WallStSmart

Costamare Inc (CMRE)vsKirby Corporation (KEX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Kirby Corporation generates 283% more annual revenue ($3.36B vs $877.90M). CMRE leads profitability with a 41.5% profit margin vs 10.5%. CMRE appears more attractively valued with a PEG of 2.40. CMRE earns a higher WallStSmart Score of 71/100 (B).

CMRE

Strong Buy

71

out of 100

Grade: B

Growth: 4.7Profit: 8.5Value: 10.0Quality: 5.3
Piotroski: 5/9Altman Z: 1.48

KEX

Buy

63

out of 100

Grade: C+

Growth: 8.0Profit: 5.0Value: 7.3Quality: 4.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CMREUndervalued (+88.4%)

Margin of Safety

+88.4%

Fair Value

$144.61

Current Price

$17.05

$127.56 discount

UndervaluedFair: $144.61Overvalued
KEXUndervalued (+58.7%)

Margin of Safety

+58.7%

Fair Value

$296.24

Current Price

$135.88

$160.36 discount

UndervaluedFair: $296.24Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMRE5 strengths · Avg: 10.0/10
P/E RatioValuation
5.5x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
41.5%10/10

Keeps 42 of every $100 in revenue as profit

Operating MarginProfitability
47.5%10/10

Strong operational efficiency at 47.5%

EPS GrowthGrowth
142.9%10/10

Earnings expanding 142.9% YoY

KEX3 strengths · Avg: 8.7/10
EPS GrowthGrowth
102.1%10/10

Earnings expanding 102.1% YoY

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
20.6%8/10

Revenue surging 20.6% year-over-year

Areas to Watch

CMRE3 concerns · Avg: 2.7/10
PEG RatioValuation
2.404/10

Expensive relative to growth rate

Revenue GrowthGrowth
-5.4%2/10

Revenue declined 5.4%

Altman Z-ScoreHealth
1.482/10

Distress zone — elevated risk

KEX3 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.632/10

Expensive relative to growth rate

Operating MarginProfitability
-53.1%1/10

Operating margin of -53.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : CMRE

The strongest argument for CMRE centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 41.5% and operating margin at 47.5%.

Bull Case : KEX

The strongest argument for KEX centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 20.6% demonstrates continued momentum.

Bear Case : CMRE

The primary concerns for CMRE are PEG Ratio, Revenue Growth, Altman Z-Score.

Bear Case : KEX

The primary concerns for KEX are Piotroski F-Score, PEG Ratio, Operating Margin.

Key Dynamics to Monitor

CMRE profiles as a declining stock while KEX is a growth play — different risk/reward profiles.

CMRE carries more volatility with a beta of 1.12 — expect wider price swings.

KEX is growing revenue faster at 20.6% — sustainability is the question.

KEX generates stronger free cash flow (265M), providing more financial flexibility.

Bottom Line

CMRE scores higher overall (71/100 vs 63/100), backed by strong 41.5% margins. KEX offers better value entry with a 58.7% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Costamare Inc

INDUSTRIALS · MARINE SHIPPING · USA

Costamare Inc. owns and leases container ships to shipping companies around the world. The company is headquartered in Monaco.

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Kirby Corporation

INDUSTRIALS · MARINE SHIPPING · USA

Kirby Corporation operates domestic tank barges in the United States. The company is headquartered in Houston, Texas.

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