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PANL$7.64+0.92%
Fair $7.64+0.0%

PANL

Pangaea Logistics Solutions Ltd.

Industrials / Marine ShippingNasdaqCM

$7.64

+0.07 (+0.92%)

Fairly Valued+0.0%Fair Value $7.64Fund rank 31/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9
Margin CompressionLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $26.5M · quality 59.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

45/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 13Warnings: 2unknown: 13
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years ROE is 4.5%, below the 5% threshold
Thesis & Journal · PANLLocal privado en este navegador · Pangaea Logistics Solutions Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$500M

P/E

14.1x

↓

EV/EBITDA

6.3x

↓

ROE

4.5%

↓

Gross Margin

10.9%

↓

Debt/Equity

0.36

↑
52-Week Range$8
$4$9

TradingView lightweight chart

PANL price, volumen y niveles de valoración

Último $7.640Periodo -20.6%
Fair value: $7.640

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2013–2025 · 12 años de histórico normalizado

Revenue CAGR

+4.1%

FCF CAGR

—

FCF margin

7.5%

FCF / Net income

2.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $632.0M · net income $19.4M · FCF $47.2M

2013-FY → 2025-FY

Gross margin

10.9%— pts

Operating margin

6.0%+0.6% pts

Net margin

3.1%-0.9% pts

FCF margin

7.5%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Income Statement
Revenue$632.0M$632.0M$536.5M$499.3M$699.7M$718.1M$382.9M$412.2M$373.0M$385.9M$238.0M$287.3M$398.3M$392.5M
Net Income$19.4M$19.4M$28.9M$26.3M$79.5M$67.2M$11.4M$11.7M$17.8M$7.8M$7.5M$11.3M$-12.1M$15.5M
EBITDA$86.6M$86.6M$82.3M$76.1M$137.4M$101.8M$36.8M$41.8M$53.7M$31.6M$27.0M$33.3M$9.2M$31.0M
EPS0.300.300.630.581.761.500.260.270.420.200.210.32-1.61-0.65
Gross Margin10.9%10.9%13.6%13.8%18.4%—————————
Operating Margin6.0%6.0%9.0%9.3%15.6%11.0%5.1%5.6%9.7%4.2%5.4%7.1%-0.6%5.4%
Net Margin3.1%3.1%5.4%5.3%11.4%9.4%3.0%2.8%4.8%2.0%3.1%3.9%-3.0%3.9%
Balance Sheet
Debt/Equity0.360.360.390.820.95——0.490.590.811.111.401.09—
Current Ratio1.631.63————————————
Cash Flow
Free Cash Flow$47.2M$47.2M$-3.7M$26.5M$98.4M—————————
Returns
ROE4.5%4.5%6.8%8.1%25.3%27.2%6.2%6.8%11.0%5.4%6.4%10.4%-12.4%-264.3%
Valuation
P/E14.1514.158.8914.053.11—————————
EV/EBITDA6.276.274.127.043.04—————————
P/B1.151.150.601.140.78—————————
Growth & Yield
Revenue Growth17.8%17.8%7.5%-28.6%—87.5%-7.1%10.5%-3.4%62.2%-17.2%-27.9%1.5%—
EPS Growth-52.4%-52.4%8.6%-67.0%—476.9%-3.7%-35.7%110.0%-4.8%-34.4%119.9%-147.7%—
Dividend Yield2.6%2.6%————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

31.2%

muy exigente

EPS terminal req.

$0.68

Spread vs growth

-83.6%

5Y implied EPS CAGR

22.3%

exigente

EPS terminal req.

$0.82

Spread vs growth

-74.7%

10Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$1.32

Spread vs growth

-68.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +72.4%

Total return

+72.4%

Start / end P/E

7.1x → 25.5x

EPS bridge

0.63 → 0.30

Residual

-134.4%

EPS growth-52.4%
Multiple rerating+256.5%
Dividend+2.6%
Residual / FX / buybacks / cross-term-134.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.