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SFL

SFL Corporation Ltd

SFL

NYSE·Industrials·Marine Shipping·Mkt cap $1.7B

$12.86

+1.90%

P/E

26.79

Mkt Cap

$1.7B

52-Wk Range

$6.73–$12.94

52-Week Range

$6.73 - $12.94

P/E

26.79

Fwd P/E

24.73

Beta

0.44

Div Yield

6.38%

Avg Vol

1.4M

Shares Out

132.8M

Mkt Cap

$1.7B

Price action

Price chart

Up 55.7% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Diversified fleet across multiple shipping sectors reduces concentration risk
  • Long-term charter contracts provide stable, predictable revenue streams
  • Asset-light ownership model minimizes operational complexity and capital requirements
  • Global operational presence across key maritime hubs and jurisdictions
  • Established relationships with major shipping operators and charterers

Bear Case

2 risks

  • Low volatility (beta 0.4).
  • Extreme premium - high expectations embedded

Growth

Stable outlook

Recovery in global trade and shipping demand post-pandemic

Value

Extreme premium - high expectations embedded

Momentum

Strong

+16.9% over 3m

Quality

Stable

Strong fundamentals

Dividend

High yield

6.38% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 10, 2026

Q3 26 RECAP

AUG 26, 2026

Reported EPS of $0.23 vs $0.14 consensus (+64.3% surprise). Revenue of $200.8M vs $179.7M expected (+11.8%). Beat on both top and bottom lines.

EPS beat +64.3%
Rev beat +11.8%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+64.3%

Revenue trend · last 8Q

+7%

-18%

+1%

-31%

-24%

-6%

+6%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$252.7M

$225.0M

$185.3M

$188.5M

$175.2M

$170.7M

$174.5M

$200.8M

Margins · last 8Q

Gross

Operating

Profit

16.8%

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

Latest: BTIG · May 12, 2026

vs Industry

How SFL stacks vs Marine Shipping

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.