PANL Share Price Performance
US$6.80
0.93 (15.84%)
37.1% undervalued intrinsic discount
US$10.81
Fair Value
Price US$6.80
AnalystHighTarget US$10.81
AnalystLowTarget US$6.60
AnalystConsensusTarget US$8.75
Fair ValueUS$10.25
Share Pricen/a
Pangaea Logistics Solutions, Ltd. Stock Price
- 3 Narratives written by author
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- 27 Fair Values set on narratives written by author
PANL Community Narratives
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Fair Value US$10.25 33.7% undervalued intrinsic discount
Emerging Market Demand Will Fuel Arctic Dry Bulk Shipping
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AN
Fair Value US$7 2.9% undervalued intrinsic discount
Tariff Risks And Elevated Costs Will Undermine Margins But Recover
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Fair Value US$8.75 22.3% undervalued intrinsic discount
Port Expansion And Arctic Trade Will Unlock Supply Chain Value
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Port Expansion And Arctic Trade Will Unlock Supply Chain Value
Key Takeaways Expanded port operations, fleet renewal, and technical investment strengthen Pangaea's integrated logistics model, improving efficiency, margin potential, and supply chain value capture. Expertise in ice-class vessels and Arctic trade positions Pangaea to benefit from climate-driven trade shifts and sustained dry bulk demand in emerging markets.Read more
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19users have followed this narrative
AN
US$8.75
22.3% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
8.16% p.a.
Profit Margin
19.77%
Future PE
5.98x
Share price in 2028
US$6.22
Emerging Market Demand Will Fuel Arctic Dry Bulk Shipping
Key Takeaways Superior fleet integration, unique market positioning, and advanced digitalization are expected to yield sustained margin expansion and outperformance over peers. Flexible logistics growth, rapid new route adoption, and capital-light expansion provide significant earnings stability and resilience to market volatility.Read more
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AN
US$10.25
33.7% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
11.59% p.a.
Profit Margin
18.91%
Future PE
6.9x
Share price in 2028
US$7.33
Tariff Risks And Elevated Costs Will Undermine Margins But Recover
Key Takeaways Shifting global trade dynamics, energy transition costs, and customer concentration risk may constrain revenue growth and pressure margins despite industry tailwinds. Investments in fuel-efficient vessels and expanded logistics services support premium contracts but rising operating expenses and potential overcapacity could weigh on cash flow and profitability.Read more
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AN
US$7
2.9% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
8.11% p.a.
Profit Margin
10.95%
Future PE
8.95x
Share price in 2028
US$5.01
Recently Updated Narratives
AN
Port Expansion And Arctic Trade Will Unlock Supply Chain Value
Fair Value: US$8.75 22.3% undervalued intrinsic discount
19 followersusers have followed this narrative
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AN
Tariff Risks And Elevated Costs Will Undermine Margins But Recover
Fair Value: US$7 2.9% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Emerging Market Demand Will Fuel Arctic Dry Bulk Shipping
Fair Value: US$10.25 33.7% undervalued intrinsic discount
0 followersusers have followed this narrative
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Snowflake Analysis
Pangaea Logistics Solutions, Ltd. Key Details
About PANL
- Founded
- 1996
- Employees
- 170
- CEO
- WebsiteView website
Pangaea Logistics Solutions, Ltd., together with its subsidiaries, provides seaborne dry bulk logistics and transportation services to industrial customers worldwide. It offers transportation services for various dry bulk cargoes, such as grains, coal, iron ore, pig iron, hot briquetted iron, bauxite, alumina, cement clinker, dolomite, and limestone; and terminal and stevedoring services. The company also provides cargo loading, cargo discharge, port and terminal operations, vessel chartering, voyage planning, and technical vessel management. It owns and operates a fleet of 41 vessels. The company was founded in 1996 and is headquartered in Newport, Rhode Island.
