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U.S. Marine Industry Analysis

UpdatedSep 26, 2025
DataAggregated Company Financials
Companies39
  • 7D-1.8%
  • 3M-3.0%
  • 1Y-22.5%
  • YTDn/a

Over the last 7 days, the Marine industry has dropped 1.8%, driven by declines in Matson and ZIM Integrated Shipping Services of 4.1% and 7.4%, respectively. On the other hand Capital Clean Energy Carriers is actually up 6.6%. Overall the industry is down 22% in 12 months. Earnings are forecast to grow by 1.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Sep 2025US$22.5bUS$25.3bUS$4.6b6.6x4.9x0.9x
Mon, 25 Aug 2025US$22.8bUS$25.3bUS$4.5b9.8x5x0.9x
Wed, 23 Jul 2025US$24.7bUS$26.8bUS$5.3b5.7x4.7x0.9x
Fri, 20 Jun 2025US$24.6bUS$26.8bUS$5.2b5.5x4.7x0.9x
Sun, 18 May 2025US$24.3bUS$26.5bUS$5.1b4.4x4.7x0.9x
Tue, 15 Apr 2025US$21.0bUS$25.4bUS$5.5b3.7x3.8x0.8x
Thu, 13 Mar 2025US$23.8bUS$25.4bUS$5.5b4.4x4.3x0.9x
Sat, 08 Feb 2025US$24.8bUS$24.2bUS$4.9b4.1x5.1x1x
Mon, 06 Jan 2025US$25.7bUS$24.2bUS$5.0b4.1x5.1x1.1x
Wed, 04 Dec 2024US$27.4bUS$24.2bUS$5.0b4.4x5.5x1.1x
Fri, 01 Nov 2024US$28.5bUS$22.2bUS$1.5b5x19.3x1.3x
Sun, 29 Sep 2024US$30.8bUS$22.0bUS$1.4b6x22.5x1.4x
Tue, 27 Aug 2024US$28.3bUS$22.1bUS$1.4b6.2x20.9x1.3x
Thu, 25 Jul 2024US$29.5bUS$21.4bUS$606.3m7.9x48.7x1.4x
Sat, 22 Jun 2024US$29.7bUS$21.4bUS$604.0m8.2x49.2x1.4x
Mon, 20 May 2024US$29.3bUS$21.1bUS$374.3m8.2x78.4x1.4x
Wed, 17 Apr 2024US$24.7bUS$20.7bUS$304.0m7.6x81.4x1.2x
Fri, 15 Mar 2024US$24.4bUS$21.1bUS$289.4m7.9x84.3x1.2x
Sun, 11 Feb 2024US$23.6bUS$22.3bUS$994.0m5.1x23.8x1.1x
Tue, 09 Jan 2024US$23.3bUS$22.3bUS$1.0b5.7x22.4x1x
Thu, 07 Dec 2023US$19.3bUS$22.3bUS$1.0b5.1x18.5x0.9x
Sat, 04 Nov 2023US$19.0bUS$24.7bUS$4.8b3.2x4x0.8x
Mon, 02 Oct 2023US$19.9bUS$24.9bUS$5.2b3.2x3.8x0.8x
Wed, 30 Aug 2023US$19.9bUS$25.1bUS$5.4b2.9x3.7x0.8x
Fri, 28 Jul 2023US$20.5bUS$27.9bUS$7.5b2.5x2.7x0.7x
Sun, 25 Jun 2023US$19.4bUS$27.9bUS$7.5b2.6x2.6x0.7x
Tue, 23 May 2023US$19.5bUS$27.9bUS$7.5b2.7x2.6x0.7x
Thu, 20 Apr 2023US$21.0bUS$31.0bUS$10.1b2.6x2.1x0.7x
Sat, 18 Mar 2023US$20.1bUS$31.3bUS$10.2b2.3x2x0.6x
Mon, 13 Feb 2023US$22.2bUS$33.5bUS$12.4b2.5x1.8x0.7x
Wed, 11 Jan 2023US$19.9bUS$33.2bUS$12.3b2.3x1.6x0.6x
Fri, 09 Dec 2022US$19.5bUS$33.2bUS$12.3b2.2x1.6x0.6x
Sun, 06 Nov 2022US$21.3bUS$32.3bUS$12.7b2.2x1.7x0.7x
Tue, 04 Oct 2022US$19.9bUS$32.1bUS$12.5b1.9x1.6x0.6x
Price to Earnings Ratio

