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BW Energy Limited (BWE) Fair Value & Analysis

Energy · NO · Market cap 13.0B NOK

BE BW Energy Limited BWE · OL
Pricekr 53.90
Fair Valuekr 8.18
Upside-84.8%
Quality46/100
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Mixed Growth
Solidly profitable · 12.3% net margin
Moderate debt · negative free cash flow
Mixed vs. peers (5/12)
Moderate moat 62/100
Evidence: Medium Range kr 5.23 – kr 11.99 Share as image

Fair value as of: Jul 15, 2026

From 14 valuation models · updated 26 days ago

Fair value updated Jul 15, 2026, revised from kr 8.19 to kr 8.18 (−0.1%) since Jun 24, 2026. Share price +3.9% over the past month.

Below-average quality, and screening another 85% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (kr 11.99). The favourable scenario is already priced in.
  • Solid but not exceptional quality (46/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (kr 5.23 to kr 11.99) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

kr 62.00 kr 19.26 Fair Value kr 8.18 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.

How to read this chart

60‑month range kr 19.26 – kr 62.00 · fair‑value band kr 5.23 – kr 11.99 · the kr 53.90 price screens above the kr 8.18 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.

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Analysis

BW Energy Limited (BWE) currently trades at kr 53.90, while our model-based Fair Value estimate is kr 8.18, implying the stock looks roughly 84.8% overvalued today. The Quality Score stands at 46/100 (below-average quality), in the Energy sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, BW Energy Limited generated revenue of 670M NOK at a net margin of 12.3%. Revenue declined 38.6% year over year. It earns a return on equity of 8.8%. Net debt stands at 478M NOK. Fundamentals as of Jul 15, 2026

Our scenario range runs from kr 5.23 (bear case) to kr 11.99 (bull case); at kr 53.90, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 13% below its 52-week high and 74% above its 52-week low, currently above its 200-day average. For context, the median of 10 Energy peers we cover trades at -26% fair-value upside, at -85%, BWE screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
ROIC Compounder kr 3.58 kr 5.49 kr 7.82 72
Growth-Adj P/E kr 14.79 kr 21.13 kr 27.46 68
P/E Multiple kr 5.41 kr 7.21 kr 9.01 63
All 14 models by family
Earnings-Based
Graham-Dodd kr 3.50 kr 24.42 kr 34.27 54
Lynch FV kr 12.62 kr 18.03 kr 23.43 50
PEG = 1.0 kr 12.62 kr 18.03 kr 23.43 46
EPV kr 3.58 kr 4.49 kr 5.28 59
Multiples
P/E Multiple kr 5.41 kr 7.21 kr 9.01 63
P/S Multiple kr 2.71 kr 3.61 kr 4.52 58
P/B Multiple kr 5.23 kr 6.97 kr 8.71 55
EV/EBIT kr 4.29 kr 6.34 kr 8.39 53
EV/EBITDA kr 5.28 kr 7.65 kr 10.03 54
EV/Revenue kr 0.6800 kr 1.76 kr 2.85 43
Asset-Based
NCAV (Graham) kr 1.94 kr 2.60 kr 3.87 50
Economic Profit
Residual Income kr 3.71 kr 4.64 kr 11.61 61
ROIC Compounder kr 3.58 kr 5.49 kr 7.82 72
Growth Earnings
Growth-Adj P/E kr 14.79 kr 21.13 kr 27.46 68

Widest divergence: Growth Earnings (kr 21.13) versus Asset-Based (kr 2.60). Highest evidence: ROIC Compounder (72).

