Teekay Tankers owns and operates a fleet of crude oil and product tankers, earning mostly spot and short-term time-charter rates on very large crude carriers (VLCCs) and Suezmax and Aframax vessels. The core advantage is operating leverage to tanker freight rates: with an operating margin of 50% and a return on equity of 28%, the company converts strong charter rates into cash faster than most of the shipping universe. Revenue growth of 63% reflects a sharp upcycle in rates, and the forward P/E of 8.3 against a trailing 5.8 implies the market expects earnings to ease from current levels, so the thesis rests on how durable those rates prove. At a 5.8 trailing multiple and a $3.4B market cap, the stock is priced for mean reversion in freight rates, which makes it a candidate for a deeper look into fleet employment, charter coverage, and the orderbook.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 18 Oct 2026, 17:04 CEST | Rating | Overvalued | first publication | $96.82 |
| 11 Oct 2026, 00:00 CEST | ACCE price target | $108 | first publication | $106 |
| 10 Oct 2026, 00:00 CEST | Fair value | $82.58 | $181 | $107 |
| 30 Sept 2026, 00:00 CEST | Fair value | $181 | $183 | $95.71 |
| 27 Sept 2026, 00:00 CEST | Fair value | $183 | $143 | $94.07 |
| 25 Sept 2026, 00:00 CEST | Fair value | $143 | $186 | $94.54 |
| 20 Sept 2026, 00:00 CEST | Fair value | $186 | $189 | $101 |
| 13 Sept 2026, 00:00 CEST | Fair value | $189 | $146 | $101 |
| 1 Sept 2026, 00:00 CEST | Fair value | $146 | $179 | $88.70 |
| 29 Aug 2026, 00:00 CEST | Fair value | $179 | $146 | $88.20 |
Answered from Teekay Tankers Ltd. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| TNK Teekay Tankers Ltd. | $99.47 | $83 | 20% above | 5.9x | 28.0% | 96 | 95 |
| TPZ.TO Topaz Energy Corp. | C$30.47 | C$11 | 177% above | 27.5x | 10.5% | 81 | 69 |
| BWLPG.OL BW LPG Limited | kr 235.20 | kr 636 | 63% below | 8.1x | 25.5% | 77 | 76 |
| BWLP BW LPG Limited Common Shares | $25.57 | $29 | 11% below | 8.7x | 25.5% | 77 | 77 |
| DHT DHT Holdings Inc. | $24.60 | $11 | 115% above | 8.4x | 39.2% | 96 | 92 |
| GEI.TO Gibson Energy Inc. | C$33.61 | C$14 | 137% above | 32.4x | 17.9% | 26 | 64 |
| TRMD TORM plc Class A Common Stock | $39.89 | $43 | 7% below | 6.6x | 26.8% | 92 | 93 |
Where TNK ranks against its sector peers on each metric.