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The company may no longer be operating, as it has been acquired. Find out why through their latest events.
Atlas 향후 성장
Future 기준 점검 1/6
Atlas 의 수익은 연간 15.7% 감소할 것으로 예상되는 반면, 연간 수익은 11.4% 로 증가할 것으로 예상됩니다. EPS는 연간 24% 만큼 쇠퇴할 것으로 예상됩니다.
핵심 정보
-15.7%
이익 성장률
-23.99%
EPS 성장률
| Infrastructure 이익 성장 | 9.3% |
| 매출 성장률 | 11.4% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 06 Mar 2023 |
최근 향후 성장 업데이트
Recent updates
Seeking Alpha • Feb 14
Atlas Q4 2022 Earnings Preview
Atlas (NYSE:ATCO) is scheduled to announce Q4 earnings results on Wednesday, February 15th, after market close. The consensus EPS Estimate is $0.41 (-2.4% Y/Y) and the consensus Revenue Estimate is $433.33M (+1.2% Y/Y). Over the last 2 years, ATCO has beaten EPS estimates 75% of the time and has beaten revenue estimates 63% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 0 downward. Revenue estimates have seen 0 upward revision and 0 downward.Seeking Alpha • Jan 05
Atlas declares $0.125 dividend
Atlas (NYSE:ATCO) declares $0.125/share quarterly dividend, in line with previous. Forward yield 3.26% Payable Jan. 30; for shareholders of record Jan. 20; ex-div Jan. 19. See ATCO Dividend Scorecard, Yield Chart, & Dividend Growth.Seeking Alpha • Oct 06
Atlas declares $0.125 dividend
Atlas (NYSE:ATCO) declares $0.125/share quarterly dividend, in line with previous. Forward yield 3.56% Payable Oct. 31; for shareholders of record Oct. 20; ex-div Oct. 19. See ATCO Dividend Scorecard, Yield Chart, & Dividend Growth.Seeking Alpha • Sep 15
Seaspan announces update regarding order for four 7,700 TEU dual-fuel LNG containership newbuilds
Atlas Corp (NYSE:ATCO) has announced on May 17, 2022 a contracts for four 7,700 TEU dual-fuel liquefied natural gas containership newbuildings. Seaspan Corporation a wholly-owned subsidiary of Atlas Corp. Source: Press ReleaseSeeking Alpha • Sep 06
Albright Capital to vote 'no' on $14.45/share takeover bid
Albright Capital Management, a large minority shareholder in Atlas Corp. (NYSE:ATCO) said Tuesday it will note "no" on the $14.45 per share unsolicited offer from a group of ATCO insiders and ONE, the company's largest shipping counterparty. Albright, which believes it is the second-largest minority public shareholder of Atlas (ATCO) also urged other shareholders to reject the proposal. "ATCO is at an important and very positive inflection point – a crossroads that the analysts seem to ignore, but which we believe the Consortium fully understands and wishes to capitalize upon with their unsolicited offer," the shareholder said in its statement. Albright Capital expects ATCO shares would likely trade between $23 and $29 per share in 2024, without any significant multiple expansion. Sixty-eight fully financed and fully contracted new ships will come on line in 2024, just beyond the forecasting timeline for most ATCO analysts, the shareholder said. Albright expects ATCO revenue will increase to ~$2.4B in 2024 from $1.7B in 2022 and that income from operations will increase to $1.2B from ~$750M. Previously (Aug. 19), Atlas (ATCO) ticks higher after disclosing board formed special committee on takeover bidSeeking Alpha • Aug 17
The Atlas Corp. Special Situation
The majority shareholder group has made a non-binding offer to acquire the remaining outstanding shares of Atlas Corp. for $14.45/share. On 9/15, an activist investor published a letter that makes a compelling case that this offer severely undervalues the company. The current opportunity is best for those who like the special situation trade, yet would otherwise be interested in owning Atlas Corp. shares as a long-term investment. I received a number of reader comments/questions on the Atlas Corp. (ATCO) special situation, with most of them relating it to the MLP buyouts (Sprague Resources LP (SRLP), Blueknight Energy Partners (BKEP), Sisecam Resources LP (SIRE)) that I have commented on or written about. You can find my writeup on Sisecam Resources LP here. My two letters to Blueknight Energy LP's conflicts committee can be found here and here, and my Sprague Resources LP comment can be found here. Atlas Corp: Atlas Corp. (NYSE: ATCO) is a leading global asset management company, differentiated by its position as a best-in-class owner and operator with a focus on deploying capital to create sustainable shareholder value. Atlas brings together an experienced asset management team with deep operational and