WallStSmart

Pangaea Logistic (PANL)vsStar Bulk Carriers Corp (SBLK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Star Bulk Carriers Corp generates 61% more annual revenue ($1.09B vs $679.82M). SBLK leads profitability with a 13.0% profit margin vs 5.1%. PANL trades at a lower P/E of 13.7x. SBLK earns a higher WallStSmart Score of 68/100 (B-).

PANL

Buy

52

out of 100

Grade: C-

Growth: 5.3Profit: 5.0Value: 5.0Quality: 5.5
Piotroski: 3/9Altman Z: 1.84

SBLK

Strong Buy

68

out of 100

Grade: B-

Growth: 6.7Profit: 6.5Value: 6.7Quality: 5.5
Piotroski: 3/9Altman Z: 1.38
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PANLSignificantly Overvalued (-48.0%)

Margin of Safety

-48.0%

Fair Value

$6.09

Current Price

$7.27

$1.18 premium

UndervaluedFair: $6.09Overvalued
SBLKUndervalued (+83.2%)

Margin of Safety

+83.2%

Fair Value

$142.98

Current Price

$27.32

$115.66 discount

UndervaluedFair: $142.98Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PANL3 strengths · Avg: 9.3/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
38.9%10/10

Revenue surging 38.9% year-over-year

P/E RatioValuation
13.7x8/10

Attractively priced relative to earnings

SBLK4 strengths · Avg: 9.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
13118.0%10/10

Earnings expanding 13118.0% YoY

Operating MarginProfitability
25.7%8/10

Strong operational efficiency at 25.7%

Revenue GrowthGrowth
21.9%8/10

Revenue surging 21.9% year-over-year

Areas to Watch

PANL4 concerns · Avg: 3.5/10
EPS GrowthGrowth
1.0%4/10

1.0% earnings growth

Altman Z-ScoreHealth
1.844/10

Grey zone — moderate risk

Market CapQuality
$482.76M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

SBLK4 concerns · Avg: 3.0/10
PEG RatioValuation
1.954/10

Expensive relative to growth rate

Return on EquityProfitability
5.8%3/10

ROE of 5.8% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.382/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : PANL

The strongest argument for PANL centers on Price/Book, Revenue Growth, P/E Ratio. Revenue growth of 38.9% demonstrates continued momentum.

Bull Case : SBLK

The strongest argument for SBLK centers on Price/Book, EPS Growth, Operating Margin. Revenue growth of 21.9% demonstrates continued momentum.

Bear Case : PANL

The primary concerns for PANL are EPS Growth, Altman Z-Score, Market Cap.

Bear Case : SBLK

The primary concerns for SBLK are PEG Ratio, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

PANL profiles as a hypergrowth stock while SBLK is a growth play — different risk/reward profiles.

PANL carries more volatility with a beta of 0.76 — expect wider price swings.

PANL is growing revenue faster at 38.9% — sustainability is the question.

SBLK generates stronger free cash flow (92M), providing more financial flexibility.

Bottom Line

SBLK scores higher overall (68/100 vs 52/100) and 21.9% revenue growth. 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.

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.

Star Bulk Carriers Corp

INDUSTRIALS · MARINE SHIPPING · USA

Star Bulk Carriers Corp. The company is headquartered in Maroussi, Greece.

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