Added to YB: 2025-05-20
Pitch date: 2025-05-18
CKN.L [neutral]
Clarkson PLC
+10.66%
current return
Author Info
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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 33.89
Price Target
N/A
Dividend
3.03%
EV/EBITDA
7.82
P/E
14.86
EV/Sales
1.27
Sector
Marine Transportation
Category
N/A
[CKN] Clarkson Plc: Masters of Maritime Disorder
CKN.L (deep dive): Leading global shipbroker (80% rev) with high-margin Research (38.8% margin) & digitizing via Sea platform. Trading at 15.4x P/E despite 18-25% profit warning for 2025. Bull: 172-yr relationships, £216.3M cash, complexity increases value. Bear: digital disruption, green transition reducing transactions, governance concerns (42% opposing CEO's £12.56M pay).
Read full article (23 min)