Castor Maritime Inc.

CTRMdata completeness 88%8 fiscal years on file
The thesis, from the filings

Castor Maritime Inc. earns about 9% on invested capital, barely covering its ~9% cost of capital, and has bought back 37% of its shares over 5 years. The estimate methods put fair value between $5.92 and $7.46 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2021FY 2022FY 2023FY 2024FY 2025
Revenue$15M1$02$03$1.17M3$35.6M3
Net income$52.3M4$118.6M5$38.6M6$14.6M6$19.3M6
Operating cash flow$60.8M7$123.8M7$22.2M8$41.9M8$10M8
Capital expenditure$235M9$75.6M10$623,28310$72.2M10$699,16411
Free cash flow (derived)−$174.2M7$48.2M7$21.6M8−$30.3M8$9.35M8
Total debt$102M12$138.8M13$85.8M13
Cash & equivalents$37.2M14$142.4M15$111.4M16$87.9M16$151.8M16
Diluted shares85.3M9.5M22.0M38.7M53.7M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$97.93
your share of equity
Profit it earned you last year
$3.59
Free cash flow it threw off
$1.74
Debt you’d be carrying

10 shares is a claim on $97.93 of net worth that earned you $3.59 and generated $1.74 of cash last year.

iii. Is this a good business?
Moat signal · return on invested capital
9% avg · 5y
FY21 14%FY22 16%FY23 7%FY24 4%FY25 6%

It earned about 9% on invested capital against a ~9% cost of capital — roughly what it costs to fund the business, so the numbers show no clear edge.

seeing a moat in the numbers →
Management signal · capital allocation
−37% shares · 5y

Share count is down 37% over 5 years — management has been buying back stock, quietly handing owners a bigger slice. Total debt has fallen 16% — deleveraging.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0

The 3 estimate methods that apply put fair value between $5.92 and $7.46 a share. They rest on different assumptions, so where they diverge is the story; the Graham Number is a stricter floor, not a target.

DCF · Growth Exit 10Y
$6.18
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth5.0%
  • fcfBase$9.35M
DCF · Growth Exit 5Y
$5.92
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth5.0%
  • fcfBase$9.35M
Earnings Power Value
$7.46
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$38.6M
  • growthAssumed0.0%
Graham Number
$8.91
assumptions (1)
  • grahamMultiplier2250.0%

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years5.0%
Discount rate (WACC)8.93%
Terminal growth2.5%
At your growth, a share is worth $5.92
The three cases
Bear0.0%$5.32
Base5.0%$5.92
Bull10.0%$6.64

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 5.0%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 20-F · period ending 2021-12-31 · accession 0001140361-23-010606 (RevenueFromContractWithCustomerIncludingAssessedTax)
  2. 20-F · period ending 2022-12-31 · accession 0001140361-25-018945 (RevenueFromContractWithCustomerExcludingAssessedTax)
  3. 20-F · period ending 2023-12-31 · accession 0001140361-26-014700 (RevenueFromContractWithCustomerExcludingAssessedTax)
  4. 20-F · period ending 2021-12-31 · accession 0001140361-24-010463 (NetIncomeLoss)
  5. 20-F · period ending 2022-12-31 · accession 0001140361-25-018945 (NetIncomeLoss)
  6. 20-F · period ending 2023-12-31 · accession 0001140361-26-014700 (NetIncomeLoss)
  7. 20-F · period ending 2021-12-31 · accession 0001140361-23-010606 (NetCashProvidedByUsedInOperatingActivities)
  8. 20-F · period ending 2023-12-31 · accession 0001140361-26-014700 (NetCashProvidedByUsedInOperatingActivitiesContinuingOperations)
  9. 20-F · period ending 2021-12-31 · accession 0001140361-24-010463 (PaymentsToAcquirePropertyPlantAndEquipment)
  10. 20-F · period ending 2022-12-31 · accession 0001140361-25-018945 (PaymentsToAcquirePropertyPlantAndEquipment)
  11. 20-F · period ending 2025-12-31 · accession 0001140361-26-014700 (PaymentsForCapitalImprovements)
  12. 20-F · period ending 2021-12-31 · accession 0001140361-23-010606 (LongTermDebt)
  13. 20-F · period ending 2022-12-31 · accession 0001140361-24-010463 (LongTermDebt)
  14. 20-F · period ending 2021-12-31 · accession 0001140361-23-010606 (CashAndCashEquivalentsAtCarryingValue)
  15. 20-F · period ending 2022-12-31 · accession 0001140361-25-018945 (CashAndCashEquivalentsAtCarryingValue)
  16. 20-F · period ending 2023-12-31 · accession 0001140361-26-014700 (CashAndCashEquivalentsAtCarryingValue)