WallStSmart

Danaos Corporation (DAC)vsPangaea Logistic (PANL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Danaos Corporation generates 53% more annual revenue ($1.04B vs $679.82M). DAC leads profitability with a 49.8% profit margin vs 5.1%. DAC trades at a lower P/E of 4.6x. DAC earns a higher WallStSmart Score of 73/100 (B).

DAC

Strong Buy

73

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 8.3Quality: 8.5
Piotroski: 3/9Altman Z: 3.39

PANL

Buy

52

out of 100

Grade: C-

Growth: 5.3Profit: 5.0Value: 5.0Quality: 5.5
Piotroski: 3/9Altman Z: 1.84
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DAC.

PANLSignificantly Overvalued (-48.0%)

Margin of Safety

-48.0%

Fair Value

$6.09

Current Price

$7.27

$1.18 premium

UndervaluedFair: $6.09Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DAC6 strengths · Avg: 10.0/10
PEG RatioValuation
0.1210/10

Growing faster than its price suggests

P/E RatioValuation
4.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Profit MarginProfitability
49.8%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
49.3%10/10

Strong operational efficiency at 49.3%

Altman Z-ScoreHealth
3.3910/10

Safe zone — low bankruptcy risk

PANL3 strengths · Avg: 9.3/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
38.9%10/10

Revenue surging 38.9% year-over-year

P/E RatioValuation
13.7x8/10

Attractively priced relative to earnings

Areas to Watch

DAC2 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PANL4 concerns · Avg: 3.5/10
EPS GrowthGrowth
1.0%4/10

1.0% earnings growth

Altman Z-ScoreHealth
1.844/10

Grey zone — moderate risk

Market CapQuality
$482.76M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : DAC

The strongest argument for DAC centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 49.8% and operating margin at 49.3%. PEG of 0.12 suggests the stock is reasonably priced for its growth.

Bull Case : PANL

The strongest argument for PANL centers on Price/Book, Revenue Growth, P/E Ratio. Revenue growth of 38.9% demonstrates continued momentum.

Bear Case : DAC

The primary concerns for DAC are Revenue Growth, Piotroski F-Score.

Bear Case : PANL

The primary concerns for PANL are EPS Growth, Altman Z-Score, Market Cap.

Key Dynamics to Monitor

DAC profiles as a value stock while PANL is a hypergrowth play — different risk/reward profiles.

DAC carries more volatility with a beta of 0.88 — expect wider price swings.

PANL is growing revenue faster at 38.9% — sustainability is the question.

DAC generates stronger free cash flow (7M), providing more financial flexibility.

Bottom Line

DAC scores higher overall (73/100 vs 52/100), backed by strong 49.8% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Danaos Corporation

INDUSTRIALS · MARINE SHIPPING · USA

Danaos Corporation owns and operates container ships in Australia, Asia, Europe and the United States. The company is headquartered in Piraeus, Greece.

Pangaea Logistic

INDUSTRIALS · MARINE SHIPPING · USA

Pangea Logistics Solutions, Ltd., provides dry bulk shipping and logistics services by sea to industrial customers around the world. The company is headquartered in Newport, Rhode Island.

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