Danaos Corporation vs STMicroelectronics NV — how do they compare? Danaos Corporation trades at $135.01 (market cap $2.52B), while STMicroelectronics NV trades at $55.88 (market cap $49.31B). The key difference: STMicroelectronics NV is far larger — about 19.6× Danaos Corporation's market cap, and Danaos Corporation pays the higher dividend (2.6%). Which is the better fit depends on your goals.
| DAC | STM | |
|---|---|---|
Market Cap | $2.52B | $49.31B |
Sector | Technology | Financials |
52-Week High | $143.15 | $79.91 |
52-Week Low | $84.05 | $21.20 |
Enterprise Value | $2.50B | $47.30B |
Dividend Yield | 2.6% | 0.66% |
Signals from Pluang's Aura AI — not financial advice
Danaos Corporation (DAC) trades at $140.72, down 1.7% on the day, but maintains strong technical momentum with bullish moving averages and support at $139. The company demonstrates exceptional profitability with 51.26% net income margins and trades at attractive valuations including a P/E of 4.68 and P/B of 0.62. Recent earnings beats and a record $4.6 billion contracted revenue backlog highlight operational strength.
DAC presents compelling value with deep discount to book value and consistent earnings outperformance. Key risks include shipping industry cyclicality and capital expenditure requirements. Analyst sentiment is evenly split between Buy and Hold ratings, reflecting the stock's strong fundamentals against sector-specific headwinds.
STM trades at $56.10, up 5.29% with a bullish technical signal despite recent earnings misses. The stock shows mixed fundamentals with a high P/E of 110 but improving revenue outlook to $13.1B for 2026. Recent news highlights AI data center growth potential targeting $2B by 2027, though Q3 2026 revenue guidance missed estimates causing volatility.
Analyst consensus remains positive with $74.63 price target (51.72% buy ratings), but execution risks in AI expansion and margin pressure from Power & Discrete segments warrant caution. The stock offers growth exposure to semiconductor recovery with balanced risk-reward near current levels.
Trailing returns across standard periods
Latest headlines on both assets
Danaos is a leading international owner of containerships, providing seaborne transportation services globally. It charters its fleet of vessels to major shipping lines across Asia, Europe, and the Americas.
Read more on DAC →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →