Himalaya Shipping owns and charters a fleet of mid-sized dry bulk carriers and product tankers, earning hire on time-charter contracts that run from short spot-linked periods out to multi-year fixtures. The competitive edge is a young, modern fleet and a conservative contract mix, which keeps cash flow steadier than most peers when freight rates swing. Revenue growth of 79.6% and an operating margin of 68.3% reflect a sharp rise in charter rates and fleet earnings, and the stock's 10.1 forward P/E against a trailing 15.8 implies the market expects those earnings to hold up. The debate is whether the current rate environment is durable or cyclical, and the 32.6% return on equity makes that question worth a closer look at the charter book and the fleet's renewal schedule.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 15:04 CEST | Fair value | $23.19 | $23.77 | $16.11 |
| 20 Oct 2026, 15:04 CEST | Rating | Undervalued | first publication | $16.11 |
| 16 Oct 2026, 00:00 CEST | Fair value | $23.77 | $25.84 | $16.58 |
| 13 Oct 2026, 00:00 CEST | ACCE price target | $17.70 | first publication | $17.92 |
| 11 Oct 2026, 00:00 CEST | Fair value | $25.84 | $7.48 | $17.92 |
| 7 Oct 2026, 00:00 CEST | Fair value | $7.48 | $7.58 | $18.06 |
| 4 Oct 2026, 00:00 CEST | Fair value | $7.58 | $7.42 | $18.17 |
| 30 Sept 2026, 00:00 CEST | Fair value | $7.42 | $7.49 | $17.33 |
| 28 Sept 2026, 00:00 CEST | Fair value | $7.49 | $7.60 | $17.54 |
| 23 Sept 2026, 00:00 CEST | Fair value | $7.60 | $7.73 | $18.86 |
Answered from Himalaya Shipping Ltd. Common Shares fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| HSHP Himalaya Shipping Ltd. Common Shares | $16.89 | $23 | 27% below | 14.9x | 32.6% | 82 | 89 |
| ASC Ardmore Shipping Corporation Common Stock | $19.34 | $19 | 4% above | 7.8x | 16.2% | 86 | 89 |
| SB Safe Bulkers Inc Common Stock ($0.001 par value) | $7.92 | $11 | 25% below | 10.5x | 10.3% | 81 | 93 |
| GOTL-A.ST Rederiaktiebolaget Gotland (publ) | kr 224.00 | - | - | - | 1.4% | 22 | 35 |
| GNK Genco Shipping & Trading Limited Ordinary Shares New (Marshall Islands) | $24.90 | $43 | 42% below | 28.5x | 4.5% | 66 | 75 |
| CCEC Capital Clean Energy Carriers Corp. Common Share | $20.24 | $24 | 14% below | 12.2x | 6.6% | 71 | 55 |
| PANL Pangaea Logistics Solutions Ltd. Common Shares | $7.78 | $9 | 10% below | 10.9x | 10.4% | 50 | 73 |
Where HSHP ranks against its sector peers on each metric.