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SFL Corporation Ltd.NYSE:SFL Stock Report

Market Cap US$1.5b
Share Price
US$11.53
US$9.43
22.3% overvalued intrinsic discount
1Y41.3%
7D6.6%
Portfolio Value
View

SFL Corporation Ltd.

NYSE:SFL Stock Report

Market Cap: US$1.5b

SFL (SFL) Stock Overview

A maritime and offshore asset owning and chartering company, engages in the ownership, operation, and chartering out of vessels and offshore related assets on medium and long-term charters. More details

SFL fundamental analysis
Snowflake Score
Valuation1/6
Future Growth3/6
Past Performance0/6
Financial Health1/6
Dividends3/6

SFL Community Fair Values

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SFL Corporation Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for SFL
Historical stock prices
Current Share PriceUS$11.53
52 Week HighUS$11.55
52 Week LowUS$6.73
Beta0.43
1 Month Change6.86%
3 Month Change30.14%
1 Year Change41.30%
3 Year Change34.38%
5 Year Change44.13%
Change since IPO-4.71%

Recent News & Updates

SFL Corporation: Hercules Is Coming Back, But So Is Valuation Risk

Apr 28

Recent updates

SFL Corporation: Hercules Is Coming Back, But So Is Valuation Risk

Apr 28

SFL: Q3 Cash Flow And Capital Returns Will Shape Future Returns

Analysts lifted their price target on SFL to US$11 from US$10, citing stronger than expected Q3 adjusted EBITDA of US$113m versus US$95m consensus, a maintained US$0.20 dividend that equates to a 10% annualized yield, and an ongoing US$80m buyback authorization, along with continued fleet investment despite softer near term operating cash flow from re-deliveries and the drilling market. Analyst Commentary Bullish Takeaways Bullish analysts highlight Q3 adjusted EBITDA of US$113m versus US$95m consensus as a sign that recent execution is tracking ahead of market expectations, which they see as supportive for valuation.

SFL: Q3 Cash Flow And Dividend Yield Will Support Future Returns

Analysts have lifted their price target on SFL to US$11 from US$10, citing stronger than expected Q3 adjusted EBITDA, a maintained US$0.20 dividend that implies a 10% annualized yield, and ongoing fleet investment supported by remaining capacity under the share buyback program. Analyst Commentary Bullish Takeaways Bullish analysts highlight the new US$11 price target as reflecting confidence that the current share price does not fully reflect reported Q3 fundamentals and capital return potential.

SFL: Dividend And Buyback Capacity Will Support Returns Despite Cash Flow Headwinds

Analysts recently lifted their price target on SFL Corp. to $11 from $10, citing stronger than expected Q3 adjusted EBITDA of $113m versus the $95m consensus, a maintained $0.20 dividend that equates to a 10% annualized yield on the current share price, and an ongoing $80m buyback authorization that runs through Q2 2026.

SFL: Dividend Yield And Fleet Investment Will Drive Returns Despite Drilling Headwinds

Analysts have nudged their price target on SFL higher from $10.00 to $11.00 per share, citing stronger than expected Q3 EBITDA, a resilient dividend policy implying an attractive 10% yield, and continued fleet investment supported by remaining buyback capacity, despite near term headwinds from re-deliveries and a soft drilling market. Analyst Commentary Bullish analysts highlight that the recent earnings beat and unchanged dividend framework reinforce confidence in SFL's ability to execute on its capital allocation strategy, even as certain operating segments face cyclical pressure.

SFL: Dividend And Fleet Investment Will Drive Attractive Yield Ahead

Analysts have lifted their price target on SFL to $11 from $10, citing stronger than expected Q3 EBITDA, a maintained $0.20 quarterly dividend that implies a robust yield, and continued fleet investment supported by remaining share repurchase capacity despite near term headwinds in operating cash flow. Analyst Commentary Analysts are digesting the stronger than expected Q3 results alongside a higher price target, focusing on the balance between resilient shareholder returns and mixed near term operating trends.

SFL: Dividend Strength and Fleet Investment Will Drive Attractive Yield

Analysts have lowered SFL's fair value estimate to $9.43 from $10.18, citing improved near-term revenue expectations along with more conservative profit margin and valuation assumptions following the latest quarterly results and market conditions. Analyst Commentary Analysts have presented a range of perspectives following SFL's recent results and market actions.

SFL Corporation Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Nov 15
SFL Corporation Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Shareholders Should Be Pleased With SFL Corporation Ltd.'s (NYSE:SFL) Price

Oct 29
Shareholders Should Be Pleased With SFL Corporation Ltd.'s (NYSE:SFL) Price

Modern LNG Vessels Will Secure A Strong Maritime Future

Despite a substantial improvement in net profit margin, a sharp increase in SFL's discount rate has outweighed earnings gains, leading to a downward revision in the consensus analyst price target from $11.30 to $10.68. What's in the News SFL Corporation Ltd.

