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U.S. Marine Industry Analysis

UpdatedAug 24, 2026
DataAggregated Company Financials
Companies36
  • 7D1.5%
  • 3M9.5%
  • 1Y62.4%
  • YTDn/a

The Marine industry has gained 1.5% in the last week and Matson up 1.3%. This takes the industry's 12 month performance to a gain of 62%. Looking forward, earnings are forecast to decline by 4.3% per year.

Industry Valuation and Performance

Has the U.S. Marine Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 24 Aug 2026US$35.9bUS$22.7bUS$3.5b11.5x10.3x1.6x
Wed, 22 Jul 2026US$33.5bUS$22.0bUS$3.0b13x11.2x1.5x
Fri, 19 Jun 2026US$32.2bUS$22.0bUS$3.0b12.1x10.8x1.5x
Sun, 17 May 2026US$32.9bUS$22.5bUS$3.2b12.6x10.3x1.5x
Tue, 14 Apr 2026US$31.3bUS$22.2bUS$3.1b8.2x10x1.4x
Thu, 12 Mar 2026US$30.4bUS$22.2bUS$3.2b8.8x9.5x1.4x
Sat, 07 Feb 2026US$28.0bUS$24.3bUS$3.5b6.7x8.1x1.2x
Mon, 05 Jan 2026US$25.6bUS$24.2bUS$3.4b6x7.5x1.1x
Wed, 03 Dec 2025US$25.5bUS$24.2bUS$3.4b6.4x7.5x1.1x
Fri, 31 Oct 2025US$22.6bUS$25.4bUS$4.5b7x5x0.9x
Sun, 28 Sep 2025US$22.2bUS$25.3bUS$4.6b6.6x4.9x0.9x
Tue, 26 Aug 2025US$22.6bUS$25.3bUS$4.5b9.8x5x0.9x
Thu, 24 Jul 2025US$25.0bUS$26.8bUS$5.3b5.8x4.7x0.9x
Sat, 21 Jun 2025US$24.6bUS$26.8bUS$5.2b5.4x4.7x0.9x
Mon, 19 May 2025US$24.3bUS$26.5bUS$5.1b4.4x4.7x0.9x
Wed, 16 Apr 2025US$21.1bUS$25.3bUS$5.4b3.8x3.9x0.8x
Fri, 14 Mar 2025US$24.1bUS$25.4bUS$5.5b4.3x4.4x0.9x
Sun, 09 Feb 2025US$24.7bUS$24.2bUS$4.9b4.1x5x1x
Tue, 07 Jan 2025US$25.7bUS$24.2bUS$5.0b3.9x5.1x1.1x
Thu, 05 Dec 2024US$27.3bUS$24.2bUS$5.0b4.4x5.5x1.1x
Sat, 02 Nov 2024US$28.5bUS$22.4bUS$1.5b4.8x18.9x1.3x
Mon, 30 Sep 2024US$30.8bUS$22.0bUS$1.4b6x22.5x1.4x
Wed, 28 Aug 2024US$28.4bUS$22.1bUS$1.4b6.2x20.9x1.3x
Fri, 26 Jul 2024US$28.8bUS$21.4bUS$606.3m7.8x47.5x1.3x
Sun, 23 Jun 2024US$29.7bUS$21.4bUS$604.0m8.2x49.1x1.4x
Tue, 21 May 2024US$29.3bUS$21.1bUS$374.3m8.1x78.4x1.4x
Thu, 18 Apr 2024US$24.5bUS$20.7bUS$304.0m7.6x80.5x1.2x
Sat, 16 Mar 2024US$24.0bUS$21.1bUS$315.3m9.7x76.1x1.1x
Mon, 12 Feb 2024US$23.6bUS$22.3bUS$994.0m5.1x23.8x1.1x
Wed, 10 Jan 2024US$22.2bUS$22.3bUS$1.0b5.6x21.5x1x
Fri, 08 Dec 2023US$19.3bUS$22.3bUS$1.0b5x18.5x0.9x
Sun, 05 Nov 2023US$19.0bUS$24.7bUS$4.8b3.2x4x0.8x
Tue, 03 Oct 2023US$19.9bUS$24.9bUS$5.2b3.3x3.8x0.8x
Thu, 31 Aug 2023US$19.9bUS$25.0bUS$5.3b2.6x3.8x0.8x
Price to Earnings Ratio

3.8x


Total Market Cap: US$19.9bTotal Earnings: US$5.3bTotal Revenue: US$25.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Marine Industry Price to Earnings3Y Average 17.3x202420252026
Current Industry PE
  • Investors are pessimistic on the American Marine industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 10.3x which is lower than its 3-year average PE of 17.3x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Marine industry have declined 13% per year over the last three years,
  • Revenues have also declined 3.1% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Marine compare with similar industries?

