Danaos Corporation (DAC) AI Stock Analysis

Danaos Corporation specializes in the ownership and operation of containerships spanning maritime routes across Australia, Asia, Europe, and the United States. Its primary business provides seaborne transportation services by chartering its vessel fleet to liner companies. As of February 28, 2022, the company maintained a fleet of 71 containerships offering a collective capacity of 436,589 twenty-foot equivalent units (TEUs). Founded in 1963 and headquartered in Piraeus, Greece, the company was originally known as Danaos Holdings Limited before rebranding to Danaos Corporation in October 2005 to reflect its global presence and diversified service offerings.

Between FY2020 and FY2025, Danaos delivered a 5-year revenue CAGR of 17.7%. Revenue expanded from $689.5M in FY2021 to $993.3M in FY2022, before slightly contracting 2.0% to $973.6M in FY2023. Revenue growth resumed in FY2024 at 4.2% to $1.01B, and reached $1.04B in FY2025 with an 80.0% gross margin and a 47.8% operating margin. FY2025 net income stood at $494.6M, generating EPS of $26.29. For the latest quarter ended June 30, 2026, quarterly revenue grew 4.7% year-over-year, while quarterly earnings grew 16.9% year-over-year, bringing trailing twelve month revenue to $1.06B.

As of June 30, 2026, Danaos held $1.23B in cash and short-term investments alongside total debt of $1.21B, resulting in net cash of $20.7M. The company maintains strong liquidity with a current ratio of 9.30 and a debt-to-equity ratio of 0.30, supported by shareholders' equity of $4.06B against total assets of $5.45B. In FY2025, operating cash flow reached $619.0M and free cash flow was $322.3M. Capital deployment in FY2025 included $296.7M in capital expenditures, $75.7M in share buybacks, and $63.5M in dividends paid.

Danaos trades at a trailing P/E of 5.4x and a forward P/E of 2.3x, well below the median of its US-listed Industrials peers of 24.8x and 17.2x, respectively. Its enterprise value of $2.79B translates to an EV/EBITDA multiple of 3.7x compared to the peer median of 13.9x, while its price-to-book ratio is 0.7x. Over the past year, the stock returned 95.4% and has delivered a 5-year return of 182.6%, outperforming the S&P 500 (SPY) gains of 16.8% and 83.0% over those respective timeframes.

Danaos pays a forward annual dividend of $4.00 per share, which translates to a dividend yield of 2.53% and a payout ratio of 27.6%. The company distributes its dividend on a quarterly frequency and has paid dividends for 6 consecutive years. Its most recent ex-dividend date was October 13, 2026.

Consensus analyst coverage consists of 2 Strong Buy ratings, with 0 Buy, Hold, Sell, or Strong Sell ratings. The mean price target of $164.50 implies upside of 4.0% compared to the last close of $158.17. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $1.08B and EPS of $27.60, representing 5.0% EPS growth. Danaos beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is November 16, 2026.

This page is an AI-written research summary of Danaos Corporation (DAC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: DAC income statement, DAC balance sheet, DAC key metrics, DAC analyst forecast, DAC chart. See the DAC stock overview for the latest quote and news.