
Gaztransport & Technigaz S.A. (GZPZF)
ValueMarkers Composite Index
65% below intrinsic value ($686)
Gaztransport & Technigaz S.A. (GZPZF) — VMCI valuation read
Composite valuation read on GZPZF: VMCI 63/100 against a Energy sector median of 50. The 13-point above-median print is the headline number for Gaztransport & Technigaz S.A., and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.
Trailing 30-day insider activity for GZPZF: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.
**Investor frame.** Value, quality, risk in three lines on GZPZF: GZPZF trades at 27.0x earnings, 50% above the Energy median of 18.0x; ROIC of 17.0% sits 7.0pp above the Energy median (10.0%); net debt to EBITDA of -1.7x leaves covenant headroom. EV/EBITDA at 14.0x versus 12.0x for Energy closes the value frame.
GZPZF fell 0.2% over the trailing 7 days, with a -21.2% read on a 30-day basis.
Gaztransport & Technigaz SA, a technology and engineering company, provides cryogenic membrane containment systems for the maritime transportation and storage of liquefied gas and liquefied natural gas (LNG) in South Korea, China, Russia, and internationally. The company offers solutions, such as commercial vessel tanks, small and medium-capacity LNG carriers, bunker barges and vessels, and floating storage structures and bunkering stations for supplying LNG to merchant vessels other than LNG carriers; and LNG fuel storage solutions and related systems for the merchant vessels that use LNG as a marine fuel to replace the conventional fuel oils. It also provides membrane technology system for the bulk transportation and storage of LNG; and LNG Brick, a package for storage of gas for propulsion dedicated to ships requiring a small quantity of LNG. Further, it provides consultancy and engineering study, construction assistance, emergency response, training, and maintenance support services; and designs and assembles electrolysers for the production of green hydrogen, as well as offers smart shipping services; and digital services, such as in-depth data analytics. In addition, the company licenses its technologies to shipyards. The company serves shipyards, ship-owners, terminal operators, gas companies, and classification societies. Gaztransport & Technigaz SA was founded in 1963 and is headquartered in Saint-Rémy-lès-Chevreuse, France.
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