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U.S. Marine Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies35
  • 7D4.1%
  • 3M20.8%
  • 1Y67.4%
  • YTDn/a

In the last week, the Marine industry is up 4.1%, with Matson leading the way, up 5.3%. Meanwhile, Capital Clean Energy Carriers actually underperformed within the industry, shrinking 8.1% in the last week. This means that the industry has gained 67% over the past year. In the next few years earnings are forecast to be pretty stable.

Industry Valuation and Performance

Has the U.S. Marine Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$31.1bUS$22.2bUS$3.1b8.4x9.9x1.4x
Tue, 03 Mar 2026US$32.1bUS$23.1bUS$3.6b7.4x8.8x1.4x
Thu, 29 Jan 2026US$29.0bUS$24.2bUS$3.4b6.7x8.5x1.2x
Sat, 27 Dec 2025US$25.5bUS$24.2bUS$3.4b6.1x7.5x1.1x
Mon, 24 Nov 2025US$23.9bUS$24.2bUS$3.4b7.6x7x1x
Wed, 22 Oct 2025US$21.0bUS$25.3bUS$4.5b7.1x4.6x0.8x
Fri, 19 Sep 2025US$22.4bUS$25.3bUS$4.6b8.7x4.9x0.9x
Sun, 17 Aug 2025US$24.0bUS$26.8bUS$5.0b9.9x4.8x0.9x
Tue, 15 Jul 2025US$25.4bUS$26.8bUS$5.2b5.7x4.8x0.9x
Thu, 12 Jun 2025US$24.0bUS$26.8bUS$5.2b5.6x4.6x0.9x
Sat, 10 May 2025US$22.3bUS$26.5bUS$5.3b4x4.2x0.8x
Mon, 07 Apr 2025US$20.2bUS$25.4bUS$5.5b3.7x3.7x0.8x
Wed, 05 Mar 2025US$24.6bUS$24.4bUS$4.8b3.7x5.1x1x
Fri, 31 Jan 2025US$24.9bUS$24.2bUS$5.0b3.6x5x1x
Sun, 29 Dec 2024US$25.1bUS$24.2bUS$5.0b4.1x5x1x
Tue, 26 Nov 2024US$29.1bUS$24.2bUS$5.0b4.5x5.8x1.2x
Thu, 24 Oct 2024US$28.8bUS$22.0bUS$1.4b5x21x1.3x
Sat, 21 Sep 2024US$29.3bUS$22.0bUS$1.4b5.9x21.4x1.3x
Mon, 19 Aug 2024US$28.0bUS$21.5bUS$781.2m6.1x35.8x1.3x
Wed, 17 Jul 2024US$29.4bUS$21.4bUS$606.6m8.1x48.4x1.4x
Fri, 14 Jun 2024US$29.4bUS$21.4bUS$604.0m8.4x48.7x1.4x
Sun, 12 May 2024US$28.5bUS$21.1bUS$342.4m8x83.3x1.4x
Tue, 09 Apr 2024US$25.3bUS$21.1bUS$326.7m8.1x77.3x1.2x
Thu, 07 Mar 2024US$23.9bUS$22.1bUS$851.9m7.6x28x1.1x
Sat, 03 Feb 2024US$23.2bUS$22.4bUS$1.1b5.1x22x1x
Mon, 01 Jan 2024US$21.8bUS$22.3bUS$1.0b5.5x21.1x1x
Wed, 29 Nov 2023US$19.7bUS$22.3bUS$1.1b5.2x18.4x0.9x
Fri, 27 Oct 2023US$19.2bUS$24.0bUS$5.1b3.3x3.8x0.8x
Sun, 24 Sep 2023US$19.7bUS$24.9bUS$5.2b3.2x3.8x0.8x
Tue, 22 Aug 2023US$20.0bUS$25.0bUS$5.4b2.7x3.7x0.8x
Thu, 20 Jul 2023US$20.1bUS$27.9bUS$7.5b2.5x2.7x0.7x
Sat, 17 Jun 2023US$19.7bUS$27.9bUS$7.5b2.6x2.6x0.7x
Mon, 15 May 2023US$19.4bUS$30.5bUS$9.7b2.7x2x0.6x
Wed, 12 Apr 2023US$20.4bUS$31.0bUS$10.1b2.5x2x0.7x
Price to Earnings Ratio

2x


Total Market Cap: US$20.4bTotal Earnings: US$10.1bTotal Revenue: US$31.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Marine Industry Price to Earnings3Y Average 16.2x202420252026
Current Industry PE
  • Investors are pessimistic on the American Marine industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 9.9x which is lower than its 3-year average PE of 16.2x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Marine industry have declined 32% per year over the last three years,
  • Revenues have also declined 10% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Marine compare with similar industries?

