WallStSmart

Kirby Corporation (KEX)vsPangaea Logistic (PANL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Kirby Corporation generates 432% more annual revenue ($3.36B vs $632.04M). KEX leads profitability with a 10.5% profit margin vs 3.1%. KEX trades at a lower P/E of 21.5x. KEX earns a higher WallStSmart Score of 63/100 (C+).

KEX

Buy

63

out of 100

Grade: C+

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

PANL

Hold

46

out of 100

Grade: D+

Growth: 4.7Profit: 4.5Value: 5.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KEXUndervalued (+58.7%)

Margin of Safety

+58.7%

Fair Value

$296.24

Current Price

$135.88

$160.36 discount

UndervaluedFair: $296.24Overvalued
PANLSignificantly Overvalued (-257.5%)

Margin of Safety

-257.5%

Fair Value

$2.52

Current Price

$6.96

$4.44 premium

UndervaluedFair: $2.52Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

PANL2 strengths · Avg: 9.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
24.9%8/10

Revenue surging 24.9% year-over-year

Areas to Watch

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%

PANL4 concerns · Avg: 3.3/10
EPS GrowthGrowth
1.0%4/10

1.0% earnings growth

Market CapQuality
$453.31M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
4.3%3/10

ROE of 4.3% — below average capital efficiency

Profit MarginProfitability
3.1%3/10

3.1% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : KEX

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

Bull Case : PANL

The strongest argument for PANL centers on Price/Book, Revenue Growth. Revenue growth of 24.9% demonstrates continued momentum.

Bear Case : KEX

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

Bear Case : PANL

The primary concerns for PANL are EPS Growth, Market Cap, Return on Equity. Thin 3.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

KEX carries more volatility with a beta of 0.86 — expect wider price swings.

PANL is growing revenue faster at 24.9% — sustainability is the question.

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

Monitor MARINE SHIPPING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

KEX scores higher overall (63/100 vs 46/100) and 20.6% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

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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Pangaea Logistic

INDUSTRIALS · MARINE SHIPPING · USA

Pangea Logistics Solutions, Ltd., provides dry bulk shipping and logistics services by sea to industrial customers around the world. The company is headquartered in Newport, Rhode Island.

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