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U.S. Marine and Shipping Industry Analysis

UpdatedJun 03, 2026
DataAggregated Company Financials
Companies36
  • 7D-0.5%
  • 3M2.1%
  • 1Y44.6%
  • YTD28.0%

The Marine and Shipping is pretty flat in the last 7 days, but Capital Clean Energy Carriers has stood out, gaining 7.2%. As for the the longer term, the industry is up 45% over the past 12 months. As for the next few years, earnings are expected to grow by 3.1% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Jun 2026US$32.7bUS$22.0bUS$3.0b11.9x11x1.5x
Fri, 01 May 2026US$32.5bUS$22.2bUS$3.1b9x10.3x1.5x
Sun, 29 Mar 2026US$29.8bUS$22.2bUS$3.1b8.7x9.5x1.3x
Tue, 24 Feb 2026US$31.7bUS$23.1bUS$3.6b7x8.8x1.4x
Thu, 22 Jan 2026US$27.6bUS$24.2bUS$3.4b6.4x8.1x1.1x
Sat, 20 Dec 2025US$25.2bUS$24.2bUS$3.4b5.9x7.4x1x
Mon, 17 Nov 2025US$24.0bUS$25.3bUS$4.5b6.8x5.3x1x
Wed, 15 Oct 2025US$20.4bUS$25.3bUS$4.5b7.3x4.5x0.8x
Fri, 12 Sep 2025US$22.1bUS$25.3bUS$4.6b8.5x4.9x0.9x
Sun, 10 Aug 2025US$24.4bUS$26.9bUS$5.1b9.4x4.8x0.9x
Tue, 08 Jul 2025US$24.8bUS$26.8bUS$5.2b5.4x4.7x0.9x
Thu, 05 Jun 2025US$24.0bUS$26.8bUS$5.2b5.4x4.6x0.9x
Sat, 03 May 2025US$22.1bUS$25.3bUS$5.4b4x4.1x0.9x
Mon, 31 Mar 2025US$23.6bUS$25.4bUS$5.5b4.1x4.3x0.9x
Wed, 26 Feb 2025US$25.0bUS$24.2bUS$4.8b4.4x5.2x1x
Fri, 24 Jan 2025US$24.6bUS$24.2bUS$5.0b3.4x4.9x1x
Sun, 22 Dec 2024US$24.4bUS$24.2bUS$5.0b4x4.9x1x
Tue, 19 Nov 2024US$30.2bUS$22.6bUS$1.5b4.8x19.5x1.3x
Thu, 17 Oct 2024US$28.7bUS$22.0bUS$1.4b5.2x20.9x1.3x
Sat, 14 Sep 2024US$27.5bUS$22.0bUS$1.4b5.2x20.1x1.2x
Mon, 12 Aug 2024US$27.7bUS$21.9bUS$830.2m5.9x33.3x1.3x
Wed, 10 Jul 2024US$29.2bUS$21.4bUS$604.3m9x48.3x1.4x
Fri, 07 Jun 2024US$31.0bUS$21.4bUS$608.2m8.2x51x1.4x
Sun, 05 May 2024US$27.1bUS$20.9bUS$365.4m7.4x74.1x1.3x
Tue, 02 Apr 2024US$24.8bUS$21.1bUS$318.8m8.2x77.8x1.2x
Thu, 29 Feb 2024US$24.0bUS$22.1bUS$896.9m5.6x26.8x1.1x
Sat, 27 Jan 2024US$23.3bUS$22.3bUS$1.0b5.4x22.4x1x
Mon, 25 Dec 2023US$21.8bUS$22.3bUS$1.0b5.3x21.1x1x
Wed, 22 Nov 2023US$19.2bUS$22.4bUS$1.1b5.3x16.7x0.9x
Fri, 20 Oct 2023US$19.5bUS$24.9bUS$5.2b3.3x3.7x0.8x
Sun, 17 Sep 2023US$19.7bUS$24.9bUS$5.2b3.1x3.8x0.8x
Tue, 15 Aug 2023US$20.7bUS$27.1bUS$6.9b2.7x3x0.8x
Thu, 13 Jul 2023US$20.2bUS$27.9bUS$7.5b2.6x2.7x0.7x
Sat, 10 Jun 2023US$19.5bUS$27.9bUS$7.5b2.5x2.6x0.7x
Price to Earnings Ratio