US Market3.46%
Industrials2.97%
Marine and Shipping4.07%
Marine4.07%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
MATX MatsonUS$166.395.3%
+US$254.3m		48.4%PE11.4x
SBLK Star Bulk CarriersUS$24.329.3%
+US$230.9m		85.9%PE32.2x
KEX KirbyUS$135.921.3%
+US$96.5m		52.4%PE20.6x
DAC DanaosUS$115.434.2%
+US$85.4m		66.6%PE4.2x
CMRE CostamareUS$17.284.2%
+US$83.2m		93.1%PE5.6x

Latest News

CMRE
US$17.28
Costamare
7D
4.2%
1Y
93.1%
CCEC
US$18.75
Capital Clean Energy Carriers
7D
-8.1%
1Y
2.9%

CCEC: Future Gas Fleet Flexibility And Carbon Transport Support Will Drive Balanced Outlook

Analysts have kept their $20.00 price target on Capital Clean Energy Carriers unchanged, citing updated assumptions that now reflect a lower discount rate, higher projected revenue growth, stronger profit margins, and a reduced future P/E multiple in their models. What's in the News Capital Clean Energy Carriers took delivery of the Active, described as the world's first 22,000 cbm low pressure liquid CO2 carrier, from Hyundai Mipo Dockyard Co. Ltd., as part of a four vessel investment program at the yard (Key Developments).
SBLK
US$24.32
Star Bulk Carriers
7D
9.3%
1Y
85.9%
KEX
US$135.92
Kirby
7D
1.3%
1Y
52.4%
RBNE
US$2.15
Robin Energy
7D
-13.0%
1Y
n/a
GNK
US$24.18
Genco Shipping & Trading
7D
8.2%
1Y
106.7%

GNK: Neutral Stance And Activist Pressures Will Shape Near Term Returns

Analysts have lifted their price target on Genco Shipping & Trading to $25 from $20, reflecting updated assumptions on revenue growth, profit margins and future P/E, even as the stock's recent gains and a downgrade to Neutral point to a more balanced risk/reward profile. Analyst Commentary Bearish analysts are signaling a more cautious stance on Genco Shipping & Trading, pointing to a tighter balance between upside potential and downside risk after the stock's strong recent performance and the latest corporate developments.
GSL
US$38.41
Global Ship Lease
7D
4.8%
1Y
99.6%
MATX
US$166.39
Matson
7D
5.3%
1Y
48.4%

MATX: Truckload Spot Rate Strength Will Support Future Earnings Power

Analysts have lifted their price targets on Matson by as much as $23, citing improving transport indicators such as stronger truckload spot rates, even as broader freight metrics remain muted. Analyst Commentary Recent research points to a split view on Matson, with bullish analysts lifting price targets and pointing to improving transport indicators, while more cautious voices focus on the still-muted backdrop in freight and manufacturing data.
DAC
US$115.43
Danaos
7D
4.2%
1Y
66.6%

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.
PXS
US$4.40
Pyxis Tankers
7D
-0.2%
1Y
70.5%
EDRY
US$19.78
EuroDry
7D
-0.5%
1Y
126.1%

Low Order Book And Aging Fleet Will Support Stronger Dry Bulk Market Outlook

Catalysts About EuroDry EuroDry operates a fleet of Supramax, Ultramax and Panamax dry bulk vessels that transport commodities such as grains, ores and coal worldwide. What are the underlying business or industry changes driving this perspective?
CMDB
US$17.33
Costamare Bulkers Holdings
7D
15.2%
1Y
n/a
LSH
US$0.67
Lakeside Holding
7D
-8.6%
1Y
-36.5%