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U.S. Marine Industry Analysis

UpdatedJul 09, 2026
DataAggregated Company Financials
Companies35
  • 7D4.0%
  • 3M4.8%
  • 1Y46.1%
  • YTDn/a

The Marine industry is up 4.0% in the last week, with Kirby up 8.0%. In the last 12 months, the industry was up 46%. In the next few years earnings are forecast to be pretty stable.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Jul 2026US$32.1bUS$22.0bUS$3.0b12.3x10.7x1.5x
Sat, 06 Jun 2026US$32.6bUS$22.0bUS$3.0b13x10.9x1.5x
Mon, 04 May 2026US$32.4bUS$22.3bUS$3.1b9x10.3x1.5x
Wed, 01 Apr 2026US$29.7bUS$22.2bUS$3.1b8.6x9.4x1.3x
Fri, 27 Feb 2026US$31.7bUS$23.1bUS$3.6b7.1x8.7x1.4x
Sun, 25 Jan 2026US$28.6bUS$24.2bUS$3.4b6.4x8.3x1.2x
Tue, 23 Dec 2025US$25.0bUS$24.2bUS$3.4b6x7.3x1x
Thu, 20 Nov 2025US$24.1bUS$25.2bUS$4.4b7.6x5.5x1x
Sat, 18 Oct 2025US$20.9bUS$25.3bUS$4.5b7.1x4.6x0.8x
Mon, 15 Sep 2025US$22.2bUS$25.3bUS$4.6b8.4x4.9x0.9x
Wed, 13 Aug 2025US$24.2bUS$26.8bUS$5.0b9.9x4.8x0.9x
Fri, 11 Jul 2025US$24.6bUS$26.8bUS$5.2b5.7x4.7x0.9x
Sun, 08 Jun 2025US$24.1bUS$26.8bUS$5.2b5.4x4.6x0.9x
Tue, 06 May 2025US$23.1bUS$25.3bUS$5.4b4.1x4.3x0.9x
Thu, 03 Apr 2025US$23.7bUS$25.4bUS$5.5b4.3x4.3x0.9x
Sat, 01 Mar 2025US$25.0bUS$24.4bUS$4.8b4.3x5.2x1x
Mon, 27 Jan 2025US$24.5bUS$24.2bUS$5.0b3.4x4.9x1x
Wed, 25 Dec 2024US$25.4bUS$24.2bUS$5.0b4.2x5.1x1x
Fri, 22 Nov 2024US$29.8bUS$24.2bUS$5.0b4.2x6x1.2x
Sun, 20 Oct 2024US$29.0bUS$22.0bUS$1.4b5.3x21.1x1.3x
Tue, 17 Sep 2024US$27.8bUS$22.0bUS$1.4b5.3x20.3x1.3x
Thu, 15 Aug 2024US$28.1bUS$21.9bUS$769.3m6.1x36.5x1.3x
Sat, 13 Jul 2024US$29.4bUS$21.4bUS$605.5m9.1x48.5x1.4x
Mon, 10 Jun 2024US$29.8bUS$21.4bUS$605.3m8.5x49.2x1.4x
Wed, 08 May 2024US$27.7bUS$20.9bUS$365.4m7.7x75.8x1.3x
Fri, 05 Apr 2024US$25.2bUS$21.1bUS$318.8m8.3x79.1x1.2x
Sun, 03 Mar 2024US$24.4bUS$22.0bUS$859.7m7.6x28.3x1.1x
Tue, 30 Jan 2024US$23.4bUS$22.3bUS$1.0b5.4x22.6x1x
Thu, 28 Dec 2023US$21.9bUS$22.3bUS$1.0b5.6x21.1x1x
Sat, 25 Nov 2023US$19.8bUS$22.3bUS$1.1b5.4x18.5x0.9x
Mon, 23 Oct 2023US$19.4bUS$24.9bUS$5.2b3.3x3.7x0.8x
Wed, 20 Sep 2023US$19.7bUS$24.9bUS$5.2b3.1x3.8x0.8x
Fri, 18 Aug 2023US$20.1bUS$25.0bUS$5.4b2.7x3.7x0.8x
Sun, 16 Jul 2023US$20.0bUS$27.9bUS$7.5b2.5x2.7x0.7x
Price to Earnings Ratio

