INSW

International Seaways, Inc.

$104.83

-4.69% 2026-10-19

EnergyS&P 600

1M 3M 6M 1Y 2Y

INSWSPY

-15.6%

-5.7%

+24.6%

+50.5%

YTD

+147.5%

+165.1%

Grades vs sector

Momentum

100th pct in sector

A+

12-1 return: +150.7%
Percentile within its GICS sector across the S&P 1500.

Growth

99th pct in sector

A+

Revenue growth (YoY): +140.1%
Percentile within its GICS sector across the S&P 1500.

Value

54th pct in sector

C+

Forward E/P: 6.8% · EBITDA/EV: 14.2%
Percentile within its GICS sector across the S&P 1500.

Profitability

97th pct in sector

A+

Profit margin: +61.8% · Return on equity: +37.4%
Percentile within its GICS sector across the S&P 1500.

Revisions

no data

–

EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Held by 1 of 3 live models: Momentum Blend.

Momentum Blend

3.6% of the book · Core sleeve

Held Momentum Top 15

not ranked (outside this model's universe or screens)

Quality Growth

not ranked (outside this model's universe or screens)

Why it's in Momentum Blend

In the Core sleeve: one of the steadiest 12-month uptrends in its universe (the model's smooth-trend momentum score).

What would knock it out: Re-checked at each monthly rebalance (next Oct 30); leaves if it no longer makes the Core selection. The latest preview keeps it.

Key stats

Market cap$5.2B

P/E (trailing)6.7

P/E (forward)14.1

52-week range44.84 – 126.27

Revenue growth (YoY, latest qtr)+140.1%

Dividend yield7.44%

Analyst consensusStrong Buy (6)

Mean price target$119.83 (+14%)

Valuation & fundamentals

Bottom line

Leans undervalued

Model read-out from the numbers below, not advice. Score +2 (DCF counts double).

▲DCF (base case)above the price by 163%

•Forward P/E vs sector14.1x vs median 13.6x

•Piotroski F-score6/9

▲Altman Z6.0 (safe)

▲Net debt / EBITDA0.2x

•Analyst target+14% (6 analysts)

Discounted cash flow

CyclicalValued on average-cycle margins

Bear

$118

+12%

growth 18% · disc. 10.2% · term. 2.0%

Base

$275

+163%

growth 30% · disc. 9.2% · term. 2.5%

Bull

$530

+406%

growth 38% · disc. 8.2% · term. 3.0%

Starting cash flow is mid-cycle: 16.6% average margin × current revenue = 0.2B (last 12 months: 0.5B at a 38% margin). On trailing cash flow the base case would be $645.

Reverse DCFfor context, not a signal

Today's price assumes free cash flow grows about 10% a year for 10 years.

Implied

+10%/yr

FCF, last 3 yrs

+10%/yr

FCF, last 5 yrs

+12%/yr

Revenue, last 3 yrs

-1%/yr

Revenue, last 5 yrs

+15%/yr

Same inputs as the DCF above: mid-cycle free cash flow 0.2B, 9.2% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.

Edit assumptions · recalculates instantly

Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta -0.10 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Energy

P/E (trailing)

sector median 17.7× · 6th pct

6.7×
cheaper

Forward P/E

sector median 13.6× · 54th pct

14.1×
pricier

EV / EBITDA

sector median 8.1× · 23rd pct

5.6×
cheaper

Price / sales

sector median 2.2× · 82nd pct

4.1×
pricier

Price / book

sector median 1.9× · 60th pct

2.3×
pricier

FCF yield

sector median 7.7% · 61st pct

9.3%
cheaper

Forward EPS $7.46 vs trailing $15.64 (-52% expected growth). Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin

–

Operating margin

64.2%

FCF margin

38.4%

Net margin

62.0%

Return on equity

34.4%

Return on invested capital

32.3%

Net debt / EBITDA

0.2×

Current ratio

5.9×

Interest cover

19.7×

Cash conversion (OCF/NI)

0.8×

Piotroski F-score 6/9 · last two fiscal years

✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✓ Current ratio improved✓ No share dilution✗ Gross margin improved✗ Asset turnover improved

Altman Z-score 6.0 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.

