Cadeler A/S vs ZIM INTEGRATED SHIPPING SERVICES LTD., two Marine Shipping stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Wind-turbine installation against deep-cyclical container liner shipping. Cadeler earns a 45.17% net margin, ZIM a slimmer 6.97% in what looks like a softer freight patch. Yet ZIM prices below the value of its own equity, 0.77 times book and 6.43 times earnings, while Cadeler trades at 4.54 times book and 24.32 times earnings. The cash flows run opposite: ZIM throws off an 18.64% free-cash-flow yield, Cadeler burns cash at negative 12.34% mid-newbuild. Both carry no debt. ZIM is the cheap, cash-rich name whose earnings can swing violently with box rates; Cadeler is the expensive growth buildout, priced for expansion where ZIM is priced for a freight downturn, and the two share little beyond the sea.
Comparison updated 2026-07-11.
| Metric | CDLR | ZIM |
|---|---|---|
| Price | $22.46 | $23.98 |
| Market cap | $7.9B | $2.9B |
| Sector | Marine Shipping | Marine Shipping |
| Stage | Growth | Mature |
| Implied growth (priced in) | +14.7% | — |
| P/E | 25.8 | 6.0 |
| P/B | 4.82 | 0.72 |
| P/S | 11.67 | 0.42 |
| EV/EBITDA | 22.1 | 0.8 |
| Revenue growth | +88.8% | +0.8% |
| Gross margin | 61.8% | 19.1% |
| Operating margin | 51.2% | 14.7% |
| Net margin | 45.2% | 7.0% |
| Return on equity | 18.6% | 12.0% |
| Return on assets | 8.2% | 4.4% |
| Return on invested capital | 20.6% | 18.4% |
| FCF yield | -11.6% | 79.6% |
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 1.11 | 1.23 |
| Altman Z (solvency) | 2.91 | 1.48 |
| Piotroski F (quality) | 8 / 9 | 4 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.