US Market-1.19%
Industrials-3.77%
Marine and Shipping1.46%
Marine1.46%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
MATX MatsonUS$222.801.3%
+US$85.2m		114.3%PE14.4x
CMRE CostamareUS$15.624.0%
+US$72.5m		32.8%PE5.9x
DAC DanaosUS$149.752.4%
+US$63.2m		61.9%PE5x
SBLK Star Bulk CarriersUS$30.501.4%
+US$45.8m		58.8%PE11.9x
SB Safe BulkersUS$8.535.3%
+US$43.8m		97.0%PE11x

Latest News

MATX
US$222.80
Matson
7D
1.3%
1Y
114.3%
Narrative Update • Aug 22

MATX: Margin Strength And Cash Generation Will Support Future Earnings Power

Analysts have raised their price target on Matson from $224 to about $262. They cite recent research that highlights stronger near term guidance, improving margins, solid cash generation, and competitive advantages in the core business as key supports for the higher fair value estimate.
EDRY
US$46.85
EuroDry
7D
17.3%
1Y
345.6%
Narrative Update • Aug 22

EDRY: Share Buybacks And Revised Assumptions Will Shape Long Term Earnings

Analysts have raised their price target on EuroDry from $38.00 to about $45.33, citing revised assumptions for the discount rate, revenue, profit margin and future P/E that feed into their updated valuation framework. What’s in the News for EuroDry EuroDry reported that from April 1, 2026 to June 30, 2026, it repurchased 8,800 shares for US$0.2 million, representing 0.3% of its shares under an ongoing buyback program.
DAC
US$149.75
Danaos
7D
2.4%
1Y
61.9%
Narrative Update • Aug 21

DAC: Contracted Backlog And Margins Will Support Steady Future Cash Flows

The analyst price target for Danaos has been revised higher from $157 to $164.50, with analysts pointing to the recent Buy upgrade, "strong" Q2 results, and a record $4.6b contracted revenue backlog as key supports for the updated view. What’s in the News for Danaos Analysts raised the Danaos price target from $157 to $164.50, citing a recent Buy rating, Q2 results described as strong, and a contracted revenue backlog of $4.6b.
ZIM
US$28.25
ZIM Integrated Shipping Services
7D
-1.9%
1Y
99.8%
Narrative Update • Aug 21

ZIM: Regulatory Overhang Around Hapag Lloyd Deal Will Shape Future Upside

Analysts have raised their fair value estimate for ZIM Integrated Shipping Services from $35.00 to $38.00, citing updated assumptions related to the discount rate, revenue trajectory, profit margins and future P/E expectations. What's in the News for ZIM Integrated Shipping Services ZIM reported Q2 2026 revenue of US$1.78b and net income of US$64 million, with management pointing to higher freight rates, increased container volumes and exposure to Transpacific trade routes as key drivers.
SBLK
US$30.50
Star Bulk Carriers
7D
1.4%
1Y
58.8%
SB
US$8.53
Safe Bulkers
7D
5.3%
1Y
97.0%
Narrative Update • Aug 18

SB: Dividends And Buybacks Will Support A Higher Future Earnings Multiple

Analysts have raised their price target for Safe Bulkers from $7.77 to $9.20, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, which together indicate a higher implied valuation for the stock. What’s in the News for Safe Bulkers On June 17, 2026, Safe Bulkers declared a cash dividend of US$0.06 per common share, payable on July 16, 2026, to shareholders of record as of June 30, 2026.
CCEC
US$22.61
Capital Clean Energy Carriers
7D
-0.4%
1Y
5.9%
EHLD
US$10.03
Euroholdings
7D
-6.1%
1Y
42.6%
ESEA
US$75.03
Euroseas
7D
-2.8%
1Y
20.9%
Analysis Article • Aug 16

Results: Euroseas Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts

Euroseas Ltd. ( NASDAQ:ESEA ) just released its quarterly report and things are looking bullish. It was overall a...
QNME
US$0.33
Quanome Technologies
7D
-21.0%
1Y
-61.7%
PANL
US$8.14
Pangaea Logistics Solutions
7D
6.1%
1Y
55.3%
RBNE
US$2.80
Robin Energy
7D
-1.1%
1Y
-98.1%
CMDB
US$20.25
Costamare Bulkers Holdings
7D
4.8%
1Y
100.9%
Analysis Article • Aug 10

Costamare Bulkers Holdings' (NYSE:CMDB) Earnings Seem To Be Promising

The market seemed underwhelmed by the solid earnings posted by Costamare Bulkers Holdings Limited ( NYSE:CMDB...
CMRE
US$15.62
Costamare
7D
4.0%
1Y
32.8%
KEX
US$139.93
Kirby
7D
-0.9%
1Y
42.9%
ICON
US$1.01
Icon Energy
7D
-1.9%
1Y
-90.9%