Danaos Corporation

NYSE:DAC Stok Raporu

Piyasa değeri: US$2.3b

Danaos Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Danaos şirketinin kazançlarının yıllık 11.1% oranında düşmesi, yıllık gelirinin ise yıllık 2.1% oranında artması bekleniyor. EPS'nin yıllık 9.8% oranında düşüşmesi bekleniyor.

Anahtar bilgiler

-11.1%

Kazanç büyüme oranı

-9.84%

EPS büyüme oranı

Shipping kazanç büyümesi2.1%
Gelir büyüme oranı2.1%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Low

Son güncelleme02 Jun 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • 18h

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
Analiz Makalesi • 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...
Anlatı Güncellemesi • Jun 17

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

Analysts have raised their price target on Danaos stock to $157, citing updated assumptions that include a slightly lower discount rate and refined views on long term revenue growth, profit margins, and future P/E multiples, as reflected in recent research that has taken a more positive view of the company. What’s in the News for Danaos No recent Danaos specific news items were identified in the provided sources.
Anlatı Güncellemesi • Jun 02

DAC: Cash Flow Visibility And Higher Margins Will Support Future Upside

Narrative update: Analyst target moves higher on improved earnings profile The analyst fair value estimate for Danaos has shifted from $147 to $157. Analysts point to expectations for steadier revenue growth, a higher profit margin and a lower assumed future P/E multiple as key drivers of the updated target.
Anlatı Güncellemesi • May 11

DAC: Cash Flow Visibility And Buybacks Will Drive Future Upside Potential

Analysts have raised their price target on Danaos from $109 to $147, citing updated valuation work, a slightly lower discount rate, and recent research that views the stock as a compelling containership play with solid cash flow visibility. Analyst Commentary Recent research has added more color to how the Street is thinking about Danaos, with views coalescing around cash flow visibility, sector positioning, and where the stock trades relative to perceived value.
Yeni Anlatı • May 06

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

Catalysts About Danaos Danaos is a containership and dry bulk shipping company that charters vessels to liner and commodity customers and is expanding into LNG related energy transport. What are the underlying business or industry changes driving this perspective?
Anlatı Güncellemesi • Apr 24

DAC: Cash Flow Visibility And Buybacks Will Support Balanced Future Returns

Analysts have kept Danaos' fair value estimate steady at $109, while a new $120 price target and Hold rating highlight their view that the stock offers cash flow visibility in the containership sector, but without a clear near-term rerating catalyst. Analyst Commentary Bullish Takeaways Bullish analysts highlight the $120 price target as consistent with a view that Danaos offers solid cash flow visibility in the containership sector, which helps support their fair value framework.
Anlatı Güncellemesi • Apr 08

DAC: Cash Flow Visibility And LNG Partnership Will Drive Balanced Future Returns

Analysts have reiterated a $120 price target on Danaos, framing it as a hold idea, supported by views that its role in the containership sector offers appealing cash flow visibility. Analyst Commentary Analysts framing Danaos as a hold idea are largely anchored on the $120 price target and see the company as a cash flow focused way to gain exposure to the containership sector.
Anlatı Güncellemesi • Mar 25

DAC: Cash Flow Visibility And LNG Partnership Will Shape Future Earnings Profile

Analysts have maintained Danaos' fair value estimate at $109, and a new $120 price target from recent Street research reflects steady assumptions for discount rate, revenue trajectory and profit margins, supported by views that the company offers compelling cash flow visibility in the containership sector. Analyst Commentary Bullish Takeaways Bullish analysts highlight the $120 price target as aligned with the maintained $109 fair value estimate, suggesting that current assumptions on discount rate and profitability are viewed as consistent and supportable.
Anlatı Güncellemesi • Mar 11

DAC: Cash Flow Visibility And LNG Partnership Will Support Future Earnings Stability

Analysts have nudged their fair value estimate for Danaos up from $104 to $109, citing recent Street research that highlights the new $120 price target and describes the company as a compelling cash flow story in the containership sector. Analyst Commentary Analysts are framing Danaos as a cash flow focused containership owner with a fair value that is close to, but still below, the latest US$120 price target.
Analiz Makalesi • Jan 08

At US$98.23, Is It Time To Put Danaos Corporation (NYSE:DAC) On Your Watch List?

