SFL (SFL) Hisse Özeti
Bir denizcilik ve açık deniz varlık sahibi ve kiralama şirketi olan SFL Corporation Ltd., orta ve uzun vadeli kiralamalarla gemilerin ve açık denizle ilgili varlıkların mülkiyeti, işletilmesi ve kiralanması ile ilgilenmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 0/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 1/6 |
| Finansal Sağlık | 1/6 |
| Temettüler | 3/6 |
SFL Community Fair Values
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Analyst Price Targets
SFL Corporation Ltd. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$12.28 |
| 52 Haftanın En Yüksek Seviyesi | US$12.94 |
| 52 Haftanın En Düşük Seviyesi | US$6.73 |
| Beta | 0.46 |
| 1 Aylık Değişim | 12.35% |
| 3 Aylık Değişim | 14.55% |
| 1 Yıllık Değişim | 44.81% |
| 3 Yıllık Değişim | 40.66% |
| 5 Yıllık Değişim | 41.80% |
| Halka arzdan bu yana değişim | 1.49% |
Son Haberler & Güncellemeler
Recent updates
Anlatı Güncellemesi • May 16
SFL: Dividend Stability And New Rig Contract Will Shape Future Returns
Analysts have raised their price target on SFL by $2.30 to reflect updated views on the stock's fair value, discount rate, expected revenue growth, profit margin, and future P/E assumptions. What's in the News SFL Corporation Ltd.Seeking Alpha • Apr 28
SFL Corporation: Hercules Is Coming Back, But So Is Valuation Risk
Summary SFL Corporation remains a diversified, high-yield shipping play, but recent price appreciation limits risk-reward, warranting a neutral stance. Despite industry tailwinds, SFL's long-term contracts limit near-term rate upside, while high debt and a delayed recovery of the Hercules rig cap valuation appeal. The current 7.2% dividend yield appears sustainable, but future hikes are unlikely given the $2.6 billion debt burden and cash flow priorities. Valuation is no longer compelling, with SFL trading at a high-9x forward EV/EBITDA, well above peers with cleaner balance sheets and stronger spot exposure. Read the full article on Seeking AlphaAnlatı Güncellemesi • Feb 08
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.Anlatı Güncellemesi • Jan 25
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.Anlatı Güncellemesi • Jan 09
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.Anlatı Güncellemesi • Dec 18
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.Anlatı Güncellemesi • Dec 04
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.Anlatı Güncellemesi • Nov 20
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.Analiz Makalesi • Nov 15
SFL Corporation Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
It's been a good week for SFL Corporation Ltd. ( NYSE:SFL ) shareholders, because the company has just released its...Analiz Makalesi • Oct 29
Shareholders Should Be Pleased With SFL Corporation Ltd.'s (NYSE:SFL) Price
With a price-to-earnings (or "P/E") ratio of 28.2x SFL Corporation Ltd. ( NYSE:SFL ) may be sending very bearish...Anlatı Güncellemesi • Aug 21
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.Analiz Makalesi • May 15
Returns Are Gaining Momentum At SFL (NYSE:SFL)
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analiz Makalesi • Apr 30
Investors Don't See Light At End Of SFL Corporation Ltd.'s (NYSE:SFL) Tunnel
With a price-to-earnings (or "P/E") ratio of 8.5x SFL Corporation Ltd. ( NYSE:SFL ) may be sending very bullish signals...Analiz Makalesi • Apr 07
SFL (NYSE:SFL) Has A Somewhat Strained Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Feb 18
SFL Corporation: Offshore Drilling Exposure Becomes A Headache Again (Downgrade)
Summary SFL Corporation Ltd. reported fourth quarter and full year 2024 results largely in line with expectations and declared an unchanged quarterly cash dividend of $0.27 per share. With the company's largest asset, the harsh environment rig Hercules, expected to sit idle for at least the next couple of quarters, financial results will be negatively impacted. Should the rig fail to secure employment going into 2026, I would expect the company to cut its quarterly dividend quite meaningfully. With the company's financial performance and dividend sustainability highly dependent on a single non-core asset, I would urge management to consider strategic alternatives for the Hercules. Given the increased likelihood of the rig sitting idle for the entire year and the early part of 2026, I am lowering my rating on SFL Corporation's shares from “Buy” to “Hold.”. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
What To Expect From SFL Corporation's Q4 Numbers, And Beyond
Summary Concerns about SFL Corporation's future debt gearing and potential share dilution lead us to maintain a Hold stance, despite their fleet renewal efforts. The container-ship segment faces challenges with a large order book and potential lower rates, impacting SFL's conventional fuel vessels. Offshore drilling assets, particularly the "Hercules" rig, significantly contribute to revenue but face employment uncertainties, affecting Q4 income projections. SFL's Q4 net income is estimated to drop to $12.98 million, with EPS at $0.10, and a dividend cut is possible. Read the full article on Seeking AlphaAnaliz Makalesi • Jan 09
SFL (NYSE:SFL) Is Looking To Continue Growing Its Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Analiz Makalesi • Dec 14
SFL (NYSE:SFL) Seems To Be Using A Lot Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analiz Makalesi • Nov 14
