Danaos (DAC) Aandelenoverzicht
Danaos Corporation bezit en exploiteert via haar dochterondernemingen containerschepen en drogebulkschepen in Australië, Europa en de Verenigde Staten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 3/6 |
DAC Community Fair Values
Create NarrativeSee what 42 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Danaos Corporation Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$127.50 |
| 52 Week Hoogtepunt | US$135.21 |
| 52 Week Laag | US$83.56 |
| Bèta | 0.88 |
| 1 maand verandering | -2.56% |
| 3 maanden verandering | 12.64% |
| 1 Jaar Verandering | 48.77% |
| 3 jaar verandering | 90.38% |
| 5 jaar verandering | 71.44% |
| Verandering sinds IPO | -56.32% |
Recent nieuws en updates
Analyseartikel • Jun 20
Danaos (DAC) Stock Could Be 20% Undervalued After Recent Pullback
Danaos (DAC) has drawn fresh attention after recent trading left the stock down about 5% over the past month, even as its total return over the past 3 months stands near 13%. See our latest analysis for Danaos. Against that backdrop, Danaos’s share price has eased around 4% over the past week and 5% over the past month. However, the 90 day share price return of about 13% and 1 year total shareholder return close to 49% point to momentum that has cooled recently rather than fully reversed. If...
Narratiefupdate • Jun 17
DAC: Steady Cash Flows And Margins Will Drive Further Share Upside
Analysts have raised their price target on Danaos stock to $157, citing updated assumptions that include a slightly lower discount rate and refined views on long term revenue growth, profit margins, and future P/E multiples, as reflected in recent research that has taken a more positive view of the company. What’s in the News for Danaos No recent Danaos specific news items were identified in the provided sources.Narratiefupdate • Jun 02
DAC: Cash Flow Visibility And Higher Margins Will Support Future Upside
Narrative update: Analyst target moves higher on improved earnings profile The analyst fair value estimate for Danaos has shifted from $147 to $157. Analysts point to expectations for steadier revenue growth, a higher profit margin and a lower assumed future P/E multiple as key drivers of the updated target.Seeking Alpha • May 14
Danaos Is Pricing In The Peak
Summary Danaos Corporation has surged nearly 38% YTD, driven by dry bulk segment gains, despite 90% of revenue still coming from container vessels. DAC boasts a $4.1B backlog through 2038, high cash flow visibility, and a robust balance sheet with net debt/adj. EBITDA at just 0.23x. Recent earnings showed flat revenue but 5.2% y/y Adj. EBITDA growth: dry bulk revenue rose 40.9% y/y, while container shipping revenue fell 2.8%. I view DAC's current valuation as unjustified, with upside driven by temporary dry bulk factors; a 20% pullback would offer a better entry. Read the full article on Seeking AlphaRecent updates
Analyseartikel • Jun 20
Danaos (DAC) Stock Could Be 20% Undervalued After Recent Pullback
Danaos (DAC) has drawn fresh attention after recent trading left the stock down about 5% over the past month, even as its total return over the past 3 months stands near 13%. See our latest analysis for Danaos. Against that backdrop, Danaos’s share price has eased around 4% over the past week and 5% over the past month. However, the 90 day share price return of about 13% and 1 year total shareholder return close to 49% point to momentum that has cooled recently rather than fully reversed. If...Narratiefupdate • Jun 17
DAC: Steady Cash Flows And Margins Will Drive Further Share Upside
Analysts have raised their price target on Danaos stock to $157, citing updated assumptions that include a slightly lower discount rate and refined views on long term revenue growth, profit margins, and future P/E multiples, as reflected in recent research that has taken a more positive view of the company. What’s in the News for Danaos No recent Danaos specific news items were identified in the provided sources.Narratiefupdate • Jun 02
DAC: Cash Flow Visibility And Higher Margins Will Support Future Upside
