A Look At Capital Clean Energy Carriers (CCEC) Valuation After Delivery Of Its New LCO2 And Multi Gas Carrier

Capital Clean Energy Carriers (CCEC) has attracted fresh investor attention after taking delivery of the Active, a 22,000 cbm low-pressure liquid CO2 and multi gas carrier tailored for emerging CCUS-related transport demand.

See our latest analysis for Capital Clean Energy Carriers.

That delivery news lands after a mixed stretch for the stock, with a 1-day share price return of 1.35% and 7-day share price return of 4.53%, alongside a 1-year total shareholder return of 14.43%. This suggests momentum has recently picked up after a softer quarter.

If this kind of energy transition story has your attention, it could be a good moment to widen your search and check out fast growing stocks with high insider ownership.

With CCEC trading at $21.02 compared with an analyst price target of $25.80 and a mixed recent return pattern, is the stock still trading at a discount, or is the market already pricing in future growth?

Most Popular Narrative: 18.5% Undervalued

At a last close of $21.02 versus a narrative fair value of $25.80, the story is centered on long contracts and specialized clean energy tonnage.

The company's first-mover advantage in specialized LCO2 and multi-gas carriers, together with limited global shipyard capacity for these complex vessels, is likely to support higher fleet utilization and premium rates in these market segments, driving incremental revenue and EBITDA growth as new vessels are delivered from 2026 onward.

Read the complete narrative.

Curious what earnings profile has to sit behind that premium clean shipping story, and how revenue growth, margins and future multiples are stitched together? The full narrative spells out the numbers, the timing, and the assumptions in a way market pricing alone does not.

Result: Fair Value of $25.80 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this clean shipping story still hinges on floating rate debt and on securing long-term employment for new LCO2 and multi gas vessels, which could meaningfully shift the thesis.

Find out about the key risks to this Capital Clean Energy Carriers narrative.

Another View: What Our DCF Model Says

While the consensus narrative points to CCEC trading below fair value, the Simply Wall St DCF model tells a different story. On that measure, the current share price of $21.02 sits above an estimated fair value of $12.77, which presents the shares as overvalued on a cash flow basis.

That gap raises a simple question for you: are analysts too optimistic about long term growth, or is the DCF model being too cautious about the cash flows that will actually materialise?

Look into how the SWS DCF model arrives at its fair value.

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Capital Clean Energy Carriers for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 884 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

Build Your Own Capital Clean Energy Carriers Narrative

If you see the story differently, or prefer to review the numbers yourself, you can build a custom view in minutes with Do it your way.

A great starting point for your Capital Clean Energy Carriers research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.

Looking for more investment ideas?

If CCEC has sparked your interest, do not stop here, broaden your watchlist with focused stock ideas that line up more closely with the kind of opportunities you want.

• Target potential mispricing by scanning these 884 undervalued stocks based on cash flows that may offer prices below what their fundamentals suggest.
• Explore the growth of intelligent automation by checking out these 25 AI penny stocks shaping how software, hardware, and data work together.
• Review high-yield opportunities by looking at these 13 dividend stocks with yields > 3% that already offer income above 3%.

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.

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