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U.S. Marine Industry Analysis

UpdatedApr 10, 2026
DataAggregated Company Financials
Companies36
  • 7D1.1%
  • 3M16.5%
  • 1Y66.0%
  • YTDn/a

The Marine industry is up 1.1% in the last week, with Kirby up 4.2%. During this same period, the Capital Clean Energy Carriers underperformed, falling 7.6%. In the last 12 months, the industry was up 66%. Looking forward, earnings are expected to remain mostly flat in the next few years.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 11 Apr 2026US$31.8bUS$22.2bUS$3.1b9x10.1x1.4x
Mon, 09 Mar 2026US$30.1bUS$22.9bUS$3.7b8.6x8.1x1.3x
Wed, 04 Feb 2026US$29.1bUS$24.3bUS$3.5b6.9x8.4x1.2x
Fri, 02 Jan 2026US$25.5bUS$24.2bUS$3.4b6.1x7.5x1.1x
Sun, 30 Nov 2025US$25.5bUS$24.2bUS$3.4b6.7x7.5x1.1x
Tue, 28 Oct 2025US$21.2bUS$25.3bUS$4.5b7.2x4.7x0.8x
Thu, 25 Sep 2025US$22.6bUS$25.3bUS$4.5b8.6x5x0.9x
Sat, 23 Aug 2025US$22.4bUS$25.6bUS$4.5b9.8x5x0.9x
Mon, 21 Jul 2025US$24.8bUS$26.8bUS$5.3b5.6x4.7x0.9x
Wed, 18 Jun 2025US$24.5bUS$26.8bUS$5.2b5.6x4.7x0.9x
Fri, 16 May 2025US$24.1bUS$26.5bUS$5.2b4.4x4.7x0.9x
Sun, 13 Apr 2025US$21.0bUS$25.4bUS$5.5b3.7x3.8x0.8x
Tue, 11 Mar 2025US$24.5bUS$24.4bUS$4.8b4.3x5.1x1x
Thu, 06 Feb 2025US$24.9bUS$24.3bUS$4.9b4.4x5.1x1x
Sat, 04 Jan 2025US$25.8bUS$24.2bUS$5.0b4.1x5.2x1.1x
Mon, 02 Dec 2024US$27.8bUS$24.2bUS$5.0b4.4x5.6x1.1x
Wed, 30 Oct 2024US$28.2bUS$22.0bUS$1.4b4.9x20.6x1.3x
Fri, 27 Sep 2024US$30.5bUS$22.0bUS$1.4b6x22.2x1.4x
Sun, 25 Aug 2024US$28.3bUS$22.1bUS$1.4b6.1x20.9x1.3x
Tue, 23 Jul 2024US$28.8bUS$21.4bUS$606.3m7.9x47.5x1.3x
Thu, 20 Jun 2024US$29.0bUS$21.4bUS$604.0m8x48x1.4x
Sat, 18 May 2024US$29.1bUS$21.1bUS$330.9m8.2x87.9x1.4x
Mon, 15 Apr 2024US$24.8bUS$20.7bUS$304.0m7.6x81.6x1.2x
Wed, 13 Mar 2024US$24.5bUS$22.1bUS$869.1m8.1x28.2x1.1x
Fri, 09 Feb 2024US$23.6bUS$22.3bUS$994.0m5.2x23.7x1.1x
Sun, 07 Jan 2024US$23.3bUS$22.3bUS$1.0b5.8x22.4x1x
Tue, 05 Dec 2023US$20.6bUS$22.3bUS$1.0b5x19.8x0.9x
Thu, 02 Nov 2023US$18.5bUS$24.8bUS$5.0b3.1x3.7x0.7x
Sat, 30 Sep 2023US$20.0bUS$24.9bUS$5.2b3.2x3.8x0.8x
Mon, 28 Aug 2023US$19.5bUS$25.1bUS$5.4b2.6x3.6x0.8x
Wed, 26 Jul 2023US$20.3bUS$27.9bUS$7.5b2.5x2.7x0.7x
Fri, 23 Jun 2023US$19.6bUS$27.9bUS$7.5b2.5x2.6x0.7x
Sun, 21 May 2023US$19.9bUS$30.2bUS$9.2b2.7x2.2x0.7x
Tue, 18 Apr 2023US$21.2bUS$31.0bUS$10.1b2.6x2.1x0.7x
Price to Earnings Ratio

