Added to YB: 2026-05-26
Pitch date: 2026-05-22
NMM [neutral]
Navios Maritime Partners L.P.
Author Info
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Company Info
Navios Maritime Partners L.P. owns and operates dry cargo and tanker vessels in Asia, Europe, North America, and Australia.
Market Cap
$2.2B
Pitch Price
N/A
Price Target
184.00 (+146%)
Dividend
N/A
EV/EBITDA
5.43
P/E
6.23
EV/Sales
2.81
Sector
Marine Transportation
Category
value
Navios Maritime Partners L.P. - $NMM
NMM (holding update): Q1 EPS $3.35 beat $2.83 est, EBITDA $204M vs $196M. Bought 4 VLCCs for $482M w/ 5yr charters at $47,763/day (~$69M EBITDA/vessel). $4.1B contracted backlog, LTV 28.3% (target 20-25%). Trading 4.5x earnings, 59% disc to $184 NAV. Clarksons PT $90, Arctic $100. Mgmt buying shares.
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