Added to YB: 2025-06-19
Pitch date: 2025-05-02
GSL [bullish]
Global Ship Lease, Inc.
+112.91%
current return
Author Info
No bio for this author
Company Info
Global Ship Lease, Inc., together with its subsidiaries, engages in owning and chartering out containerships under fixed-rate charters to container liner companies worldwide.
Market Cap
$1.6B
Pitch Price
$19.73
Price Target
N/A
Dividend
5.66%
EV/EBITDA
3.80
P/E
4.31
EV/Sales
2.29
Sector
Marine Transportation
Category
value
Global Ship Lease, Inc. - $GSL
GSL: Shipping lessor trading 0.5x P/B with NAV of $1.9B vs $1.3B EV. Generated 30% ROEs for 3 years (28% BV/share CAGR 2021-24), expecting $200M FCF in 2026 vs $800M market cap. 66% EBITDA margins, $1.88B contracted revenue (2.3yr avg). Risks: no buybacks, tariffs, vessel oversupply. $2.1 dividend (high single-digit yield).
Read full article (6 min)