Costamare Inc.

NYSE:CMRE Stok Raporu

Piyasa değeri: US$2.1b

Costamare Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Costamare'in gelir ve kazançlarının sırasıyla 2.7% ve 7.8% yıllık düşüş göstermesi beklenirken, EPS'nin 10.4% azalması beklenmektedir.

Anahtar bilgiler

-7.8%

Kazanç büyüme oranı

-10.40%

EPS büyüme oranı

Shipping kazanç büyümesi0.1%
Gelir büyüme oranı-2.7%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Low

Son güncelleme05 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • May 20

CMRE: Higher Fair Value Will Hinge On Richer Future P/E Assumptions

Analysts have raised their fair value estimate for Costamare from $18 to $21, citing adjustments to discount rates, revenue and margin assumptions, as well as updated future P/E expectations reflected in recent upgrades from multiple research firms. Analyst Commentary Recent research updates focus less on short term trading calls and more on how Costamare might execute against current expectations embedded in the new fair value estimate.
Anlatı Güncellemesi • Apr 26

CMRE: Fair Value Will Depend On Softer Margins And Ongoing Buyback Pause

Analysts have lifted their Costamare fair value estimate from $17 to $18, pointing to slightly less severe expected revenue contraction, a lower projected profit margin, and a higher assumed future P/E multiple as key drivers behind the updated price target view. What's in the News Costamare reports that from January 1, 2025 to March 31, 2025 it repurchased 0 shares for $0 under its existing buyback program, with total completed repurchases standing at 11,004,510 shares, or 8.93%, for $120.09 million (Key Developments).
Anlatı Güncellemesi • Apr 11

CMRE: Fair Value Will Rely On Stable Margins And Paused Buybacks

Analysts have maintained Costamare's fair value estimate at $17.00, with only minimal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. This reflects a broadly unchanged view on the stock's risk and earnings profile.
Seeking Alpha • Apr 01

Costamare: Protected In The Near Term, Pressured In The Medium Term

Summary Costamare appears stable due to a $3.5B revenue backlog and high fleet utilization, but underlying cyclicality persists. CMRE's growth supercycle has ended; future returns hinge on normalized charter rates and global trade, with limited upside and downside. Revenue is heavily concentrated, with 75% from the top five customers, amplifying renegotiation and default risks in adverse conditions. I give a Hold rating: backlog and dividends provide near-term support, but total return (~-2%) is unattractive for new positions. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Mar 28

CMRE: Fair Value Will Depend On Stable Margins And Disciplined Buybacks

Analysts have kept their fair value estimate for Costamare steady at $17.00, reflecting largely unchanged assumptions on the discount rate, revenue trend, profit margin, and forward P/E that together support an unchanged price target narrative. What's in the News Costamare reported that from January 1, 2025 to March 31, 2025, it repurchased 0 shares for $0 million, with cumulative buybacks under the December 1, 2021 program at 11,004,510 shares, or 8.93%, for $120.09 million (Key Developments).
Anlatı Güncellemesi • Mar 13

CMRE: Steady Fair Value Will Rely On Stable Margins And P/E

Analysts have maintained their $17.00 price target for Costamare, citing only minor adjustments to assumptions, including a slightly lower discount rate and nearly identical long-term revenue, margin, and P/E inputs. Valuation Changes Fair Value: $17.00 remains unchanged, with the updated model keeping the same headline valuation level.
Anlatı Güncellemesi • Feb 26

CMRE: Higher Fair Value Will Balance Margin Compression And Richer Future P/E

Analysts have lifted their Costamare price target from $12.50 to $17.00, citing updated assumptions on revenue contraction, profit margins and a higher future P/E multiple as key drivers of the change. Valuation Changes Fair Value: raised from $12.50 to $17.00, representing a sizeable upward revision in the estimated equity value per share.
Anlatı Güncellemesi • Feb 08

CMRE: Lower Required Returns Will Likely Expose Earnings To Multiple Compression

Analysts have trimmed their price target on Costamare to US$12.50 from US$12.50. This reflects slightly lower assumed discount rates and a modestly reduced forward P/E multiple, while keeping fair value estimates unchanged.
Anlatı Güncellemesi • Jan 25

CMRE: Elevated Leverage Will Likely Restrain Benefits From Recent Earnings Beat

Analysts have lifted their Costamare price target to $12 from $11, reflecting stronger than expected Q3 revenue and leasing income, while still pointing to higher debt levels and lower free cash flow relative to peers as reasons for a more measured stance. Analyst Commentary Bullish Takeaways Bullish analysts highlight the Q3 beat as evidence that Costamare is executing well on both its containership fleet operations and its leasing platform.
Anlatı Güncellemesi • Jan 11

