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Havila Shipping ASA (HAVI) Fair Value & Analysis

Industrials · NO · Market cap 307M NOK

HS Havila Shipping ASA HAVI · OL
Pricekr 1.20
Fair Valuekr 0.6200
Upside-48.3%
Quality66/100
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Weak Growth
Loss-making · -9.4% net margin
Low debt · generates free cash flow
Mixed vs. peers (5/11)
Narrow moat 16/100
Evidence: High Range kr 0.4600 – kr 0.7700 Share as image

Fair value as of: Jul 12, 2026

From 23 valuation models · updated 29 days ago

Fair value updated Jul 12, 2026, revised from kr 1.98 to kr 0.6200 (−68.7%) since Jun 24, 2026. Share price +7.6% over the past month.

A solid business, but screening 48% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (kr 0.7700). The favourable scenario is already priced in.
  • Solid but not exceptional quality (66/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

kr 28.70 kr 0.7880 Fair Value kr 0.6200 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.

How to read this chart

60‑month range kr 0.7880 – kr 28.70 · fair‑value band kr 0.4600 – kr 0.7700 · the kr 1.20 price screens above the kr 0.6200 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.

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Analysis

Havila Shipping ASA (HAVI) currently trades at kr 1.20, while our model-based Fair Value estimate is kr 0.6200, implying the stock looks roughly 48.3% overvalued today. The Quality Score stands at 66/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Havila Shipping ASA generated revenue of 595M NOK at a net margin of -9.4%. Revenue declined 30.1% year over year. It earns a return on equity of -17.7%. Net debt stands at 787M NOK. Fundamentals as of Jul 12, 2026

Our scenario range runs from kr 0.4600 (bear case) to kr 0.7700 (bull case); at kr 1.20, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 41% below its 52-week high and 68% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at 67% fair-value upside, at -48%, HAVI screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF kr 8.37 kr 10.48 kr 13.75 80
Residual Income kr 0.8400 kr 0.8100 kr 0.6400 76
Rev-Margin DCF kr 4.98 kr 6.10 kr 7.57 74
All 23 models by family
DCF Models
FCF DCF kr 8.13 kr 10.36 kr 14.10 38
5Y Revenue Exit kr 4.98 kr 5.91 kr 7.23 39
5Y EBITDA Exit kr 6.61 kr 8.72 kr 11.51 41
5Y P/E Exit kr 4.20 kr 4.55 kr 5.00 38
10Y Revenue Exit kr 6.30 kr 7.06 kr 7.80 36
10Y EBITDA Exit kr 7.24 kr 8.65 kr 10.09 37
10Y P/E Exit kr 5.90 kr 6.30 kr 6.60 35
Earnings-Based
Graham-Dodd kr 0.2500 kr 0.3000 kr 0.3400 54
EPV kr 4.28 kr 4.75 kr 5.15 59
Dividend Discount
Gordon GGM kr 0.1900 kr 0.2100 kr 0.2300 70
DDM Multi-Stage kr 0.1900 kr 0.2300 kr 0.2700 61
Multiples
P/E Multiple kr 0.3800 kr 0.5100 kr 0.6400 63
P/S Multiple kr 0.4600 kr 0.6200 kr 0.7700 58
P/B Multiple kr 0.4600 kr 0.6200 kr 0.7700 55
EV/EBIT kr 4.42 kr 5.64 kr 6.85 53
EV/EBITDA kr 6.19 kr 7.99 kr 9.79 54
EV/Revenue kr 2.67 kr 3.48 kr 4.29 43
Asset-Based
NCAV (Graham) kr 0.6100 kr 0.8200 kr 1.22 50
Growth DCF
Growth DCF kr 8.37 kr 10.48 kr 13.75 80
Rev-Margin DCF kr 4.98 kr 6.10 kr 7.57 74
Economic Profit
Residual Income kr 0.8400 kr 0.8100 kr 0.6400 76
ROIC Compounder kr 4.28 kr 4.80 kr 5.25 72
Growth Earnings
Growth-Adj P/E kr 0.2800 kr 0.3900 kr 0.5100 68

Widest divergence: DCF Models (kr 7.06) versus Dividend Discount (kr 0.2100). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 595M NOK
Revenue growth (YoY) -30.1%
Net margin -9.4%
Return on equity -17.7%
Free cash flow 249M NOK FY2025
Operating margin -24.1%
More key figures
EPS (TTM) kr -0.2000
EPS growth (YoY) -49.8%
Net debt 787M NOK FY2025

Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 66/100

Of which business quality 67 · Market factors (momentum, volatility) 36

Profitability 31
Margins and returns on capital today
Quality Growth 68
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 34
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 34
Price trend over the last 3–12 months (market factor)
52W Momentum 25
Distance to the 52-week high (market factor)
Net Issuance 90
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Havila Shipping ASA, together with its subsidiaries, engages in the shipping business. It operates and manages offshore service vessels primarily in Norway, the United Kingdom, Denmark, Belgium, the Netherlands, and Iceland.

