SFL Corporation Ltd. SFL

12.78 (0.20) (1.54%) as of 25 Sep
Market cap
$2.0B
P/E
26.6×

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 17.34%

Capital & Financial Ratios

Market Cap 1,950.00
Revenue 728.96
Net Income 63.85
Free Cash Flow 455.51
Net Debt 2,266.30
Current Ratio 0.38
Debt/Equity 2.30
P/E ratio 26.63
P/S ratio 2.36
P/B ratio 1.66
Past 5Y EPS Growth 3.93%
This Y EPS Growth 408.36%
Next Y EPS Growth 74.52%
Next 5Y EPS Growth 123.92%
in millions of $

Dividends

Payout Ratio 1.02
Annual Dividend Rate 0.96
Annual Dividend Yield 8.19%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.88
0.20
0.22
0.22
2025 0.94
0.27
0.27
0.20
0.20
2024 1.07
0.26
0.27
0.27
0.27
2023 0.97
0.24
0.24
0.24
0.25
2022 0.88
0.20
0.22
0.23
0.23
2021 0.63
0.15
0.15
0.15
0.18
2020 1.00
0.35
0.25
0.25
0.15
2019 1.40
0.35
0.35
0.35
0.35
2018 1.40
0.35
0.35
0.35
0.35
2017 2.05
0.45
0.45
0.45
0.35
0.35
2016 1.80
0.45
0.45
0.45
0.45
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 175 138 155 118
Receivables 45 42 19 36
Inventory 12 17 14 —
Other 50 101 53 98
298 316 259 251
2023 2024 2025 Q'26
Payables 33 36 9 1
ST’ Debt 433 689 606 576
Other 45 52 44 85
969 828 710 661
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 6.07% 9.25% 3.02%
Cash Flow 0.33% (0.68%) (9.05%)
Earnings 0.00% 0.00% 0.00%
Book Value (2.53%) 3.85% (4.15%)

Revenue

Mar Jun Sep Dec Year
’26 174 201 — — —
’25 187 193 178 176 733
’24 229 191 255 229 904
’23 173 165 205 210 752
’22 152 153 167 198 670
’21 109 117 135 152 513
’20 122 118 116 115 471
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 34 88 — — —
’25 79 70 67 52 267
’24 63 124 81 102 370
’23 81 150 31 81 343
’22 82 85 80 109 355
’21 63 62 77 91 294
’20 73 122 72 82 276
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 75 72 — — —
’25 59 88 212 97 455
’24 (15) 2 (225) (14) (252)
’23 101 99 18 17 235
’22 (105) 160 (99) (120) (164)
’21 55 46 (248) 43 (104)
’20 84 117 181 82 432
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.20 0.25 — — —
’25 (0.24) 0.01 0.07 (0.04) (0.20)
’24 0.36 0.16 0.34 0.15 1.01
’23 0.05 0.13 0.23 0.25 0.67
’22 0.37 0.45 0.39 0.38 1.60
’21 0.27 0.15 0.26 0.63 1.35
’20 (0.81) 0.11 0.15 (1.49) (2.06)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
9.83 12.30 10.50 10.31 5.85 6.26 7.64 8.43 9.64 6.73

