3 models fit International Seaways Inc. Common Stock and they disagree: 0 of 3 land within 15% of the average. The price is above every model.
Two or more of our models back this value.
Large premium(i)Silver61
Valued as a cyclical company: P/E comparison, EV/EBITDA comparison, Discounted cash flow, and Graham number.
ACCE opinionInternational Seaways Inc. Common Stock (INSW)
Fair value (3 models)
$68.74
ACCE price target
$97.00
Rating
Overvalued
Horizon
12 months
Fair value published on 21 Oct 2026, 13:04 CEST; previously $65.91 since 17 Oct 2026, 00:00 CEST.
ACCE price target published on 10 Oct 2026, 00:00 CEST.
Rating published on 21 Oct 2026, 13:04 CEST.
Price used: $111 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
61.2% above
-38.0% to fair value
ACCE score
93
out of 100
Analysts
83% buy
6 covering
P/E
6.9x
forward 15.1x
1-year return
+124.1%
Dividend yield
0.43%
International Seaways Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
International Seaways operates a fleet of crude oil and product tankers, carrying crude and refined petroleum products on the spot and time-charter markets. Its advantage is scale and a modern fleet in a sector where vessel supply is slow to expand, so earnings swing sharply with charter rates rather than with the company's own cost base. Revenue growth of 140.1% and an operating margin of 64.2% show how much of the recent tanker upcycle has reached the bottom line. The trailing P/E of 7.2 against a forward P/E of 15.1 implies the market expects earnings to normalise from this peak, which is the central question for the deeper look: how much of the current rate environment is durable. The name is unindexed at a $5.6B market cap, so the research burden is on us to form the view ourselves.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
moderate
Insider selling without buys
Insiders sold $3.15M across the last 10 disclosed transactions and bought nothing. Insiders hold 15.1% of the company, so the selling is worth tracking.
moderate
Price well above model fair value
The stock trades 61.2% above the model fair value of $68.74, and 14.2% above the ACCE price target of $97.00. Valuation support is thin at this price.
moderate
Earnings growth may not persist
Revenue grew 140.1% and earnings 373.1% year over year, far above the 14.9% five-year revenue CAGR. Such a spike may reflect a cyclical peak rather than a new run rate.
AI research notes
AI-assisted·How I use AIWritten Oct 22, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Revenue grew 140.1% year over year, far ahead of the 14.9% average annual growth over five years.
The company keeps 61.8 cents of every revenue dollar as profit, with a 37.4% return on equity and low debt at 0.29 times equity.
It beat earnings expectations by 11.9%, reporting 5.91 per share against 5.28 expected, and generated $38M of free cash flow over the last twelve months.
Why it could disappoint
The trailing P/E of 6.7x looks cheap, but the forward P/E of 15.1x shows earnings are expected to fall, which the market already prices in.
Free cash flow yield is only 0.7%, and the share price already implies 7.8% yearly cash flow growth for five years, well above what the company has delivered.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 5, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where INSW's valuation models land
Price
$110.78
Model fair value
$68.74
Model range
$47.67 to $109
Fair value $68.74
Price $111
The price is above the whole model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
Graham number
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
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