While Danaos Corporation ( NYSE:DAC ) might not have the largest market cap around , it saw a decent share price growth...
Anlatı Güncellemesi • Dec 05

DAC: Expanding Backlog And Newbuild Fleet Will Support Future Earnings Stability

Analysts have modestly increased their price target on Danaos to $104.00, citing largely unchanged assumptions around the discount rate, long term revenue contraction, and robust profit margins that continue to support a stable valuation profile. What's in the News Danaos declared a third quarter 2025 dividend of $0.90 per share of common stock, payable on December 11, 2025 to stockholders of record on December 2, 2025 (Key Developments).
Analiz Makalesi • Nov 21

Danaos (NYSE:DAC) Will Pay A Larger Dividend Than Last Year At $0.90

The board of Danaos Corporation ( NYSE:DAC ) has announced that the dividend on 11th of December will be increased to...
Anlatı Güncellemesi • Nov 21

DAC: Rising Contracted Revenues and New Vessel Orders Will Drive Strength

Analysts have raised their price target for Danaos from $101.50 to $104.00 per share, citing improved revenue growth projections and a modest reduction in the discount rate, even though slightly lower anticipated profit margins are expected. What's in the News Danaos Corporation declared a dividend of $0.90 per share for Q3 2025.
Analiz Makalesi • Oct 01

Is Danaos (NYSE:DAC) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analiz Makalesi • Sep 06

There's Been No Shortage Of Growth Recently For Danaos' (NYSE:DAC) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Analiz Makalesi • Jul 29

Why Investors Shouldn't Be Surprised By Danaos Corporation's (NYSE:DAC) Low P/E

With a price-to-earnings (or "P/E") ratio of 3.7x Danaos Corporation ( NYSE:DAC ) may be sending very bullish signals...
Analiz Makalesi • Jul 08

When Should You Buy Danaos Corporation (NYSE:DAC)?

While Danaos Corporation ( NYSE:DAC ) might not have the largest market cap around , it saw a significant share price...
Analiz Makalesi • May 17

A Look At The Fair Value Of Danaos Corporation (NYSE:DAC)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Danaos fair value estimate is US$78.32 Current share price of...
Analiz Makalesi • Apr 28

Little Excitement Around Danaos Corporation's (NYSE:DAC) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...
Seeking Alpha • Apr 11

Danaos: +60% Discount To Book With A Reasonable Yield, Reiterate Buy

Summary Danaos Corporation broke a six-quarter streak of missing EPS estimates, ending Q4 2024 with a 41 bps beat and a yield above 4.7%. Despite volatile trading and tariff uncertainties, DAC's fundamentals remain strong with significant revenue growth, fleet expansion, and a $3.4 billion charter backlog. DAC's financial strength, including $671 million in current assets against $169 million in short-term liabilities, makes it a safe-haven investment amidst potential trade disruptions. With aggressive buybacks, a compelling risk-reward ratio, and undervaluation, DAC is rated a Buy, potentially a Strong Buy, if valuation imbalances worsen. Read the full article on Seeking Alpha
Analiz Makalesi • Apr 07

Is Now An Opportune Moment To Examine Danaos Corporation (NYSE:DAC)?

Danaos Corporation ( NYSE:DAC ), might not be a large cap stock, but it saw significant share price movement during...
Analiz Makalesi • Mar 20

Danaos (NYSE:DAC) Is Doing The Right Things To Multiply Its Share Price

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Seeking Alpha • Feb 20

Danaos: Stocks This Cheap Don't Come Around Often

Summary Danaos trades at 2.8x forward PE ratio, mirroring broader industry challenges, but ignoring its contracted revenue business model that shields it from short-term maritime industry volatility. A strong balance sheet with low debt, and fleet expansion and modernization with eco-friendly vessels, secures DAC's future. DAC's low valuation, growth potential, dividends, and share buybacks present a compelling opportunity for different investment strategies. Read the full article on Seeking Alpha
Analiz Makalesi • Feb 05

Is Danaos (NYSE:DAC) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Jan 14

Danaos: Undervalued With Strong Cash Flows

Summary Danaos Corporation owns 73 containerships and is expanding with 16 more ships under construction. Danaos is diversifying into drybulk with 10 vessels and a position in SBLK. The stock is undervalued given strong free cash flow generation and minimal net debt. Read the full article on Seeking Alpha
Analiz Makalesi • Jan 05

Should You Investigate Danaos Corporation (NYSE:DAC) At US$81.54?