CMRE: Elevated Leverage Will Likely Limit Benefits From Q3 Earnings Beat

Narrative Update on Costamare Analysts have lifted their price target on Costamare by US$1 to US$12, citing a Q3 earnings beat driven by stronger than expected revenues from the containership fleet and income from the leasing platform, while still pointing to relatively higher debt levels and lower free cash flow generation compared with peers. Analyst Commentary Recent research points to a balanced view on Costamare, with some analysts highlighting the earnings beat and others focusing on the capital structure and cash generation profile.
Analiz Makalesi • Jan 05

Costamare (NYSE:CMRE) Has Announced A Dividend Of $0.115

Costamare Inc. ( NYSE:CMRE ) has announced that it will pay a dividend of $0.115 per share on the 5th of February. This...
Anlatı Güncellemesi • Dec 25

CMRE: Elevated Leverage Will Likely Cap Benefits From Containership And Leasing Strength

Analysts have nudged their price target on Costamare up by $1 to $12, citing stronger than expected contributions from the containership fleet and leasing platform, while noting the company still carries relatively higher debt and weaker free cash flow than peers. Analyst Commentary Analysts describe the latest price target increase as a measured recognition of Costamare's execution, rather than a shift to an outright bullish stance.
Anlatı Güncellemesi • Dec 11

CMRE: Elevated Leverage Will Constrain Benefits From Containership And Leasing Outperformance

Analysts have modestly raised their price target on Costamare to $12.50 from $12.25, citing stronger than expected revenue and income from its containership fleet and leasing platform, despite ongoing concerns about higher leverage and comparatively weaker free cash flow. Analyst Commentary Bullish Takeaways Bullish analysts highlight the Q3 revenue and income beat from the containership fleet and leasing platform as evidence that Costamare is executing well against expectations.
Anlatı Güncellemesi • Nov 27

CMRE: Elevated Debt Burden Will Suppress Earnings Despite Recent Revenue Beat

Analysts have increased their price target for Costamare from $11.15 to $12.25 per share, citing stronger-than-expected quarterly results and improved revenue performance. They continue to note concerns regarding the company's higher debt levels and weaker free cash flow relative to peers.
Analiz Makalesi • Nov 11

Costamare Inc. (NYSE:CMRE) Stock Rockets 29% But Many Are Still Ignoring The Company

The Costamare Inc. ( NYSE:CMRE ) share price has done very well over the last month, posting an excellent gain of 29...
Anlatı Güncellemesi • Nov 06

CMRE: Elevated Debt Ratios Will Weigh On Future Earnings Momentum

Analysts have raised their price target on Costamare by $0.50 to $11.15, citing stronger-than-expected containership revenues and improved leasing income. This comes despite higher debt ratios compared to peers.
Anlatı Güncellemesi • Oct 23

Analysts Lift Costamare Price Target Amid Improved Margins and Positive Growth Outlook

Analysts have raised their price target for Costamare from $10.15 to $10.65, citing improved profit margin forecasts and a more favorable growth outlook as supporting factors for the upward revision. What's in the News Costamare Inc.
Analiz Makalesi • Oct 05

Costamare (NYSE:CMRE) Is Due To Pay A Dividend Of $0.115

Costamare Inc. ( NYSE:CMRE ) has announced that it will pay a dividend of $0.115 per share on the 6th of November. The...
Analiz Makalesi • Sep 18

Costamare (NYSE:CMRE) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analiz Makalesi • Apr 04

Should You Investigate Costamare Inc. (NYSE:CMRE) At US$9.54?

Costamare Inc. ( NYSE:CMRE ), is not the largest company out there, but it received a lot of attention from a...
Analiz Makalesi • Jan 25

These 4 Measures Indicate That Costamare (NYSE:CMRE) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analiz Makalesi • Jan 03

Should You Think About Buying Costamare Inc. (NYSE:CMRE) Now?

While Costamare Inc. ( NYSE:CMRE ) might not have the largest market cap around , it received a lot of attention from a...
Seeking Alpha • Dec 10

Costamare: Attractive Valuations And A 3.5% Dividend Yield

Summary Initiating coverage on Costamare with a "Buy" rating and an 18–24 month horizon due to attractive valuation and sustainable dividends. Strong fundamentals: robust liquidity, healthy credit metrics, and significant order backlog support the bull thesis and dividend sustainability. Market conditions: macroeconomic headwinds and geopolitical tensions impact rates, but expansionary monetary policies and strong chartering activity provide growth potential. Risks include a deeper global economic slowdown and easing geopolitical tensions, but CMRE's strong fundamentals mitigate these concerns. Read the full article on Seeking Alpha
Analiz Makalesi • Nov 19

We Like These Underlying Return On Capital Trends At Costamare (NYSE:CMRE)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Analiz Makalesi • Oct 24

Costamare (NYSE:CMRE) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analiz Makalesi • Oct 05

Costamare Inc.'s (NYSE:CMRE) Low P/E No Reason For Excitement

With a price-to-earnings (or "P/E") ratio of 5.2x Costamare Inc. ( NYSE:CMRE ) may be sending very bullish signals at...
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Yeni Anlatı • Sep 24

Overcapacity And Market Volatility Threaten Shipping Giant's Financial Stability

Expansion into larger dry bulk vessels indicates a push for fleet profitability amidst high capital costs and market volatility risks.
Analiz Makalesi • Sep 14

Is There Now An Opportunity In Costamare Inc. (NYSE:CMRE)?

