NYSE · INSW
Industrials · Marine Shipping
$111.95▼ 1.45% ($1.65)at close
After hours$109.38▼ 2.30%·7:11 PM ET
Market cap
$5.73B
P/E
7.16
EPS (TTM)
$15.63
Valuation
Verdict: cheap. Price below all scenarios.
The price needs 2.7% revenue growth a year for 10 years. Our scenarios assume 14.1–24.4%.
That's below its past 4-year pace of 32.6%.
Value per share
Base case
$444.61
Price used $111.95 is 75% below this
USD · TTM ending Jun 30, 2026 · Price Oct 30, 8:00 PM UTC
This estimate is at least 3× the price used. Review the growth, margin and investment assumptions behind the gap.
Revenue each value needs
Revenue today $1.3B. The price needs $1.6B by 2036. Base case: $7.6B. At its recent pace: $21.2B. Bear to Bull: $4.7B to $11.2B.
$1.6B
What the price needs
2.7% a year · by 2036
$21.2B
At its recent pace
32.6% a year
−$5.9B
less revenue in 2036 than the Base case expects
$7.6B
Base case → $444.61/share
Revenue today $1.3B. The price needs $1.6B by 2036. Base case: $7.6B. At its recent pace: $21.2B. Bear to Bull: $4.7B to $11.2B.
Revenue in 2036
today $1.3B
−$5.9Bless than the Base case
Value per share · Base case
$444.61
Price $111.95
75% below this
This estimate is at least 3× the price used. Review the growth, margin and investment assumptions behind the gap.
USD · TTM ending Jun 30, 2026 · Price Oct 30, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
The stock rose 122.79% over the last year. Revenue grew 57.66% over the trailing twelve months. Operating margin moved from 32.98% to 58.75%. Free cash flow grew 37.72% over the trailing twelve months.
The stock is trading toward the richer end of its historical P/FCF range (80th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
Operating margin is at 58.75% — continued expansion would be needed to justify the premium. Revenue growth of 57.66% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
International Seaways, Inc. (INSW) specializes in the global seaborne transport of crude oil and refined petroleum products, managing and operating a substantial fleet of ocean-going vessels.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
10
Buy
3
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 5, 2026
Q3 FY26 · EPS est $3.57 · Revenue est $362.5M
Same quarter, year over year
FY26 YTD +439.0%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined $9.81 vs $1.82 · all 2 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
—
FY25
FY24
FY23
—
—
—
Fiscal year totals
Q2 FY26
Reported Aug 10, 2026 · Latest
HoverTap a cell to inspect
Actual
$5.91
Estimate
$5.55
Year over year
+479.4%
Vs prior quarter
+51.5%
International Seaways, Inc. · INSW
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.
Next earnings
Nov 5, 2026