Critical Analysis: Cadeler A/S (NYSE:CDLR) versus International Seaways (NYSE:INSW)

Cadeler A/S (NYSE:CDLR) and International Seaways (NYSE:INSW) are both transportation companies, but which is the superior investment? We will contrast the two companies based on the strength of their earnings, dividends, profitability, institutional ownership, analyst recommendations, risk and valuation.

Volatility and Risk

Cadeler A/S has a beta of 0.22, indicating that its share price is 78% less volatile than the S&P 500. Comparatively, International Seaways has a beta of -0.18, indicating that its share price is 118% less volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of current ratings and price targets for Cadeler A/S and International Seaways, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Cadeler A/S	0	2	0	0	2.00
International Seaways	0	3	2	0	2.40

International Seaways has a consensus price target of $52.67, suggesting a potential downside of 3.20%. Given International Seaways’ stronger consensus rating and higher probable upside, analysts clearly believe International Seaways is more favorable than Cadeler A/S.

Insider & Institutional Ownership

53.0% of Cadeler A/S shares are held by institutional investors. Comparatively, 67.3% of International Seaways shares are held by institutional investors. 2.0% of International Seaways shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Profitability

This table compares Cadeler A/S and International Seaways’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Cadeler A/S	50.46%	20.80%	10.71%
International Seaways	28.26%	10.13%	7.30%

Valuation and Earnings

This table compares Cadeler A/S and International Seaways”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Cadeler A/S	$269.19 million	6.68	$70.41 million	$3.42	5.99
International Seaways	$951.61 million	2.82	$416.72 million	$4.39	12.39

International Seaways has higher revenue and earnings than Cadeler A/S. Cadeler A/S is trading at a lower price-to-earnings ratio than International Seaways, indicating that it is currently the more affordable of the two stocks.

Summary

International Seaways beats Cadeler A/S on 9 of the 14 factors compared between the two stocks.

About Cadeler A/S

Cadeler A/S operates as an offshore wind farm transportation and installation contractor in Denmark. It also provides wind farm construction, maintenance, decommissioning, and other tasks within the offshore industry, as well as marine and engineering services. The company owns and operates four offshore jack-up windfarm installation vessels. Cadeler A/S was incorporated in 2008 and is headquartered in Copenhagen, Denmark.

About International Seaways

International Seaways, Inc. owns and operates a fleet of oceangoing vessels for the transportation of crude oil and petroleum products in the international flag trade. It operates in two segments: Crude Tankers and Product Carriers. As of December 31, 2023, the company owned a fleet of 73 vessels. It serves independent and state-owned oil companies, oil traders, refinery operators, and international government entities. The company was formerly known as OSG International, Inc. and changed its name to International Seaways, Inc. in October 2016. International Seaways, Inc. was incorporated in 1999 and is headquartered in New York, New York.