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Israeli container shipping line operating global and niche trade routes, chartering most of its vessel fleet.
Israeli container shipping line operating global and niche trade routes, chartering most of its vessel fleet.
Earns freight on containers it carries, mostly on routes it runs itself such as across the Pacific to the US, while hiring most of its ships rather than owning them, so costs are fixed for the charter period while rates change daily. The Israeli state keeps a special golden share with a veto over some changes of control.
In one line: A smaller, niche-focused Maersk.
Moat: none (scale). Smaller than global container majors and relies heavily on chartered-in vessels, limiting cost control.
Headquarters: Haifa, Israel · Founded: 1945 · Employees: 6,785
Size ZIM Integrated Shipping Services (ZIM) is a United States Industrials company (Marine Shipping) with a market value of $3.37B, the 1468th largest of 3,117 United States companies the cockpit tracks. Shares closed at $27.95 on 6 Nov 2026.
Performance Over six months the shares gained 5.0%, against +5.2% for the median peer and -1.1% for the United States market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue fell 24.9% over the last twelve months (peer median +6.3%); the operating margin is 5.7% (peer median 21.5%).
Valuation It trades at 3.7× forward earnings against a peer median of 8.0× (2nd cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -9 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 3.7 points below its cost of capital (7.5% WACC).
Short interest Short interest is 2.2% of the free float (15 Oct 2026).
Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $6.44B | $6.90B | $8.43B | $5.16B | $12.6B |
| Revenue growth | — | -18% | +63% | -59% | — |
| Gross profit | $706M | $1.16B | $2.77B | -$195M | $6.40B |
| EBITDA | $1.65B | $2.13B | $3.63B | $1.01B | $7.48B |
| Net income | $139M | $479M | $2.15B | -$2.70B | $4.62B |
| Free cash flow | $1.16B | $1.61B | $3.07B | $524M | $5.54B |
| Capital expenditure | $172M | $218M | $214M | $116M | $346M |
| Total debt | $5.31B | $5.74B | $6.03B | $5.01B | $4.35B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| ZIM Integrated Shipping Services ZIM | $3.37B | +5% | -25% | 6% | 3.7× | 2.7% |
| A.P. Moller - Maersk A/S MAERSK-A.CO | $47.6B | +44% | -8% | 5% | 5.9× | -1.3% |
| Hapag-Lloyd HLAG.DE | $25.1B | +11% | -9% | 2% | 18.5× | 34.4% |
| COSCO SHIPPING 1919.HK | $38.5B | +20% | -5% | 13% | 6.0× | -8.7% |
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 | ZIM | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -7.6% | -8.0% | 11th highest of 21 |
| 6-month return | +5.0% | +5.2% | 11th highest of 21 |
| Distance from 52-week high | -9.8% | -16.2% | 4th highest of 21 |
| Revenue growth (TTM) | -24.9% | +6.3% | lowest of 20 |
| Operating margin | 5.7% | 21.5% | lowest of 21 |
| Forward P/E | 3.7× | 8.0× | 2nd cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 2.7% | -1.8% | 6th most demanding of 16 |
| Growth delivered (Del g) | +11.6% | +10.1% | 7th highest of 16 |
| Hurdle (Req g minus delivered) | -8.9 pp | -14.0 pp | 7th most demanding of 16 |
| ROIC minus cost of capital | -3.7 pp | +0.7 pp | 3rd lowest of 21 |
| EV / EBITDA | 4.3× | 6.8× | 3rd cheapest of 15 |
| Net debt / EBITDA | 2.2× | 1.3× | 6th most indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| ZIM Integrated Shipping Services ZIM | United States | $3.37B | +5% | -25% | 6% | 3.7× | 2.7% | +11.6% |
| Hoegh Autoliners HAUTO.OL | Norway | $3.64B | +20% | -4% | 30% | 9.6× | -0.1% | +16.4% |
| Star Bulk Carriers SBLK | United States | $2.99B | 0% | +6% | 28% | 5.7× | -0.1% | +8.5% |
| Shenzhen Yan Tian Port 000088.SZ | China | $2.97B | +2% | +19% | 12% | 16.5× | 21.8% | +10.1% |
| COSCO SHIPPING Development 2866.HK | Hong Kong | $3.84B | -22% | -2% | 13% | 3.6× | n/a | n/a |
| Shanghai Jinjiang Shipping (Group) 601083.SS | China | $2.75B | +17% | +11% | 24% | 11.3× | -18.7% | +15.2% |
| Danaos DAC | United States | $2.70B | +10% | +2% | 48% | 5.3× | -8.7% | +17.7% |
| COSCO Shipping Specialized Carriers 600428.SS | China | $4.40B | +25% | +37% | 19% | 8.9× | -17.9% | +27.0% |
| Capital Tankers CAPT.OL | Norway | $2.57B | +45% | n/a | 37% | 7.3× | n/a | n/a |
| Nanjing Tanker 601975.SS | China | $2.50B | -21% | +12% | 26% | 9.0× | -8.4% | +7.6% |
| T.S. Lines 2510.HK | Hong Kong | $2.48B | +38% | -4% | 19% | 5.8× | -6.9% | +9.8% |
| Navios Maritime Partners LP NMM | United States | $2.42B | +14% | +19% | 39% | 3.9× | n/a | n/a |
| Pacific Basin Shipping 2343.HK | Hong Kong | $2.22B | +6% | -6% | 6% | 9.0× | 7.9% | +7.3% |
| Great Eastern Shipping GESHIP.NS | India | $2.16B | -8% | +24% | 42% | 5.1× | 8.2% | +10.1% |
| Wisdom Marine Lines 2637.TW | Taiwan | $2.13B | +28% | +10% | 33% | 9.1× | -1.8% | +7.2% |
| PanOcean 028670.KS | South Korea | $1.91B | -12% | +24% | 9% | 5.0× | n/a | n/a |
| Clarkson CKN.L | United Kingdom | $1.90B | -5% | +15% | 14% | 13.9× | 5.2% | +12.0% |
| Yang Ming Marine Transport 2609.TW | Taiwan | $6.03B | +14% | -22% | 6% | 6.5× | n/a | n/a |
| Sumitomo Warehouse 9303.T | Japan | $1.87B | +4% | +2% | 6% | 16.3× | 11.3% | +0.4% |
| CSSC (Hong Kong) Shipping 3877.HK | Hong Kong | $1.85B | -4% | -10% | 60% | 7.2× | -3.2% | +14.9% |
| Stolt-Nielsen SNI.OL | Norway | $1.82B | +4% | -5% | 11% | 8.8× | -4.5% | +9.5% |