BW LPG Limited (BWLP)vsNavios Maritime Partners LP Unit (NMM)
BWLP
BW LPG Limited
$16.99
+0.53%
INDUSTRIALS · Cap: $2.58B
NMM
Navios Maritime Partners LP Unit
$66.42
-2.72%
INDUSTRIALS · Cap: $1.92B
Smart Verdict
WallStSmart Research — data-driven comparison
BW LPG Limited generates 166% more annual revenue ($3.58B vs $1.34B). NMM leads profitability with a 21.2% profit margin vs 6.8%. NMM trades at a lower P/E of 6.9x. NMM earns a higher WallStSmart Score of 70/100 (B-).
BWLP
Buy59
out of 100
Grade: C
NMM
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+77.5%
Fair Value
$74.88
Current Price
$16.99
$57.89 discount
Margin of Safety
+86.1%
Fair Value
$448.81
Current Price
$66.42
$382.39 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 212.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 34.1%
Keeps 21 of every $100 in revenue as profit
Earnings expanding 28.2% YoY
Areas to Watch
6.8% margin — thin
Weak financial health signals
Revenue declined 13.2%
Expensive relative to growth rate
Smaller company, higher risk/reward
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BWLP
The strongest argument for BWLP centers on P/E Ratio, Price/Book, EPS Growth.
Bull Case : NMM
The strongest argument for NMM centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 21.2% and operating margin at 34.1%.
Bear Case : BWLP
The primary concerns for BWLP are Profit Margin, Piotroski F-Score, Revenue Growth.
Bear Case : NMM
The primary concerns for NMM are PEG Ratio, Market Cap, Free Cash Flow.
Key Dynamics to Monitor
BWLP profiles as a value stock while NMM is a mature play — different risk/reward profiles.
NMM carries more volatility with a beta of 1.23 — expect wider price swings.
NMM is growing revenue faster at 9.9% — sustainability is the question.
BWLP generates stronger free cash flow (166M), providing more financial flexibility.
Bottom Line
NMM scores higher overall (70/100 vs 59/100), backed by strong 21.2% margins. BWLP offers better value entry with a 77.5% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
BW LPG Limited
INDUSTRIALS · MARINE SHIPPING · USA
BW LPG Limited, an investment holding company, engages in ship owning and chartering activities globally. The company is headquartered in Singapore.
Visit Website →Navios Maritime Partners LP Unit
INDUSTRIALS · MARINE SHIPPING · USA
Navios Maritime Partners LP owns and operates dry cargo ships in Asia, Europe, North America and Australia. The company is headquartered in Monaco.
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