Obermatt

Flags

Earnings warning

Yang Ming Marine Transport

TAI:2609 · TW0002609005
MarineLarge

360

14
EV / EBIT14
Price / Owner Earnings89
Owner Earnings Yield1
Dividend Yield63
Price/Sales54
EV / Gross Profit81
Price/Book85
Return on Capital13
Cash Return on Capital12
Return on Equity15
EBIT Margin16
Gross Profitability8
Cash Conversion79
Accruals19
Owner Earnings Margin16
Sales growth74
Profit Growth73
Long-Term EPS Growth27
Owner Earnings Growth10
Reinvestment38
Price momentum21
Debt load82
Refinancing41
Debt Payback1
Liquidity29
Analyst ratings78
Opinion Changes85
Price Target Upside70
Market mood39
Value Creation2/20not creating 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

Yang Ming Marine Transport doesn't consistently earn more than its cost of capital, so it isn't yet creating shareholder value.

Profile

CountryTaiwan
IndustryMarine
SizeLarge
TypePublic Company
ExchangeTWSE
Founded1972
Employees362
ISINTW0002609005
Last UpdateApr 2, 2026
Themes
Storage ManagementFreight ServicePackaging ServicesMarine TransportationLogisticsTransportation

Description

Yang Ming Marine Transport Corporation (Yang Ming), together with its subsidiaries, provides shipping, repair, and chartering services in Taiwan, the America, Europe, Asia, and internationally. Business Segments The company has strategically organi…

Analysis

Weak and unloved

Yang Ming Marine Transport Corporation scores below average on quality and is priced accordingly, a low-conviction position in either direction.

Valuation data is not available for this company.

Growth is tepid; the safety picture is adequate. The company scores 2/20 on our value-creation score: not creating value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
73
2023202420252026

All-time high

88

Mar 2026

All-time low

24

Oct 2023

Average rank

45

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
54
27
32
43
Price/Earnings
32
82
1
88
Price/Book
85
85
95
30
Dividend Yield
63
70
29
28
Value (overall)
67
41
31
29

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

Similar Stocks

The companies this stock is ranked against.

Compare Yang Ming Marine Transport with its peers
Sebang
KSC:004360
75
CountrySouth Korea
IndustryTransportation Infrastructure
SizeSmall
Full Stock Analysis →
Mainfreight
NZC:MFT
93
CountryNew Zealand
IndustryAir Freight & Logistics
SizeLarge
Full Stock Analysis →
Japan Airlines
TYO:9201
92
CountryJapan
IndustryAirlines
SizeX-Large
Full Stock Analysis →
KCTC
KSC:009070
69
CountrySouth Korea
IndustryAir Freight & Logistics
SizeSmall
Full Stock Analysis →
HMM
KSC:011200
17
CountrySouth Korea
IndustryMarine
SizeLarge
Full Stock Analysis →
Orient Overseas (International)
HKG:316
21
CountryChina
IndustryMarine
SizeX-Large
Full Stock Analysis →

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 →