Rising Vessel Deliveries Will Deflate Overestimated Charter Rates

Published
24 Sep 24
Updated
16 Aug 25
AnalystConsensusTarget's Fair Value
US$68.67
11.6% undervalued intrinsic discount
16 Aug
US$60.72
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1Y
29.1%
7D
21.8%

Author's Valuation

US$68.7

11.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on16 Aug 25
Fair value Increased 15%

Analysts have raised Euroseas’ fair value to $68.67, citing expectations of surging containership demand driven by geopolitical tensions, ongoing trade negotiations, and supply chain stockpiling, all supporting higher contract activity and prices. Analyst Commentary Bullish analysts expect containership customers to urgently secure contracts following U.S. military actions against Iran.

Shared on01 May 25
Fair value Increased 8.66%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 4.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget has decreased revenue growth from 2.5% to 1.5%.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Decreased 5.47%

AnalystConsensusTarget has increased revenue growth from 1.9% to 2.5%, decreased profit margin from 47.0% to 40.4%, increased future PE multiple from 4.4x to 6.0x and increased shares outstanding growth rate from -0.0% to 0.0%.