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Danaos Corporation Stock Price

NYSE:DAC Community·US$2.3b Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 45 Fair Values set on narratives written by author

DAC Share Price Performance

US$124.38
37.51 (43.18%)
US$157.00
Fair Value
US$124.38
37.51 (43.18%)
20.8% undervalued intrinsic discount
US$157.00
Fair Value
Price US$124.38
AnalystConsensusTarget US$157.00
AnalystLowTarget US$120.00

DAC Community Narratives

·
Fair Value US$157 20.8% undervalued intrinsic discount

Container Shipping Overvaluation Will Falter Under Overoptimistic Demand Outlook

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27users have followed this narrative
·
Fair Value US$120 3.7% overvalued intrinsic discount

Contracted Backlog And LNG Expansion Will Constrain Earnings While Cash Flows Remain Resilient

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US$157
20.8% undervalued intrinsic discount
Revenue
2.5% p.a.
Profit Margin
34.66%
Future PE
9.21x
Price in 2029
US$200.48
US$120
3.7% overvalued intrinsic discount
Revenue
-5.57% p.a.
Profit Margin
25.03%
Future PE
12.67x
Price in 2029
US$162.46

Trending Discussion

Updated Narratives

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DAC: Steady Cash Flows And Margins Will Drive Further Share Upside

Fair Value: US$157 20.8% undervalued intrinsic discount
27 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Contracted Backlog And LNG Expansion Will Constrain Earnings While Cash Flows Remain Resilient

Fair Value: US$120 3.7% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

1 Risk
3 Rewards

Danaos Corporation Key Details

US$1.0b

Revenue

US$308.1m

Cost of Revenue

US$734.7m

Gross Profit

US$214.9m

Other Expenses

US$519.9m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
28.56
70.46%
49.85%
26.2%
View Full Analysis

About DAC

Founded
1963
Employees
4
CEO
John Coustas
WebsiteView website
www.danaos.com

Danaos Corporation, through its subsidiaries, owns and operates containerships and drybulk vessels in Australia, Europe, and the United States. It operates in two segments, Container Vessels and Drybulk Vessels. The company provides seaborne transportation services by operating vessels in the containership and drybulk sectors of the shipping industry. As of December 31, 2025, it had a fleet of 75 containerships aggregating 477,230 TEUs; 27 container vessels under construction containerships aggregating 173,314 TEUs; 10 Capesize bulk carriers aggregating 1,755,000 DWT; and 2 dry bulk vessels under construction aggregating 422,000 DWT. The company was formerly known as Danaos Holdings Limited and changed its name to Danaos Corporation in October 2005. Danaos Corporation was founded in 1963 and is based in Piraeus, Greece.

Recent DAC News & Updates

Seeking Alpha Jun 24

Danaos: More Diversification, More Debate, Still Plenty Of Value

Summary Danaos Corporation remains attractively valued at ~0.6x book, supported by a robust containership backlog and high charter rates. DAC's contracted containership revenue stands at $4.1 billion, with 100% coverage for 2026 and strong medium-term visibility. Management is allocating capital to fleet expansion and side investments, including Alaska LNG and Yoda, rather than prioritizing buybacks. I maintain a bullish stance on DAC stock, favoring selling puts for premium, as DAC's core business and clean balance sheet underpin long-term value. Read the full article on Seeking Alpha
Analysis Article 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...

Recent updates

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