Obermatt

Clarkson

LSE:CKN · GB0002018363
MarineMedium

360

95
EV / EBIT50
Price / Owner Earnings25
Owner Earnings Yield65
Dividend Yield43
Price/Sales35
EV / Gross Profit100
Price/Book32
Return on Capital85
Cash Return on Capital86
Return on Equity71
EBIT Margin42
Gross Profitability96
Cash Conversion10
Accruals41
Owner Earnings Margin59
Sales growth84
Profit Growth40
Long-Term EPS Growth94
Owner Earnings Growth68
Reinvestment81
Price momentum75
Debt load97
Refinancing20
Debt Payback100
Liquidity99
Analyst ratings76
Opinion Changes93
Price Target Upside34
Market mood87
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Clarkson clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUK
IndustryMarine
SizeMedium
TypePublic Company
ExchangeLSE
Founded1974
Employees1,203
ISINGB0002018363
Last UpdateApr 2, 2026
Themes
Marine TransportationFreight ServiceFleet ManagementFinancial ServicesShipping Broker

Description

Clarkson PLC (Clarkson), operates as an integrated shipping services provider, focusing on maritime, offshore, trade, and energy sectors. With a robust portfolio, the company is uniquely positioned in the industry through its comprehensive range of p…

Analysis

Middle-of-the-road

Clarkson PLC sits in the middle of our grid: average quality, average price, no obvious signal in either direction. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is fair. The owner-earnings multiple stands at 21.6×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 7% a year, against analyst forecasts of 10%. The price, in other words, assumes less than the experts do.

Growth is solid; the safety picture is sturdy. The company scores 12/20 on our value-creation score: creating some value.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
94
2023202420252026

All-time high

94

Jun 2026

All-time low

50

Apr 2025

Average rank

75

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
35
15
23
9
Price/Earnings
23
21
20
15
Price/Book
32
24
23
28
Dividend Yield
43
46
31
44
Value (overall)
18
17
13
16

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →