International Seaways, Inc. (INSW)
NYSEEnergyMarine ShippingSnapshot 2026-10-29
$113.60+1.66%
Close 2026-10-29 · 1-day change
NYSEEnergyMarine ShippingSnapshot 2026-10-29
Research Workspace
Put INSW beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Energy is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 57% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskINSW's fleet renewal has to sustain strong tanker earnings through its heating market cycle. Revenue growth accelerated from 77% to 138% year over year, and Q2 FY2026 earnings beat consensus. INSW trades at 8× P/E versus a 22× peer median, despite expectations for more growth than we forecast. Reported profits are not well backed by cash. Our model puts the next-quarter miss probability near 17%. The peer gap leaves the multiple needing support from execution. Peer multiples imply a price about 5% below where it trades. Our read remains intact, and this read is provisional.
Trailing returns as of 2026-10-29. INSW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 6 analysts currently covering INSW (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare INSW with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| INSW Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Oil & Gas Storage & Transportation — fair value, gap to price, and forward P/E.
Compare the value case
Put INSW next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Fleet optimization and renewal program
Reported $370 million acquisition adds four VLCCs, advancing fleet renewal and expansion.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Return capital to shareholders via dividends
Record profit supports dividend return objective.
Analyst upgrades indicate positive sentiment and valuation support.
CEO selling stock may raise concerns about confidence.