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Added to YB: 2025-05-06

Pitch date: 2025-05-03

CKN.L [neutral]

Clarkson PLC

+20.95%

current return

Author Info

Company Info

Clarkson PLC provides integrated shipping services in Europe, Middle East, Africa, Americas, Asia-Pacific, and worldwide.

Market Cap

GBP 1.1B

Pitch Price

GBP 31.00

Price Target

N/A

Dividend

3.03%

EV/EBITDA

7.82

P/E

14.86

EV/Sales

1.27

Sector

Marine Transportation

Category

value

Show full summary:
Bottom Feeding - Clarkson PLC

CKN.L (quick overview): Shipping broker trading at attractive valuation (9.4% earnings yield, 10.5% FCF yield, 3.4% div yield) despite tariff headwinds impacting FY25 guidance. Strong balance sheet (£393.2m net cash) and healthy shareholder returns (£31.5m dividends, £26.4m buybacks in 2024). Better business model than shipping companies themselves.

Read full article (2 min)