Danaos Zukünftiges Wachstum
Future Kriterienprüfungen 0/6
Der Gewinn von Danaos wird voraussichtlich um 11% pro Jahr zurückgehen, während der Jahresumsatz um 2.2% pro Jahr wachsen soll. Der Gewinn je Aktie wird voraussichtlich um 9.7% pro Jahr sinken.
Wichtige Informationen
-11.0%
Wachstumsrate der Gewinne
-9.74%
EPS-Wachstumsrate
| Shipping Gewinnwachstum | 2.3% |
| Wachstumsrate der Einnahmen | 2.2% |
| Zukünftige Eigenkapitalrendite | n/a |
| Analystenabdeckung | Low |
| Zuletzt aktualisiert | 13 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Seeking Alpha • 23h
Danaos Is Pricing In The Peak
Summary Danaos Corporation has surged nearly 38% YTD, driven by dry bulk segment gains, despite 90% of revenue still coming from container vessels. DAC boasts a $4.1B backlog through 2038, high cash flow visibility, and a robust balance sheet with net debt/adj. EBITDA at just 0.23x. Recent earnings showed flat revenue but 5.2% y/y Adj. EBITDA growth: dry bulk revenue rose 40.9% y/y, while container shipping revenue fell 2.8%. I view DAC's current valuation as unjustified, with upside driven by temporary dry bulk factors; a 20% pullback would offer a better entry. Read the full article on Seeking Alpha
Narrativ-Update • May 11
DAC: Cash Flow Visibility And Buybacks Will Drive Future Upside Potential
Analysts have raised their price target on Danaos from $109 to $147, citing updated valuation work, a slightly lower discount rate, and recent research that views the stock as a compelling containership play with solid cash flow visibility. Analyst Commentary Recent research has added more color to how the Street is thinking about Danaos, with views coalescing around cash flow visibility, sector positioning, and where the stock trades relative to perceived value.
Neues Narrativ • May 06
Contracted Backlog And LNG Expansion Will Constrain Earnings While Cash Flows Remain Resilient
Catalysts About Danaos Danaos is a containership and dry bulk shipping company that charters vessels to liner and commodity customers and is expanding into LNG related energy transport. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Apr 24
DAC: Cash Flow Visibility And Buybacks Will Support Balanced Future Returns
Analysts have kept Danaos' fair value estimate steady at $109, while a new $120 price target and Hold rating highlight their view that the stock offers cash flow visibility in the containership sector, but without a clear near-term rerating catalyst. Analyst Commentary Bullish Takeaways Bullish analysts highlight the $120 price target as consistent with a view that Danaos offers solid cash flow visibility in the containership sector, which helps support their fair value framework.Narrativ-Update • Apr 08
DAC: Cash Flow Visibility And LNG Partnership Will Drive Balanced Future Returns
Analysts have reiterated a $120 price target on Danaos, framing it as a hold idea, supported by views that its role in the containership sector offers appealing cash flow visibility. Analyst Commentary Analysts framing Danaos as a hold idea are largely anchored on the $120 price target and see the company as a cash flow focused way to gain exposure to the containership sector.Narrativ-Update • Mar 25
DAC: Cash Flow Visibility And LNG Partnership Will Shape Future Earnings Profile
Analysts have maintained Danaos' fair value estimate at $109, and a new $120 price target from recent Street research reflects steady assumptions for discount rate, revenue trajectory and profit margins, supported by views that the company offers compelling cash flow visibility in the containership sector. Analyst Commentary Bullish Takeaways Bullish analysts highlight the $120 price target as aligned with the maintained $109 fair value estimate, suggesting that current assumptions on discount rate and profitability are viewed as consistent and supportable.Narrativ-Update • Mar 11
DAC: Cash Flow Visibility And LNG Partnership Will Support Future Earnings Stability
Analysts have nudged their fair value estimate for Danaos up from $104 to $109, citing recent Street research that highlights the new $120 price target and describes the company as a compelling cash flow story in the containership sector. Analyst Commentary Analysts are framing Danaos as a cash flow focused containership owner with a fair value that is close to, but still below, the latest US$120 price target.Analyseartikel • Jan 08
At US$98.23, Is It Time To Put Danaos Corporation (NYSE:DAC) On Your Watch List?