2.7x


Total Market Cap: US$20.0bTotal Earnings: US$7.5bTotal Revenue: US$27.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Marine Industry Price to Earnings3Y Average 16.9x202420252026
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 10.7x which is lower than its 3-year average PE of 16.9x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Marine industry have declined 26% per year over the last three years,
  • Revenues have also declined 7.6% 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-0.43%
Industrials-2.50%
Marine and Shipping3.99%
Marine3.99%
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
KEX KirbyUS$142.639.9%
+US$684.3m		21.9%PE21.2x
DAC DanaosUS$127.334.1%
+US$91.2m		43.0%PE4.5x
SBLK Star Bulk CarriersUS$25.882.9%
+US$81.4m		43.6%PE20.3x
MATX MatsonUS$206.031.2%
+US$75.7m		81.5%PE14.5x
CCEC Capital Clean Energy CarriersUS$22.494.1%
+US$53.5m		-7.1%PE13.5x

Latest News

GSL
US$39.44
Global Ship Lease
7D
3.5%
1Y
42.8%
Narrative Update • Jul 08

GSL: New Mid-Size Fleet Investments Will Support Longer-Term Cash Flows

Analysts have raised their price target on Global Ship Lease to $51 from $48, citing updated valuation work that incorporates a revised discount rate, adjusted revenue and margin assumptions, and a higher future P/E multiple informed by recent bullish Street research. Analyst Commentary Bullish analysts covering Global Ship Lease point to a blend of valuation support and execution on the current business plan as key reasons for their constructive stance.
ZIM
US$24.14
ZIM Integrated Shipping Services
7D
-5.6%
1Y
50.5%
Seeking Alpha • Jul 07

ZIM Integrated: Even If Israel Blocks The Deal, You're Buying Assets At A Discount - Strong Buy

Summary ZIM Integrated Shipping is rated a strong buy with a $31 price target, reflecting a substantial discount to both deal and asset value. Even if the deal fails, ZIM's $29–$30/share asset floor provides downside protection; the current price offers a 30% upside to fair value. The main risk is ongoing cash burn and time value erosion, but recent sell-off presents an attractive entry point for patient investors. Read the full article on Seeking Alpha
DAC
US$127.33
Danaos
7D
4.1%
1Y
43.0%
CMRE
US$14.62
Costamare
7D
2.5%
1Y
55.5%
MATX
US$206.03
Matson
7D
1.2%
1Y
81.5%
SB
US$6.70
Safe Bulkers
7D
4.7%
1Y
65.4%
Narrative Update • Jul 01

SB: Newbuild Fleet Expansion Will Drive Higher Future Earnings Multiple

Analysts have raised their price target on Safe Bulkers from $6.50 to $7.77, citing updated assumptions related to discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for Safe Bulkers Safe Bulkers was removed from the Russell 2000 Dynamic Index, according to index constituent changes.
GNK
US$24.31
Genco Shipping & Trading
7D
-0.8%
1Y
65.3%
KEX
US$142.63
Kirby
7D
9.9%
1Y
21.9%
EDRY
US$21.75
EuroDry
7D
-1.5%
1Y
118.6%
Narrative Update • Jun 26

EDRY: Newbuild Orders And Higher Margin Outlook Will Support Future Upside

Analysts have lifted their price target for EuroDry from $34.00 to $41.00, citing updated assumptions that include higher modeled revenue growth of 21.54%, a profit margin of 30.16%, a lower discount rate of 12.94%, and a future P/E of 5.86. What’s in the News for EuroDry EuroDry updated its share repurchase activity, reporting that from January 1, 2026 to May 20, 2026 the company repurchased 0 shares for US$0 million, while confirming completion of the previously announced buyback of 334,674 shares, representing 11.56% of its stock for US$5.3 million under the program announced on August 9, 2022.
CCEC
US$22.49
Capital Clean Energy Carriers
7D
4.1%
1Y
-7.1%
Narrative Update • Jun 17

CCEC: LNG Expansion And Backlog Growth Will Test Future Cash Generation

Analysts maintained their fair value estimate for Capital Clean Energy Carriers at $20.00 and made small adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E. This reflects fine tuning of their price target rationale rather than a directional shift.
GLBS
US$2.91
Globus Maritime
7D
-5.8%
1Y
156.4%
SBLK
US$25.88
Star Bulk Carriers
7D
2.9%
1Y
43.6%
CTRM
US$2.16
Castor Maritime
7D
-4.4%
1Y
-9.2%
TORO
US$4.85
Toro
7D
-3.2%
1Y
63.9%
HTCO
US$3.25
High-Trend International Group
7D
-13.8%
1Y
-43.7%
SVRN
US$8.14
OceanPal
7D
-7.8%
1Y
-98.7%