华尔街非常看好的两只能源股

能源股虽然波动较大，但可以提供增长、收入和多元化机会的良好平衡。许多能源公司都有持续派息的悠久历史。

Energy stocks can provide a good balance of growth, income, and diversification opportunities. Many energy companies have a long history of consistent dividend payouts, which makes them appealing to income-oriented investors. Furthermore, energy is a necessary component of economic activity, ensuring long-term demand and making energy companies attractive growth stocks. Here are two such energy stocks that Wall Street is very bullish on.

能源股可以提供增长、收入和多元化机会的良好平衡。许多能源公司有着长期持续派息的历史，这使得它们对以收入为导向的投资者具有吸引力。此外，能源是经济活动的必要组成部分，可确保长期需求并使能源公司成为有吸引力的成长股。以下是华尔街非常看好的两只此类能源股。

#1. Frontline (NYSE:FRO)

#1.前线（纽约证券交易所代码：FRO）

Frontline is a shipping company that focuses on the transportation of crude oil (CLF25) and refined petroleum products. Frontline's fleet and operational scale position it as a key player in global energy logistics, facilitating the transportation of essential commodities across oceans.

Frontline 是一家专注于原油（CLF25）和精炼石油产品运输的航运公司。 Frontline 的船队和运营规模使其成为全球能源物流的关键参与者，促进重要商品的跨洋运输。

So far this year, Frontline stock has declined by 9.5%, compared to the S&P 500 Index’s (SPX) gain of 26%.

今年到目前为止，Frontline 股票已下跌 9.5%，而标准普尔 500 指数 (SPX) 的涨幅为 26%。

Frontline maintains a fleet of vessels that includes Very Large Crude Carriers (VLCCs), Suezmax tankers, and Aframax tankers. These ships are designed to transport crude oil efficiently over long distances. The company's revenue is primarily derived from spot market earnings (revenue from voyages booked on a per-trip basis) and time-charter contracts (contracts under which vessels are leased out for a set period). While spot earnings are volatile and heavily reliant on supply-demand dynamics in the shipping market, time-charter contracts provide a more consistent income.

Frontline 拥有一支船队，其中包括超大型原油运输船 (VLCC)、苏伊士型油轮和阿芙拉型油轮。这些船舶旨在长距离高效运输原油。该公司的收入主要来自现货市场收入（按每次预订的航次获得的收入）和定期租船合同（在规定期限内出租船舶的合同）。虽然现货收入波动很大，并且严重依赖航运市场的供需动态，但期租合同提供了更稳定的收入。

In the second quarter, total revenue of $556 million increased 8.4% year-over-year. Adjusted earnings per share fell to $0.62, from $0.94 in Q2 2023. Management stated that seasonality has a significant impact on the tanker markets and that the summer is the company's slowest period.

第二季度总收入为5.56亿美元，同比增长8.4%。调整后每股收益从 2023 年第二季度的 0.94 美元降至 0.62 美元。管理层表示，季节性对油轮市场有重大影响，夏季是该公司业绩最慢的时期。

The company freed up capital in the second and third quarters to pay off its total debt of $670 million. It also refinanced 10 Suezmax tankers through a sale-and-leaseback agreement, which is expected to generate $101 million in net proceeds. This will allow the company to repay the remaining $75 million under the $275 million senior unsecured revolving credit facility.

该公司在第二季度和第三季度释放了资本，以偿还 6.7 亿美元的总债务。它还通过售后回租协议为 10 艘苏伊士型油轮提供再融资，预计将产生 1.01 亿美元的净收益。这将使该公司能够偿还 2.75 亿美元高级无担保循环信贷额度下剩余的 7500 万美元。

Frontline is a dividend stock, paying an attractive 13% yield. However, its high payout ratio of 81.1% raises concerns about the dividend's sustainability.

