Global Ship Lease

Midsize Container Ships Will Improve Efficiency Despite Market Headwinds

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Sep 24

Updated

27 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

56.0%

7D

-6.3%

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1Y

56.0%

7D

-6.3%

You can edit this narrative until Nov 28 3:15 AM. Then, changes will post as Updates.

Author's Valuation

US$37.6710.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 27 Nov 25

GSL: Buybacks And Dividend Stability Will Support Future Performance Amid Modest Shifts

Analysts have maintained their price target for Global Ship Lease at $37.67 per share, citing only minor adjustments to revenue growth projections and discount rates as the basis for this continued valuation. What's in the News Completed the repurchase of 2,555,075 shares, representing 7.1%, for $46.98 million under the buyback announced on March 24, 2022 (Company Filing) Declared a dividend of $0.625 per class A common share for the third quarter of 2025, to be paid on or about December 4, 2025 to shareholders of record as of November 21, 2025 (Company Announcement) Filed a $150 million follow-on equity offering for Depositary Shares, categorized as Depositary Receipt (preferred security), under an at the market offering (Company Filing) Filed a $100 million follow-on equity offering for Class A Common Shares, categorized as common stock, under an at the market offering (Company Filing) Completed a $150 million follow-on equity offering for Depositary Shares, categorized as Depositary Receipt (preferred security), under an at the market offering (Company Filing) Valuation Changes Consensus Analyst Price Target remains unchanged at $37.67 per share.

Shared on 12 Nov 25

Fair value Increased 5.61%

GSL: Future Margins And Lower Risk Will Offset Slower Revenue

Analysts have raised their price target for Global Ship Lease from $35.67 to $37.67. They cite adjustments in discount rate and improved profit margin expectations, which offset slower revenue growth forecasts.

Shared on 07 Aug 25

With both revenue growth forecasts and future P/E holding steady, analysts see no material change in Global Ship Lease's outlook, leaving the consensus price target unchanged at $35.67. What's in the News The company completed its share repurchase program, buying back 2,555,075 shares (7.1% of outstanding shares) for $46.98 million under the plan announced in March 2022.

Shared on 01 May 25

Fair value Increased 15%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 2.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 8.67%

AnalystConsensusTarget has decreased revenue growth from 0.5% to -0.3%.

Shared on 11 Mar 25

AnalystConsensusTarget Fair Value

US$37.67

10.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

-6.41%

Marine and Shipping revenue growth rate

-0.02%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

11.11%

Calculation

US$267.24m

Earnings '28

x

6.76x

PE Ratio '28

=

US$1.81b

Market Cap '28

US$1.81b

Market Cap '28

/

35.87m

No. shares '28

=

US$50.37

Share Price '28

US$50.37 Share Price '28

Discounted to 2025 @ 11.08% p.a.

=

US$36.75

Fair Value '25