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PANLPangaea Logistics Solutions, Ltd.
$6.78$444M
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  4. Financial Ratios

Pangaea Logistics Solutions, Ltd. (PANL) Financial Ratios

Latest Ratios: P/E Ratio 22.6x · EV/EBITDA 8.9x · ROE 4.1%. (2012–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

PANL Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$444M$445M$247M$375M$232M$170M$121M$128M$130M$143M$120M
Enterprise Value$713M$714M$557M$540M$403M$420M$234M$254M$245M$279M$241M
P/E Ratio →22.6022.938.5114.212.932.5210.6561.847.2118.4016.19
P/S Ratio0.700.700.460.750.330.240.320.310.350.370.51
P/B Ratio0.920.940.521.010.630.560.520.530.560.680.68
P/FCF9.399.42—14.132.36—6.78—5.74—13.43
P/OCF8.268.293.766.971.722.755.832.873.234.906.26

P/E links to full P/E history page with 30-year chart

PANL EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—1.131.041.080.580.590.610.620.660.721.01
EV / EBITDA8.868.887.077.232.994.136.376.084.578.828.93
EV / EBIT18.7818.8310.7311.743.745.0111.419.657.4716.0716.19
EV / FCF—15.12—20.364.10—13.07—10.86—26.92

PANL Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin10.9%10.9%13.6%13.8%18.4%13.6%10.0%12.1%14.3%10.5%10.8%
Operating Margin6.0%6.0%9.0%8.9%15.1%11.0%5.1%5.6%9.7%4.2%5.4%
Net Profit Margin3.1%3.1%5.4%5.3%11.4%9.4%3.0%2.8%4.8%2.0%3.1%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE4.1%4.1%6.8%7.1%23.7%25.1%4.8%4.9%8.0%4.0%4.4%
ROA2.1%2.1%3.5%3.6%10.9%11.6%2.4%2.5%4.1%2.0%2.0%
ROIC3.7%3.7%5.5%6.2%14.5%13.2%4.1%4.9%7.8%3.7%3.3%
ROCE4.7%4.7%6.8%7.1%16.9%16.9%5.4%6.1%9.9%5.0%4.5%

PANL Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.780.780.840.710.811.020.680.730.730.810.81
Debt / EBITDA4.634.635.043.542.223.014.344.243.165.395.31
Net Debt / Equity—0.570.650.450.460.830.480.520.500.650.68
Net Debt / EBITDA3.353.353.942.211.272.463.073.032.164.294.48
Debt / FCF—5.70—6.241.74—6.29—5.13—13.50
Interest Coverage1.581.582.572.634.817.292.622.843.702.102.60

PANL Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.691.691.761.822.411.651.001.411.441.190.88
Quick Ratio1.461.461.461.662.101.400.861.181.190.970.71
Cash Ratio0.800.800.800.941.390.500.420.560.680.490.29
Asset Turnover—0.680.570.710.941.020.850.860.820.910.66
Inventory Turnover19.8319.8314.1125.9819.6122.8521.5917.2516.6222.5016.08
Days Sales Outstanding—32.2633.8339.2423.2036.2234.2930.7927.8719.9424.52

PANL Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield3.7%3.7%7.6%4.8%5.8%3.3%0.4%6.3%1.8%0.7%0.1%
Payout Ratio84.2%84.2%64.7%68.8%16.9%8.2%4.7%69.4%12.8%12.8%1.3%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield4.4%4.4%11.8%7.0%34.2%39.7%9.4%1.6%13.9%5.4%6.2%
FCF Yield10.7%10.6%—7.1%42.4%—14.8%—17.4%—7.4%
Buyback Yield0.7%0.7%0.0%0.0%0.0%0.1%0.2%0.1%0.0%0.0%0.0%
Total Shareholder Yield4.4%4.3%7.6%4.8%5.8%3.4%0.6%6.5%1.8%0.7%0.1%
Shares Outstanding—$65M$46M$45M$45M$45M$44M$43M$43M$39M$35M

Key Metrics

Growth RegimeExpanding
ProfitabilityStrained
Balance SheetFortress
Cash FlowMixed
Top Statement Risk

Variable Voyage Expense Exposure

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Market Valuation Reflects Cyclical Uncertainty

According to current market data, PANL trades at a forward P/E of 5.56, which, when compared to its TTM P/E of 22.73, suggests that investors are pricing in a significant recovery in earnings power that may not be fully supported by recent margin trends.

