Danaos (DAC) Raised to Strong Buy on Solid Growth Outlook

Zacks

On Dec 26, Zacks Investment Research upgraded Danaos Corporation (DAC) by a notch to a Zacks Rank #1 (Strong Buy).

Why the Upgrade?

Ever since the Piraeus, Greece-based company announced robust third-quarter 2014 earnings on Oct 29, shares have jumped about 7% driven by positive estimate revisions. Incidentally, Danaos has delivered positive earnings surprises in three of the last four quarters, with an average beat of 6.68%.

In the third quarter, Danaos posted adjusted earnings of 16 cents per share, ahead of the Zacks Consensus Estimate of 12 cents. Notably, the company's strength is evident in multiple areas, such as a solid stock price performance, an impressive track-record of EPS growth and a compelling improvement in net income.

We are also impressed by Danaos’ efforts on executing its fleet renewal program. On Oct 14, the company announced that it has entered into an agreement for the purchase of two 6,402 TEU containership vessels built in 2002. Danaos expects to take delivery of the vessels by the end of this year.

Also, upward estimate revisions lend optimism to the stock’s prospects. The Zacks Consensus Estimate for 2014 and 2015 moved north by 6.7% and 5.1% to 48 cents and 82 cents, respectively, over the last 60 days. On a year-over-year basis, EPS is expected to surge by about 70.8% in 2015.

Going forward, we believe Danaos’ efforts to de-lever its balance sheet, efficient management of its fleet and relentless focus to capitalize on the strength of its business model will consistently boost the company’s earnings potential and capital position.

Other Stocks to Consider

Investors interested in the shipping industry may also consider stocks like Rand Logistics, Inc. (RLOG), Dorian LPG Ltd. (LPG) and Frontline Ltd. (FRO). While Rand Logistics sports a Zacks Rank #1, Dorian LPG and Frontline carry a Zacks Rank #2 (Buy).

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