Returns Are Gaining Momentum At SFL (NYSE:SFL)

May 15
Returns Are Gaining Momentum At SFL (NYSE:SFL)

Investors Don't See Light At End Of SFL Corporation Ltd.'s (NYSE:SFL) Tunnel

Apr 30
Investors Don't See Light At End Of SFL Corporation Ltd.'s (NYSE:SFL) Tunnel

SFL (NYSE:SFL) Has A Somewhat Strained Balance Sheet

Apr 07
SFL (NYSE:SFL) Has A Somewhat Strained Balance Sheet

SFL Corporation: Offshore Drilling Exposure Becomes A Headache Again (Downgrade)

Feb 18

What To Expect From SFL Corporation's Q4 Numbers, And Beyond

Feb 12

SFL (NYSE:SFL) Is Looking To Continue Growing Its Returns On Capital

Jan 09
SFL (NYSE:SFL) Is Looking To Continue Growing Its Returns On Capital

SFL (NYSE:SFL) Seems To Be Using A Lot Of Debt

Dec 14
SFL (NYSE:SFL) Seems To Be Using A Lot Of Debt

Investors Shouldn't Be Too Comfortable With SFL's (NYSE:SFL) Earnings

Nov 14
Investors Shouldn't Be Too Comfortable With SFL's (NYSE:SFL) Earnings

SFL Corporation: Offshore Segment Worries Seem Overdone - Buy

Sep 16
User avatar

Fleet Modernization And Tactical Charters Propel Revenue And Profit Growth Amidst Economic Shifts

Expansion and modernization of the fleet with dual-fuel vessels and long-term charters boosts service offerings and financial stability.

We Watch Debt Levels As SFL Corporation Is Renewing Its Fleet (Downgrade)

Aug 20

The Market Doesn't Like What It Sees From SFL Corporation Ltd.'s (NYSE:SFL) Earnings Yet

Aug 05
The Market Doesn't Like What It Sees From SFL Corporation Ltd.'s (NYSE:SFL) Earnings Yet

SFL Corporation: Momentum Building On Multiple Fronts

Jul 04

Returns On Capital Are Showing Encouraging Signs At SFL (NYSE:SFL)

Jun 15
Returns On Capital Are Showing Encouraging Signs At SFL (NYSE:SFL)

With SFL Corporation Ltd. (NYSE:SFL) It Looks Like You'll Get What You Pay For

Apr 27
With SFL Corporation Ltd. (NYSE:SFL) It Looks Like You'll Get What You Pay For

SFL Corporation: Outperforming 8%-Yielding Shipping Stock

Apr 18

SFL's (NYSE:SFL) Shareholders Will Receive A Bigger Dividend Than Last Year

Mar 02
SFL's (NYSE:SFL) Shareholders Will Receive A Bigger Dividend Than Last Year

Shareholder Returns

SFLUS Oil and GasUS Market
7D6.6%4.2%0.6%
1Y41.3%41.1%28.7%

Return vs Industry: SFL matched the US Oil and Gas industry which returned 40.3% over the past year.

Return vs Market: SFL exceeded the US Market which returned 27.6% over the past year.

Price Volatility

Is SFL's price volatile compared to industry and market?
SFL volatility
SFL Average Weekly Movement4.5%
Oil and Gas Industry Average Movement6.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Stable Share Price: SFL has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: SFL's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
200324Ole Hjertakerwww.sflcorp.com

SFL Corporation Ltd., a maritime and offshore asset owning and chartering company, engages in the ownership, operation, and chartering out of vessels and offshore related assets on medium and long-term charters. The company operates in various sectors of the maritime, and shipping and offshore industries, including oil transportation, dry bulk shipments, oil products transportation, container transportation, car transportation, and drilling rigs. As of December 31, 2025, the company owned 17 tankers, two dry bulk carriers, 21 container vessels, seven car carriers, and two drilling rigs.

SFL Corporation Ltd. Fundamentals Summary

How do SFL's earnings and revenue compare to its market cap?
SFL fundamental statistics
Market capUS$1.51b
Earnings (TTM)-US$26.43m
Revenue (TTM)US$719.75m
2.1x
P/S Ratio
-57.9x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SFL income statement (TTM)
RevenueUS$719.75m
Cost of RevenueUS$301.77m
Gross ProfitUS$417.98m
Other ExpensesUS$444.41m
Earnings-US$26.43m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)-0.20
Gross Margin58.07%
Net Profit Margin-3.67%
Debt/Equity Ratio196.3%

How did SFL perform over the long term?

See historical performance and comparison

Dividends

6.9%
Current Dividend Yield
-438%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/30 14:24
End of Day Share Price 2026/04/30 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

SFL Corporation Ltd. is covered by 15 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Liam BurkeB. Riley Securities, Inc.
Gregory LewisBTIG
Axel StyrmanCarnegie Investment Bank AB