capital allocation experience. We target long-term, risk adjusted returns across high quality infrastructure assets in the maritime sector, energy sector and other infrastructure verticals. Our two main portfolio companies, Seaspan Corporation and APR Energy Limited are unique, industry-leading operating platforms in the global maritime and energy spaces, respectively. Source: Atlas Corp Situation: A majority shareholder group has made a non-binding offer to acquire the remaining outstanding shares of Atlas Corp for $14.45/share. The full statement can be found here. Yesterday, Atlas Corp shareholder Charles Frischer made a compelling case that the initial offer severely undervalues the company via a letter to the special committee evaluating the transaction which was made public yesterday. Given the above, it seems probable that at a minimum we will see some type of bump to the initial proposal. My take Playing this for a moderate bump looks like a reasonable trade - particularly when the share price is under the initial proposal level of $14.45. There are two big advantages over the recent MLP buyout proposals: Any deal will require the majority of minority shareholders to vote in its favor - this is a substantial shareholder protection. The timeline is expedited. The proposal states that that the consortium has a, "goal of entering into a binding definitive agreement within two to three weeks" of the conflict committee's engagement. This rapid timeline creates the potential for a very high IRR (Internal Rate of Return). However, I see increased risk of a "no deal" situation relative to the recent MLP take-privates. With the Atlas Corp proposal, the buyer group is 100% financially minded, highly sophisticated and acting opportunistically, whereas the MLP take-privates were/are strategic acquirers eliminating a nuisance security. I have zero doubt that this buyer group will cancel the proposal if they are unable to secure a bargain valuation.Seeking Alpha • Aug 05
Atlas Management Proposes To Muscle Out Minority Shareholders
Atlas' largest shareholders, Chairman, and ONE propose to take the company private at $14.45/share, representing a $3.8B fully diluted market cap and a $9.7B Enterprise Valuation. The Company has $18B of contracted cash flows and anticipates generating $450M in cash flow to the common equity in 2022. The buyout group already owns over 70% of the outstanding shares. The buyout offer could easily be replaced with a voluntary tender without forcing out minority shareholders who wish to continue owning the business. In 2017, David Sokol, the former CEO of Berkshire Hathaway Energy (when it was called MidAmerican Energy), became the chairman of Seaspan the container ship lessor. In the past five years, Sokol and his investment partners the Washington Family and Fairfax Financial Holdings (FRFHF) have begun to build what he recently defined as a no-fee public platform for long-term infrastructure investments. The holding company is now named Atlas Corporation (ATCO) and the ship leasing business continues as Seaspan. They acquired Greater China Intermodal Investments in 2018 and APR Energy in 2020. Yesterday, Sokol, the Washington family, Fairfax, and Ocean Network Express ((ONE)) submitted a non-binding offer to take Atlas private at $14.45/share. This price is a 25% premium to Thursday's closing price, but 10% below the $16/share threshold Atlas traded at as recently as February. The board will form a committee of independent directors to evaluate the proposal. As a shareholder of Atlas Corporation, I heard the news with significant dismay. Atlas is a high-quality company that has pursued a strategy of forming long-term relationships with its shipping line partners. They have the largest fleet of any shipping lessor, their fleet is younger than most lessors, and they offer their customers lease prices well below spot market rates in order to secure long-duration leases. In the last two years, Atlas has secured long-term lease commitments on 70 new-build ships with a capacity of 847K TEU for a cost of $7.6B, arranged favorable financing at nearly 90% of the cost of the ships, and begun to accept delivery. To place this in context, Danaos Corporation (DAC) owns 71 containerships with 437K TEU of capacity. So, we can simplify our understanding of the outlook for Atlas by understanding they will add a company the size of Danaos for about $800M of equity and $6.8B of debt. Atlas' newbuilds