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Employees: 974
Size Marco Polo Marine (5LY.SI) is a Singapore Industrials company (Marine Shipping) with a market value of $322M, the 135th largest of 186 Singapore companies the cockpit tracks. Shares closed at S$0.10 on 6 Nov 2026.
Performance Over six months the shares fell 36.0%, against -11.8% for the median peer and -1.2% for the Singapore market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue grew 25.7% over the last twelve months (peer median +7.8%); the operating margin is 31.6% (peer median 11.2%).
Valuation It trades at 11.7× forward earnings against a peer median of 7.4× (4th most expensive of 14).
Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is +32%, so the hurdle is -37 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 6.8 points above its cost of capital (7.1% WACC).
Next results Next results expected around 26 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | S$144M | S$123M | S$124M | S$127M | S$86.1M |
| Revenue growth | — | -1% | -3% | +48% | — |
| Gross profit | S$64.0M | S$52.5M | S$48.5M | S$45.7M | S$27.5M |
| EBITDA | S$64.3M | S$52.1M | S$45.4M | S$48.3M | S$29.3M |
| Net income | S$59.5M | S$58.5M | S$21.7M | S$22.6M | S$21.3M |
| Free cash flow | S$29.8M | -S$29.0M | -S$23.3M | -S$2.78M | S$24.6M |
| Capital expenditure | S$58.3M | S$70.3M | S$61.9M | S$32.4M | S$4.59M |
| Total debt | n/a | S$48.1M | S$40.3M | S$8.54M | S$3.76M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 5LY.SI | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -11.0% | -10.5% | 10th lowest of 21 |
| 6-month return | -36.0% | -11.8% | lowest of 21 |
| Distance from 52-week high | -46.7% | -28.1% | lowest of 21 |
| Revenue growth (TTM) | +25.7% | +7.8% | 7th highest of 20 |
| Operating margin | 31.6% | 11.2% | 5th highest of 21 |
| Forward P/E | 11.7× | 7.4× | 4th most expensive of 14 |
| Growth the price implies (Req g, 7 yrs) | -5.4% | -2.5% | 7th least demanding of 14 |
| Growth delivered (Del g) | +31.8% | +10.7% | highest of 13 |
| Hurdle (Req g minus delivered) | -37.3 pp | -15.2 pp | least demanding of 13 |
| ROIC minus cost of capital | +6.8 pp | -0.6 pp | 4th highest of 20 |
| EV / EBITDA | 6.1× | 6.6× | 9th cheapest of 17 |
| Net debt / EBITDA | -0.7× | 1.6× | 5th least indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Marco Polo Marine 5LY.SI | Singapore | $322M | -36% | +26% | 32% | 11.7× | -5.4% | +31.8% |
| LC Logistics 2490.HK | Hong Kong | $316M | -13% | -9% | 1% | n/a | n/a | n/a |
| Chinese Maritime Transport 2612.TW | Taiwan | $329M | -1% | +2% | 25% | 8.5× | n/a | n/a |
| Inui Global Logistics 9308.T | Japan | $331M | +37% | +21% | 9% | n/a | 7.2% | +12.2% |
| Seanergy Maritime SHIP | United States | $306M | -15% | +32% | 37% | 4.9× | -2.5% | +20.1% |
| James Fisher and Sons FSJ.L | United Kingdom | $302M | -11% | -2% | 6% | 21.8× | 9.5% | -5.3% |
| Nanjing Sheng Hang Shipping 001205.SZ | China | $350M | -18% | +2% | 16% | 15.3× | 2.6% | +24.6% |
| Samudera Shipping Line S56.SI | Singapore | $365M | -16% | +4% | 11% | n/a | -15.6% | +10.5% |
| Taiwan Navigation 2617.TW | Taiwan | $368M | -1% | +8% | 40% | 6.5× | -7.9% | +11.5% |
| Seacon Shipping 2409.HK | Hong Kong | $400M | +32% | +40% | 11% | 6.2× | 4.8% | +12.7% |
| Sea1 Offshore Incorporation SEA1.OL | Norway | $406M | -12% | -23% | 36% | 4.9× | n/a | n/a |
| Euroseas ESEA | United States | $417M | -13% | +3% | 59% | 3.4× | n/a | n/a |
| Korea Line 005880.KS | South Korea | $420M | -30% | -19% | 21% | 2.9× | -12.2% | +7.6% |
| Costamare Bulkers CMDB | United States | $449M | -4% | n/a | -3% | n/a | -7.8% | n/a |
| Yasuda Logistics 9324.T | Japan | $453M | +12% | +2% | 5% | n/a | 12.3% | +10.9% |
| Pangaea Logistics Solutions PANL | United States | $496M | -3% | +22% | 9% | 7.4× | 1.6% | +10.5% |
| Phoenix Shipping (Wuhan) 000520.SZ | China | $527M | -12% | +78% | 5% | n/a | n/a | n/a |
| Sincere Navigation 2605.TW | Taiwan | $548M | -11% | +22% | 31% | 8.9× | -18.5% | +2.3% |
| Ningbo Marine 600798.SS | China | $575M | -12% | +39% | 3% | n/a | -7.5% | +3.5% |
| Rederiaktiebolaget Gotland GOTL-A.ST | Sweden | $582M | -16% | +42% | 1% | 66.5× | n/a | n/a |
| Dong Fang Offshore 7786.TW | Taiwan | $583M | -19% | +52% | 19% | 11.4× | n/a | n/a |