2.6x


Total Market Cap: US$19.5bTotal 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 16.7x202420252026
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 11.0x which is lower than its 3-year average PE of 16.7x.
  • 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 Shipping 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 Trends

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

US Market1.22%
Industrials-0.21%
Marine and Shipping-0.54%
Marine-0.54%
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
CCEC Capital Clean Energy CarriersUS$23.097.2%
+US$93.8m		1.9%PE13.8x
MATX MatsonUS$187.061.4%
+US$76.6m		64.9%PE13.2x
GNK Genco Shipping & TradingUS$24.162.4%
+US$24.4m		83.6%PE62.4x
SHIP Seanergy Maritime HoldingsUS$15.743.5%
+US$11.5m		142.5%PE9.1x
CTRM Castor MaritimeUS$2.3524.3%
+US$4.4m		-0.4%PE0.3x

Latest News

SBLK
US$27.40
Star Bulk Carriers
7D
-0.5%
1Y
69.1%
Seeking Alpha • 8h

Star Bulk Carriers: New Dividend Policy Unlocks A 15% Yield

Summary Star Bulk Carriers Corp (SBLK) has outperformed, appreciating over 40% and consistently beating earnings estimates while enhancing its dividend policy. SBLK now pays 100% of free cash flow as dividends when cash exceeds $2.1M per vessel, reflecting disciplined capital allocation as the stock approaches NAV. Strong Q2 guidance, robust rate environment, and a solid balance sheet support expectations for materially higher earnings and dividends in coming quarters. With NAV at $31.5/share and SBLK trading at 0.86x NAV, I see further upside and estimate a potential 15% dividend yield. Read the full article on Seeking Alpha
GNK
US$24.16
Genco Shipping & Trading
7D
2.4%
1Y
83.6%
CTRM
US$2.35
Castor Maritime
7D
24.3%
1Y
-0.4%
ESEA
US$65.81
Euroseas
7D
0.8%
1Y
69.3%
SB
US$6.46
Safe Bulkers
7D
-6.0%
1Y
69.1%
Narrative Update • Jun 02

SB: Fleet Renewal And Modest Buybacks Will Likely Keep Shares Fairly Valued

Analysts have kept their $6.90 price target for Safe Bulkers steady, with only minor tweaks to assumptions such as discount rate, long term revenue growth, profit margin, and future P/E to reflect updated views on risk and earnings quality, rather than a change in overall valuation. What's in the News Agreed to sell two older dry bulk vessels, MV Xenia and MV Pedhoulas Commander, for gross sale prices of US$13.0 million and US$14.7 million, with delivery to new owners expected after completion of current voyages and with dry dockings due.
CCEC
US$23.09
Capital Clean Energy Carriers
7D
7.2%
1Y
1.9%
SHIP
US$15.74
Seanergy Maritime Holdings
7D
3.5%
1Y
142.5%
DSX
US$2.39
Diana Shipping
7D
-12.1%
1Y
51.3%
MATX
US$187.06
Matson
7D
1.4%
1Y
64.9%
Narrative Update • May 30

MATX: Future Upside Will Be Driven By LNG Fleet Renewal Program

Analysts have raised their price target on Matson from $217 to $230, citing updated assumptions for revenue growth, profit margins, and future P/E that are consistent with recent bullish Street research. Analyst Commentary Recent commentary from bullish analysts has centered on how updated assumptions for revenue, margins, and future P/E feed into a more optimistic view of Matson’s potential valuation.
PANL
US$7.90
Pangaea Logistics Solutions
7D
-5.6%
1Y
74.8%
CMRE
US$15.57
Costamare
7D
-5.1%
1Y
81.9%
KEX
US$143.38
Kirby
7D
-0.7%
1Y
26.5%
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
HTCO
US$2.92
High-Trend International Group
7D
-48.6%
1Y
-58.7%
LSH
US$0.65
Lakeside Holding
7D
14.1%
1Y
-33.6%
CMDB
US$16.56
Costamare Bulkers Holdings
7D
-6.1%
1Y
78.3%
GLBS
US$2.16
Globus Maritime
7D
7.5%
1Y
98.2%