WallStSmart

Icon Energy Corp. (ICON)vsZIM Integrated Shipping Services Ltd (ZIM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ZIM Integrated Shipping Services Ltd generates 61238% more annual revenue ($6.90B vs $11.26M). ZIM leads profitability with a 6.9% profit margin vs -37.3%. ICON earns a higher WallStSmart Score of 50/100 (D+).

ICON

Hold

50

out of 100

Grade: D+

Growth: 9.3Profit: 3.0Value: 5.0Quality: 5.0

ZIM

Hold

45

out of 100

Grade: D+

Growth: 2.0Profit: 4.5Value: 7.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ICON.

ZIMUndervalued (+21.9%)

Margin of Safety

+21.9%

Fair Value

$27.06

Current Price

$26.44

$0.62 discount

UndervaluedFair: $27.06Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ICON3 strengths · Avg: 9.3/10
Price/BookValuation
0.0x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
104.6%10/10

Revenue surging 104.6% year-over-year

EPS GrowthGrowth
32.6%8/10

Earnings expanding 32.6% YoY

ZIM2 strengths · Avg: 10.0/10
P/E RatioValuation
6.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Areas to Watch

ICON4 concerns · Avg: 2.5/10
Market CapQuality
$2.98M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
3.1%3/10

Operating margin of 3.1%

Return on EquityProfitability
-25.3%2/10

ROE of -25.3% — below average capital efficiency

Free Cash FlowQuality
$-634,0002/10

Negative free cash flow — burning cash

ZIM4 concerns · Avg: 2.0/10
Profit MarginProfitability
6.9%3/10

6.9% margin — thin

Revenue GrowthGrowth
-31.5%2/10

Revenue declined 31.5%

EPS GrowthGrowth
-93.2%2/10

Earnings declined 93.2%

Operating MarginProfitability
-2.0%1/10

Operating margin of -2.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : ICON

The strongest argument for ICON centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 104.6% demonstrates continued momentum.

Bull Case : ZIM

The strongest argument for ZIM centers on P/E Ratio, Price/Book.

Bear Case : ICON

The primary concerns for ICON are Market Cap, Operating Margin, Return on Equity.

Bear Case : ZIM

The primary concerns for ZIM are Profit Margin, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

ICON profiles as a hypergrowth stock while ZIM is a value play — different risk/reward profiles.

ICON is growing revenue faster at 104.6% — sustainability is the question.

ZIM generates stronger free cash flow (246M), providing more financial flexibility.

Monitor MARINE SHIPPING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ICON scores higher overall (50/100 vs 45/100) and 104.6% revenue growth. ZIM offers better value entry with a 21.9% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Icon Energy Corp.

INDUSTRIALS · MARINE SHIPPING · USA

Iconix Brand Group, Inc., a brand management company, owns and licenses a portfolio of consumer brands in the United States and internationally. The company is headquartered in New York, New York.

ZIM Integrated Shipping Services Ltd

INDUSTRIALS · MARINE SHIPPING · USA

ZIM Integrated Shipping Services Ltd., provides container shipping and related services in Israel and internationally. The company is headquartered in Haifa, Israel.

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