Robin Energy (NASDAQ:RBNE) and SEACOR Marine (NYSE:SMHI) Critical Contrast

SEACOR Marine (NYSE:SMHI) and Robin Energy (NASDAQ:RBNE) are both small-cap transportation companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, risk, analyst recommendations, profitability, dividends, earnings and valuation.

Insider & Institutional Ownership

59.1% of SEACOR Marine shares are held by institutional investors. 16.4% of SEACOR Marine shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Analyst Recommendations

This is a breakdown of current recommendations and price targets for SEACOR Marine and Robin Energy, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SEACOR Marine	1	1	1	0	2.00
Robin Energy	1	0	0	0	1.00

SEACOR Marine presently has a consensus price target of $10.00, indicating a potential upside of 40.49%. Given SEACOR Marine’s stronger consensus rating and higher possible upside, equities analysts clearly believe SEACOR Marine is more favorable than Robin Energy.

Earnings and Valuation

This table compares SEACOR Marine and Robin Energy”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
SEACOR Marine	$227.83 million	0.84	-$27.84 million	($1.04)	-6.84
Robin Energy	$6.77 million	0.51	$1.05 million	$0.20	6.10

Robin Energy has lower revenue, but higher earnings than SEACOR Marine. SEACOR Marine is trading at a lower price-to-earnings ratio than Robin Energy, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares SEACOR Marine and Robin Energy’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
SEACOR Marine	-12.22%	-11.85%	-4.76%
Robin Energy	N/A	N/A	N/A

Summary

SEACOR Marine beats Robin Energy on 7 of the 13 factors compared between the two stocks.

About SEACOR Marine

SEACOR Marine Holdings Inc. provides marine and support transportation services to offshore oil, natural gas, and windfarm facilities worldwide. Its offshore support and specialty vessels deliver cargo and personnel to offshore installations, including offshore wind farms; handle anchors and mooring equipment for offshore rigs and platforms; assist offshore operations for production and storage facilities; provide construction, well work-over, and offshore wind farm installation and decommissioning support; and carry and launch equipment used underwater in drilling and well installation, maintenance, inspection, and repair, as well as offer accommodations for technicians and specialists, safety support, and emergency response services. As of December 31, 2023, the company operated a fleet of 58 support vessels, of which 55 were owned or leased-in, and three were managed on behalf of unaffiliated third parties. It serves integrated national and international oil companies, independent oil and natural gas exploration and production companies, and oil field service and construction companies, as well as offshore wind farm operators and offshore wind farm installation and maintenance companies. SEACOR Marine Holdings Inc. was founded in 1989 and is headquartered in Houston, Texas.

About Robin Energy

Robin Energy Ltd. operates as a holding company that provides tanker vessel services. The company was founded by Petros Panagiotidis on September 24, 2024 and is headquartered in Limassol, Cyrus.