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U.S. Marine and Shipping Industry Analysis

UpdatedMay 31, 2026
DataAggregated Company Financials
Companies36
  • 7D-2.6%
  • 3M-2.2%
  • 1Y40.4%
  • YTD24.3%

Over the last 7 days, the Marine and Shipping industry has dropped 2.6%, driven by ZIM Integrated Shipping Services declining 6.9%. Over the past 12 months, the industry was up 40%. Earnings are forecast to grow by 3.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 31 May 2026US$31.8bUS$22.0bUS$2.9b11.7x10.9x1.4x
Tue, 28 Apr 2026US$32.1bUS$22.2bUS$3.2b9.3x10.1x1.4x
Thu, 26 Mar 2026US$30.8bUS$22.2bUS$3.2b8.6x9.6x1.4x
Sat, 21 Feb 2026US$31.2bUS$23.1bUS$3.6b7x8.7x1.3x
Mon, 19 Jan 2026US$27.5bUS$24.2bUS$3.4b6.2x8.1x1.1x
Wed, 17 Dec 2025US$25.2bUS$24.2bUS$3.4b6x7.4x1x
Fri, 14 Nov 2025US$24.2bUS$25.3bUS$4.5b6.8x5.4x1x
Sun, 12 Oct 2025US$19.8bUS$25.3bUS$4.5b7.4x4.4x0.8x
Tue, 09 Sep 2025US$22.3bUS$25.3bUS$4.6b8.4x4.9x0.9x
Thu, 07 Aug 2025US$24.9bUS$26.9bUS$5.2b8.3x4.7x0.9x
Sat, 05 Jul 2025US$24.8bUS$26.8bUS$5.2b5.4x4.7x0.9x
Mon, 02 Jun 2025US$24.0bUS$26.8bUS$5.2b5.5x4.6x0.9x
Wed, 30 Apr 2025US$21.5bUS$25.3bUS$5.4b4x4x0.8x
Fri, 28 Mar 2025US$23.8bUS$25.4bUS$5.5b4.3x4.3x0.9x
Sun, 23 Feb 2025US$25.1bUS$24.2bUS$4.8b4.4x5.3x1x
Tue, 21 Jan 2025US$24.9bUS$24.2bUS$5.0b3.9x5x1x
Thu, 19 Dec 2024US$25.2bUS$24.2bUS$5.0b4.2x5.1x1x
Sat, 16 Nov 2024US$30.3bUS$22.6bUS$1.5b4.7x19.6x1.3x
Mon, 14 Oct 2024US$29.2bUS$22.0bUS$1.4b5.4x21.3x1.3x
Wed, 11 Sep 2024US$26.7bUS$22.2bUS$1.4b6.3x19.5x1.2x
Fri, 09 Aug 2024US$27.3bUS$21.8bUS$752.9m6x36.3x1.3x
Sun, 07 Jul 2024US$30.1bUS$21.4bUS$604.3m9.3x49.9x1.4x
Tue, 04 Jun 2024US$31.2bUS$21.4bUS$604.2m10x51.6x1.5x
Thu, 02 May 2024US$26.4bUS$20.9bUS$365.4m7.4x72.4x1.3x
Sat, 30 Mar 2024US$24.8bUS$21.1bUS$318.8m8.3x77.8x1.2x
Mon, 26 Feb 2024US$24.2bUS$22.1bUS$896.9m5.5x27x1.1x
Wed, 24 Jan 2024US$23.2bUS$22.3bUS$1.0b5.3x22.4x1x
Fri, 22 Dec 2023US$21.0bUS$22.3bUS$1.0b5.1x20.3x0.9x
Sun, 19 Nov 2023US$18.9bUS$22.4bUS$1.2b5.3x16.4x0.8x
Tue, 17 Oct 2023US$19.8bUS$24.9bUS$5.2b3.3x3.8x0.8x
Thu, 14 Sep 2023US$19.6bUS$24.9bUS$5.2b3.1x3.8x0.8x
Sat, 12 Aug 2023US$20.8bUS$27.0bUS$6.8b2.9x3x0.8x
Mon, 10 Jul 2023US$19.9bUS$27.9bUS$7.5b2.5x2.7x0.7x
Wed, 07 Jun 2023US$19.6bUS$27.9bUS$7.5b2.6x2.6x0.7x
Price to Earnings Ratio

