Marine Shipping
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CMRE vs ZIM
Revenue, margins, valuation, and 5-year total return — side by side.
Marine Shipping
CMRE vs ZIM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Marine Shipping | Marine Shipping |
| Market Cap | $2.12B | $3.21B |
| Revenue (TTM) | $1.09B | $6.90B |
| Net Income (TTM) | $365M | $479M |
| Gross Margin | 48.2% | 16.8% |
| Operating Margin | 39.4% | 12.3% |
| Forward P/E | 6.9x | 6.7x |
| Total Debt | $1.51B | $5.74B |
| Cash & Equiv. | $528M | $1.05B |
CMRE vs ZIM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jan 21 | May 26 | Return |
|---|---|---|---|
| Costamare Inc. (CMRE) | 100 | 297.1 | +197.1% |
| ZIM Integrated Ship… (ZIM) | 100 | 220.8 | +120.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CMRE vs ZIM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CMRE carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 0.99, yield 3.7%
- Rev growth -57.9%, EPS growth 17.2%, 3Y rev CAGR -7.6%
- Lower volatility, beta 0.99, Low D/E 70.2%, current ratio 1.73x
ZIM is the clearest fit if your priority is long-term compounding.
- 5.5% 10Y total return vs CMRE's 246.2%
- -18.1% revenue growth vs CMRE's -57.9%
- Lower P/E (6.7x vs 6.9x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -18.1% revenue growth vs CMRE's -57.9% | |
| Value | Lower P/E (6.7x vs 6.9x) | |
| Quality / Margins | 33.3% margin vs ZIM's 6.9% | |
| Stability / Safety | Beta 0.99 vs ZIM's 1.27, lower leverage | |
| Dividends | 3.7% yield, 2-year raise streak, vs ZIM's 16.1% | |
| Momentum (1Y) | +132.4% vs ZIM's +100.7% | |
| Efficiency (ROA) | 8.8% ROA vs ZIM's 4.3%, ROIC 9.3% vs 7.3% |
CMRE vs ZIM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
CMRE vs ZIM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
CMRE leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
ZIM is the larger business by revenue, generating $6.9B annually — 6.3x CMRE's $1.1B. CMRE is the more profitable business, keeping 33.3% of every revenue dollar as net income compared to ZIM's 6.9%. On growth, ZIM holds the edge at -31.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.1B | $6.9B |
| EBITDAEarnings before interest/tax | $550M | $2.1B |
| Net IncomeAfter-tax profit | $365M | $479M |
| Free Cash FlowCash after capex | $262M | $2.0B |
| Gross MarginGross profit ÷ Revenue | +48.2% | +16.8% |
| Operating MarginEBIT ÷ Revenue | +39.4% | +12.3% |
| Net MarginNet income ÷ Revenue | +33.3% | +6.9% |
| FCF MarginFCF ÷ Revenue | +23.9% | +29.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | -61.3% | -31.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +140.0% | -93.1% |
Valuation Metrics
ZIM leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
At 6.2x trailing earnings, CMRE trades at a 8% valuation discount to ZIM's 6.7x P/E. On an enterprise value basis, ZIM's 3.7x EV/EBITDA is more attractive than CMRE's 5.2x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.1B | $3.2B |
| Enterprise ValueMkt cap + debt − cash | $3.1B | $7.9B |
| Trailing P/EPrice ÷ TTM EPS | 6.16x | 6.69x |
| Forward P/EPrice ÷ next-FY EPS est. | 6.92x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 5.16x | 3.70x |
| Price / SalesMarket cap ÷ Revenue | 2.42x | 0.46x |
| Price / BookPrice ÷ Book value/share | 0.98x | 0.80x |
| Price / FCFMarket cap ÷ FCF | 4.50x | 1.99x |
Profitability & Efficiency
CMRE leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
CMRE delivers a 16.3% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $12 for ZIM. CMRE carries lower financial leverage with a 0.70x debt-to-equity ratio, signaling a more conservative balance sheet compared to ZIM's 1.43x. On the Piotroski fundamental quality scale (0–9), CMRE scores 7/9 vs ZIM's 4/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +16.3% | +12.0% |
| ROA (TTM)Return on assets | +8.8% | +4.3% |
| ROICReturn on invested capital | +9.3% | +7.3% |
| ROCEReturn on capital employed | +11.5% | +9.6% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 4 |
| Debt / EquityFinancial leverage | 0.70x | 1.43x |
| Net DebtTotal debt minus cash | $987M | $4.7B |
| Cash & Equiv.Liquid assets | $528M | $1.1B |
| Total DebtShort + long-term debt | $1.5B | $5.7B |
| Interest CoverageEBIT ÷ Interest expense | 5.21x | 2.02x |
Total Returns (Dividends Reinvested)
CMRE leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CMRE five years ago would be worth $25,430 today (with dividends reinvested), compared to $19,438 for ZIM. Over the past 12 months, CMRE leads with a +132.4% total return vs ZIM's +100.7%. The 3-year compound annual growth rate (CAGR) favors CMRE at 44.5% vs ZIM's 27.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +13.8% | +25.5% |
