TORM is a London-listed product tanker owner that runs a fleet of medium-range (MR) and large-range (LR2) vessels carrying refined oil products such as diesel, gasoline and jet fuel, mostly on spot and short-term time charters. The company's edge is a young, fuel-efficient fleet and a commercial team that can capture spot rate spikes quickly, which shows up in a 58.4% gross margin and a 53.6% operating margin. Revenue growth of 110.3% reflects a strong tanker rate environment, and the shares trade on a trailing P/E of 6.3 against a forward P/E of 12.2, which implies the market expects earnings to normalise from current levels. That gap is the core question for a deeper look: how much of the current margin is cyclical rate strength versus durable, and whether a 26.8% ROE holds through a softer product tanker market. The stock carries a 93/100 score and sits outside major index memberships, so the signal is driven by fundamentals rather than index flows.
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.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 12 Oct 2026, 00:00 CEST | Fair value | $42.65 | $51.54 | $39.94 |
| 11 Oct 2026, 00:00 CEST | ACCE price target | $37.60 | first publication | $39.94 |
| 8 Oct 2026, 00:00 CEST | Fair value | $51.54 | $65.75 | $39.05 |
| 5 Oct 2026, 00:00 CEST | Fair value | $65.75 | $52.60 | $40.00 |
| 25 Sept 2026, 00:00 CEST | Fair value | $52.60 | $53.73 | $34.42 |
| 23 Sept 2026, 00:00 CEST | Fair value | $53.73 | $56.42 | $37.12 |
| 20 Sept 2026, 00:00 CEST | Fair value | $56.42 | $54.74 | $38.23 |
| 12 Sept 2026, 00:00 CEST | Fair value | $54.74 | $55.64 | $34.60 |
| 7 Sept 2026, 00:00 CEST | Fair value | $55.64 | $56.61 | $35.18 |
| 4 Sept 2026, 00:00 CEST | Fair value | $56.61 | $55.65 | $33.85 |
Answered from TORM plc Class A Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| TRMD TORM plc Class A Common Stock | $39.89 | $43 | 7% below | 6.6x | 26.8% | 92 | 93 |
| GEI.TO Gibson Energy Inc. | C$33.01 | C$14 | 132% above | 32.4x | 17.9% | 26 | 64 |
| DHT DHT Holdings Inc. | $24.12 | $11 | 111% above | 8.4x | 39.2% | 96 | 92 |
| STNG Scorpio Tankers Inc. Common Shares | $82.44 | $103 | 20% below | 5.3x | 24.6% | 95 | 89 |
| BWLP BW LPG Limited Common Shares | $24.73 | $29 | 14% below | 8.7x | 25.5% | 77 | 77 |
| BWLPG.OL BW LPG Limited | kr 229.80 | kr 636 | 64% below | 8.1x | 25.5% | 77 | 76 |
| ODET.PA Compagnie de l'Odet | €960.00 | €1389 | 31% below | 38.7x | 1.6% | 43 | 41 |
Where TRMD ranks against its sector peers on each metric.