Danaos Corporation ( NYSE:DAC ), might not be a large cap stock, but it received a lot of attention from a substantial...
Seeking Alpha • Dec 30

Danaos: Dry Bulk Shipping In Focus + 3Q24 Earnings Update

Summary Danaos Corporation showcases strong financial fundamentals and strategic expansion into dry bulk shipping, despite maintaining a Hold rating based on intrinsic value assessment. DAC's strategic entry into dry bulk includes a 16.7% stake in Eagle Bulk Shipping and five Capesize bulkers, positioning for potential market recovery. DAC's Q3 2024 earnings highlight a robust $3.3B contracted revenue backlog, strong liquidity, and manageable debt levels, despite increased operating expenses. The Hold rating is due to current market prices not aligning with fundamental analysis, though potential exists if the dry bulk segment takes off or DAC’s multiple expands. Read the full article on Seeking Alpha
Analiz Makalesi • Dec 21

Danaos Corporation (NYSE:DAC) Shares Could Be 22% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Danaos is US$98.33 based on 2 Stage Free Cash Flow to Equity Danaos is...
Analiz Makalesi • Dec 04

Benign Growth For Danaos Corporation (NYSE:DAC) Underpins Its Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
Analiz Makalesi • Nov 14

We Like These Underlying Return On Capital Trends At Danaos (NYSE:DAC)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Seeking Alpha • Nov 12

Danaos Corporation: Providing A Long-Volatility Exposure To Geopolitics

Summary After a surge in containership charter rates during the pandemic, an important wave of new vessels is currently entering the market. One key reason why the market has been able to digest this new supply so far is geopolitics. In a scenario in which the geopolitical conditions de-escalate, the important supply of new vessels could lead to significant downward pressure on charter rates. However, the opposite is also true if the geopolitical landscape were to deteriorate further, especially around the Taiwan Strait and the South China Sea. The Q3-24 results could provide additional information regarding Danaos' contracting coverage in 2026 and 2027, an important element in evaluating the sustainability of current profitability levels. Read the full article on Seeking Alpha
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Yeni Anlatı • Sep 13

Fleet Expansion And Diversification Promise Growth Amid Analysts' Concerns Over Shrinking Margins

Danaos' expansion with a newbuilding program and securing multiyear charters for new and existing vessels ensures revenue growth and stability.
Analiz Makalesi • Sep 04

Earnings Working Against Danaos Corporation's (NYSE:DAC) Share Price

With a price-to-earnings (or "P/E") ratio of 2.7x Danaos Corporation ( NYSE:DAC ) may be sending very bullish signals...
Seeking Alpha • Aug 22

Danaos Corporation: Drybulk Debut Not The Only Attractive Aspect

Summary Danaos Corporation reported mixed Q2 earnings, missing on adjusted EPS but beating on revenue, with stock price fluctuating before rallying back. Despite missing analyst EPS estimates for four quarters, investors have sent DAC stock up by 30% between Q3 2023 and Q2 2024. It's not enough. DAC is a strong performer in the container shipping industry with a resilient model, strong balance sheet, and attractive valuation levels, but the stock price does not reflect fundamentals. Read the full article on Seeking Alpha
Analiz Makalesi • Aug 09

Is It Too Late To Consider Buying Danaos Corporation (NYSE:DAC)?

Danaos Corporation ( NYSE:DAC ), might not be a large cap stock, but it saw significant share price movement during...
Seeking Alpha • Jul 29

Danaos Corporation: A Ship In Good Shape, But Is It Worth Boarding? Not Yet

Summary This is my initial coverage of Danaos Corporation and the marine shipping industry. DAC operates container and dry bulk ships, focusing on charter arrangements for revenue. Strong financial performance, fleet expansion, and shareholder returns, but valuation is stretched and industry risks present. Read the full article on Seeking Alpha
Analiz Makalesi • Jul 19

Danaos' (NYSE:DAC) Returns On Capital Are Heading Higher

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha • May 23

Danaos: Could A Take Private Deal Be In The Works?

