# Danaos Corporation (DAC)

> Source: Nexqual · https://nexqual.com/DAC · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Danaos Corporation (DAC), nexqual.com/DAC" · informational, not investment advice.

**Price:** USD 157.81 (-0.43% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 158.49 · day 155.98–159.17 · 52w 86.82–172.76 · market cap null · NYQ

## Key facts
- Analysts: Buy (mean 2.00 on a 1–5 scale) (2 analysts), mean target USD 164.5 (range 155–174).
- Total return with dividends: 1Y +86.0% vs S&P 500 +14.9%; 5Y +157.9% vs S&P 500 +80.3%.
- Next earnings: 2026-11-16, EPS estimate USD 7.06, revenue estimate $274M.

## Analysts
Consensus Buy (mean 2.00 on a 1–5 scale), 2 analysts; mean target USD 164.5 (low 155, high 174).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-06 | Freedom Broker | Upgrade | Hold → Buy | $140 → $155 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +86.0% | +157.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +86.4% | +20.8% |
| Volatility (annualized) | 23.6% | 30.4% |
| Max drawdown | -9.5% (Mar 2026→Mar 2026) | -48.4% (Mar 2022→Mar 2023) |

## Peers (Marine Shipping)
KEX (Kirby Corporation) USD 131.5 -4.18% · MATX (Matson, Inc.) USD 227.48 -3.23% · HAFN (Hafnia Limited) USD 10.33 -1.90% · ECO (Okeanis Eco Tankers Corp.) USD 90.05 -1.29% · ZIM (ZIM Integrated Shipping Service) USD 29.08 -0.24% · SBLK (Star Bulk Carriers Corp.) USD 28.65 -0.59%

## More
Full page: https://nexqual.com/DAC · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in DAC's own 20-F filed 2026-02-27 (https://www.sec.gov/Archives/edgar/data/1369241/000110465926021574/dac-20251231x20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Danaos Shipping | "Dr. Coustas, our chief executive officer, has entered into a restrictive covenant agreement with us under which he is precluded during the term of our management agreement with our Manager, Danaos Shipping, and the term …" |
| Partner | Glenfarne Group | "Our growth strategy includes expansion in the LNG sector, where we recently entered into a strategic partnership with Glenfarne Group to advance the Alaska LNG Project, which partnership includes our $50 million developm…" |
| Partner | Glenfarne Alaska Partners | "Our growth strategy includes expansion in the LNG sector, where we recently entered into a strategic partnership with Glenfarne Group to advance the Alaska LNG Project, which partnership includes our $50 million developm…" |
| Partner | Glenfarne Alaska LNG | "Our growth strategy includes expansion in the LNG sector, where we recently entered into a strategic partnership with Glenfarne Group to advance the Alaska LNG Project, which partnership includes our $50 million developm…" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $7.06 | $0.00 | — | $274.0M | 1 |
| Next quarter (ends 2026-12-31) | $7.13 | $0.00 | — | $260.4M | 1 |
| Current fiscal year (ends 2026-12-31) | $27.60 | $27.60 | +0.0% | $1.08B | 1 |
| Next fiscal year (ends 2027-12-31) | $24.50 | $24.50 | +0.0% | $1.09B | 1 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-11-16): ±7.2%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 31.3% | ±7.2% |
| 2026-12-18 | 56 | 28.1% | ±9.0% |
| 2027-01-15 | 84 | 27.3% | ±10.8% |
| 2027-02-19 | 119 | 29.3% | ±13.5% |
| 2027-03-19 | 147 | 28.3% | ±14.4% |
| 2027-04-16 | 175 | 27.4% | ±15.3% |
| 2027-05-21 | 210 | 28.4% | ±17.3% |