The wide divergence between trailing and forward multiples indicates that the market is betting on a normalization of voyage spreads. However, given the high PEG ratio of 7.83, the current valuation appears to demand a level of earnings growth that may be difficult to sustain given the company's historical margin volatility.

Capital Efficiency Constrained by Assets

As reported in recent financial statements, PANL's ROIC has remained in a narrow range between 0.3% and 2.0% over the last ten quarters, suggesting that the company struggles to generate returns on invested capital that meaningfully exceed its cost of capital in the current environment.

The persistent low ROIC reflects the capital-intensive nature of maintaining an Ice Class fleet, which requires significant ongoing investment. Investors should monitor whether management can improve these returns through better asset utilization or if the structural costs of specialized shipping will continue to dampen long-term compounding.

Working Capital Cycles Drive Liquidity

Based on quarterly data, the company's cash conversion cycle has fluctuated between 26 and 58 days, reflecting the inherent complexity of managing multi-leg logistics contracts where timing differences between voyage load and discharge dates create significant, unpredictable swings in working capital requirements.

The variability in the CCC suggests that Pangaea's liquidity is highly sensitive to the operational efficiency of its chartering desk. While the current DSO and DPO levels appear manageable, the lack of a stable trend warrants further investigation into whether the company is gaining or losing leverage with its industrial customers.

Fortress Balance Sheet Supports Stability

As indicated by the company's reported figures, the debt-to-equity ratio of 0.74 in 2026Q1 remains exceptionally conservative for the marine shipping industry, providing a substantial buffer against the cyclical downturns that frequently plague more highly leveraged competitors in the dry bulk sector.

This low leverage profile is a key differentiator that allows Pangaea to navigate volatile bunker fuel costs and fluctuating charter rates without the immediate threat of covenant breaches. However, the low interest coverage ratio of 1.82 in 2026Q1 suggests that even with low debt, the company's earnings are not always sufficient to provide a wide margin of safety for debt service.

Misapplication of Standard Shipping Multiples

The most commonly misapplied metric for Pangaea is the P/NAV ratio, which fails to account for the value of the company's specialized logistics contracts and port-side infrastructure that differentiate it from pure-play vessel owners who are essentially just price-takers in the global spot market.

By focusing solely on the net asset value of the fleet, analysts overlook the 'logistics alpha' generated by the company's ability to navigate restricted Arctic routes. A more appropriate valuation framework would likely incorporate an EBITDA-based multiple that accounts for the recurring nature of its Contracts of Affreightment.

Download Financial Ratios Data

Includes 30+ ratios · 14 years · Updated daily

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PANL — Frequently Asked Questions

Quick answers to the most common questions about buying PANL stock.

What is Pangaea Logistics Solutions, Ltd.'s P/E ratio?

Pangaea Logistics Solutions, Ltd.'s current P/E ratio is 22.6x. The historical average is 15.2x. This places it at the 83th percentile of its historical range.

What is Pangaea Logistics Solutions, Ltd.'s EV/EBITDA?

Pangaea Logistics Solutions, Ltd.'s current EV/EBITDA is 8.9x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 8.0x.

What is Pangaea Logistics Solutions, Ltd.'s ROE?

Pangaea Logistics Solutions, Ltd.'s return on equity (ROE) is 4.1%. The historical average is 7.3%.

Is PANL stock overvalued?

Based on historical data, Pangaea Logistics Solutions, Ltd. is trading at a P/E of 22.6x. This is at the 83th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Pangaea Logistics Solutions, Ltd.'s dividend yield?

Pangaea Logistics Solutions, Ltd.'s current dividend yield is 3.72% with a payout ratio of 84.2%.

What are Pangaea Logistics Solutions, Ltd.'s profit margins?

Pangaea Logistics Solutions, Ltd. has 10.9% gross margin and 6.0% operating margin.

How much debt does Pangaea Logistics Solutions, Ltd. have?

Pangaea Logistics Solutions, Ltd.'s Debt/EBITDA ratio is 4.6x, indicating high leverage. A ratio above 4x may signal elevated financial risk.