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Costamare Bulkers Holdings Limited (CMDB) 股票分析

工业

Costamare Bulkers Holdings Limited

$17.63

$-0.20 (-1.12%)

最后更新: 2026年5月26日

价格走势

分析

公司概述

Costamare Bulkers Holdings Limited is engaged in the ownership and operation of dry bulk vessels on a global scale, managing a fleet of 31 dry bulk vessels as of March 16, 2026. The company operates within the Industrials sector, specifically the Marine Shipping industry, which involves the transportation of unprocessed commodities such as grain, coal, and ore across international waterways. As of the latest reporting period, the entity maintains a market capitalization of $427.46M and generates annual revenue of $597.22M while employing 904 staff members. These valuation and revenue figures indicate that the company holds a significant operational footprint in the dry bulk shipping market, reflecting substantial asset deployment and a consolidated revenue base that supports its position as a major regional player despite its relatively recent incorporation in 2023.

财务健康

The company reported a trailing twelve-month revenue of $597.22M, yet this revenue generated a net income loss of $37,352,000 and an EBITDA of $9.56M, revealing a cost structure where operating expenses and non-operating items exceed gross profits significantly. The entity demonstrates robust free cash flow of $65.24M, which provides substantial financial flexibility to service debt obligations, maintain liquidity, or reinvest in fleet expansion without immediate reliance on external equity financing. Margin analysis shows a gross margin of 6.7%, an operating margin of -12.2%, and a profit margin of -6.3%; the negative operating and profit margins indicate that while cargo revenue covers direct vessel costs, overheads, administrative expenses, or interest burdens are consuming the majority of operating earnings. In terms of balance sheet leverage, the company holds $211.84M in cash against $194.75M in total debt, resulting in a debt-to-equity ratio of 29.26, which suggests a conservative liquidity posture supported by significant cash reserves that cover debt obligations multiple times over. The current ratio stands at 2.38, indicating strong short-term liquidity as current assets are more than double current liabilities, ensuring the ability to meet upcoming financial commitments comfortably. Return on Equity is reported at -6.9% and Return on Assets at -1.1%, metrics that reveal management is currently utilizing shareholder capital and assets to generate losses rather than positive returns, likely due to the timing of earnings recognition or specific operational headwinds affecting the period.

估值评估

The P/E Ratio (TTM) and Forward P/E are both listed as N/A, implying that the stock does not currently trade on a multiple of earnings due to the reported net loss, making traditional earnings-based valuation methods inapplicable for assessing expected earnings trajectory in the short term. The Price to Book ratio is 0.64, indicating that the market values the company at a significant discount to its book value, suggesting that investors are pricing in potential asset liquidation value or expecting earnings recovery to occur before valuation multiples normalize. Alternative valuation metrics such as the Price to Sales ratio of 0.72 and an EV/EBITDA of 42.69 provide a more relevant framework for assessment given the earnings loss, though the high EV/EBITDA suggests the market is assigning a premium to future cash flow potential relative to current operating earnings. The stock has traded between a 52-week high of $19.93 and a 52-week low of $8.46, and while the exact current price is not provided in the source data, the valuation multiples suggest the market is currently pricing the asset well below its 52-week peak. The Beta is listed as N/A, meaning the stock's price volatility relative to the broader market cannot be quantified using standard statistical measures from the available data.

Growth & Income

The Revenue Growth (YoY) and Earnings Growth (YoY) are both listed as N/A, preventing a direct comparison of earnings growth versus revenue growth; however, the existing financial data suggests that current profitability is suppressed, which typically precedes a potential divergence where earnings growth accelerates once operational efficiencies or freight rates improve. Regarding income distribution, the company does not pay dividends, evidenced by a Dividend Yield of N/A and a Payout Ratio of 0.0%. This 0.0% payout ratio confirms that the company retains all of its earnings, effectively reinvesting capital into fleet maintenance, new vessel acquisitions, or operational improvements rather than distributing cash to shareholders. The overall growth and income profile is characterized by a focus on capital retention and operational scaling, as the absence of dividend payments and the reliance on positive free cash flow indicate a strategy prioritizing internal expansion and balance sheet strengthening over immediate income generation for investors.

同行比较

Costamare Bulkers Holdings Limited (CMDB) 在海运行业运营。以下是其与市值最接近的同行的比较:

公司 代码 市值 市盈率
Costamare Bulkers Holdings Limited CMDB $426.30M N/A
Kirby Corporation KEX $7.72B 22.2
Matson, Inc. MATX $5.58B 13.7
Hafnia Limited HAFN $4.17B 12.5

海运行业平均市盈率为16.9倍。Costamare Bulkers Holdings Limited的市盈率为N/A。

本分析由AI生成,仅供参考,不构成投资建议。数据可能存在延迟或不准确。在做出投资决策之前,请务必进行自己的研究并咨询合格的财务顾问。

关于Costamare Bulkers Holdings Limited

Costamare Bulkers Holdings Limited engages in the ownership and operation of dry bulk vessels worldwide. As of 16 March 2026, it owns 31 dry bulk vessels. The company was incorporated in 2023 and is based in Monaco.

公司简介以英文显示。

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关键指标

市值
$426.30M
市盈率
N/A
52周最高
$19.93
52周最低
$8.46
平均成交量
45.72K

数据由Yahoo Finance通过yfinance提供。每日更新。

公司信息

行业
海运
交易所
NYSE
国家
Monaco
员工数
904