size and sector limits also decide the book.
Score history · FRO
Trend
+18.7 over 82 daily scores
From 21.3 (Jun 22) → 40.0 (now)
One point per daily run; read From → To for the actual range.
FRO at a glance
Same audited fundamentals as the score, unless a card says otherwise.
Analyst estimate revisions
30-day change
+16.9%
90-day change
+48.5%
Forward EPS estimate
$5.24
Over the last 90 days, what analysts expect FRO to earn is materially higher (+48.5%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.
Estimates move both ways and are not part of the Bull Rankings score. Biggest movers →
Position sizing · FRO
$
%
%
Shares to buy
35
Position size
$1,964
3.9% of portfolio
Stop price
$42.08
25% below $56.10
$ at risk if stopped
$490.88
budget $500.00 · 1% of portfolio
Math only: excludes commissions, slippage and gap risk. Inputs stay in your browser.
Frontline plc (FRO): score, valuation & FAQ
Frontline plc (FRO) is an Oil & Gas Midstream company that scores 40 out of 100 on the Bull Rankings quality-growth model — a below-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
Its strongest graded signals are P/E (A-), while Rev (D) and PEG (D) rate weaker. On valuation, FRO sits about 54% above our discounted-cash-flow fair value — the current price implies free cash flow growing about 9% next year, slowing to 4% a year by year ten.
Is FRO a good stock to buy?
Bull Rankings scores FRO 40 out of 100 on its quality-growth model, which is a below-average reading. That is driven by P/E (A-). A score is a quantitative screen of Frontline plc's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does FRO score 40 on Bull Rankings?
The score leans on quality at 75.8 out of 100, with value the weakest pillar at 19.4 — the three combine geometrically, so a weak one cannot be papered over by a strong one. FRO earns its highest marks on P/E (A-), and is held back by Rev (D) and PEG (D). Each signal is graded against sector-aware thresholds rather than one absolute bar, so FRO is measured against Oil & Gas Midstream peers, not against the market as a whole.
Is FRO overvalued or undervalued?
Based on $56.10, FRO sits about 54% above our discounted-cash-flow fair value — the current price implies free cash flow growing about 9% next year, slowing to 4% a year by year ten. It trades at an 8.4x P/E (graded A-). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.
What are the main risks of investing in FRO?
Revenue contracting -9% — the operational turn is not yet visible in the top line. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Hedge-book exposure — many commodity producers hedge forward production; if the hedge book is concentrated at prices well below spot, the upside the market expects is already locked away.