Full company description

Havila Shipping ASA, together with its subsidiaries, engages in the shipping business. It operates and manages offshore service vessels primarily in Norway, the United Kingdom, Denmark, Belgium, the Netherlands, and Iceland. The company operates a fleet of vessels, including platform supply vessels, rescue recovery vessels, and subsea vessels, as well as ocean patrol vessels. Its subsea vessels are used for underwater construction work, as well as for support for underwater operations; and rescue recovery vessels are used to offer security services, such as oil spill preparedness, fire protection, rescue operation, and recovery at oil installations. In addition, the company offers renewable energy services comprising cable repair, trenching and ploughing, mooring and towing, daughter craft operations, and equipment and goods transportation services. The company was founded in 2000 and is headquartered in Fosnavåg, Norway. Havila Shipping ASA is a subsidiary of Havila Holding AS.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Havila Shipping ASA reported revenue of kr 617M in FY2025 versus kr 515M in FY2021, a compound +4.6%/yr. Reported net income was kr 10.0M in FY2025, compounding −37.5%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
617M NOK
Latest YoY
+11.8%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−2.2%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−1.5%
Avg. growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+4.8%
Revenue +4.6%/yr
FY21 kr 515M
FY22 kr 658M
FY23 kr 665M
FY24 kr 551M
FY25 kr 617M
Net income −37.5%/yr
FY21 kr 65.7M
FY22 −kr 113M
FY23 kr 113M
FY24 kr 10.4M
FY25 kr 10.0M

HAVI screens 48% overvalued. Compare with Adani Ports and Special Economic Zone Limited →

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Cite: Fair Value Calculator (2026). "Havila Shipping ASA Fair Value". https://www.fairvalue-calculator.com/stock/HAVI

Peer Group

Marine Shipping · 231 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 66 · Top 25%
Fair Value upside −48% · Bottom 25%
Return on assets 1% · Below median
Net margin (TTM) -9% · Bottom 25%
Operating margin (TTM) -24% · Bottom 25%
Revenue growth -30% · Bottom 25%

Valuation Multiples vs Marine Shipping median · lower = cheaper

P/B 0.10× · Cheaper than 75% of peers
P/S (TTM) 0.05× · Cheaper than 75% of peers
P/FCF 0.1× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 29
FUTURE 0 · sector 18
PAST 0 · sector 27
HEALTH 100 · sector 88
DIVIDEND 0 · sector 47

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Marine Shipping stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).

Stock Price Fair Value vs Fair Value
Adani Ports and Special Economic Zone Limited ADANIPORTS ₹1,828 ₹1,041 -43%
A.P. Møller - Mærsk A/S MAERSKA kr 16,520 kr 3,033 -82%
COSCO SHIPPING Holdings 601919 ¥13.98 ¥40.37 +189%
Shanghai International Port (Group) Co 600018 ¥5.17 ¥6.57 +27%
HMM Co 011200 20,050 KRW 33,855 KRW +69%
Ningbo Zhoushan Port Company 601018 ¥3.35 ¥5.58 +67%
Qingdao Port International Co 601298 ¥8.88 ¥15.97 +80%
JSW Infrastructure Limited JSWINFRA ₹330.05 ₹126.31 -62%
Wan Hai Lines Ltd 2615 80.70 TWD 212.79 TWD +164%
Wallenius Wilhelmsen ASA WAWI kr 137.70 kr 50.56 -63%

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Frequently asked questions

Is Havila Shipping ASA (HAVI) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of kr 0.6200 versus a price of kr 1.20, about −48% (overvalued).
What is the fair value of HAVI?
Our model-based fair value for Havila Shipping ASA is kr 0.6200 (as of Jul 12, 2026), built from audited fundamentals. The current price is kr 1.20.
What is the quality score of HAVI?
Havila Shipping ASA has a Quality Score of 66/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Havila Shipping ASA (HAVI)?
Havila Shipping ASA reported trailing-twelve-month revenue of about 595M NOK (latest available figure, as of Jul 12, 2026).
What is the net profit margin of HAVI?
The net profit margin of Havila Shipping ASA is about -9.4%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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