While Danaos Corporation ( NYSE:DAC ) might not have the largest market cap around , it saw a decent share price growth...Narrativ-Update • Dec 05
DAC: Expanding Backlog And Newbuild Fleet Will Support Future Earnings Stability
Analysts have modestly increased their price target on Danaos to $104.00, citing largely unchanged assumptions around the discount rate, long term revenue contraction, and robust profit margins that continue to support a stable valuation profile. What's in the News Danaos declared a third quarter 2025 dividend of $0.90 per share of common stock, payable on December 11, 2025 to stockholders of record on December 2, 2025 (Key Developments).Analyseartikel • Nov 21
Danaos (NYSE:DAC) Will Pay A Larger Dividend Than Last Year At $0.90
The board of Danaos Corporation ( NYSE:DAC ) has announced that the dividend on 11th of December will be increased to...Narrativ-Update • Nov 21
DAC: Rising Contracted Revenues and New Vessel Orders Will Drive Strength
Analysts have raised their price target for Danaos from $101.50 to $104.00 per share, citing improved revenue growth projections and a modest reduction in the discount rate, even though slightly lower anticipated profit margins are expected. What's in the News Danaos Corporation declared a dividend of $0.90 per share for Q3 2025.Analyseartikel • Oct 01
Is Danaos (NYSE:DAC) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analyseartikel • Sep 06
There's Been No Shortage Of Growth Recently For Danaos' (NYSE:DAC) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Analyseartikel • Jul 29
Why Investors Shouldn't Be Surprised By Danaos Corporation's (NYSE:DAC) Low P/E
With a price-to-earnings (or "P/E") ratio of 3.7x Danaos Corporation ( NYSE:DAC ) may be sending very bullish signals...Analyseartikel • Jul 08
When Should You Buy Danaos Corporation (NYSE:DAC)?
While Danaos Corporation ( NYSE:DAC ) might not have the largest market cap around , it saw a significant share price...Analyseartikel • May 17
A Look At The Fair Value Of Danaos Corporation (NYSE:DAC)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Danaos fair value estimate is US$78.32 Current share price of...Analyseartikel • Apr 28
Little Excitement Around Danaos Corporation's (NYSE:DAC) Earnings
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...Seeking Alpha • Apr 11
Danaos: +60% Discount To Book With A Reasonable Yield, Reiterate Buy
Summary Danaos Corporation broke a six-quarter streak of missing EPS estimates, ending Q4 2024 with a 41 bps beat and a yield above 4.7%. Despite volatile trading and tariff uncertainties, DAC's fundamentals remain strong with significant revenue growth, fleet expansion, and a $3.4 billion charter backlog. DAC's financial strength, including $671 million in current assets against $169 million in short-term liabilities, makes it a safe-haven investment amidst potential trade disruptions. With aggressive buybacks, a compelling risk-reward ratio, and undervaluation, DAC is rated a Buy, potentially a Strong Buy, if valuation imbalances worsen. Read the full article on Seeking AlphaAnalyseartikel • Apr 07
Is Now An Opportune Moment To Examine Danaos Corporation (NYSE:DAC)?
Danaos Corporation ( NYSE:DAC ), might not be a large cap stock, but it saw significant share price movement during...Analyseartikel • Mar 20
Danaos (NYSE:DAC) Is Doing The Right Things To Multiply Its Share Price
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Seeking Alpha • Feb 20
Danaos: Stocks This Cheap Don't Come Around Often
Summary Danaos trades at 2.8x forward PE ratio, mirroring broader industry challenges, but ignoring its contracted revenue business model that shields it from short-term maritime industry volatility. A strong balance sheet with low debt, and fleet expansion and modernization with eco-friendly vessels, secures DAC's future. DAC's low valuation, growth potential, dividends, and share buybacks present a compelling opportunity for different investment strategies. Read the full article on Seeking AlphaAnalyseartikel • Feb 05
Is Danaos (NYSE:DAC) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Jan 14
Danaos: Undervalued With Strong Cash Flows
Summary Danaos Corporation owns 73 containerships and is expanding with 16 more ships under construction. Danaos is diversifying into drybulk with 10 vessels and a position in SBLK. The stock is undervalued given strong free cash flow generation and minimal net debt. Read the full article on Seeking AlphaAnalyseartikel • Jan 05
Should You Investigate Danaos Corporation (NYSE:DAC) At US$81.54?
