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U.S. Marine and Shipping Industry Analysis

UpdatedJul 10, 2026
DataAggregated Company Financials
Companies35
  • 7D3.2%
  • 3M4.6%
  • 1Y42.9%
  • YTD28.3%

In the last week, the Marine and Shipping industry is up 3.2%, with Kirby up 11%. Meanwhile, ZIM Integrated Shipping Services actually underperformed within the industry, shrinking 6.3% in the last week. In the last 12 months, the industry was up 43%. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 11 Jul 2026US$33.0bUS$22.0bUS$3.0b12.3x11x1.5x
Mon, 08 Jun 2026US$32.5bUS$22.0bUS$3.0b13x10.9x1.5x
Wed, 06 May 2026US$32.0bUS$22.3bUS$3.1b9.2x10.2x1.4x
Fri, 03 Apr 2026US$30.6bUS$22.2bUS$3.1b8.4x9.7x1.4x
Sun, 01 Mar 2026US$32.1bUS$23.1bUS$3.6b7.4x8.8x1.4x
Tue, 27 Jan 2026US$28.6bUS$24.2bUS$3.4b6.5x8.3x1.2x
Thu, 25 Dec 2025US$25.5bUS$24.2bUS$3.4b6x7.5x1.1x
Sat, 22 Nov 2025US$23.6bUS$24.2bUS$3.4b7.6x6.9x1x
Mon, 20 Oct 2025US$21.0bUS$25.3bUS$4.5b7.1x4.6x0.8x
Wed, 17 Sep 2025US$22.4bUS$25.3bUS$4.6b8.5x4.9x0.9x
Fri, 15 Aug 2025US$24.7bUS$26.8bUS$5.0b10x4.9x0.9x
Sun, 13 Jul 2025US$25.4bUS$26.8bUS$5.2b5.8x4.8x0.9x
Tue, 10 Jun 2025US$24.1bUS$26.8bUS$5.2b5.4x4.6x0.9x
Thu, 08 May 2025US$21.9bUS$25.4bUS$5.4b4x4.1x0.9x
Sat, 05 Apr 2025US$21.7bUS$25.4bUS$5.5b3.7x3.9x0.9x
Mon, 03 Mar 2025US$25.2bUS$24.4bUS$4.8b4.3x5.2x1x
Wed, 29 Jan 2025US$24.6bUS$24.2bUS$5.0b3.4x4.9x1x
Fri, 27 Dec 2024US$25.4bUS$24.2bUS$5.0b4.2x5.1x1x
Sun, 24 Nov 2024US$29.1bUS$24.2bUS$5.0b4.5x5.8x1.2x
Tue, 22 Oct 2024US$29.0bUS$22.0bUS$1.4b5.2x21.1x1.3x
Thu, 19 Sep 2024US$28.3bUS$22.0bUS$1.4b5.6x20.6x1.3x
Sat, 17 Aug 2024US$27.9bUS$21.5bUS$781.2m6.1x35.7x1.3x
Mon, 15 Jul 2024US$29.0bUS$21.4bUS$606.6m8x47.9x1.4x
Wed, 12 Jun 2024US$30.1bUS$21.4bUS$604.0m8.4x49.7x1.4x
Fri, 10 May 2024US$27.9bUS$20.9bUS$381.6m8.1x73.1x1.3x
Sun, 07 Apr 2024US$25.3bUS$21.1bUS$326.8m8.1x77.3x1.2x
Tue, 05 Mar 2024US$23.8bUS$22.1bUS$851.9m7.3x28x1.1x
Thu, 01 Feb 2024US$23.6bUS$22.3bUS$1.0b5.3x22.8x1.1x
Sat, 30 Dec 2023US$21.8bUS$22.3bUS$1.0b5.5x21.1x1x
Mon, 27 Nov 2023US$19.8bUS$22.3bUS$1.1b5.4x18.5x0.9x
Wed, 25 Oct 2023US$19.1bUS$24.9bUS$5.2b3.2x3.7x0.8x
Fri, 22 Sep 2023US$19.5bUS$24.9bUS$5.2b3.1x3.7x0.8x
Sun, 20 Aug 2023US$20.0bUS$25.0bUS$5.4b2.7x3.7x0.8x
Tue, 18 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 and Shipping Industry Price to Earnings3Y Average 17x202420252026
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 16.9x.
  • 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 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 Market0.59%
Industrials-1.73%
Marine and Shipping3.16%
Marine3.16%
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$143.7510.7%
+US$744.2m		22.9%PE21.4x
SBLK Star Bulk CarriersUS$26.354.8%
+US$133.8m		42.3%PE20.7x
DAC DanaosUS$128.395.0%
+US$110.5m		42.6%PE4.5x
CMRE CostamareUS$14.944.8%
+US$82.1m		57.6%PE5.3x
GSL Global Ship LeaseUS$40.065.1%
+US$70.3m		43.6%PE3.8x

Latest News

SB
US$6.90
Safe Bulkers
7D
7.8%
1Y
67.9%
Seeking Alpha • 6h

Safe Bulkers: Pair The Common With The 7.7%-Yielding Preferreds

Summary Safe Bulkers continues strong operations and prudent fleet renewal, but the common stock lacks a clear margin of safety at current levels. Recent vessel sales above book value support higher NAV estimates, yet the stock already reflects some hidden fleet value. SB's short charter book enables upside if rates stay high but exposes downside if rates fall. Meanwhile, the dividend yield is still uncompetitive. A mixed allocation of SB common and preferreds offers a more balanced risk/reward, with preferreds providing a reliable 7.7% yield. Read the full article on Seeking Alpha
RBNE
US$6.45
Robin Energy
7D
-35.9%
1Y
-97.2%
CCEC
US$22.31
Capital Clean Energy Carriers
7D
3.3%
1Y
-7.9%
Narrative Update • Jul 09

CCEC: LNG Bunkering Entry And Contracted Backlog Will Shape Future Cash Generation

Analysts have raised the Capital Clean Energy Carriers price target from $20.00 to $23.00, citing updated assumptions across fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Capital Clean Energy Carriers Capital Clean Energy Carriers and CMA CGM formed a 50/50 joint venture to construct, charter, and operate a 20,000 cbm dual fuel LNG bunkering vessel, marking the company’s entry into the LNG bunkering segment.
GSL
US$40.06
Global Ship Lease
7D
5.1%
1Y
43.6%
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$23.97
ZIM Integrated Shipping Services
7D
-6.3%
1Y
50.4%
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$128.39
Danaos
7D
5.0%
1Y
42.6%
CMRE
US$14.94
Costamare
7D
4.8%
1Y
57.6%
GNK
US$25.51
Genco Shipping & Trading
7D
4.1%
1Y
68.9%
KEX
US$143.75
Kirby
7D
10.7%
1Y
22.9%
GLBS
US$2.71
Globus Maritime
7D
-12.3%
1Y
135.7%
CIIT
US$0.48
Tianci International
7D
-18.5%
1Y
-94.6%
SBLK
US$26.35
Star Bulk Carriers
7D
4.8%
1Y
42.3%
CTRM
US$2.15
Castor Maritime
7D
-4.9%
1Y
-10.0%
TORO
US$4.94
Toro
7D
-1.4%
1Y
64.7%
HTCO
US$3.18
High-Trend International Group
7D
-15.6%
1Y
-46.2%
SVRN
US$8.30
OceanPal
7D
-6.1%
1Y
-98.8%