Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a loss-making company: Analyst consensus.
ACCE opinionSEACOR Marine Holdings Inc. Common Stock (SMHI)
Fair value (2 models)
Not available
ACCE price target
$8.70
Rating
Not rated
Horizon
12 months
ACCE price target published on 15 Oct 2026, 00:00 CEST.
Price used: $8.63 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus.
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
ACCE score
39
out of 100
Analysts
100% buy
1 covering
P/E
0.0x
forward 0.0x
1-year return
+35.1%
Dividend yield
0.00%
SEACOR Marine Holdings Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
SEACOR Marine operates a fleet of offshore support vessels, including crew boats and platform supply vessels, that serve oil and gas platforms and offshore wind developers, mostly in the Gulf of Mexico and international markets. The company has no moat to speak of: its vessels are largely commodity assets, and day rates and utilization track the offshore drilling cycle, which is why revenue fell 10.2% and the operating margin sits at -28.2%. The near-term case rests on fleet utilization recovering and on the offshore wind service work the company has been pursuing, but the data here gives no contract backlog or utilization figures to confirm either. At a $219M market cap with negative returns on equity and no index membership, the stock is cheap only if the cycle turns, and the 40/100 score says the current numbers don't yet support a deeper look without evidence of margin repair.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Operating losses and cash burn
Operating margin is -28.2% and free cash flow is $-17.6M, so the business is losing money at the operating line and consuming cash. Net margin is -8.6% with ROE at -7.0%.
high
Revenue shrinking with leverage
Revenue is down 10.2% year over year while debt/equity sits at 1.27. Shrinking sales alongside negative free cash flow leaves less room to service that debt.
moderate
Insider selling, no buying
Last 10 disclosed insider trades total $0.41M in sales and $0.00M in buys. Insiders own 21.0% of shares, so the lack of buying is worth noting.
AI research notes
AI-assisted·How I use AIWritten Oct 18, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Analysts' mean price target is $11.00, which is +34.0% above the current share price of $8.63.
The latest quarter beat expectations, with earnings per share of 0.12 against an expected -1.24, a +109.7% surprise.
Revenue has grown 9.9% per year on average over five years, and the share count fell 5.2% in the last fiscal year.
Why it could disappoint
Revenue fell 10.2% year over year, and the company is losing money at a net margin of -8.6%.
Free cash flow over the last twelve months was -$18M, a free cash flow yield of -7.9%.
Debt is 1.27 times equity, and return on invested capital is -3.8%, so the business is not earning back its capital.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 4, 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 SMHI's valuation models land
Price
$8.63
Model fair valueConfidence: low
about $11.00
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Fair value
Upside
Analyst consensus
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Quality
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