Summary The Containership market has strengthened significantly in the past few months, with rates exceeding 2024 highs set earlier this year. With a strengthening containership market, Danaos low valuation and high cash flow make it a compelling target for a take-private or acquisition. DAC has underperformed competitor GSL by a large amount, despite their businesses being impacted by the same geopolitical events and performance being largely the same. After paying for 6 new containerships this year, Danaos has minimal obligations for its substantial cash flow in 2025 and 2026. Danaos could finish the year over $100/share, with further upside in 2025. Read the full article on Seeking Alpha
Analiz Makalesi • May 21

Lacklustre Performance Is Driving Danaos Corporation's (NYSE:DAC) Low P/E

Danaos Corporation's ( NYSE:DAC ) price-to-earnings (or "P/E") ratio of 2.9x might make it look like a strong buy right...
Analiz Makalesi • Apr 30

Is It Time To Consider Buying Danaos Corporation (NYSE:DAC)?

Danaos Corporation ( NYSE:DAC ), is not the largest company out there, but it saw a decent share price growth of 11% on...
Seeking Alpha • Apr 29

Danaos: The Valuation Math Still Heavily Favors Bulls

Summary Danaos is a Greek containership company witnessing underlying "business value" growing faster than its stock quote. Core enterprise value vs. tangible book value readings have reached DAC's lowest point ever and represent the cheapest proportion for any blue-chip transportation stock trading on Wall Street. The company is approaching zero net debt in early 2024 and is projected to achieve $70 for EPS during 2024-26 vs. a $74 share price today. Read the full article on Seeking Alpha
Seeking Alpha • Apr 01

Danaos: Feeling Frustrated? This Is Your Permission Slip To Get Out

Summary I have been bullish on Danaos for the past 2.5 years, but finally, I am feeling worn out and frustrated. The cost of holding Danaos stock, in terms of effort and disappointment, outweighs the potential reward. Nevertheless, my journey with Danaos provided me with a couple of insightful lessons. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:DAC - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20281,0883613155261
12/31/20271,105464-216932
12/31/20261,0645031486862
3/31/20261,043520311674N/A
12/31/20251,042495348645N/A
9/30/20251,034467344622N/A
6/30/20251,030459186611N/A
3/31/20251,014470-19602N/A
12/31/20241,014505-38622N/A
9/30/20241,005565-110611N/A
6/30/202498857523603N/A
3/31/2024983581216602N/A
12/31/2023974576308576N/A
9/30/2023977579344576N/A
6/30/2023998513450595N/A
3/31/20231,007374740943N/A
12/31/2022993559736935N/A
9/30/2022956572734921N/A
6/30/2022892723418856N/A
3/31/20227871,088103459N/A
12/31/20216901,05372428N/A
9/30/202159493047376N/A
6/30/2021517756268342N/A
3/31/2021488421169299N/A
12/31/202046215495266N/A
9/30/2020452144126238N/A
6/30/2020445135116225N/A
3/31/2020441127154216N/A
12/31/2019447131N/A220N/A
9/30/2019453-84N/A221N/A
6/30/201945910N/A221N/A
3/31/2019460-14N/A188N/A
12/31/2018459-33N/A165N/A
9/30/2018457171N/A156N/A
6/30/201845366N/A147N/A
3/31/201845380N/A172N/A
12/31/201745284N/A181N/A
9/30/2017450-385N/A173N/A
6/30/2017448-416N/A218N/A
3/31/2017471-392N/A245N/A
12/31/2016498-366N/A262N/A
9/30/201653087N/A294N/A
6/30/2016562137N/A281N/A
3/31/2016567131N/A273N/A
12/31/2015568117N/A272N/A
9/30/201556559N/A252N/A
6/30/201556039N/A233N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: DAC şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -11.1% ).

Kazançlar ve Piyasa: DAC şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -11.1% ).

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

Gelir ve Pazar: DAC şirketinin gelirinin (yıllık 2.1% ) US pazarından (yıllık 12.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: DAC şirketinin gelirinin (yıllık 2.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: DAC '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 Analizi2026/06/24 16:50
Gün Sonu Hisse Fiyatı2026/06/24 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 ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair 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

Danaos Corporation 7 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Kenneth HoexterBofA Global Research
Christian WetherbeeCitigroup Inc
Fredrik DybwadFearnley Securities