Analyst estimates 2026–2028

Powerpack
Low Price
16.44 16.10 15.98 15.10 14.80 9.17 11.60 11.75 14.62 11.14
High Price
9 11 11 11 14 18 19 21 24 24
Employees
46 35 38 42 34 29 35 36 38 31
Revenue/Emp
413 381 419 459 471 513 670 752 904 733
Revenue
67.06% 65.40% 69.30% 70.70% 66.96% 69.47% 69.40% 60.95% 62.04% 58.83%
Gross Margin
146 101 74 89 (224) 164 203 87 141 (25)
EBT
35.45% 26.57% 17.58% 19.43% (47.64%) 32.01% 30.25% 11.60% 15.62% (3.35%)
EBT Margin
146 101 74 89 (224) 164 203 84 131 (26)
Net Income
104 96 114 124 120 145 195 222 247 243
Depreciation
4.42 3.98 3.95 4.26 4.32 4.20 5.29 5.96 6.99 5.51
Revenue/Sh
1.57 1.06 0.70 0.83 (2.06) 1.35 1.60 0.67 1.01 (0.20)
Earnings/Sh
2.46 1.86 1.90 2.32 2.54 2.40 2.80 2.72 2.86 2.01
Cash Flow/Sh
(1.70) (0.07) (9.37) (0.37) 1.43 (3.26) (4.09) (0.86) (4.81) 1.41
Capex/Sh
0.76 1.79 (7.47) 1.96 3.97 (0.85) (1.29) 1.86 (1.95) 3.42
Free CF/Sh
12.13 12.50 11.14 10.28 7.30 8.04 8.61 8.23 8.72 7.22
Book Value/Sh
93 96 106 108 109 122 127 126 129 133
Shares
9.49 14.49 15.04 17.95 0.00 6.17 5.69 17.23 10.12 0.00
PE Ratio
3.40 3.93 2.66 3.41 1.48 1.94 1.71 1.91 1.46 1.42
PS Ratio
1.24 1.25 0.95 1.41 0.88 1.01 1.05 1.38 1.17 1.08
PB Ratio
6.72 7.83 8.00 8.60 5.54 6.20 5.33 4.53 4.45 4.71
EV/Sales
39.06 17.46 (4.24) (30.91) 5.99 (30.56) (21.76) 14.51 (15.95) 7.58
EV/FCF
230 178 201 250 276 294 355 343 370 267
Op' Cash Flow
(159) (7) (992) (39) 156 (398) (519) (108) (622) 188
Capex
71 171 (791) 210 432 (104) (164) 235 (252) 455
FCF
39 (26) 9 25 (220) (150) (760) (671) (512) (451)
Working Cap'
1,553 1,735 2,541 2,646 2,173 2,362 2,620 2,147 2,839 2,566
Total Debt
1,372 1,488 2,236 2,368 1,920 2,187 2,423 1,972 2,701 2,412
Net Debt
1,134 1,195 1,180 1,106 796 982 1,091 1,039 1,128 961
Sh' Equity
4.90% 3.40% 2.14% 2.30% (6.43%) 5.02% 5.54% 2.21% 3.33% (0.68%)
ROA
4.19% 3.60% 2.15% 2.48% (3.18%) 4.79% 4.90% 4.99% 5.01% 2.53%
ROIC
12.32% 8.69% 6.20% 7.80% (23.60%) 18.49% 19.56% 7.88% 12.05% (2.53%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

SFL Corporation Ltd. (SFL) key facts

  • SFL Corporation Ltd. (SFL) is a Marine Shipping company in the Industrials sector, listed on the New York Stock Exchange.
  • SFL Corporation Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $733.0 million, down 18.9% from fiscal 2024.
  • SFL Corporation Ltd. reported a net loss of $26.4 million, or a loss of $0.20 per share, for fiscal 2025.
  • As of September 25, 2026, SFL traded at $12.78, a market capitalization of $2.0 billion.
  • At that price the stock trades at 26.6× trailing-twelve-month earnings and 2.4× sales.
  • SFL Corporation Ltd. pays an annual dividend of $0.96 per share, a yield of 8.19%, with a payout ratio of 102.2%.
  • Return on equity was −2.53% and debt-to-equity 2.30.

Source: company filings (standardised) and stockrow calculations.

SFL Corporation Ltd. (SFL) Latest News

News by impact score

Fine-tune

23 Sep

4

SFL Corporation Ltd. extended its relationship with Hapag-Lloyd by signing seven-year charter extensions for six 15,400 TEU vessels, adding about US$750 million to its fixed-rate backlog and lifting contracted revenue to roughly US$4.6 billion. The move coincides with mixed near-term price action: 7-day share return down 5.85%, but 30-day and 90-day returns up 3.75% and 18.44%, and year-to-date gain of 61.22% (1-year TSR 76.01%), signaling building momentum. The article notes a popular narrative of about 3% undervaluation, with a fair value of US$13.17 versus a last close around US$12.72. SFL’s strategy of modern, fuel-efficient, LNG-capable vessels, fleet renewal, and aging-asset divestments lowers costs and supports higher utilization and longer cash flows. Key risks include container demand and oil-linked assets; valuation at 27.6x P/E may be rich versus peers, highlighting valuation risk if sentiment cools. Backlog growth and fleet renewal improve revenue visibility and margins, supporting a substantial impact on future performance.

14 Sep

4

SFL Corporation Ltd. secured a $750 million contract with Hapag-Lloyd for vessel charters. The agreement raises the company's total backlog to $4.6 billion. The $750 million Hapag-Lloyd contract lifts SFL backlog to $4.6 billion and locks in multi-year revenue.