Analysts

Mean target

$120

+14%

Analysts

Strong Buy

Range

$88–$140

low – high

● price · ◆ mean target

Annual history

FY	Revenue	Net income	Free cash flow
2025	$843.3M	$309.3M	$380.1M
2024	$951.6M	$416.7M	$547.1M
2023	$1.1B	$556.4M	$688.4M
2022	$864.7M	$387.9M	$287.8M
2021	$272.5M	$-133.5M	$-76.2M
2020	$421.6M	$-5.5M	$216.1M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR -0.8%.

Earnings

Next report: 2026-11-05 · before open · EPS est 3.15

EstimateActual (beat)Actual (miss)

Report	EPS est	Actual	Surprise
2026-08-10	5.27	5.91	+12.0%
2026-05-07	2.72	3.90	+43.6%
2026-02-26	1.97	2.45	+24.3%
2025-11-06	0.94	1.15	+22.3%
2025-08-06	0.90	1.02	+13.1%
2025-05-08	0.64	0.80	+24.5%
2025-02-27	0.90	0.90	-0.4%
2024-11-07	1.63	1.57	-3.9%

Quarterly revenue

Quarter	Revenue	YoY
2026-06-30	$467.3M	+138.8%
2026-03-31	$325.5M	–
2025-12-31	$267.9M	–
2025-09-30	$196.4M	–
2025-06-30	$195.6M	–

Analyst actions

B. Riley Securities

2026-10-05 · main

Buy → Buy
PT $140

BTIG

2026-09-18 · main

Buy → Buy
PT $130

Jefferies

2026-08-13 · main

Buy → Buy
PT $108

BTIG

2026-06-24 · main

Buy → Buy
PT $100

Jefferies

2026-04-24 · init

→ Buy
PT $90

BTIG

2026-04-22 · main

Buy → Buy
PT $90

Recent dividends

2026-09-10: $5.050 · 2026-06-12: $4.550 · 2026-03-20: $2.150 · 2025-12-09: $0.860 · 2025-09-10: $0.770 · 2025-06-12: $0.600 · 2025-03-14: $0.700 · 2024-12-13: $1.200

Insider trades

Zabrocky Lois K

Director, President & CEO · 2026-10-15

SELL
$228.5K

Famatown Finance Ltd

10% owner · 2026-10-08

SELL
$23.7K

Famatown Finance Ltd

10% owner · 2026-10-07

SELL
$7.2M

Famatown Finance Ltd

10% owner · 2026-10-06

SELL
$7.8M

Famatown Finance Ltd

10% owner · 2026-10-05

SELL
$11.5M

Famatown Finance Ltd

10% owner · 2026-09-22

SELL
$11.4M

Famatown Finance Ltd

10% owner · 2026-09-21

SELL
$11.1M

Famatown Finance Ltd

10% owner · 2026-09-18

SELL
$1.7M

Zabrocky Lois K

Director, President & CEO · 2026-09-15

SELL
$216.0K

Zabrocky Lois K

Director, President & CEO · 2026-08-17

SELL
$196.9K

Famatown Finance Ltd

10% owner · 2026-07-22

SELL
$9.5M

Famatown Finance Ltd

10% owner · 2026-05-11

SELL
$4.2M

News

Is International Seaways (INSW) Still Worth A Look As Its Bruton Deal Tests Valuation?

Simply Wall St. · Oct 17

International Seaways (INSW) Agrees $370 Million Deal That Adds Four VLCCs

Simply Wall St. · Oct 17

Corebridge and 4 More Stocks See Action From Activist Investors

Barrons.com · Oct 16

Canadian Pacific's Holiday Train to Make 182 Stops Across North America

Zacks · Oct 16

International Seaways Reports Preliminary Q3 Net Income, Revenue; Plans Acquisition of Bruton

MT Newswires · Oct 16

International Seaways Expands VLCC Fleet Through Strategic Combination with Bruton Limited.

Business Wire · Oct 16

International Seaways to Announce Third Quarter 2026 Results on November 5, 2026

Business Wire · Oct 15

Here's Why Investors Should Bet on International Seaways Stock Now

Zacks · Oct 13

Stats refreshed 2026-10-19 17:47:10 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Coteau Systematic StrategiesSystematic equity research and model portfolios.
Coteau Systematic Strategies publishes research, model portfolios and tools. It does not manage money or offer investment advice. Model results are hypothetical. Data: Yahoo Finance (delayed), SEC EDGAR.

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