Investors Shouldn't Be Too Comfortable With SFL's (NYSE:SFL) Earnings
Last week's profit announcement from SFL Corporation Ltd. ( NYSE:SFL ) was underwhelming for investors, despite...Seeking Alpha • Sep 16
SFL Corporation: Offshore Segment Worries Seem Overdone - Buy
Summary Two months ago, shares of leading diversified shipping company SFL Corporation sold off after a $100 million equity offering caught market participants flat-footed. In mid-August, SFL reported Q2/2024 results well above muted consensus expectations and declared an unchanged quarterly cash dividend of $0.27. Despite better-than-expected results and a positive near-term outlook, the stock has remained in the penalty box, likely due to mounting concerns regarding the company's offshore drilling segment. While the semi-submersible rig Hercules might indeed face some near-term idle time, I consider a dividend cut as unlikely. With the stock now offering a 9.8% dividend yield, I view the recent weakness as overdone and would advise investors to consider initiating or adding to existing positions. Read the full article on Seeking Alpha
Yeni Anlatı • Sep 13
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.Seeking Alpha • Aug 20
We Watch Debt Levels As SFL Corporation Is Renewing Its Fleet (Downgrade)
Summary SFL Corporation share price increased by $2 in February, then fell back to previous levels. Second-quarter financial results showed a drop in EPS due to lower revenues and higher costs from the two offshore assets. Their fleet renewal should come with selling older assets and reducing the total debt level. We downgrade our stance to a Hold. Read the full article on Seeking AlphaAnaliz Makalesi • Aug 05
The Market Doesn't Like What It Sees From SFL Corporation Ltd.'s (NYSE:SFL) Earnings Yet
SFL Corporation Ltd.'s ( NYSE:SFL ) price-to-earnings (or "P/E") ratio of 12.4x might make it look like a buy right now...Seeking Alpha • Jul 04
SFL Corporation: Momentum Building On Multiple Fronts
Summary SFL is taking meaningful strides to grow its business through vessel additions and backlog growth. Attractive rates in the offshore drilling market and tanker business will drive meaningful revenue growth. The company has adequate free cash flow to continue to grow the dividend as well as fund the purchase of new vessels. Read the full article on Seeking AlphaAnaliz Makalesi • Jun 15
Returns On Capital Are Showing Encouraging Signs At SFL (NYSE:SFL)
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Analiz Makalesi • Apr 27
With SFL Corporation Ltd. (NYSE:SFL) It Looks Like You'll Get What You Pay For
With a price-to-earnings (or "P/E") ratio of 19.8x SFL Corporation Ltd. ( NYSE:SFL ) may be sending bearish signals at...Hissedar Getirileri
| SFL | US Oil and Gas | US Pazar | |
|---|---|---|---|
| 7D | -1.6% | -0.6% | 1.1% |
| 1Y | 44.8% | 37.4% | 28.7% |
Getiri vs. Endüstri: SFL geçen yıl % 37.4 oranında getiri sağlayan US Oil and Gas sektörünü aştı.
Getiri vs Piyasa: SFL geçen yıl % 28.7 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| SFL volatility | |
|---|---|
| SFL Average Weekly Movement | 4.0% |
| Oil and Gas Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: SFL son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: SFL 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2003 | 24 | Ole Hjertaker | www.sflcorp.com |
Bir denizcilik ve açık deniz varlık sahibi ve kiralama şirketi olan SFL Corporation Ltd., orta ve uzun vadeli kiralamalarla gemilerin ve açık denizle ilgili varlıkların mülkiyeti, işletilmesi ve kiralanması ile ilgilenmektedir. Şirket, petrol taşımacılığı, kuru yük sevkiyatları, petrol ürünleri taşımacılığı, konteyner taşımacılığı, araç taşımacılığı ve sondaj kuleleri dahil olmak üzere denizcilik ve açık deniz endüstrilerinin çeşitli sektörlerinde faaliyet göstermektedir. Şirket, 31 Aralık 2025 tarihi itibarıyla 17 tanker, iki kuru yük gemisi, 21 konteyner gemisi, yedi araba gemisi ve iki sondaj kulesine sahiptir.
SFL Corporation Ltd. Temel Bilgiler Özeti
| SFL temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$1.63b |
| Kazançlar(TTM) | US$31.52m |
| Gelir(TTM) | US$707.35m |
51.8x
F/K Oranı2.3x
P/S OranıSFL aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| SFL gelir tablosu (TTM) | |
|---|---|
| Gelir | US$707.35m |
| Gelir Maliyeti | US$293.55m |
| Brüt Kâr | US$413.81m |
| Diğer Giderler | US$382.29m |
| Kazançlar | US$31.52m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.24 |
| Brüt Marj | 58.50% |
| Net Kâr Marjı | 4.46% |
| Borç/Özkaynak Oranı | 190.5% |
SFL uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
6.5%
Mevcut Temettü Verimi345%
Ödeme OranıSFL güvenilir bir temettü ödüyor mu?
SFL temettü geçmişine ve kıyaslamalara bakın| SFL temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | May 27 2026 |
| Temettü Ödeme Tarihi | Jun 22 2026 |
| Eski temettüye kadar geçen günler | 2 days |
| Temettü ödeme tarihine kadar geçen günler | 28 days |
SFL güvenilir bir temettü ödüyor mu?
SFL temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/24 23:04 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
SFL Corporation Ltd. 15 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Liam Burke | B. Riley Securities, Inc. |
| Gregory Lewis | BTIG |
| Axel Styrman | Carnegie Investment Bank AB |