also come with $11.4B of contracted revenue. (See slide 14 of Atlas' May 2022 Investor Presentation). Before taking into account the newbuild program, Atlas Corporation has $6.7B of contracted cash flows and $5.9B of net debt. After adding in the newbuilds, Atlas has $18.1B of contracted cash flows and an estimated $12.5B of debt. The fleet is nearly 2M TEUs, it is 4.9 years old and has a remaining lease duration of 7.3 years (see slide 9 of the Investor Presentation). From the above, we can see that for a purchase price that assigns a $3.8B fully diluted market capitalization, the buyers are taking a minimal financial risk. The payback has already been contracted, and the remaining useful lives of the fleet plus APR Energy's earnings are pure gravy. Given the existing owners already control the company, little is gained by the buyout. If successful, owners of 70% of the business can force reluctant shareholders to sell for a price far below what they are likely to realize if they continue to own the business. Furthermore, given that shares are trading below $12/share, the majority owners could further intensify their ownership by purchasing shares in the open market or via a non-compulsory tender offer.분석 기사 • Jul 13
Atlas (NYSE:ATCO) Is Due To Pay A Dividend Of $0.125
The board of Atlas Corp. ( NYSE:ATCO ) has announced that it will pay a dividend on the 1st of August, with investors...Seeking Alpha • Jul 07
Atlas declares $0.125 dividend
Atlas (NYSE:ATCO) declares $0.125/share quarterly dividend, in line with previous. Forward yield 4.88% Payable Aug. 1; for shareholders of record July 20; ex-div July 19. See ATCO Dividend Scorecard, Yield Chart, & Dividend Growth.Seeking Alpha • Jun 24
Atlas: More Vessels, Great 2022 Guidance, And Beneficial Estimates
Atlas Corp. invests in long-term, risk-adjusted returns across infrastructure assets in the maritime sector and the energy sector. I assumed that the shipping and energy market trends will continue to be beneficial for Atlas Corp. Atlas Corp. reported Q1 2022 sales growth of more than 9%, and many investment analysts are expecting double-digit sales growth in 2023 and 2024.분석 기사 • Jun 08
Does Atlas (NYSE:ATCO) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • May 10
Atlas Corp. Shares At Key Support Ahead Of Q1 Earnings
ATCO has given back a chunk of its post-COVID rally, and shares now hang at key support. An important earnings report is confirmed for Wednesday evening. The company's management is scheduled to present at an investor conference in June. The current valuation is attractive, but near-term momentum is weak.분석 기사 • May 02
What Does Atlas Corp.'s (NYSE:ATCO) Share Price Indicate?
While Atlas Corp. ( NYSE:ATCO ) might not be the most widely known stock at the moment, it saw significant share price...분석 기사 • Mar 02
Is Atlas (NYSE:ATCO) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Feb 24
Atlas Corp.: An Amalgam Of Global Solutions
Atlas deals with global shipping and mobile power solutions in a market slowly recovering from past problems. The company registered significant growth throughout 2021, even though it fell short of some enthusiastic estimates in some quarters. We will look at the improvements being made to global shipping, how Atlas is expanding its horizons to new frontiers, and what can be expected in the current year.분석 기사 • Jan 26
Why Atlas Corp. (NYSE:ATCO) Could Be Worth Watching
Atlas Corp. ( NYSE:ATCO ), might not be a large cap stock, but it received a lot of attention from a substantial price...분석 기사 • Jan 09
Atlas (NYSE:ATCO) Is Due To Pay A Dividend Of US$0.13
Atlas Corp. ( NYSE:ATCO ) will pay a dividend of US$0.13 on the 31st of January. The dividend yield is 3.5% based on...Seeking Alpha • Dec 09
Atlas Corp. Is Currently A Buy - Based On Intrinsic Value
Atlas Corp. is a Canadian shipping, logistics, and building company that owns 118 cargo containerships. The intrinsic value of this stock is approximately $59.39 and the stock is currently trading at $13.98. I rate this stock a buy for investors looking for a good long-term investment that will produce free cash flow.분석 기사 • Dec 01
Atlas (NYSE:ATCO) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Oct 10
Atlas (NYSE:ATCO) Has Re-Affirmed Its Dividend Of US$0.13
Atlas Corp. ( NYSE:ATCO ) will pay a dividend of US$0.13 on the 1st of November. Including this payment, the dividend...분석 기사 • Oct 04
What Is Atlas Corp.'s (NYSE:ATCO) Share Price Doing?
