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Employees: 1,070
Size Pangaea Logistics Solutions (PANL) is a United States Industrials company (Marine Shipping) with a market value of $496M, the 2707th largest of 3,117 United States companies the cockpit tracks. Shares closed at $7.57 on 6 Nov 2026.
Performance Over six months the shares fell 3.4%, against -8.0% for the median peer and -1.1% for the United States market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 22.5% over the last twelve months (peer median +20.7%); the operating margin is 8.9% (peer median 19.5%).
Valuation It trades at 7.4× forward earnings against a peer median of 7.2× (8th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about 2% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is -9 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.3 points below its cost of capital (7.7% WACC).
Next results Next results expected around 17 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $710M | $632M | $537M | $499M | $700M |
| Revenue growth | — | +18% | +7% | -29% | — |
| Gross profit | $99.1M | $69.0M | $73.1M | $69.1M | $129M |
| EBITDA | $110M | $80.4M | $78.8M | $76.4M | $138M |
| Net income | $47.6M | $19.4M | $28.9M | $26.3M | $79.5M |
| Free cash flow | $65.5M | $51.4M | -$1.83M | $26.5M | $98.4M |
| Capital expenditure | $9.34M | $6.49M | $69.4M | $27.3M | $36.4M |
| Total debt | $349M | $372M | $397M | $264M | $299M |
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 | PANL | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -12.0% | -9.8% | 8th lowest of 21 |
| 6-month return | -3.4% | -8.0% | 9th highest of 21 |
| Distance from 52-week high | -19.4% | -25.9% | 7th highest of 21 |
| Revenue growth (TTM) | +22.5% | +20.7% | 8th highest of 20 |
| Operating margin | 8.9% | 19.5% | 7th lowest of 21 |
| Forward P/E | 7.4× | 7.2× | 8th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | 1.6% | -5.4% | 6th most demanding of 13 |
| Growth delivered (Del g) | +10.5% | +10.9% | 6th lowest of 12 |
| Hurdle (Req g minus delivered) | -9.0 pp | -19.5 pp | 5th most demanding of 12 |
| ROIC minus cost of capital | -1.3 pp | +0.9 pp | 6th lowest of 20 |
| EV / EBITDA | 7.2× | 7.6× | 8th cheapest of 16 |
| Net debt / EBITDA | 2.2× | 1.6× | 9th most indebted of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Yasuda Logistics 9324.T | Japan | $453M | +12% | +2% | 5% | n/a | 12.3% | +10.9% |
| Costamare Bulkers CMDB | United States | $449M | -4% | n/a | -3% | n/a | -7.8% | 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 |
| Korea Line 005880.KS | South Korea | $420M | -30% | -19% | 21% | 2.9× | -12.2% | +7.6% |
| Euroseas ESEA | United States | $417M | -13% | +3% | 59% | 3.4× | n/a | n/a |
| Xingtong Shipping 603209.SS | China | $603M | -5% | +28% | 25% | 11.4× | n/a | n/a |
| Sea1 Offshore Incorporation SEA1.OL | Norway | $406M | -12% | -23% | 36% | 4.9× | n/a | n/a |
| Solstad Offshore SOFF.OL | Norway | $606M | +4% | +21% | 31% | 6.8× | 3.4% | -9.1% |
| Seacon Shipping 2409.HK | Hong Kong | $400M | +32% | +40% | 11% | 6.2× | 4.8% | +12.7% |
| Klaveness Combination Carriers KCC.OL | Norway | $661M | 0% | +21% | 26% | 5.8× | n/a | n/a |
| Taiwan Navigation 2617.TW | Taiwan | $368M | -1% | +8% | 40% | 6.5× | -7.9% | +11.5% |
| Samudera Shipping Line S56.SI | Singapore | $365M | -16% | +4% | 11% | n/a | -15.6% | +10.5% |
| Nanjing Sheng Hang Shipping 001205.SZ | China | $350M | -18% | +2% | 16% | 15.3× | 2.6% | +24.6% |
| Himalaya Shipping HSHP.OL | Norway | $729M | -2% | +36% | 61% | 7.5× | -3.3% | +36.0% |
| Inui Global Logistics 9308.T | Japan | $331M | +37% | +21% | 9% | n/a | 7.2% | +12.2% |
| Chinese Maritime Transport 2612.TW | Taiwan | $329M | -1% | +2% | 25% | 8.5× | n/a | n/a |