Critical Analysis: Cadeler A/S (NYSE:CDLR) vs. SFL (NYSE:SFL)

Cadeler A/S (NYSE:CDLR) and SFL (NYSE:SFL) are both transportation companies, but which is the better stock? We will compare the two companies based on the strength of their earnings, risk, valuation, profitability, institutional ownership, dividends and analyst recommendations.

Insider and Institutional Ownership

53.0% of Cadeler A/S shares are owned by institutional investors. Comparatively, 28.6% of SFL shares are owned by institutional investors. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Profitability

This table compares Cadeler A/S and SFL’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Cadeler A/S	N/A	N/A	N/A
SFL	15.17%	12.58%	3.49%

Analyst Ratings

This is a summary of recent ratings and recommmendations for Cadeler A/S and SFL, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Cadeler A/S	0	0	1	0	3.00
SFL	0	0	2	0	3.00

Cadeler A/S currently has a consensus target price of $37.00, suggesting a potential upside of 31.30%. SFL has a consensus target price of $16.00, suggesting a potential upside of 36.40%. Given SFL’s higher probable upside, analysts clearly believe SFL is more favorable than Cadeler A/S.

Earnings & Valuation

This table compares Cadeler A/S and SFL”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Cadeler A/S	$123.07 million	20.09	$12.44 million	N/A	N/A
SFL	$752.29 million	2.16	$83.94 million	$0.97	12.09

SFL has higher revenue and earnings than Cadeler A/S.

Summary

SFL beats Cadeler A/S on 7 of the 9 factors compared between the two stocks.

About Cadeler A/S

Cadeler A/S operates as an offshore wind farm transportation and installation contractor in Denmark. It also provides wind farm construction, maintenance, decommissioning, and other tasks within the offshore industry, as well as marine and engineering services. The company owns and operates four offshore jack-up windfarm installation vessels. Cadeler A/S was incorporated in 2008 and is headquartered in Copenhagen, Denmark.

About SFL

SFL Corporation Ltd., a maritime and offshore asset owning and chartering company, engages in the ownership, operation, and chartering out of vessels and offshore related assets on medium and long-term charters. The company operates in various sectors of the maritime, and shipping and offshore industries, including oil transportation, dry bulk shipments, chemical transportation, oil products transportation, container transportation, car transportation, and drilling rigs. As of December 31, 2023, the company owned seven crude oil carriers, six oil product tankers, 15 dry bulk carriers, 32 container vessels, one jack-up drilling rig, one ultra-deepwater drilling rig, and five car carriers. It primarily operates in Bermuda, Canada, Cyprus, Liberia, Namibia, Norway, Singapore, the United Kingdom, and the Marshall Islands. The company was formerly known as Ship Finance International Limited and changed its name to SFL Corporation Ltd. in September 2019. SFL Corporation Ltd. was founded in 2003 and is based in Hamilton, Bermuda.