Atlas Corp. ( NYSE:ATCO ), might not be a large cap stock, but it led the NYSE gainers with a relatively large price...Seeking Alpha • Sep 17
Atlas Is Sailing On A Solid Future Cash Flow
Atlas increased its total revenue and adjusted EBITDA at a compound annual growth rate of 22.2 percent and 26.3 percent, respectively. Enhanced its customer diversification as a result of its long-term charter with ZIM Integrated Shipping. Its core operations have improved due to the increased utilization of its vessels and power fleet. The management's bullish market outlook will propel ATCO to multiple highs.분석 기사 • Aug 27
We Think Atlas (NYSE:ATCO) Is Taking Some Risk With Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Aug 12
Atlas Corporation: Unrivalled Cash Flow Visibility
Atlas Corporation is firing on all cylinders and is arguably in the strongest position it has ever been. Yet the share price is still ~40% below September 2013 levels. The revenue backlog has increased by more than threefold since 2017 to $16.2bn, with an average remaining charter term of 7.2 years. This means guaranteed profits for years to come. Despite the containership market hovering around all-time highs, investors fear a downturn due to an increasing orderbook, and this is keeping a lid on the share price. However, even if the market eventually declines, this is not so relevant for Atlas anymore, since the company has already capitalized on the strong containership market in the best possible way. All newbuildings come with long-term contracts attached and more than 50% of the operating fleet has already been forward fixed on long term contracts. As such, the downside is very limited.분석 기사 • Jul 10
Atlas (NYSE:ATCO) Has Announced A Dividend Of US$0.13
Atlas Corp. ( NYSE:ATCO ) will pay a dividend of US$0.13 on the 30th of July. This payment means that the dividend...Seeking Alpha • Jun 30
Atlas: Much Higher Earnings Already Aboard
Atlas has traded sideways since late February despite the underlying ship leasing rates doubling over the same period and remains below its pre-covid highs. ATCO has a quarter of its fleet that will be rolling onto new long-term charters at 2x-3x prior rates. The company is by far the largest US-listed ship lessor by just about any measure and continues to widen its moat with 50%+ growth contracted in the coming years. Recent disclosures and news flow suggest analyst estimates are very low and will need to re-rate much higher providing the catalyst for a much higher share price.분석 기사 • Jun 25
Should You Investigate Atlas Corp. (NYSE:ATCO) At US$14.39?
While Atlas Corp. ( NYSE:ATCO ) might not be the most widely known stock at the moment, it maintained its current share...분석 기사 • May 16
Does Atlas (NYSE:ATCO) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Apr 28
Does It Make Sense To Buy Atlas Corp. (NYSE:ATCO) For Its Yield?
Is Atlas Corp. ( NYSE:ATCO ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...분석 기사 • Mar 27
Is There Now An Opportunity In Atlas Corp. (NYSE:ATCO)?
Atlas Corp. ( NYSE:ATCO ), might not be a large cap stock, but it received a lot of attention from a substantial price...분석 기사 • Mar 12
Is Atlas Corp. (NYSE:ATCO) Popular Amongst Insiders?
A look at the shareholders of Atlas Corp. ( NYSE:ATCO ) can tell us which group is most powerful. Insiders often own a...분석 기사 • Feb 25
Atlas Corp.'s (NYSE:ATCO) Stock Is Going Strong: Have Financials A Role To Play?