1.6x


Total Market Cap: US$19.9bTotal Earnings: US$12.5bTotal Revenue: US$32.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Marine Industry Price to Earnings3Y Average 15.3x202320242025
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 4.9x which is lower than its 3-year average PE of 15.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.94x.
Past Earnings Growth
  • The earnings for companies in the Marine industry have declined 29% 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-0.84%
Industrials-1.02%
Marine and Shipping-1.77%
Marine-1.77%
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$84.730.8%
+US$37.9m		-32.4%PE15.6x
CMRE CostamareUS$12.501.8%
+US$26.5m		-19.5%PE4.8x
CMDB Costamare Bulkers HoldingsUS$12.718.0%
+US$22.8m		n/aPS0.4x
CCEC Capital Clean Energy CarriersUS$22.180.6%
+US$7.6m		18.6%PE13.2x
SB Safe BulkersUS$4.601.5%
+US$7.2m		-10.9%PE10.4x

Latest News

CMRE
US$12.50
Costamare
7D
1.8%
1Y
-19.5%

Costamare: Undervalued Cash Flow Machine With Secured Upside

Sep 24
SBLK
US$19.27
Star Bulk Carriers
7D
-2.2%
1Y
-18.1%

The Return Trends At Star Bulk Carriers (NASDAQ:SBLK) Look Promising

Sep 24
The Return Trends At Star Bulk Carriers (NASDAQ:SBLK) Look Promising
GSL
US$31.88
Global Ship Lease
7D
0.06%
1Y
21.8%
CCEC
US$22.18
Capital Clean Energy Carriers
7D
0.6%
1Y
18.6%
KEX
US$84.73
Kirby
7D
0.8%
1Y
-32.4%

Data Center Demand And Reshoring Will Expand Domestic Marine Markets

Kirby’s consensus price target has been revised down from $115.75 to $110.80, reflecting analyst concerns over potential near-term softness in barge shipments, lower utilization rates, and moderating demand, despite resilient inland activity and positive long-term growth drivers. Analyst Commentary Bullish analysts highlight continued strength in inland barge activity, with Q2 volumes up both sequentially and year over year.
ZIM
US$13.94
ZIM Integrated Shipping Services
7D
-3.0%
1Y
-42.5%

Overoptimistic US-China Trade Shifts Will Lower Earnings

ZIM Integrated Shipping Services’ lower analyst price target reflects a significant drop in its Future P/E ratio alongside a modest improvement in net profit margin, resulting in a revised fair value estimate of $13.26. What's in the News Turkish authorities have barred vessels connected to Israel, including ZIM-operated ships, from berthing in Turkish ports, forcing ZIM to reroute scheduled vessels.
DSX
US$1.77
Diana Shipping
7D
-4.3%
1Y
-30.0%
PANL
US$5.34
Pangaea Logistics Solutions
7D
-1.5%
1Y
-25.2%
VNTG
US$7.01
Vantage
7D
3.1%
1Y
n/a
ESEA
US$61.98
Euroseas
7D
-0.9%
1Y
25.4%
GNK
US$18.32
Genco Shipping & Trading
7D
-2.1%
1Y
-4.4%
DAC
US$91.95
Danaos
7D
-0.7%
1Y
6.9%

There's Been No Shortage Of Growth Recently For Danaos' (NYSE:DAC) Returns On Capital

Sep 06
There's Been No Shortage Of Growth Recently For Danaos' (NYSE:DAC) Returns On Capital
MATX
US$102.78
Matson
7D
-0.9%
1Y
-27.6%

Vietnam Growth And Fleet Modernization Will Shape A Volatile Market

Matson’s consensus price target has been revised down to $115 from $137.50 as analysts anticipate softer freight rates and volumes to weigh on near-term results, offsetting better-than-expected Q2 performance and prompting a more cautious outlook. Analyst Commentary Freight rates and volumes have softened further in July, pressuring near-term revenue outlook.
CMDB
US$12.71
Costamare Bulkers Holdings
7D
8.0%
1Y
n/a
SB
US$4.60
Safe Bulkers
7D
1.5%
1Y
-10.9%
TORO
US$3.25
Toro
7D
7.3%
1Y
-4.4%