2.6x


Total Market Cap: US$19.6bTotal Earnings: US$7.5bTotal Revenue: US$27.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Marine and Shipping Industry Price to Earnings3Y Average 16.6x202420252026
Current Industry PE
  • Investors are pessimistic on the American Shipping 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 10.9x which is lower than its 3-year average PE of 16.6x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Shipping industry have declined 27% 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 Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market1.58%
Industrials1.37%
Marine and Shipping-2.65%
Marine-2.65%
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
SBLK Star Bulk CarriersUS$27.253.2%
+US$94.8m		65.1%PE21.4x
GNK Genco Shipping & TradingUS$24.062.9%
+US$29.2m		81.7%PE62.2x
SHIP Seanergy Maritime HoldingsUS$15.502.5%
+US$8.2m		148.8%PE9x
LSH Lakeside HoldingUS$0.6723.0%
+US$4.3m		-30.2%PS1x
USEA United MaritimeUS$2.599.7%
+US$2.2m		112.3%PS0.7x

Latest News

SHIP
US$15.50
Seanergy Maritime Holdings
7D
2.5%
1Y
148.8%
SBLK
US$27.25
Star Bulk Carriers
7D
3.2%
1Y
65.1%
Narrative Update • May 29

SBLK: Future Returns Will Hinge On Dry Bulk Conditions And Capital Returns

Analysts have increased their average price target on Star Bulk Carriers to $32 from $31, citing an improving dry bulk market following the Q1 earnings beat as the primary driver for the change. Analyst Commentary Recent research points to a more constructive tone on Star Bulk Carriers, with the latest published target of US$32 framed around an improving dry bulk market following the Q1 earnings beat.
PANL
US$7.57
Pangaea Logistics Solutions
7D
-5.6%
1Y
68.2%
GSL
US$36.43
Global Ship Lease
7D
-4.2%
1Y
46.6%
CMRE
US$15.38
Costamare
7D
-6.3%
1Y
79.5%
GNK
US$24.06
Genco Shipping & Trading
7D
2.9%
1Y
81.7%
USEA
US$2.59
United Maritime
7D
9.7%
1Y
112.3%
New Narrative • May 28

Long Haul Iron Ore And Bauxite Exposure Will Drive Future Dry Bulk Upside

Catalysts About United Maritime United Maritime operates a dry bulk shipping fleet focused on Panamax and Capesize vessels. What are the underlying business or industry changes driving this perspective?
PSHG
US$1.73
Performance Shipping
7D
4.8%
1Y
-0.6%
KEX
US$140.59
Kirby
7D
-1.9%
1Y
27.1%
Seeking Alpha • May 25

Kirby Corporation: Cashing In On AI Boom

Summary Kirby Corporation is rated 'Buy' as power generation, driven by AI and data center demand, fuels robust order growth. KEX's power generation segment posted 45% YoY revenue growth in Q1 ’26 and is expected to reach 45-55% of total revenues. Despite OEM supply constraints compressing D&S margins, KEX’s diversified revenue base and marine transportation outlook support resilience. Management guides 2026 EPS up 5-15% YoY, with consensus at $7.01, reflecting strong fundamentals and potential to beat estimates. Read the full article on Seeking Alpha
EHLD
US$8.68
Euroholdings
7D
3.3%
1Y
43.0%
ZIM
US$23.49
ZIM Integrated Shipping Services
7D
-6.9%
1Y
34.6%
Narrative Update • May 20

ZIM: Competing Buyout Offers And Ongoing Dividends Will Drive Future Upside

Analysts are keeping their $35.00 price target for ZIM Integrated Shipping Services unchanged, citing relatively stable fair value assumptions along with small adjustments to the discount rate, revenue growth expectations, profit margin and future P/E estimates. What's in the News Sakal Group and others proposed to acquire ZIM Integrated Shipping Services for US$4.5b, offering US$37.50 per share and pledging a US$250m employee bonus pool and continued Israeli operational control of the 145 vessel fleet; Hapag Lloyd separately proposed an acquisition valued at about US$4.2b, or US$35 per share (M&A Transaction Announcements).
LSH
US$0.67
Lakeside Holding
7D
23.0%
1Y
-30.2%
CMDB
US$16.14
Costamare Bulkers Holdings
7D
-9.5%
1Y
72.4%
DAC
US$125.21
Danaos
7D
-4.3%
1Y
46.8%
SB
US$6.25
Safe Bulkers
7D
-4.9%
1Y
64.5%
Narrative Update • May 13

SB: Newbuild Fleet Investments And Limited Buybacks Will Likely Keep Shares Fairly Valued

Analysts now estimate Safe Bulkers' fair value at $6.90, up from the previous $5.70. They cite updated assumptions regarding discount rates, revenue growth, profit margins and future P/E levels.
NCT
US$2.79
Intercont (Cayman)
7D
7.3%
1Y
-97.2%