WallStSmart

BW LPG Limited (BWLP)vsKirby Corporation (KEX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BW LPG Limited generates 6% more annual revenue ($3.58B vs $3.36B). KEX leads profitability with a 10.5% profit margin vs 6.8%. BWLP trades at a lower P/E of 9.9x. KEX earns a higher WallStSmart Score of 63/100 (C+).

BWLP

Buy

59

out of 100

Grade: C

Growth: 5.3Profit: 6.5Value: 8.3Quality: 6.0
Piotroski: 1/9Altman Z: 2.52

KEX

Buy

63

out of 100

Grade: C+

Growth: 8.0Profit: 5.0Value: 7.3Quality: 4.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BWLPUndervalued (+77.5%)

Margin of Safety

+77.5%

Fair Value

$74.88

Current Price

$16.99

$57.89 discount

UndervaluedFair: $74.88Overvalued
KEXUndervalued (+58.7%)

Margin of Safety

+58.7%

Fair Value

$296.24

Current Price

$135.88

$160.36 discount

UndervaluedFair: $296.24Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BWLP2 strengths · Avg: 10.0/10
P/E RatioValuation
9.9x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

KEX3 strengths · Avg: 8.7/10
EPS GrowthGrowth
102.1%10/10

Earnings expanding 102.1% YoY

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
20.6%8/10

Revenue surging 20.6% year-over-year

Areas to Watch

BWLP4 concerns · Avg: 3.0/10
EPS GrowthGrowth
2.1%4/10

2.1% earnings growth

Profit MarginProfitability
6.8%3/10

6.8% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-13.2%2/10

Revenue declined 13.2%

KEX3 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.632/10

Expensive relative to growth rate

Operating MarginProfitability
-53.1%1/10

Operating margin of -53.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : BWLP

The strongest argument for BWLP centers on P/E Ratio, Price/Book.

Bull Case : KEX

The strongest argument for KEX centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 20.6% demonstrates continued momentum.

Bear Case : BWLP

The primary concerns for BWLP are EPS Growth, Profit Margin, Piotroski F-Score.

Bear Case : KEX

The primary concerns for KEX are Piotroski F-Score, PEG Ratio, Operating Margin.

Key Dynamics to Monitor

BWLP profiles as a value stock while KEX is a growth play — different risk/reward profiles.

KEX carries more volatility with a beta of 0.86 — expect wider price swings.

KEX is growing revenue faster at 20.6% — sustainability is the question.

KEX generates stronger free cash flow (265M), providing more financial flexibility.

Bottom Line

KEX scores higher overall (63/100 vs 59/100) and 20.6% revenue growth. BWLP offers better value entry with a 77.5% margin of safety. Both earn "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.

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Kirby Corporation

INDUSTRIALS · MARINE SHIPPING · USA

Kirby Corporation operates domestic tank barges in the United States. The company is headquartered in Houston, Texas.

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