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TRMDTORM plcSell6.3·$27.99+6.63%
SellModerate Confidence
Investment thesis

TORM plc offers attractive valuation and strong 22% revenue growth in oil tanker midstream operations, but consecutive earnings misses and a severely elevated put/call ratio of 6.33 suggest the market is pricing in meaningful downside risk near current levels.

Thesis pillars

  • Earnings Quality Fcf ConcernStable
  • Value Growth CombinationStable
  • Elevated Put Call Risk SignalStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

TORM plc (TRMD) Stock Analysis

Range Bound setup

SellVALUE-TRAP 2/5Moderate Confidence

Energy · Oil & Gas Midstream

Sell if holding. At $27.99, A.R:R 0.6:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 5.9%; Consecutive earnings misses (2).

TORM plc, a shipping company, owns and operates a fleet of product tankers in the United Kingdom and internationally. It operates in two segments, Tanker and Marine Engineering. The Tanker segment transports refined oil products, such as gasoline, jet fuel, diesel, naphtha, and... Read more

$27.99+5.8% A.UpsideScore 6.3/10#9 of 46 Oil & Gas Midstream
QualityF-score8 / 9FCF yield-0.73%
IncomeYield10.11%Payout62.17%
Stop $25.76Target $29.32(analyst − 15%)A.R:R 0.6:1
Analyst target$34.50+23.3%2 analysts
$29.32our TP
$27.99price
$34.50mean
$35

Sell if holding. At $27.99, A.R:R 0.6:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 5.9%; Consecutive earnings misses (2). Chart setup: RSI 44 mid-range, Bollinger mid-band. Score 6.3/10, moderate confidence.

Passes 5/8 gates (no SEC red flags, news events none recent, earnings proximity 53d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and clean insider activity. Suitability: aggressive.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Aug 26, 202653d to earnings· next earnings call

Thesis

Rewards
Attractive valuation
Strong growth profile
Margin of safety: 46%
Risks
Thin upside margin: 5.9%
Consecutive earnings misses (2)
Negative momentum

Key Metrics

P/E (TTM)8.1
P/E (Fwd)6.2
Mkt Cap$2.8B
EV/EBITDA6.0
Profit Mgn24.5%
ROE15.7%
Rev Growth22.2%
Beta0.01
Dividend10.11%
Rating analysts11

Quality Signals

Piotroski F8/9MoatWideCompounder

Options Flow

P/C0.35bullish
IV68%elevated

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers·2 ceiling hits

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Volume
1.7
Ma Position
4.0
Rsi
5.5
Volume distribution (falling OBV)Above 200-day MA

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Earnings History
1.1
Surprise Avg
2.2
Erm
5.0
Earnings Timing
5.0
Dividend Safety
5.0
Earnings concerns: 1B/2MDividend: 1011.0%
GatesMomentum 2.4<4.5A.R:R 0.6 < 1.5@spotINSIDER 0.62%=HEAVYNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 53d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
44 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $25.52Resistance $30.62

Price Targets

$26
$29
A.Upside+4.8%
A.R:R0.6:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! NEWS_MOD=-1: HOLD_IF_HOLDING → SELL_IF_HOLDING
! momentum at 2.4 (below the engine's 4.5 threshold)
! asymmetry at 0.6 (below the engine's 1.5 threshold)@spot

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-08-26 (53d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is TRMD stock a buy right now?

Sell if holding. At $27.99, A.R:R 0.6:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 5.9%; Consecutive earnings misses (2). Chart setup: RSI 44 mid-range, Bollinger mid-band. Prior stop was $25.76. Score 6.3/10, moderate confidence.

What is the TRMD stock price target?

Take-profit target: $29.32 (+5.8% upside). Prior stop was $25.76. Stop-loss: $25.76.

What are the risks of investing in TRMD?

Thin upside margin: 5.9%; Consecutive earnings misses (2); Negative momentum.

Is TRMD overvalued or undervalued?

TORM plc trades at a P/E of 8.1 (forward 6.2). TrendMatrix value score: 9.5/10. Verdict: Sell.

What do analysts say about TRMD?

11 analysts cover TRMD with a consensus score of 3.7/5. Average price target: $35.

What does TORM plc do?TORM plc, a shipping company, owns and operates a fleet of product tankers in the United Kingdom and internationally....

TORM plc, a shipping company, owns and operates a fleet of product tankers in the United Kingdom and internationally. It operates in two segments, Tanker and Marine Engineering. The Tanker segment transports refined oil products, such as gasoline, jet fuel, diesel, naphtha, and gas oil, as well as dirty petroleum products, such as residual fuels and crude oil. The Marine Engineering segment engages in developing and producing advanced and green marine equipment. TORM plc was founded in 1889 and is based in London, the United Kingdom.

Related stocks: TEN (Tsakos Energy Navigation Ltd) · LPG (Dorian LPG Ltd.) · STNG (Scorpio Tankers Inc.) · DHT (DHT Holdings, Inc.) · INSW (International Seaways, Inc.)
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