Atlas (NYSE:ATCO) has had a great run on the share market with its stock up by a significant 25% over the last month...분석 기사 • Feb 10
Is Atlas (NYSE:ATCO) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...분석 기사 • Jan 26
Read This Before Buying Atlas Corp. (NYSE:ATCO) For Its Dividend
Is Atlas Corp. ( NYSE:ATCO ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...분석 기사 • Jan 11
Did You Participate In Any Of Atlas' (NYSE:ATCO) Respectable 79% Return?
By buying an index fund, you can roughly match the market return with ease. But many of us dare to dream of bigger...분석 기사 • Dec 27
Is There Now An Opportunity In Atlas Corp. (NYSE:ATCO)?
Atlas Corp. ( NYSE:ATCO ), is not the largest company out there, but it received a lot of attention from a substantial...분석 기사 • Dec 12
Are Atlas's (NYSE:ATCO) Statutory Earnings A Good Guide To Its Underlying Profitability?
Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...분석 기사 • Nov 27
What Kind Of Investors Own Most Of Atlas Corp. (NYSE:ATCO)?
The big shareholder groups in Atlas Corp. (NYSE:ATCO) have power over the company. Insiders often own a large chunk of...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2025 | 2,374 | N/A | 1,292 | 1,353 | 2 |
| 12/31/2024 | 2,192 | 444 | 17 | 1,098 | 3 |
| 12/31/2023 | 1,899 | 362 | -214 | 898 | 3 |
| 12/31/2022 | 1,697 | 562 | -430 | 856 | N/A |
| 9/30/2022 | 1,513 | 636 | -225 | 836 | N/A |
| 6/30/2022 | 1,525 | 545 | -598 | 864 | N/A |
| 3/31/2022 | 1,506 | 468 | -773 | 853 | N/A |
| 12/31/2021 | 1,647 | 335 | -781 | 944 | N/A |
| 9/30/2021 | 1,391 | 353 | -873 | 798 | N/A |
| 6/30/2021 | 1,325 | 341 | -346 | 738 | N/A |
| 3/31/2021 | 1,295 | 359 | -120 | 678 | N/A |
| 12/31/2020 | 1,421 | 126 | -171 | 694 | N/A |
| 9/30/2020 | 1,346 | 222 | -356 | 620 | N/A |
| 6/30/2020 | 1,243 | 180 | -254 | 573 | N/A |
| 3/31/2020 | 1,155 | 136 | 193 | 784 | N/A |
| 12/31/2019 | 1,132 | 439 | 438 | 783 | N/A |
| 9/30/2019 | 1,138 | 359 | 785 | 814 | N/A |
| 6/30/2019 | 1,151 | 397 | 794 | 819 | N/A |
| 3/31/2019 | 1,157 | 425 | 283 | 585 | N/A |
| 12/31/2018 | 1,096 | 208 | 206 | 525 | N/A |
| 9/30/2018 | 1,016 | 205 | 35 | 445 | N/A |
| 6/30/2018 | 932 | 174 | -154 | 389 | N/A |
| 3/31/2018 | 855 | 137 | -31 | 316 | N/A |
| 12/31/2017 | 831 | 111 | 52 | 391 | N/A |
| 9/30/2017 | 830 | 54 | 56 | 313 | N/A |
| 6/30/2017 | 844 | -176 | 60 | 285 | N/A |
| 3/31/2017 | 864 | -165 | 72 | 310 | N/A |
| 12/31/2016 | 878 | -195 | -32 | 311 | N/A |
| 9/30/2016 | 883 | -117 | N/A | 329 | N/A |
| 6/30/2016 | 871 | 86 | N/A | 345 | N/A |
| 3/31/2016 | 846 | 131 | N/A | 349 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ATCO 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -15.7%).
수익 vs 시장: ATCO 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -15.7%).
고성장 수익: ATCO 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: ATCO 의 수익(연간 11.4%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: ATCO 의 수익(연간 11.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ATCO의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2023/03/29 09:02 |
| 종가 | 2023/03/27 00:00 |
| 수익 | 2022/12/31 |
| 연간 수익 | 2022/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Atlas Corp.는 17명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Garrett Chase | Barclays |
| Fadi Chamoun | BMO Capital Markets Equity Research |
| Kenneth Hoexter | BofA Global Research |