Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
Costamare Inc(CMRE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CMRE
09/23/2026: CMRE (3-star) is currently NOT-A-BUY. Pass it for now.
Costamare Inc is a prominent independent owner and manager of containerships and dry bulk vessels, operating primarily as a charter provider to global liner companies. The company’s strength lies in its diversified fleet and long-term contracts, which provide stability to its cyclical business model. While it presents a compelling opportunity for investors seeking dividend income and exposure to global trade, it is sensitive to economic downturns and fluctuations in shipping rates. Risks include high capital intensity, potential vessel oversupply, and the necessity of managing stringent environmental regulations. Consequently, it may suit investors with a higher tolerance for volatility who prioritize dividend yields and cyclical commodity-linked growth.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company operates in a cyclical commodity-linked industry rather than high-growth technology or innovation sectors. |
| Momentum investor | Strong fit while signal remains positive | Shipping stocks often exhibit strong momentum during periods of rising freight rates and supply chain constraints. |
| Value investor | Strong fit | Costamare often trades at attractive multiples relative to the replacement value of its physical asset base. |
| Dividend investor | Strong fit | The company's commitment to returning capital via dividends makes it a suitable candidate for income portfolios. |
| Low-risk investor | Weak fit | High inherent price volatility and sensitivity to global macro cycles make this stock unsuitable for conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Shipping stocks are subject to extreme swings based on global freight indices. |
| Valuation risk | Medium | Asset-heavy companies can face valuation pressure if scrap values or charter rates decline. |
| Competition risk (shipping market) | Medium / high | Oversupply from competitors can suppress charter rates and affect profitability. |
| Business quality | Medium | The business relies on managing capital-intensive assets across volatile cycles. |
| Dividend income | Medium | Dividends are subject to the company's ability to maintain cash flow in a cyclical environment. |
| Execution risk | Medium | Efficient fleet maintenance and timely charter negotiations are critical to performance. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 122.68% | Avg. Invested days 98 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.77B USD | Price to earnings Ratio 5.54 | 1Y Target Price 20 |
Price to earnings Ratio 5.54 | 1Y Target Price 20 | ||
Volume (30-day avg) 365.9K shares | Beta 0.91 | 52 Weeks Range 10.48 - 17.79 | Updated Date 09/23/2026 |
52 Weeks Range 10.48 - 17.79 | Updated Date 09/23/2026 | ||
Dividends yield (FY) 3.16% | Basic EPS (TTM) 2.65 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Containership Chartering | Leasing container ships to global liners. | Income generated from long-term leases on cargo ships. |
| Dry Bulk Shipping | Transporting commodities like iron ore and grain. | Revenue from hauling essential global raw materials. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 5.54 | Forward PE 15.06 | Enterprise Value 2.87B | Price to Sales(TTM) 2.07 |
Enterprise Value 2.87B | Price to Sales(TTM) 2.07 | ||
Enterprise Value to Revenue 3.35 | Enterprise Value to EBITDA 5.17 | Shares Outstanding 120.89M | Shares Floating 46.51M |
Shares Outstanding 120.89M | Shares Floating 46.51M | ||
Percent Insiders 61.52 | Percent Institutions 34.39 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Costamare Inc
Exchange NYSE | Headquarters - | ||
IPO Launch date 2010-11-04 | Chairman & CEO Mr. Konstantinos V. Konstantakopoulos | ||
Sector Industrials | Industry Marine Shipping | Full time employees 1880 | Website https://www.costamare.com |
Full time employees 1880 | Website https://www.costamare.com | ||
Costamare Inc. owns and operates containerships and dry bulk vessels worldwide. Its containerships are chartered to liner companies providing transportation of cargoes. The company also charters dry bulk vessels to various customers providing worldwide transportation for dry bulk cargoes. As of February 24, 2026, it had a fleet of fleet of 79 containerships and 38 dry bulk vessels. The company was founded in 1974 and is based in Monaco.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.