2.1x


Total Market Cap: US$21.2bTotal Earnings: US$10.1bTotal Revenue: US$31.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Marine Industry Price to Earnings3Y Average 16.3x202420252026
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 10.1x which is lower than its 3-year average PE of 16.3x.
  • 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 Market3.43%
Industrials5.01%
Marine and Shipping1.10%
Marine1.10%
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
KEX KirbyUS$140.383.3%
+US$239.1m		45.3%PE21.2x
MATX MatsonUS$171.272.9%
+US$148.4m		67.2%PE11.7x
ZIM ZIM Integrated Shipping ServicesUS$26.390.3%
+US$10.8m		91.4%PE6.6x
SHIP Seanergy Maritime HoldingsUS$14.342.4%
+US$7.4m		167.0%PE14.9x
ESEA EuroseasUS$68.201.4%
+US$6.5m		130.9%PE3.5x

Latest News

SB
US$6.43
Safe Bulkers
7D
-2.4%
1Y
84.8%

Safe Bulkers: Steady Execution, But The Easy Upside Looks Gone

Apr 10
GNK
US$23.30
Genco Shipping & Trading
7D
-3.6%
1Y
76.6%

Genco Shipping: Why I Don't Expect Further Bids And Why I Favor Cheaper Plays

Apr 10
MATX
US$171.27
Matson
7D
2.9%
1Y
67.2%

MATX: Future Upside Will Be Driven By Execution And Buyback Support

Analysts have raised their fair value estimate for Matson from $213 to $217, reflecting updated assumptions on revenue growth, discount rate, profit margin, and future P/E, following recent Street research that included a $23 increase in the price target at Stephens. Analyst Commentary Recent Street research has highlighted a more constructive tone around Matson, with the updated fair value estimate aligning with bullish price target revisions.
DAC
US$115.02
Danaos
7D
-0.4%
1Y
56.6%

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.
KEX
US$140.38
Kirby
7D
3.3%
1Y
45.3%

KEX: AI Infrastructure Spending And Muted Transport Cycle Will Shape Balanced Outlook

Kirby's analyst price target has moved higher to about $144 from roughly $140, with analysts pointing to adjusted assumptions for revenue growth, profit margins, and future P/E as they refine their views on the company's earnings power. Analyst Commentary Recent research updates point to a cluster of higher price targets for Kirby, with analysts adjusting their models around earnings power, P/E assumptions, and the role of transport exposure in broader portfolios.
SHIP
US$14.34
Seanergy Maritime Holdings
7D
2.4%
1Y
167.0%
GLBS
US$1.99
Globus Maritime
7D
-16.0%
1Y
77.8%
ESEA
US$68.20
Euroseas
7D
1.4%
1Y
130.9%

ESEA: Longer Voyage Times Will Support Undervalued Containership Earnings Power

Analysts have lifted their price target on Euroseas to $90 from $75, citing expectations that longer containership voyage times tied to recent Middle East disruptions could tighten near term vessel availability and support current earnings power assumptions. Analyst Commentary The latest research on Euroseas centers on how disruptions in the Middle East could affect containership voyage times and, in turn, vessel availability for near term contracts.
CCEC
US$18.00
Capital Clean Energy Carriers
7D
-4.0%
1Y
6.2%

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$24.22
Star Bulk Carriers
7D
-0.4%
1Y
70.1%
ZIM
US$26.39
ZIM Integrated Shipping Services
7D
0.3%
1Y
91.4%

ZIM: Pending Takeover And Dividend Policy Will Support Future Upside

Analysts have raised their price target on ZIM Integrated Shipping Services from $21.00 to $35.00, citing adjustments to projected revenue declines, a slightly higher profit margin outlook, an updated forward P/E assumption, and a modestly lower discount rate in their models. What's in the News Proposed acquisition of ZIM Integrated Shipping Services by Hapag-Lloyd Aktiengesellschaft and First Israel Mezzanine Investors Ltd.
SVRN
US$10.66
OceanPal
7D
34.8%
1Y
-97.0%
DSX
US$2.42
Diana Shipping
7D
-5.5%
1Y
69.2%

DSX: Vessel Sale Agreement And Higher Charter Rates Will Support Repricing

Analysts have trimmed their price target on Diana Shipping to $3.80 from $3.80, reflecting a slightly higher required return and a view that recent share gains in related names have narrowed the risk and reward on the stock. Analyst Commentary Bullish Takeaways Bullish analysts point out that the current required return baked into the US$3.80 target still leaves room for potential upside if execution on capital allocation and fleet deployment lines up with expectations.
PXS
US$4.45
Pyxis Tankers
7D
1.1%
1Y
50.1%
LSH
US$0.79
Lakeside Holding
7D
17.8%
1Y
-21.1%
HTCO
US$9.18
High-Trend International Group
7D
-15.2%
1Y
-65.7%