Danaos Corporation ( NYSE:DAC ), might not be a large cap stock, but it received a lot of attention from a substantial...Seeking Alpha • Dec 30
Danaos: Dry Bulk Shipping In Focus + 3Q24 Earnings Update
Summary Danaos Corporation showcases strong financial fundamentals and strategic expansion into dry bulk shipping, despite maintaining a Hold rating based on intrinsic value assessment. DAC's strategic entry into dry bulk includes a 16.7% stake in Eagle Bulk Shipping and five Capesize bulkers, positioning for potential market recovery. DAC's Q3 2024 earnings highlight a robust $3.3B contracted revenue backlog, strong liquidity, and manageable debt levels, despite increased operating expenses. The Hold rating is due to current market prices not aligning with fundamental analysis, though potential exists if the dry bulk segment takes off or DAC’s multiple expands. Read the full article on Seeking AlphaAnalyseartikel • Dec 21
Danaos Corporation (NYSE:DAC) Shares Could Be 22% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Danaos is US$98.33 based on 2 Stage Free Cash Flow to Equity Danaos is...Analyseartikel • Dec 04
Benign Growth For Danaos Corporation (NYSE:DAC) Underpins Its Share Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...Analyseartikel • Nov 14
We Like These Underlying Return On Capital Trends At Danaos (NYSE:DAC)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Seeking Alpha • Nov 12
Danaos Corporation: Providing A Long-Volatility Exposure To Geopolitics
Summary After a surge in containership charter rates during the pandemic, an important wave of new vessels is currently entering the market. One key reason why the market has been able to digest this new supply so far is geopolitics. In a scenario in which the geopolitical conditions de-escalate, the important supply of new vessels could lead to significant downward pressure on charter rates. However, the opposite is also true if the geopolitical landscape were to deteriorate further, especially around the Taiwan Strait and the South China Sea. The Q3-24 results could provide additional information regarding Danaos' contracting coverage in 2026 and 2027, an important element in evaluating the sustainability of current profitability levels. Read the full article on Seeking Alpha
Neues Narrativ • Sep 13
Fleet Expansion And Diversification Promise Growth Amid Analysts' Concerns Over Shrinking Margins
Danaos' expansion with a newbuilding program and securing multiyear charters for new and existing vessels ensures revenue growth and stability.Analyseartikel • Sep 04
Earnings Working Against Danaos Corporation's (NYSE:DAC) Share Price
With a price-to-earnings (or "P/E") ratio of 2.7x Danaos Corporation ( NYSE:DAC ) may be sending very bullish signals...Seeking Alpha • Aug 22
Danaos Corporation: Drybulk Debut Not The Only Attractive Aspect
Summary Danaos Corporation reported mixed Q2 earnings, missing on adjusted EPS but beating on revenue, with stock price fluctuating before rallying back. Despite missing analyst EPS estimates for four quarters, investors have sent DAC stock up by 30% between Q3 2023 and Q2 2024. It's not enough. DAC is a strong performer in the container shipping industry with a resilient model, strong balance sheet, and attractive valuation levels, but the stock price does not reflect fundamentals. Read the full article on Seeking AlphaAnalyseartikel • Aug 09
Is It Too Late To Consider Buying Danaos Corporation (NYSE:DAC)?