| 1-Year ReturnPast 12 months | +132.4% | +100.7% |
| 3-Year ReturnCumulative with dividends | +201.6% | +107.4% |
| 5-Year ReturnCumulative with dividends | +154.3% | +94.4% |
| 10-Year ReturnCumulative with dividends | +246.2% | +552.4% |
| CAGR (3Y)Annualised 3-year return | +44.5% | +27.5% |
Risk & Volatility
CMRE leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
CMRE is the less volatile stock with a 0.99 beta — it tends to amplify market swings less than ZIM's 1.27 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CMRE currently trades 97.6% from its 52-week high vs ZIM's 88.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.99x | 1.27x |
| 52-Week HighHighest price in past year | $18.05 | $29.97 |
| 52-Week LowLowest price in past year | $7.41 | $12.33 |
| % of 52W HighCurrent price vs 52-week peak | +97.6% | +88.8% |
| RSI (14)Momentum oscillator 0–100 | 56.7 | 46.7 |
| Avg Volume (50D)Average daily shares traded | 390K | 1.8M |
Analyst Outlook
Evenly matched — CMRE and ZIM each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates CMRE as "Hold" and ZIM as "Hold". Consensus price targets imply -26.2% upside for CMRE (target: $13) vs -44.4% for ZIM (target: $15). For income investors, ZIM offers the higher dividend yield at 16.08% vs CMRE's 3.74%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $13.00 | $14.80 |
| # AnalystsCovering analysts | 12 | 6 |
| Dividend YieldAnnual dividend ÷ price | +3.7% | +16.1% |
| Dividend StreakConsecutive years of raises | 2 | 0 |
| Dividend / ShareAnnual DPS | $0.66 | $4.28 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
CMRE leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). ZIM leads in 1 (Valuation Metrics). 1 tied.
CMRE vs ZIM: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is CMRE or ZIM a better buy right now?
For growth investors, ZIM Integrated Shipping Services Ltd.
(ZIM) is the stronger pick with -18. 1% revenue growth year-over-year, versus -57. 9% for Costamare Inc. (CMRE). Costamare Inc. (CMRE) offers the better valuation at 6. 2x trailing P/E (6. 9x forward), making it the more compelling value choice. Analysts rate Costamare Inc. (CMRE) a "Hold" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CMRE or ZIM?
On trailing P/E, Costamare Inc.
(CMRE) is the cheapest at 6. 2x versus ZIM Integrated Shipping Services Ltd. at 6. 7x.
03Which is the better long-term investment — CMRE or ZIM?
Over the past 5 years, Costamare Inc.
(CMRE) delivered a total return of +154. 3%, compared to +94. 4% for ZIM Integrated Shipping Services Ltd. (ZIM). Over 10 years, the gap is even starker: ZIM returned +552. 4% versus CMRE's +246. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CMRE or ZIM?
By beta (market sensitivity over 5 years), Costamare Inc.
(CMRE) is the lower-risk stock at 0. 99β versus ZIM Integrated Shipping Services Ltd. 's 1. 27β — meaning ZIM is approximately 28% more volatile than CMRE relative to the S&P 500. On balance sheet safety, Costamare Inc. (CMRE) carries a lower debt/equity ratio of 70% versus 143% for ZIM Integrated Shipping Services Ltd. — giving it more financial flexibility in a downturn.
05Which is growing faster — CMRE or ZIM?
By revenue growth (latest reported year), ZIM Integrated Shipping Services Ltd.
(ZIM) is pulling ahead at -18. 1% versus -57. 9% for Costamare Inc. (CMRE). On earnings-per-share growth, the picture is similar: Costamare Inc. grew EPS 17. 2% year-over-year, compared to -77. 7% for ZIM Integrated Shipping Services Ltd.. Over a 3-year CAGR, CMRE leads at -7. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CMRE or ZIM?
Costamare Inc.
(CMRE) is the more profitable company, earning 41. 5% net margin versus 6. 9% for ZIM Integrated Shipping Services Ltd. — meaning it keeps 41. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CMRE leads at 51. 7% versus 12. 2% for ZIM. At the gross margin level — before operating expenses — CMRE leads at 57. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CMRE or ZIM more undervalued right now?
Analyst consensus price targets imply the most upside for CMRE: -26.
2% to $13. 00.
08Which pays a better dividend — CMRE or ZIM?
All stocks in this comparison pay dividends.
ZIM Integrated Shipping Services Ltd. (ZIM) offers the highest yield at 16. 1%, versus 3. 7% for Costamare Inc. (CMRE).
09Is CMRE or ZIM better for a retirement portfolio?
For long-horizon retirement investors, Costamare Inc.
(CMRE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 99), 3. 7% yield, +246. 2% 10Y return). Both have compounded well over 10 years (CMRE: +246. 2%, ZIM: +552. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CMRE and ZIM?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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