Narrative update: Analyst target moves higher on improved earnings profile The analyst fair value estimate for Danaos has shifted from $147 to $157. Analysts point to expectations for steadier revenue growth, a higher profit margin and a lower assumed future P/E multiple as key drivers of the updated target.Seeking Alpha • May 14
Danaos Is Pricing In The Peak
Summary Danaos Corporation has surged nearly 38% YTD, driven by dry bulk segment gains, despite 90% of revenue still coming from container vessels. DAC boasts a $4.1B backlog through 2038, high cash flow visibility, and a robust balance sheet with net debt/adj. EBITDA at just 0.23x. Recent earnings showed flat revenue but 5.2% y/y Adj. EBITDA growth: dry bulk revenue rose 40.9% y/y, while container shipping revenue fell 2.8%. I view DAC's current valuation as unjustified, with upside driven by temporary dry bulk factors; a 20% pullback would offer a better entry. Read the full article on Seeking AlphaNarratiefupdate • May 11
DAC: Cash Flow Visibility And Buybacks Will Drive Future Upside Potential
Analysts have raised their price target on Danaos from $109 to $147, citing updated valuation work, a slightly lower discount rate, and recent research that views the stock as a compelling containership play with solid cash flow visibility. Analyst Commentary Recent research has added more color to how the Street is thinking about Danaos, with views coalescing around cash flow visibility, sector positioning, and where the stock trades relative to perceived value.
Nieuw narratief • May 06
Contracted Backlog And LNG Expansion Will Constrain Earnings While Cash Flows Remain Resilient
Catalysts About Danaos Danaos is a containership and dry bulk shipping company that charters vessels to liner and commodity customers and is expanding into LNG related energy transport. What are the underlying business or industry changes driving this perspective?Narratiefupdate • Apr 24
DAC: Cash Flow Visibility And Buybacks Will Support Balanced Future Returns
Analysts have kept Danaos' fair value estimate steady at $109, while a new $120 price target and Hold rating highlight their view that the stock offers cash flow visibility in the containership sector, but without a clear near-term rerating catalyst. Analyst Commentary Bullish Takeaways Bullish analysts highlight the $120 price target as consistent with a view that Danaos offers solid cash flow visibility in the containership sector, which helps support their fair value framework.Narratiefupdate • Apr 08
DAC: Cash Flow Visibility And LNG Partnership Will Drive Balanced Future Returns
Analysts have reiterated a $120 price target on Danaos, framing it as a hold idea, supported by views that its role in the containership sector offers appealing cash flow visibility. Analyst Commentary Analysts framing Danaos as a hold idea are largely anchored on the $120 price target and see the company as a cash flow focused way to gain exposure to the containership sector.Narratiefupdate • Mar 25
DAC: Cash Flow Visibility And LNG Partnership Will Shape Future Earnings Profile
Analysts have maintained Danaos' fair value estimate at $109, and a new $120 price target from recent Street research reflects steady assumptions for discount rate, revenue trajectory and profit margins, supported by views that the company offers compelling cash flow visibility in the containership sector. Analyst Commentary Bullish Takeaways Bullish analysts highlight the $120 price target as aligned with the maintained $109 fair value estimate, suggesting that current assumptions on discount rate and profitability are viewed as consistent and supportable.Narratiefupdate • Mar 11
DAC: Cash Flow Visibility And LNG Partnership Will Support Future Earnings Stability
Analysts have nudged their fair value estimate for Danaos up from $104 to $109, citing recent Street research that highlights the new $120 price target and describes the company as a compelling cash flow story in the containership sector. Analyst Commentary Analysts are framing Danaos as a cash flow focused containership owner with a fair value that is close to, but still below, the latest US$120 price target.Analyseartikel • Jan 08
At US$98.23, Is It Time To Put Danaos Corporation (NYSE:DAC) On Your Watch List?
