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SHIP.jk
In Shallow Waters – CFROA 6%, Market 43%
June 29, 2025 – Based on March Cashflows

Shares have jumped +192% this year, bringing the market valuation up to 43%.

But actual cashflow return on assets, CFROA, is much shallower at just 6%, down from 7%.

Cash was retained in the quarter, but liabilities minus cash remain high at 43% of assets.

🚢 Data
• CFROA: 7% → 6%
• Market: 43%
• Shares: +192% YTD
• Leverage: 43%
• Rank: #76

We prefer deeper waters. Keep looking!

To search the depths of our data & get a berth in our morning meetings, upgrade now at Sharpfokus.com/subscribe
  • HTUFS
  • 7Steps
  • Home
  • Introduction to Sharpfokus Course
  • Sharpfokus-lessons-access
  • Sharpfokus-full-access
  • Lesson1-cashflow-profit
  • Lesson2-negative-cashflow
  • Lesson3-free-cashflow
  • Lesson4-cashflow-equity
  • Lesson5-CFROA
  • Lesson6-market-value
  • Example1-cashflow-profit
  • Example2-negative-cashflow
  • Example3-free-cashflow
  • Example4-cashflow-equity
  • Example5-CFROA
  • example6-market-value
  • Sharpfokus-premium-March2025
  • Sharpfokus100
  • Sharpfokus Premium Upgrade
  • Subscribe to Sharpfokus
  • March imports steady
  • Credo Foundation Indonesia
  • TOP100
  • App
  • Notes for UI speech
  • Sharpfokus Cashflow Short Course
  • TSLA, electric cars & confidence
  • Not that leveraged after all
  • Cashflow is King speech Wework June 10, 2025
  • Cashflow is King, Wework talk
  • What’s your business worth?
  • Facts alone
  • The crown still fits
  • Where cashflow begins
  • How to make stocks cashflow sooner
  • Cashflow = equity
  • The US bull rolls on
  • SHIP, in shallow waters
  • MEDC, waiting for proof
  • Commodity quiet… for now?
  • DRMA, a bit more vroom
  • MIKA, too healthy?
  • Back to the future
  • TLDN, fruity
  • ARCI & PSAB, are gold stocks golden?
  • Budget smoke & mirrors
  • BREN PGEO NEE energy dream v CashFlow reality
  • AALI BWPT FAPA PSGO STAA PGUN Steady palm oil solid Cashflows
  • ABMM GEMS ITMG UNTR cash rich miners still lightly oriced
  • Where should tax come from, top or bottom?
  • PGAS room to expand
  • INTP 20 year lows
  • Could tariffs shift flows from gold to stocks?
  • LPPF v AMRT which is more convenient?
  • DVLA v KLBF,, KLBF over prescribed
  • Does Jamie Dimon subscribe to Sharpfokus?
  • WIFI, buffering