Key figures & financial health

Revenue (TTM) 670M NOK
Revenue growth (YoY) -38.6%
Net margin 12.3%
Return on equity 8.8%
Free cash flow −130M NOK FY2025
P/E ratio 19.2
More key figures
Operating margin 36.2%
EPS (TTM) kr 2.97
EPS growth (YoY) -59.4%
Net debt 478M NOK FY2025

Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 46/100

Of which business quality 47 · Market factors (momentum, volatility) 70

Profitability 44
Margins and returns on capital today
Quality Growth 27
Are margins and returns improving?
Cashflow 50
Earnings quality: real cash, not paper profit
Fin. Strength 60
Balance sheet, leverage, solvency risk
Investment 4
Disciplined investing over empire-building
Low Volatility 63
Calm price path (market factor)
Momentum 67
Price trend over the last 3–12 months (market factor)
52W Momentum 82
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

BW Energy Limited, together with its subsidiaries, engages in the exploration and production of oil and gas properties. It holds interests in various shallow- and deep-water assets located in Gabon, Brazil, and Namibia. The company was founded in 2016 and is based in Hamilton, Bermuda. BW Energy Limited is a subsidiary of Bw Group Limited.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

BW Energy Limited reported revenue of kr 778M in FY2025 versus kr 272M in FY2021, a compound +30.1%/yr. Reported net income was kr 133M in FY2025, compounding +26.5%/yr from FY2021.

Growth Quality 41/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
778M NOK
Latest YoY
−2.1%
Avg. growth/yr (3Y)
+41.0%
Avg. growth/yr (5Y)
+37.2%
Avg. growth/yr (7Y)
+53.3%
Revenue +30.1%/yr
FY21 kr 272M
FY22 kr 278M
FY23 kr 507M
FY24 kr 795M
FY25 kr 778M
Net income +26.5%/yr
FY21 kr 52.0M
FY22 kr 45.0M
FY23 kr 81.0M
FY24 kr 166M
FY25 kr 133M

BWE screens 85% overvalued. Compare with CNOOC Limited →

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Cite: Fair Value Calculator (2026). "BW Energy Limited Fair Value". https://www.fairvalue-calculator.com/stock/BWE

Peer Group

Oil & Gas E&P · 315 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 46 · Above median
Fair Value upside −85% · Bottom 25%
Return on equity (TTM) 9% · Above median
Return on assets 6% · Top 25%
Net margin (TTM) 12% · Above median
Operating margin (TTM) 36% · Top 25%
Revenue growth -39% · Bottom 25%
Debt / equity 0.63× · Higher than 75% of peers

Valuation Multiples vs Oil & Gas E&P median · lower = cheaper

P/E (TTM) 15.8× · Pricier than median
P/B 1.37× · Pricier than median
P/S (TTM) 2.04× · Pricier than median
EV/EBITDA 6.3× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 14
FUTURE 0 · sector 0
PAST 35 · sector 0
HEALTH 69 · sector 87
DIVIDEND 0 · sector 66

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Oil & gas

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Oil & Gas E&P stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).

Stock Price Fair Value vs Fair Value
CNOOC Limited 600938 ¥28.97 ¥32.55 +12%
ConocoPhillips explores for, COP $109.04 $91.79 -16%
Canadian Natural Resources Limited CNQ $42.86 $31.54 -26%
EOG Resources, Inc EOG $139.89 $130.19 -7%
Occidental Petroleum Corporation OXY $54.86 $30.68 -44%
Diamondback Energy, Inc FANG $183.39 $106.12 -42%
Devon Energy Corporation DVN $43.83 $27.06 -38%
Woodside Energy Group WDS A$30.46 A$20.71 -32%
EQT Corporation EQT $48.85 $42.85 -12%
Texas Pacific Land Corporation TPL $415.70 $79.20 -81%

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Frequently asked questions

Is BW Energy Limited (BWE) overvalued or undervalued?
As of Jul 15, 2026, our model estimates a fair value of kr 8.18 versus a price of kr 53.90, about −85% (overvalued).
What is the fair value of BWE?
Our model-based fair value for BW Energy Limited is kr 8.18 (as of Jul 15, 2026), built from audited fundamentals. The current price is kr 53.90.
What is the quality score of BWE?
BW Energy Limited has a Quality Score of 46/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of BW Energy Limited (BWE)?
BW Energy Limited reported trailing-twelve-month revenue of about 670M NOK (latest available figure, as of Jul 15, 2026).
What is the net profit margin of BWE?
The net profit margin of BW Energy Limited is about 12.3%, meaning it keeps roughly 12.3% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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