Summer Portfolio Refresher: Swapping Five Shadow Stocks
After conducting the quarterly review of the Model Shadow Stock Portfolio, there are five deletions and five additions.
John Bajkowski
A+ Stock Grade Summary:
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COMPANY SUMMARY
Castor Maritime Inc. operates as a shipping and energy company worldwide. The company operates through Dry Bulk, Containership, and Asset Management segments. It offers seaborne transportation services for dry bulk and containership cargoes; and transportation of commodities, such as iron ore, coal, and soybeans. The company also provides technical and commercial ship management and energy infrastructure project services. As of December 31, 2025, the company owned and operated a fleet of 9 vessels primarily consisting of four Kamsarmax, three Panamax, and one Ultramax dry bulk vessels, as well as one 1,850 TEU containerships. Castor Maritime Inc. was incorporated in 2017 and is based in Limassol, Cyprus.
Commentary & Analysis
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4 Undervalued Freight & Logistics - Marine Stocks for Monday, March 18
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Financial Summary
| Share Statistics | CTRM | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $18.8 | $740.4 | 10% |
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| Shares Out (Mil) | 57.6 | 29.1 | 51% |
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| Institutional Ownership | 97.1% | 49.0% | 73% |
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| Float (Mil) | 9.7 | 14.8 | 19% |
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| Beta | 1.22 | 0.92 | 71% |
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| Avg Daily Volume (000s) | 30 | 100 | 24% |
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| Price Change (52-week) |
(12.4%) | 92.8% | 36% |
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| Growth | CTRM | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 45.6% | 11.6% | 95% |
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| Net Income (5yr) | 66.3% | 23.8% | 97% |
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| EPS (5yr) | 16.4% | 16.9% | 60 |
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| Dividends (5yr) | 0.0% | 0.0% | 0% |
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| Cash Flow (5yr) | 0.6% | 0.6% | 65% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | na | na | na | |
| Current EPS | na | na | na | |
| Month Ago EPS | na | na | na | |
| # Rev Up | na | na | na | |
| # Rev Down | na | na | na | |
| Three Months Ago EPS | na | na | na | |
| Year/Year Chg | na | na | na | |
| Financials | CTRM | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $82 | $385 | 25% |
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| Net Income (TTM) (Mil) | $19 | $39 | 49% |
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| EPS (TTM) | $1.131 | $0.900 | 62% |
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| Operating Cash Flow (TTM) (Mil) | $10 | $63 | 38% |
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| Net Cash Flow (TTM) (Mil) | ($153) | ($1) | 12% |
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| Long-Term Debt (Q1) (Mil) | $83 | $310 | 43% |
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| Enterprise Value (Q1) (Mil) | $75 | $875 | 19% |
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| Valuation | CTRM | Industry Median |
Percentile (All Stocks) |
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| P/B | 0.04 | 0.79 | 1% |
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| P/E | 5.4 | 16.1 | 5% |
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| Dividend Yield | 0.0% | 0.1% | 0% |
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| PEG (5yr hist) | 0.3 | 0.7 | 14% |
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| Ratios | CTRM | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 49.0% | 41.3% | 61% |
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| Net Margin | 103.2% | 11.7% | 99% |
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| ROA | 2.8% | 3.1% | 61% |
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| ROE | 3.7% | 5.8% | 41% |
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| Liabilities to Assets | 16.1% | 40.4% | 10% |
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| F-Score | 3 | 4 | 19% |
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Castor Maritime Inc. did not pass any screens on 7/31/2026.
