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DHT Holdings, Inc. (DHT) Stock Analysis

Energy

DHT Holdings, Inc.

$17.40

+$0.02 (+0.12%)

Last Updated: May 26, 2026

Price History

Analysis

Company Overview

DHT Holdings, Inc. operates as a specialized entity within the energy sector, specifically focusing on the oil and gas midstream industry by owning and operating crude oil tankers primarily in Monaco, Singapore, Norway, and India while offering technical management services. As of December 15, 2025, the company maintains a substantial operational footprint with a fleet of 22 very large crude carriers, reflecting a significant presence in global maritime logistics for crude transportation. The organization employs 737 individuals and holds a total market capitalization of $2.91B, indicating a mid-to-large-scale market presence within the energy infrastructure landscape. With annual revenue reaching $551.34M, the company demonstrates a robust revenue generation capability that supports its position as a key player in the midstream segment, where it manages the critical flow of crude oil from production sites to refineries and storage facilities across international waters.

Financial Health

DHT Holdings, Inc. reported a trailing twelve-month revenue of $551.34M and a corresponding net income of $211.09M, while generating an EBITDA of $321.03M, which highlights a distinct gap between total revenue and net income that reveals a substantial cost structure encompassing operational expenses, taxes, interest, and depreciation. The company's free cash flow stands at -$67,223,248, indicating a period of capital expenditure or strategic reinvestment that temporarily reduces immediate financial flexibility but may be necessary for fleet maintenance or expansion. The company maintains a gross margin of 63.5%, an operating margin of 47.4%, and a profit margin of 38.3%, where the high gross margin suggests efficient pricing power or low direct shipping costs, the strong operating margin reflects effective internal cost control, and the profit margin demonstrates the ability to convert earnings after all expenses. Regarding liquidity and leverage, the firm holds $79.04M in cash against $434.57M in total debt, resulting in a debt-to-equity ratio of 38.35%, which indicates a leveraged balance sheet typical for capital-intensive midstream operations rather than a conservative, debt-free stance. The current ratio is listed at 2.80, signifying that the company possesses 2.80 times more current assets than current liabilities, which points to a healthy short-term liquidity position capable of meeting immediate obligations. Additionally, the return on equity is 19.4% and the return on assets is 9.1%, metrics that reveal management's effectiveness in generating shareholder value relative to equity invested and utilizing total assets to produce net income.

Valuation Assessment

DHT Holdings, Inc. currently trades with a trailing P/E ratio of 13.82 and a forward P/E of 13.10, where the lower forward P/E relative to the trailing figure implies that the market expects earnings growth that will justify a more attractive valuation multiple in the coming period. The price-to-book ratio stands at 2.57, suggesting that the market values the company at a premium of 157% over its book value, which often reflects the intangible value of its fleet assets, brand reputation, or expected future cash flows not captured on the balance sheet. Alternative valuation metrics such as the price-to-sales ratio of 5.29 and an EV/EBITDA of 10.19 provide context on the company's valuation relative to its sales volume and earnings power before interest, taxes, depreciation, and amortization, indicating a reasonable multiple for a mature midstream operator. The stock has experienced a wide trading range over the last year, with a 52-week high of $20.55 and a 52-week low of $8.99, meaning the current price sits significantly closer to the lower end of this historical range, reflecting recent market consolidation or sector-specific headwinds. The company exhibits a beta of -0.15, which is an unusual negative value indicating that the stock's price volatility moves inversely to the broader market, suggesting a potential hedge characteristic or specific idiosyncratic factors driving its price action distinct from general market trends.

Growth & Income

The company has demonstrated positive momentum with a revenue growth rate of 9.7% and an earnings growth rate of 20.6% over the year-over-year period, indicating that earnings are growing significantly faster than revenue, which implies improving operational leverage, cost efficiencies, or margin expansion driving profitability. DHT Holdings, Inc. offers a dividend yield of 9.1% with a payout ratio of 56.5%, where the payout ratio suggests that the company distributes more than half of its earnings to shareholders, a level that requires careful monitoring given the recent negative free cash flow but remains within the range of historical norms for high-yield energy stocks. Since the company is a dividend payer, the sustainability of the 9.1% yield depends on the ability to generate positive cash flow in future periods, as the current negative free cash flow of -$67,223,248 temporarily constrains the ability to fund both dividends and capital expenditures simultaneously. Overall, the firm presents a profile characterized by moderate revenue expansion, accelerating earnings growth, and a high income return for shareholders, balancing the trade-off between current cash flow constraints and attractive dividend compensation.

Peer Comparison

DHT Holdings, Inc. (DHT) operates in the Oil & Gas Midstream industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
DHT Holdings, Inc. DHT $2.80B 8.4
Enbridge Inc. ENB.TO $171.99B 26.7
Enbridge Inc. ENB $124.49B 26.6
TC Energy Corporation TRP.TO $100.09B 28.3

The Oil & Gas Midstream industry average P/E ratio is 25.1x. DHT Holdings, Inc. trades at a P/E of 8.4.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About DHT Holdings, Inc.

DHT Holdings, Inc., through its subsidiaries, owns and operates crude oil tankers primarily in Monaco, Singapore, Norway, and India. The company also offers technical management services. As of December 15, 2025, it had a fleet of 22 very large crude carriers. The company was incorporated in 2005 and is headquartered in Hamilton, Bermuda.

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Key Statistics

Market Cap
$2.80B
P/E Ratio
8.45
52-Week High
$20.55
52-Week Low
$10.61
Avg Volume
4.41M
Beta
-0.09
Dividend Yield
14.71%

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NYSE
Country
Bermuda
Employees
737