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Capital Clean Energy Carriers (CCEC) has taken delivery of the Active, the world’s first 22,000 cbm low pressure liquid CO2 carrier, a vessel that can also transport LPG, ammonia and selected petrochemicals.
See our latest analysis for Capital Clean Energy Carriers.
The Active’s arrival comes as Capital Clean Energy Carriers’ 1 day share price return of 2.77% and 7 day share price return of 6.75% stand against a softer 90 day share price return of a 5.45% decline, while the 5 year total shareholder return of 178.36% points to stronger longer run compounding. This suggests that recent momentum is rebuilding rather than starting from scratch.
If this kind of shipping transition story has your attention, it could be a moment to broaden your watchlist with aerospace and defense stocks that are reshaping global trade and security flows.
With CCEC trading at US$21.51, showing a 19.94% gap to the average analyst target of US$25.80 and a very low value score of 1, should you see hidden upside here or assume the market is already pricing in future growth?
The most widely followed narrative puts Capital Clean Energy Carriers’ fair value at US$25.80 compared with the last close of US$21.51, framing the current share price as below that implied level and tying the outlook to specific growth and margin assumptions.
The company is set to benefit from strong multi-year policy support for clean energy transportation and heightened demand for LNG and other low/zero-carbon fuels, as evidenced by a surge in new long-term sale and purchase agreements (SPAs) and live tenders out to 2028, which underpin future revenue growth and earnings visibility.
For readers curious about what kind of revenue runway and profit margins would need to support that higher value, and what earnings power this implies by 2028, the full narrative outlines the assumptions and the profit multiple required to reach that level.
Result: Fair Value of $25.8 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, you still need to weigh some real pressure points, such as CCEC’s heavy use of floating rate debt and the risk that new LCO2 or multi-gas vessels sit underutilised.
Find out about the key risks to this Capital Clean Energy Carriers narrative.
Analysts see CCEC as 16.6% undervalued at US$25.80, yet the current P/E of 8.4x is higher than both the North American shipping industry at 7.2x and peers at 4.9x, while it remains below a fair ratio of 9.6x. Is this a margin of safety or a valuation trap?
See what the numbers say about this price — find out in our valuation breakdown.
NasdaqGS:CCEC P/E Ratio as at Jan 2026
If you see the story differently, or prefer to weigh the numbers yourself, you can pull the data together and build a complete view in minutes, then Do it your way.
A great starting point for your Capital Clean Energy Carriers research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
If CCEC has sharpened your thinking, do not stop here. Use the Simply Wall St Screener to spot other opportunities that could round out your watchlist.
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.
Companies discussed in this article include CCEC.
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