While Danaos Corporation ( NYSE:DAC ) might not have the largest market cap around , it saw a decent share price growth...Narratiefupdate • Dec 05
DAC: Expanding Backlog And Newbuild Fleet Will Support Future Earnings Stability
Analysts have modestly increased their price target on Danaos to $104.00, citing largely unchanged assumptions around the discount rate, long term revenue contraction, and robust profit margins that continue to support a stable valuation profile. What's in the News Danaos declared a third quarter 2025 dividend of $0.90 per share of common stock, payable on December 11, 2025 to stockholders of record on December 2, 2025 (Key Developments).Analyseartikel • Nov 21
Danaos (NYSE:DAC) Will Pay A Larger Dividend Than Last Year At $0.90
The board of Danaos Corporation ( NYSE:DAC ) has announced that the dividend on 11th of December will be increased to...Narratiefupdate • Nov 21
DAC: Rising Contracted Revenues and New Vessel Orders Will Drive Strength
Analysts have raised their price target for Danaos from $101.50 to $104.00 per share, citing improved revenue growth projections and a modest reduction in the discount rate, even though slightly lower anticipated profit margins are expected. What's in the News Danaos Corporation declared a dividend of $0.90 per share for Q3 2025.Analyseartikel • Oct 01
Is Danaos (NYSE:DAC) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analyseartikel • Sep 06
There's Been No Shortage Of Growth Recently For Danaos' (NYSE:DAC) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Analyseartikel • Jul 29
Why Investors Shouldn't Be Surprised By Danaos Corporation's (NYSE:DAC) Low P/E
With a price-to-earnings (or "P/E") ratio of 3.7x Danaos Corporation ( NYSE:DAC ) may be sending very bullish signals...Analyseartikel • Jul 08
When Should You Buy Danaos Corporation (NYSE:DAC)?
While Danaos Corporation ( NYSE:DAC ) might not have the largest market cap around , it saw a significant share price...Analyseartikel • May 17
A Look At The Fair Value Of Danaos Corporation (NYSE:DAC)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Danaos fair value estimate is US$78.32 Current share price of...Analyseartikel • Apr 28
Little Excitement Around Danaos Corporation's (NYSE:DAC) Earnings
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...Seeking Alpha • Apr 11
Danaos: +60% Discount To Book With A Reasonable Yield, Reiterate Buy
Summary Danaos Corporation broke a six-quarter streak of missing EPS estimates, ending Q4 2024 with a 41 bps beat and a yield above 4.7%. Despite volatile trading and tariff uncertainties, DAC's fundamentals remain strong with significant revenue growth, fleet expansion, and a $3.4 billion charter backlog. DAC's financial strength, including $671 million in current assets against $169 million in short-term liabilities, makes it a safe-haven investment amidst potential trade disruptions. With aggressive buybacks, a compelling risk-reward ratio, and undervaluation, DAC is rated a Buy, potentially a Strong Buy, if valuation imbalances worsen. Read the full article on Seeking AlphaAnalyseartikel • Apr 07
Is Now An Opportune Moment To Examine Danaos Corporation (NYSE:DAC)?
Danaos Corporation ( NYSE:DAC ), might not be a large cap stock, but it saw significant share price movement during...Analyseartikel • Mar 20
Danaos (NYSE:DAC) Is Doing The Right Things To Multiply Its Share Price
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Seeking Alpha • Feb 20
Danaos: Stocks This Cheap Don't Come Around Often
Summary Danaos trades at 2.8x forward PE ratio, mirroring broader industry challenges, but ignoring its contracted revenue business model that shields it from short-term maritime industry volatility. A strong balance sheet with low debt, and fleet expansion and modernization with eco-friendly vessels, secures DAC's future. DAC's low valuation, growth potential, dividends, and share buybacks present a compelling opportunity for different investment strategies. Read the full article on Seeking AlphaAnalyseartikel • Feb 05
Is Danaos (NYSE:DAC) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Jan 14
Danaos: Undervalued With Strong Cash Flows
Summary Danaos Corporation owns 73 containerships and is expanding with 16 more ships under construction. Danaos is diversifying into drybulk with 10 vessels and a position in SBLK. The stock is undervalued given strong free cash flow generation and minimal net debt. Read the full article on Seeking AlphaAnalyseartikel • Jan 05
Should You Investigate Danaos Corporation (NYSE:DAC) At US$81.54?