11 Sep

4

SFL extended charters for six 15,400 TEU vessels, adding $750 million to its backlog. Charter extensions for six large vessels add substantial secured revenue, strengthening SFL's financial position and market outlook.

28 Aug

4

SFL Corporation posts record quarterly results driven by surging tanker rates. Record earnings from core tanker operations strengthen SFL financial position and market trajectory.

26 Aug

3 transcript

SFL Corporation Ltd. held its Q2 2026 earnings call to review financial results and business operations. Earnings call releases key financial metrics that may shift near-term investor views on operations.

3

SFL Corporation Ltd. held its Q2 2026 earnings call, covering financial performance, operational updates and forward outlook for the shipping company. Q2 2026 earnings figures and guidance can shift near-term investor sentiment and stock valuation for SFL.

3 transcript

SFL Corporation Ltd. discussed Q2 financial results, fleet utilization, charter rates and dividend outlook during its earnings call. Q2 earnings updates on operations and guidance can shift near-term investor sentiment and valuation.

3

SFL Corporation Ltd. released second quarter 2026 financial results. Quarterly earnings provide key financial data that can shift short-term market views on SFL performance.

15 May

4

SFL Corporation Ltd. evaluates a new US$170m rig deal while assessing risks to dividend payouts and existing debt levels. A US$170m rig deal represents a major capital expenditure that could alter SFL's debt profile and dividend capacity.

4

SFL Corporation Ltd. released highlights from its Q1 earnings call, covering financial results, operational updates, and future outlook. Q1 earnings call highlights detail financial performance and strategic guidance, poised to significantly sway investor sentiment and stock trajectory.

14 May

3 transcript

SFL Corporation Ltd. held its Q1 2026 earnings call detailing quarterly financial results and operations. Quarterly earnings calls provide financial updates that moderately shape near-term market views.

12 May

4

SFL Corporation Ltd. released First Quarter 2026 results, detailing financial performance for the period. Quarterly earnings results significantly impact SFL's financial trajectory and investor sentiment.

29 Apr

4

SFL Corporation Ltd. successfully placed a senior unsecured sustainability-linked bond tap issue. Successful bond placement secures additional low-cost capital, bolstering SFL's financial position and enabling growth in its shipping asset portfolio.

25 Mar

3

Analysts rank SFL Corporation Ltd. (SFL) among the best shipping stocks to buy due to strong fundamentals and favorable market outlook. Analyst endorsement as a top shipping stock buy moderately boosts investor sentiment and market positioning without fundamental changes.

9 Mar

3

SFL Corporation Ltd. reported stable results and a strong revenue backlog. Stable results maintain financial steadiness while strong backlog ensures future revenue visibility.

6 Mar

4

SFL Corporation Ltd. announces a $170 million bareboat charter contract for its semi-submersible rig Hercules with an undisclosed customer, effective immediately and running for three years with options for extension. $170 million contract adds significant revenue backlog and bolsters SFL's position in the offshore drilling market.

16 Feb

4

SFL Corporation Ltd. made a massive bet on supertankers through aggressive vessel acquisitions, tightening supply and sending shockwaves through the oil market amid soaring freight rates from geopolitical disruptions. Aggressive supertanker investments capitalize on elevated rates and market tightness, significantly boosting SFL's revenue potential and competitive edge.

13 Feb

3

SFL Corporation Ltd. reported an earnings loss, ending its dividend streak, which raised concerns among investors. However, the company maintains a strong charter backlog, indicating potential for future revenue generation. Analysts are assessing the implications of these developments on SFL's valuation and market position. The earnings loss and dividend cut may affect investor sentiment, but the strong charter backlog provides a counterbalance.

12 Feb

4

SFL Corporation Ltd. reported its Q4 earnings, showcasing a notable increase in revenue and net income compared to the previous quarter. The company highlighted strong demand for its services and a strategic focus on expanding its fleet. Management expressed optimism about future growth prospects, citing favorable market conditions and ongoing contracts. The earnings report reflects SFL's resilience in a competitive landscape, positioning it well for upcoming opportunities. The earnings report indicates significant growth and strategic positioning that could alter the company's trajectory.

4

SFL Corporation Ltd. released Q4 2025 earnings call summary highlighting financial results, dividends, fleet updates, and 2026 outlook with strong backlog and revenue guidance. Q4 earnings summary discloses financial performance, dividends, and forward guidance directly influencing investor sentiment and stock trajectory.

