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← CockpitCompetitor Analysis › FSJ.L James Fisher and Sons plcOpen in the cockpit ↗

James Fisher and Sons plcFSJ.LCompetitor analysis, valuation and peers

United Kingdom · GBP·Industrials›Marine Shipping
Momentum weak 25
Mkt cap
$302M
US dollars, full cap
Free float
79%
of shares outstanding
$/day
$223,654
20-day average traded
Fwd P/E
21.8×
forward earnings
ROIC−WACC
-4.5 pp
WACC 9.7%
Hurdle
+15 pp
Req g minus delivered
Next earnings
125 days
11 Mar 2027
Close · GBP£445.00
1D-2.8%
1W-0.9%
1M+6.0%
3M-6.3%
6M-11.3%
YTD+18.7%
1Y+11.2%
ATR %2.9%
52w lowhigh19.7% off high

What James Fisher and Sons does

Employees: 1,947

James Fisher and Sons at a glance

Size James Fisher and Sons (FSJ.L) is a United Kingdom Industrials company (Marine Shipping) with a market value of $302M, the 363rd largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £445.00 on 6 Nov 2026.

Performance Over six months the shares fell 11.3%, against -12.3% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 9th highest of 21 in its peer set.

Growth Revenue fell 2.4% over the last twelve months (peer median +20.7%); the operating margin is 6.5% (peer median 13.4%).

Valuation It trades at 21.8× forward earnings against a peer median of 7.4× (2nd most expensive of 14).

Price implies For today's price to make sense, revenue must grow about 9% a year for seven years (Req g). Recent delivered growth is -5%, so the hurdle is +15 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 4.5 points below its cost of capital (9.7% WACC).

Next results Next results expected around 11 Mar 2027 (exchange calendar; dates can move).

Relative performance

9010011 May 202611 Aug 20266 Nov 2026FSJ.L 90Peer median 87
Six months, rebased to 100: James Fisher and Sons against the median of its 20 peers (local-currency closes).

James Fisher and Sons financials

Reported figures in GBP; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue£398M£394M£438M£496M£478M
Revenue growth—-10%-12%+4%—
Gross profit£132M£128M£133M£136M£127M
EBITDA£71.8M£67.9M£83.3M£64.6M£62.0M
Net income-£2.90M-£4.40M£46.3M-£62.4M-£11.1M
Free cash flow£31.7M£35.8M£600,000-£3.20M£7.80M
Capital expenditure£28.3M£33.0M£31.7M£31.2M£33.0M
Total debtn/a£203M£194M£279M£242M

Quarterly statements and history in the cockpit →

James Fisher and Sons competitor charts

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.

Performance: 6-month against 1-month return

-20%0%+20%-10%0%SHIP24905LY26129308001205S5626172409SEA1ESEA005880CMDB9324PANL600798GOTL-A7786FSJ.L6-month return →1-month return →
Up and to the right = strong over both horizons. James Fisher and Sons is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%0×20×40×60×SHIP5LY261200120526172409SEA1ESEA005880PANL2605GOTL-A7786FSJ.LRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. James Fisher and Sons is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%SHIP5LY9308001205S56261724090058809324PANL2605600798FSJ.LGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. James Fisher and Sons is the large dot.

James Fisher and Sons competitors and peer comparison

How James Fisher and Sons compares with its peers

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.

James Fisher and Sons against its 20 peers (data as of 6 Nov 2026)
MeasureFSJ.LPeer medianRank in peer set
1-month return+6.0%-10.8%highest of 21
6-month return-11.3%-12.3%9th highest of 21
Distance from 52-week high-19.7%-29.8%6th highest of 21
Revenue growth (TTM)-2.4%+20.7%4th lowest of 20
Operating margin6.5%13.4%7th lowest of 21
Forward P/E21.8×7.4×2nd most expensive of 14
Growth the price implies (Req g, 7 yrs)9.5%-5.4%2nd most demanding of 14
Growth delivered (Del g)-5.3%+11.2%lowest of 13
Hurdle (Req g minus delivered)+14.8 pp-19.6 ppmost demanding of 13
ROIC minus cost of capital-4.5 pp-0.5 pp3rd lowest of 20
EV / EBITDA5.6×6.6×6th cheapest of 17
Net debt / EBITDA2.5×1.5×6th most indebted of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
James Fisher and Sons FSJ.LUnited Kingdom$302M-11%-2%6%21.8×9.5%-5.3%
Seanergy Maritime SHIPUnited States$306M-15%+32%37%4.9×-2.5%+20.1%
LC Logistics 2490.HKHong Kong$316M-13%-9%1%n/an/an/a
Marco Polo Marine 5LY.SISingapore$322M-36%+26%32%11.7×-5.4%+31.8%
Chinese Maritime Transport 2612.TWTaiwan$329M-1%+2%25%8.5×n/an/a
Inui Global Logistics 9308.TJapan$331M+37%+21%9%n/a7.2%+12.2%
Nanjing Sheng Hang Shipping 001205.SZChina$350M-18%+2%16%15.3×2.6%+24.6%
Samudera Shipping Line S56.SISingapore$365M-16%+4%11%n/a-15.6%+10.5%
Taiwan Navigation 2617.TWTaiwan$368M-1%+8%40%6.5×-7.9%+11.5%
Seacon Shipping 2409.HKHong Kong$400M+32%+40%11%6.2×4.8%+12.7%
Sea1 Offshore Incorporation SEA1.OLNorway$406M-12%-23%36%4.9×n/an/a
Euroseas ESEAUnited States$417M-13%+3%59%3.4×n/an/a
Korea Line 005880.KSSouth Korea$420M-30%-19%21%2.9×-12.2%+7.6%
Costamare Bulkers CMDBUnited States$449M-4%n/a-3%n/a-7.8%n/a
Yasuda Logistics 9324.TJapan$453M+12%+2%5%n/a12.3%+10.9%
Pangaea Logistics Solutions PANLUnited States$496M-3%+22%9%7.4×1.6%+10.5%
Phoenix Shipping (Wuhan) 000520.SZChina$527M-12%+78%5%n/an/an/a
Sincere Navigation 2605.TWTaiwan$548M-11%+22%31%8.9×-18.5%+2.3%
Ningbo Marine 600798.SSChina$575M-12%+39%3%n/a-7.5%+3.5%
Rederiaktiebolaget Gotland GOTL-A.STSweden$582M-16%+42%1%66.5×n/an/a
Dong Fang Offshore 7786.TWTaiwan$583M-19%+52%19%11.4×n/an/a

Questions

Which companies are James Fisher and Sons's closest peers?
The cockpit's peer set: Seanergy Maritime (SHIP), LC Logistics (2490.HK), Marco Polo Marine (5LY.SI), Chinese Maritime Transport (2612.TW), Inui Global Logistics (9308.T), Nanjing Sheng Hang Shipping (001205.SZ), Samudera Shipping Line (S56.SI), Taiwan Navigation (2617.TW).
Is James Fisher and Sons expensive compared with its peers?
On forward p/e it trades at 21.8× against a peer median of 7.4×, 2nd most expensive of 14 in its peer set. For today's price to make sense, revenue must grow about 9% a year for seven years (Req g). Recent delivered growth is -5%, so the hurdle is +15 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has James Fisher and Sons stock performed?
Over six months to 6 Nov 2026 the shares returned -11.3% against -12.3% for the median peer; over one year +11.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.