Danaos Corporation ( NYSE:DAC ), might not be a large cap stock, but it received a lot of attention from a substantial...Seeking Alpha • Dec 30
Danaos: Dry Bulk Shipping In Focus + 3Q24 Earnings Update
Summary Danaos Corporation showcases strong financial fundamentals and strategic expansion into dry bulk shipping, despite maintaining a Hold rating based on intrinsic value assessment. DAC's strategic entry into dry bulk includes a 16.7% stake in Eagle Bulk Shipping and five Capesize bulkers, positioning for potential market recovery. DAC's Q3 2024 earnings highlight a robust $3.3B contracted revenue backlog, strong liquidity, and manageable debt levels, despite increased operating expenses. The Hold rating is due to current market prices not aligning with fundamental analysis, though potential exists if the dry bulk segment takes off or DAC’s multiple expands. Read the full article on Seeking AlphaAnalyseartikel • Dec 21
Danaos Corporation (NYSE:DAC) Shares Could Be 22% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Danaos is US$98.33 based on 2 Stage Free Cash Flow to Equity Danaos is...Analyseartikel • Dec 04
Benign Growth For Danaos Corporation (NYSE:DAC) Underpins Its Share Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...Analyseartikel • Nov 14
We Like These Underlying Return On Capital Trends At Danaos (NYSE:DAC)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Seeking Alpha • Nov 12
Danaos Corporation: Providing A Long-Volatility Exposure To Geopolitics
Summary After a surge in containership charter rates during the pandemic, an important wave of new vessels is currently entering the market. One key reason why the market has been able to digest this new supply so far is geopolitics. In a scenario in which the geopolitical conditions de-escalate, the important supply of new vessels could lead to significant downward pressure on charter rates. However, the opposite is also true if the geopolitical landscape were to deteriorate further, especially around the Taiwan Strait and the South China Sea. The Q3-24 results could provide additional information regarding Danaos' contracting coverage in 2026 and 2027, an important element in evaluating the sustainability of current profitability levels. Read the full article on Seeking Alpha
Nieuw narratief • Sep 13
Fleet Expansion And Diversification Promise Growth Amid Analysts' Concerns Over Shrinking Margins
Danaos' expansion with a newbuilding program and securing multiyear charters for new and existing vessels ensures revenue growth and stability.Analyseartikel • Sep 04
Earnings Working Against Danaos Corporation's (NYSE:DAC) Share Price
With a price-to-earnings (or "P/E") ratio of 2.7x Danaos Corporation ( NYSE:DAC ) may be sending very bullish signals...Seeking Alpha • Aug 22
Danaos Corporation: Drybulk Debut Not The Only Attractive Aspect
Summary Danaos Corporation reported mixed Q2 earnings, missing on adjusted EPS but beating on revenue, with stock price fluctuating before rallying back. Despite missing analyst EPS estimates for four quarters, investors have sent DAC stock up by 30% between Q3 2023 and Q2 2024. It's not enough. DAC is a strong performer in the container shipping industry with a resilient model, strong balance sheet, and attractive valuation levels, but the stock price does not reflect fundamentals. Read the full article on Seeking AlphaAnalyseartikel • Aug 09
Is It Too Late To Consider Buying Danaos Corporation (NYSE:DAC)?
Danaos Corporation ( NYSE:DAC ), might not be a large cap stock, but it saw significant share price movement during...Seeking Alpha • Jul 29
Danaos Corporation: A Ship In Good Shape, But Is It Worth Boarding? Not Yet
Summary This is my initial coverage of Danaos Corporation and the marine shipping industry. DAC operates container and dry bulk ships, focusing on charter arrangements for revenue. Strong financial performance, fleet expansion, and shareholder returns, but valuation is stretched and industry risks present. Read the full article on Seeking AlphaAnalyseartikel • Jul 19
Danaos' (NYSE:DAC) Returns On Capital Are Heading Higher
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Seeking Alpha • May 23
Danaos: Could A Take Private Deal Be In The Works?