Danaos Corporation ( NYSE:DAC ), might not be a large cap stock, but it saw significant share price movement during...Seeking Alpha • Jul 29
Danaos Corporation: A Ship In Good Shape, But Is It Worth Boarding? Not Yet
Summary This is my initial coverage of Danaos Corporation and the marine shipping industry. DAC operates container and dry bulk ships, focusing on charter arrangements for revenue. Strong financial performance, fleet expansion, and shareholder returns, but valuation is stretched and industry risks present. Read the full article on Seeking AlphaAnalyseartikel • Jul 19
Danaos' (NYSE:DAC) Returns On Capital Are Heading Higher
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Seeking Alpha • May 23
Danaos: Could A Take Private Deal Be In The Works?
Summary The Containership market has strengthened significantly in the past few months, with rates exceeding 2024 highs set earlier this year. With a strengthening containership market, Danaos low valuation and high cash flow make it a compelling target for a take-private or acquisition. DAC has underperformed competitor GSL by a large amount, despite their businesses being impacted by the same geopolitical events and performance being largely the same. After paying for 6 new containerships this year, Danaos has minimal obligations for its substantial cash flow in 2025 and 2026. Danaos could finish the year over $100/share, with further upside in 2025. Read the full article on Seeking AlphaAnalyseartikel • May 21
Lacklustre Performance Is Driving Danaos Corporation's (NYSE:DAC) Low P/E
Danaos Corporation's ( NYSE:DAC ) price-to-earnings (or "P/E") ratio of 2.9x might make it look like a strong buy right...Analyseartikel • Apr 30
Is It Time To Consider Buying Danaos Corporation (NYSE:DAC)?
Danaos Corporation ( NYSE:DAC ), is not the largest company out there, but it saw a decent share price growth of 11% on...Seeking Alpha • Apr 29
Danaos: The Valuation Math Still Heavily Favors Bulls
Summary Danaos is a Greek containership company witnessing underlying "business value" growing faster than its stock quote. Core enterprise value vs. tangible book value readings have reached DAC's lowest point ever and represent the cheapest proportion for any blue-chip transportation stock trading on Wall Street. The company is approaching zero net debt in early 2024 and is projected to achieve $70 for EPS during 2024-26 vs. a $74 share price today. Read the full article on Seeking AlphaSeeking Alpha • Apr 01
Danaos: Feeling Frustrated? This Is Your Permission Slip To Get Out
Summary I have been bullish on Danaos for the past 2.5 years, but finally, I am feeling worn out and frustrated. The cost of holding Danaos stock, in terms of effort and disappointment, outweighs the potential reward. Nevertheless, my journey with Danaos provided me with a couple of insightful lessons. Read the full article on Seeking AlphaAnalyseartikel • Feb 16
Danaos Corporation (NYSE:DAC) Analysts Are Pretty Bullish On The Stock After Recent Results
Last week, you might have seen that Danaos Corporation ( NYSE:DAC ) released its full-year result to the market. The...Seeking Alpha • Feb 10
Danaos: Just Far Too Cheap, It's A Buy