Costamare Inc. ( NYSE:CMRE ), is not the largest company out there, but it received a lot of attention from a...
Analiz Makalesi • Aug 23

An Intrinsic Calculation For Costamare Inc. (NYSE:CMRE) Suggests It's 43% Undervalued

Key Insights Costamare's estimated fair value is US$23.55 based on 2 Stage Free Cash Flow to Equity Current share price...
Seeking Alpha • Aug 04

Costamare: Potential Bagger, But I Haven't Bought Shares Yet

Summary Higher charter rates and fleet expansion in Q2 2024 increased significantly their voyage revenue and net income. Costamare's strategic initiatives in the next three years, and strong liquidity position, build up my conviction in their long-term growth potential. I believe the company is undervalued based on financial ratios and recent growth, but I anticipate a short-term share price decline. I rate the stock as a Hold, awaiting share price stabilization and potential buybacks before entering a long position. Read the full article on Seeking Alpha
Analiz Makalesi • Jul 18

Costamare (NYSE:CMRE) Will Pay A Dividend Of $0.115

Costamare Inc. ( NYSE:CMRE ) will pay a dividend of $0.115 on the 6th of August. This means the annual payment will be...
Analiz Makalesi • Jul 04

Costamare (NYSE:CMRE) Is Paying Out A Dividend Of $0.115

Costamare Inc.'s ( NYSE:CMRE ) investors are due to receive a payment of $0.115 per share on 6th of August. This...
Analiz Makalesi • Jun 16

Is Costamare (NYSE:CMRE) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analiz Makalesi • May 29

Costamare Inc. (NYSE:CMRE) Stock Catapults 28% Though Its Price And Business Still Lag The Market

The Costamare Inc. ( NYSE:CMRE ) share price has done very well over the last month, posting an excellent gain of 28...

Kazanç ve Gelir Büyüme Tahminleri

NYSE:CMRE - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/2028793257390N/A1
12/31/2027826319153N/A2
12/31/2026819321195N/A2
3/31/2026866340N/AN/AN/A
12/31/2025878371242544N/A
9/30/20252,085300106555N/A
6/30/20252,086315173543N/A
3/31/20252,055292301543N/A
12/31/2024888382430538N/A
9/30/20241,159386404562N/A
6/30/20241,334331226513N/A
3/31/20241,738307120432N/A
12/31/2023848493125331N/A
9/30/20231,28244592303N/A
6/30/20231,171499310370N/A
3/31/20231,095550437465N/A
12/31/20221,114524520582N/A
9/30/20221,132491220623N/A
6/30/20221,059490-88607N/A
3/31/2022935459-349550N/A
12/31/2021794404-526466N/A
9/30/2021629270-297369N/A
6/30/2021521180-103310N/A
3/31/20214661356278N/A
12/31/2020460-22172274N/A
9/30/2020466-13161283N/A
6/30/2020481-2192282N/A
3/31/2020487103189270N/A
12/31/201947868N/A250N/A
9/30/201946052N/A209N/A
6/30/201942730N/A181N/A
3/31/201940115N/A147N/A
12/31/201838037N/A141N/A
9/30/201837522N/A152N/A
6/30/201838535N/A160N/A
3/31/201840046N/A181N/A
12/31/201741252N/A192N/A
9/30/201742238N/A202N/A
6/30/201743935N/A205N/A
3/31/201745349N/A222N/A
12/31/201646861N/A221N/A
9/30/2016480110N/A235N/A
6/30/2016486124N/A244N/A
3/31/2016490132N/A247N/A
12/31/2015490126N/A245N/A
9/30/2015489121N/A242N/A
6/30/2015490125N/A249N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: CMRE şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -7.8% ).

Kazançlar ve Piyasa: CMRE şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -7.8% ).

Yüksek Büyüme Kazançları: CMRE şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor.

Gelir ve Pazar: CMRE şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi bekleniyor (yılda -2.7% ).

Yüksek Büyüme Geliri: CMRE şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -2.7% ).

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: CMRE 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 08:17
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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

Costamare Inc. 11 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Garrett ChaseBarclays
Donald McLeeBerenberg
Kenneth HoexterBofA Global Research