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    International Seaways (INSW) Pledges Fresh Tanker Collateral As Undervalued Narrative Holds

    Simply Wall St·11/02/2026 05:28:34
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    International Seaways (INSW) has put fresh collateral behind its existing US$500 million revolving credit facility after a subsidiary joined the loan as a guarantor and pledged a VLCC tanker to replace a vessel sold earlier this year.

    Against this refinancing backdrop, International Seaways’ recent trading tells a mixed story. The share price closed at US$111.95 after slipping around 3% over the past month, yet the 90 day share price return of 20.94% and very large 5 year total shareholder return of 930.68% point to momentum that has been strong over longer horizons. The fresh VLCC collateral is likely feeding into how the market weighs both its growth potential and risk profile.

    Spot other shipping and energy transport plays with a similar balance sheet focus by scanning our list of solid balance sheet and fundamentals (24 results).

    Fresh collateral on the revolver, a share price near US$112 and a very large 5 year return create a clear tension. Does International Seaways still offer enough potential upside to justify the risk from here?

    Most Popular Narrative: 11% Undervalued

    International Seaways’ most followed narrative pegs fair value at $126, which sits above the last close of $111.95 and presents the stock as priced for softer fundamentals ahead. That gap matters because the model incorporates falling revenue and earnings rather than assuming strong growth.

    Analysts are assuming International Seaways's revenue will decrease by 10.4% annually over the next 3 years. Analysts assume that profit margins will shrink from 61.7% today to 38.1% in 3 years time.

    See why 60 investors see International Seaways as 11% undervalued.

    Result: Fair Value of $126 (UNDERVALUED)

    Still, if tanker rates soften or International Seaways keeps channeling a high share of earnings into dividends instead of fleet renewal, that 11% undervaluation narrative could unravel quickly.

    Find out about the key risks to this International Seaways narrative.

    Next Steps

    Mixed signals or early clue? Treat this as a prompt to examine both sides of the story promptly, starting with the 3 key rewards and 4 important warning signs.

    Looking for more investment ideas beyond International Seaways?

    If International Seaways has your attention, use this momentum to widen your watchlist with other potential opportunities screened for specific financial strengths and characteristics.