Summary DAC is trading at half its tangible book value despite being net debt free and having almost $50/share in earnings contracted for 2024-2025. DAC has paid down so much debt, its Enterprise Value is back to the COVID lows. Negative sentiment from an oversupplied container shipping industry is weighing on sentiment and DAC's share price. DAC Management has done a great job over the last few years and deserves more credit for their capital allocation. Continued earnings and cash flow, along with share repurchases, could narrow the discount to book value and push the share price higher over the next year. Read the full article on Seeking AlphaGewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 1,088 | 361 | 315 | 526 | 1 |
| 12/31/2027 | 1,105 | 464 | -21 | 693 | 2 |
| 12/31/2026 | 1,037 | 495 | 148 | 686 | 1 |
| 3/31/2026 | 1,043 | 520 | 311 | 674 | N/A |
| 12/31/2025 | 1,042 | 495 | 348 | 645 | N/A |
| 9/30/2025 | 1,034 | 467 | 344 | 622 | N/A |
| 6/30/2025 | 1,030 | 459 | 186 | 611 | N/A |
| 3/31/2025 | 1,014 | 470 | -19 | 602 | N/A |
| 12/31/2024 | 1,014 | 505 | -38 | 622 | N/A |
| 9/30/2024 | 1,005 | 565 | -110 | 611 | N/A |
| 6/30/2024 | 988 | 575 | 23 | 603 | N/A |
| 3/31/2024 | 983 | 581 | 216 | 602 | N/A |
| 12/31/2023 | 974 | 576 | 308 | 576 | N/A |
| 9/30/2023 | 977 | 579 | 344 | 576 | N/A |
| 6/30/2023 | 998 | 513 | 450 | 595 | N/A |
| 3/31/2023 | 1,007 | 374 | 740 | 943 | N/A |
| 12/31/2022 | 993 | 559 | 736 | 935 | N/A |
| 9/30/2022 | 956 | 572 | 734 | 921 | N/A |
| 6/30/2022 | 892 | 723 | 418 | 856 | N/A |
| 3/31/2022 | 787 | 1,088 | 103 | 459 | N/A |
| 12/31/2021 | 690 | 1,053 | 72 | 428 | N/A |
| 9/30/2021 | 594 | 930 | 47 | 376 | N/A |
| 6/30/2021 | 517 | 756 | 268 | 342 | N/A |
| 3/31/2021 | 488 | 421 | 169 | 299 | N/A |
| 12/31/2020 | 462 | 154 | 95 | 266 | N/A |
| 9/30/2020 | 452 | 144 | 126 | 238 | N/A |
| 6/30/2020 | 445 | 135 | 116 | 225 | N/A |
| 3/31/2020 | 441 | 127 | 154 | 216 | N/A |
| 12/31/2019 | 447 | 131 | N/A | 220 | N/A |
| 9/30/2019 | 453 | -84 | N/A | 221 | N/A |
| 6/30/2019 | 459 | 10 | N/A | 221 | N/A |
| 3/31/2019 | 460 | -14 | N/A | 188 | N/A |
| 12/31/2018 | 459 | -33 | N/A | 165 | N/A |
| 9/30/2018 | 457 | 171 | N/A | 156 | N/A |
| 6/30/2018 | 453 | 66 | N/A | 147 | N/A |
| 3/31/2018 | 453 | 80 | N/A | 172 | N/A |
| 12/31/2017 | 452 | 84 | N/A | 181 | N/A |
| 9/30/2017 | 450 | -385 | N/A | 173 | N/A |
| 6/30/2017 | 448 | -416 | N/A | 218 | N/A |
| 3/31/2017 | 471 | -392 | N/A | 245 | N/A |
| 12/31/2016 | 498 | -366 | N/A | 262 | N/A |
| 9/30/2016 | 530 | 87 | N/A | 294 | N/A |
| 6/30/2016 | 562 | 137 | N/A | 281 | N/A |
| 3/31/2016 | 567 | 131 | N/A | 273 | N/A |
| 12/31/2015 | 568 | 117 | N/A | 272 | N/A |
| 9/30/2015 | 565 | 59 | N/A | 252 | N/A |
| 6/30/2015 | 560 | 39 | N/A | 233 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: DACFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-11% pro Jahr).
Ertrag vs. Markt: DACFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-11% pro Jahr).
Hohe Wachstumserträge: DACFür die nächsten 3 Jahre wird mit einem Rückgang der Erträge gerechnet.
Einnahmen vs. Markt: DACDie Einnahmen des Unternehmens (2.2% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.7% pro Jahr).
Hohe Wachstumseinnahmen: DACDie Einnahmen des Unternehmens (2.2% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von DAC in 3 Jahren voraussichtlich hoch sein wird
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/14 11:49 |
| Aktienkurs zum Tagesende | 2026/05/14 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Danaos Corporation wird von 7 Analysten beobachtet. 2 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Kenneth Hoexter | BofA Global Research |
| Christian Wetherbee | Citigroup Inc |
| Fredrik Dybwad | Fearnley Securities |