11 Feb

4 transcript

SFL Corporation Ltd. reported its Q4 earnings, highlighting strong financial performance driven by increased demand for its fleet and strategic asset acquisitions. The company emphasized its commitment to sustainability and expanding its operations in the renewable energy sector. Management provided insights into future growth opportunities and outlined plans for further investments in modernizing its fleet. Overall, the earnings call reflected a positive outlook for SFL, with expectations of continued profitability and market expansion. Significant strategic moves and a focus on sustainability are likely to alter the company's trajectory and investor sentiment.

4

SFL Corporation Ltd. reported strong revenue growth in Q4 2025, driven by strategic fleet management and operational efficiencies. The company highlighted its commitment to expanding its fleet and enhancing service offerings, positioning itself favorably in the competitive maritime sector. Key financial metrics showed significant improvement, reflecting robust demand and effective cost control measures. Management expressed optimism about future market conditions and ongoing strategic initiatives aimed at sustaining growth. Strong revenue growth and strategic fleet management are likely to significantly impact future performance and investor sentiment.

4

SFL Corporation Ltd. reported its fourth quarter 2025 results, highlighting significant revenue growth and improved profitability compared to the previous year. The company attributed this success to increased demand for its shipping services and effective cost management strategies. Additionally, SFL announced plans for fleet expansion and investment in new technologies to enhance operational efficiency. The results reflect a positive outlook for the company amidst a recovering market. Significant revenue growth and fleet expansion plans indicate a strong strategic direction that could enhance future performance.

4 Feb

3

SFL Corporation Ltd. (SFL) has announced an invitation for a presentation regarding its Q4 2025 results. The presentation is scheduled to take place on a specified date and will provide insights into the company's financial performance and strategic outlook. Stakeholders and interested parties are encouraged to attend to gain a better understanding of SFL's operations and future direction. The presentation of Q4 results is expected to provide moderate insights into SFL's financial performance and strategic direction.

29 Jan

3

SFL Corporation Ltd. (SFL) is undergoing a fair value estimation process, focusing on its financial metrics and market position. Analysts are evaluating the company's performance in the shipping and offshore sectors, considering factors such as fleet utilization, charter rates, and market demand. The analysis aims to provide insights into SFL's valuation relative to its peers and the broader market, highlighting potential investment opportunities and risks associated with the company's operations. Moderate influence on financial performance and market sentiment is expected due to ongoing evaluations of the company's valuation and market conditions.

2 Jan

3

SFL Corporation Ltd. (NYSE:SFL) has attracted attention from institutional investors due to its 42% ownership stake. This significant level of institutional interest may indicate confidence in the company's future performance and stability, potentially influencing market sentiment and investment strategies surrounding SFL. Institutional interest suggests a moderately noticeable influence on market sentiment and investor confidence.

19 Dec

4

SFL Corporation Ltd. has announced the sale of two Suezmax tankers and the termination of their charters. This decision is part of the company's strategy to optimize its fleet and enhance operational efficiency. The sale is expected to positively impact SFL's financial position and align with its long-term goals. The sale of tankers and termination of charters represents a significant strategic move that could enhance financial performance and operational efficiency.

3

SFL Corporation Ltd. (SFL) has announced the sale of two Suezmax tankers and the termination of their charters. The sale is part of a strategic move to optimize the company's fleet and financial position. The transaction is expected to enhance SFL's liquidity and allow for reinvestment in more profitable opportunities. The sale and charter termination may moderately influence SFL's financial performance and operational strategy.

6 Dec

4

SFL Corporation Ltd. reported strong Q3 results, showcasing robust financial performance and strategic capital moves. The company is focusing on enhancing its fleet and expanding its market presence, which is expected to positively influence its future growth. Analysts are optimistic about SFL's ability to navigate market challenges and capitalize on emerging opportunities, reinforcing its competitive positioning in the shipping industry. Strong Q3 results and strategic capital moves are likely to significantly impact SFL's future performance and investor sentiment.

3 Dec

4

SFL Corporation Ltd. (SFL) has raised US$81 million through an equity offering and a Dividend Reinvestment Plan (DRIP). This capital infusion is expected to enhance the company's financial flexibility and support its growth initiatives. Investors may respond positively to this move, as it indicates SFL's commitment to strengthening its balance sheet and pursuing strategic opportunities. The equity offering significantly enhances SFL's financial position, enabling strategic growth and potentially altering investor sentiment.

stockrow.com/SFL · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com