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    Is Fearnley’s Bond Endorsement Reframing SFL’s (SFL) Story Around Cash Flow Durability Over Growth?

    Simply Wall St·01/07/2026 16:23:35
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    • In recent days, Fearnley Securities highlighted SFL Corporation’s bonds among its top picks, citing the company’s diversified exposure, solid charter backlog, and perceived credit strength.
    • At the same time, SFL is drawing fresh interest from income-focused investors who value its long-term charter contracts, recurring cash flows, and emphasis on operational resilience over rapid growth.
    • Next, we’ll examine how this renewed focus on SFL’s long-term cash flow stability and credit profile could influence its investment narrative.

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    SFL Investment Narrative Recap

    To own SFL, you need to believe its long term charter contracts and diversified fleet can support dependable cash flows despite sector and environmental headwinds. Fearnley Securities’ focus on SFL’s bonds underlines the company’s credit profile, but does not materially change the near term tension between maintaining a high dividend and managing sizable capex and interest obligations, which remains a key short term risk.

    The most relevant recent announcement here is SFL’s Q3 2025 earnings, which showed revenue of US$178.21 million and net income of US$8.63 million. Those results, alongside ongoing dividends and buybacks, feed directly into how investors assess the sustainability of SFL’s income stream against its backlog concentration in container vessels and exposure to oil and gas assets.

    Yet behind the appeal of long term contracts and recurring cash flows, investors should also be aware of...

    Read the full narrative on SFL (it's free!)

    SFL's narrative projects $742.1 million revenue and $132.0 million earnings by 2028.

    Uncover how SFL's forecasts yield a $9.42 fair value, a 17% upside to its current price.

    Exploring Other Perspectives

    SFL 1-Year Stock Price Chart
    SFL 1-Year Stock Price Chart

    Five Simply Wall St Community fair value estimates for SFL range from US$2.59 to US$9.43, showing how far apart individual views can be. When you set these against SFL’s dependence on container backlog and capital intensive assets, it underlines why many market participants weigh several risk and cash flow scenarios before forming a view on the stock.

    Explore 5 other fair value estimates on SFL - why the stock might be worth as much as 17% more than the current price!

    Build Your Own SFL Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your SFL research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
    • Our free SFL research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate SFL's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.