Frontline 是一只股息股票，收益率高达 13%，极具吸引力。然而，其81.1%的高派息率引发了人们对股息可持续性的担忧。

Frontline will release its third-quarter earnings results on Nov. 27 after the market closes. Analysts expect the company to report $317.6 million in revenue and a profit of $0.38 per share, up from $0.36 in the year-ago quarter.

Frontline 将于 11 月 27 日收盘后发布第三季度财报。分析师预计该公司将实现营收 3.176 亿美元，每股利润 0.38 美元，高于去年同期的 0.36 美元。

Analysts predict 25% revenue growth in 2024, but earnings may fall by 9.9%. In 2025, however, revenue and earnings are expected to rise by 14.8% and 26.4%, respectively. Frontline, valued at two times forward sales, is an affordable energy dividend stock to buy right now. However, as with all energy stocks, Frontline is risky.

分析师预测 2024 年收入增长 25%，但盈利可能下降 9.9%。然而，到2025年，收入和利润预计将分别增长14.8%和26.4%。 Frontline 的估值是远期销售额的两倍，是现在可以购买的负担得起的能源股利股票。然而，与所有能源股一样，Frontline 也存在风险。

Emerging markets, particularly in Asia, are fueling global oil demand. This trend contributes to long-term demand for crude oil transportation. For investors who can tolerate volatility, Frontline provides a unique opportunity to participate in the ever-changing energy and shipping sectors.

新兴市场，特别是亚洲的新兴市场，正在刺激全球石油需求。这一趋势有助于原油运输的长期需求。对于能够容忍波动的投资者来说，Frontline 提供了参与不断变化的能源和航运行业的独特机会。

Overall, FRO stock is a “strong buy” on Wall Street, according to all five analysts in coverage. Based on its average target price of $31.18, the stock has an upside potential of 72.6% from current levels. Its high target price of $37 implies a 104.7% potential increase over the next 12 months.

总体而言，根据所有五位分析师的说法，FRO 股票在华尔街是“强力买入”的股票。基于 31.18 美元的平均目标价，该股较目前水平有 72.6% 的上涨潜力。其 37 美元的高目标价意味着未来 12 个月的潜在涨幅为 104.7%。

#2. Civitas Resources (NYSE:CIVI)

#2.城市资源（纽约证券交易所代码：CIVI）

Civitas Resources is a domestic oil and natural gas producer operating in the Denver-Julesburg (DJ) and Permian basins. Civitas stock has dipped 25.8% year-to-date, compared to the broader market's gain.

Civitas Resources 是一家国内石油和天然气生产商，在丹佛-朱尔斯堡 (DJ) 和二叠纪盆地运营。与大盘涨幅相比，Civitas 股价今年迄今已下跌 25.8%。

Civitas generates a mix of oil, natural gas (NGZ24), and natural gas liquids (NGLs), ensuring a diverse revenue stream. In the third quarter, crude oil accounted for 87% of total revenue. The company generated $1.27 billion in total operating revenue, a 23.3% increase year-over-year. Diluted earnings also increased by 93% to $3.01 per share.

Civitas 生产石油、天然气 (NGZ24) 和液化天然气 (NGL) 的混合物，确保收入来源多样化。第三季度，原油占总收入的87%。公司总营业收入12.7亿美元，同比增长23.3%。稀释后收益也增长了 93%，达到每股 3.01 美元。

The company is committed to a balanced approach that combines energy production with sustainability practices. Civitas Resources is praised for its shareholder-friendly capital return strategy. In addition to regular dividends, Civitas pays variable dividends tied to its free cash flow, which appeals to income investors.

该公司致力于采取将能源生产与可持续发展实践相结合的平衡方法。 Civitas Resources 因其有利于股东的资本回报策略而受到赞誉。除了定期股息外，Civitas 还支付与其自由现金流挂钩的可变股息，这对收入投资者很有吸引力。

In the third quarter, adjusted free cash flow totaled $366.3 million. After paying its quarterly base dividend of

第三季度，调整后自由现金流总计 3.663 亿美元。支付季度基本股息后