Summary The Containership market has strengthened significantly in the past few months, with rates exceeding 2024 highs set earlier this year. With a strengthening containership market, Danaos low valuation and high cash flow make it a compelling target for a take-private or acquisition. DAC has underperformed competitor GSL by a large amount, despite their businesses being impacted by the same geopolitical events and performance being largely the same. After paying for 6 new containerships this year, Danaos has minimal obligations for its substantial cash flow in 2025 and 2026. Danaos could finish the year over $100/share, with further upside in 2025. Read the full article on Seeking AlphaAnalyseartikel • May 21
Lacklustre Performance Is Driving Danaos Corporation's (NYSE:DAC) Low P/E
Danaos Corporation's ( NYSE:DAC ) price-to-earnings (or "P/E") ratio of 2.9x might make it look like a strong buy right...Analyseartikel • Apr 30
Is It Time To Consider Buying Danaos Corporation (NYSE:DAC)?
Danaos Corporation ( NYSE:DAC ), is not the largest company out there, but it saw a decent share price growth of 11% on...Seeking Alpha • Apr 29
Danaos: The Valuation Math Still Heavily Favors Bulls
Summary Danaos is a Greek containership company witnessing underlying "business value" growing faster than its stock quote. Core enterprise value vs. tangible book value readings have reached DAC's lowest point ever and represent the cheapest proportion for any blue-chip transportation stock trading on Wall Street. The company is approaching zero net debt in early 2024 and is projected to achieve $70 for EPS during 2024-26 vs. a $74 share price today. Read the full article on Seeking AlphaSeeking Alpha • Apr 01
Danaos: Feeling Frustrated? This Is Your Permission Slip To Get Out
Summary I have been bullish on Danaos for the past 2.5 years, but finally, I am feeling worn out and frustrated. The cost of holding Danaos stock, in terms of effort and disappointment, outweighs the potential reward. Nevertheless, my journey with Danaos provided me with a couple of insightful lessons. Read the full article on Seeking AlphaRendement voor aandeelhouders
| DAC | US Shipping | US Markt | |
|---|---|---|---|
| 7D | -1.6% | -0.4% | -2.3% |
| 1Y | 48.8% | 46.9% | 21.2% |
Rendement versus industrie: DAC overtrof de US Shipping industrie, die het afgelopen jaar een rendement 46.9 % opleverde.
Rendement versus markt: DAC overtrof de US markt, die het afgelopen jaar een rendement opleverde van 21.2 %.
Prijsvolatiliteit
| DAC volatility | |
|---|---|
| DAC Average Weekly Movement | 3.3% |
| Shipping Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: DAC heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 3% ) van DAC is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1963 | 4 | John Coustas | www.danaos.com |
Danaos Corporation bezit en exploiteert via haar dochterondernemingen containerschepen en drogebulkschepen in Australië, Europa en de Verenigde Staten. De onderneming is actief in twee segmenten, containerschepen en drogebulkschepen. Het bedrijf biedt zeetransportdiensten aan door schepen te exploiteren in de containerschepen- en drogebulksectoren van de scheepvaartindustrie.
Danaos Corporation Samenvatting
| DAC fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$2.32b |
| Inkomsten(TTM) | US$519.89m |
| Inkomsten(TTM) | US$1.04b |
4.5x
Koers/Winstverhouding2.2x
P/S-verhoudingIs DAC overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| DAC resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$1.04b |
| Kosten van inkomsten | US$308.11m |
| Brutowinst | US$734.74m |
| Overige uitgaven | US$214.85m |
| Inkomsten | US$519.89m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 28.56 |
| Brutomarge | 70.46% |
| Nettowinstmarge | 49.85% |
| Schuld/Eigen Vermogen Verhouding | 26.2% |
Hoe presteerde DAC op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
2.8%
Huidig dividendrendement12%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/23 14:06 |
| Aandelenkoers aan het einde van de dag | 2026/06/23 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Danaos Corporation wordt gevolgd door 7 analisten. 2 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Kenneth Hoexter | BofA Global Research |
| Christian Wetherbee | Citigroup Inc |
| Fredrik Dybwad | Fearnley Securities |