WallStSmart

Navios Maritime Partners LP Unit (NMM)vsStar Bulk Carriers Corp (SBLK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Navios Maritime Partners LP Unit generates 28% more annual revenue ($1.40B vs $1.09B). NMM leads profitability with a 25.1% profit margin vs 13.0%. SBLK appears more attractively valued with a PEG of 1.95. NMM earns a higher WallStSmart Score of 76/100 (B+).

NMM

Strong Buy

76

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 7.3Quality: 4.8
Piotroski: 3/9

SBLK

Strong Buy

68

out of 100

Grade: B-

Growth: 6.7Profit: 6.5Value: 6.7Quality: 5.5
Piotroski: 3/9Altman Z: 1.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NMMUndervalued (+28.7%)

Margin of Safety

+28.7%

Fair Value

$87.49

Current Price

$71.68

$15.81 discount

UndervaluedFair: $87.49Overvalued
SBLKUndervalued (+83.3%)

Margin of Safety

+83.3%

Fair Value

$143.46

Current Price

$27.32

$116.14 discount

UndervaluedFair: $143.46Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NMM6 strengths · Avg: 9.5/10
P/E RatioValuation
5.8x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Operating MarginProfitability
34.3%10/10

Strong operational efficiency at 34.3%

EPS GrowthGrowth
163.2%10/10

Earnings expanding 163.2% YoY

Profit MarginProfitability
25.1%9/10

Keeps 25 of every $100 in revenue as profit

Revenue GrowthGrowth
17.4%8/10

17.4% revenue growth

SBLK4 strengths · Avg: 9.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
13118.0%10/10

Earnings expanding 13118.0% YoY

Operating MarginProfitability
25.9%8/10

Strong operational efficiency at 25.9%

Revenue GrowthGrowth
21.9%8/10

Revenue surging 21.9% year-over-year

Areas to Watch

NMM3 concerns · Avg: 3.3/10
PEG RatioValuation
2.194/10

Expensive relative to growth rate

Market CapQuality
$1.97B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

SBLK4 concerns · Avg: 3.0/10
PEG RatioValuation
1.954/10

Expensive relative to growth rate

Return on EquityProfitability
5.8%3/10

ROE of 5.8% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.372/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : NMM

The strongest argument for NMM centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 25.1% and operating margin at 34.3%. Revenue growth of 17.4% demonstrates continued momentum.

Bull Case : SBLK

The strongest argument for SBLK centers on Price/Book, EPS Growth, Operating Margin. Revenue growth of 21.9% demonstrates continued momentum.

Bear Case : NMM

The primary concerns for NMM are PEG Ratio, Market Cap, Piotroski F-Score.

Bear Case : SBLK

The primary concerns for SBLK are PEG Ratio, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

NMM carries more volatility with a beta of 1.06 — expect wider price swings.

SBLK is growing revenue faster at 21.9% — sustainability is the question.

SBLK generates stronger free cash flow (92M), providing more financial flexibility.

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

Bottom Line

NMM scores higher overall (76/100 vs 68/100), backed by strong 25.1% margins and 17.4% revenue growth. SBLK offers better value entry with a 83.3% margin of safety. Both earn "Strong Buy" and "Strong 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.

Navios Maritime Partners LP Unit

INDUSTRIALS · MARINE SHIPPING · USA

Navios Maritime Partners LP owns and operates dry cargo ships in Asia, Europe, North America and Australia. The company is headquartered in Monaco.

Star Bulk Carriers Corp

INDUSTRIALS · MARINE SHIPPING · USA

Star Bulk Carriers Corp. The company is headquartered in Maroussi, Greece.

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