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ZIM Integrated Shipping Services

ZIM on NYSE. Deep sea foreign transportation of freight. Market value $3.6bn.

Watch this stockFree. We tell you when something changes.

This company reports once a year (it is based outside the US), so every figure comes from its annual report for the year to December 2025.

We can't read total debt from the filing, so debt is left out.

Cash flow or capital spending isn't reported, so free cash flow is unknown.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

What to watch out for

See Industrials stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
annual report to December 2025
n/a

We could not compute this from the filings.

Price to profit
annual report to December 2025
n/a

The filings do not give us enough to work this out.

Return on capital
five annual reports to December 2025
n/a

The filings do not give us enough to work this out.

Quality score: not known. Price score: not known. Our list needs 70 on quality and 60 on price.

$29.20 a share, 137% above its 1-year low

Over the past year the price has ranged from $12.33 to $30.96.

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

n/a
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n/a
n/a
20212022202320242025
Revenue
n/an/an/an/an/a
Operating margin
n/an/an/an/an/a
Debt to equity
n/an/an/an/an/a
Shares outstanding
0.00bn0.00bn0.00bn0.12bn0.12bn

Health checks

  • Free cash flow positiveNot enough data
  • Accounting looks honest (Beneish)Not enough data
  • Financial strength (Piotroski)Not enough data
  • Profit backed by cash (accruals)Not enough data
  • DebtUnknown
  • Revenue growth, five yearsUnknown

Dates

Next results (estimated)
n/a
Last annual report (10-K)
9 March 2026
Next quarterly (estimated, 10-Q)
n/a

Who owns it

3 long-term investors we follow own it, down from 4 last quarter. 246 funds in all.

Jun '25
Dec '25
Jun '26

Sold out this quarter

Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

3 investors own more than 5%.

  • JANE STREET GROUP, LLC
    Passive investor
    at least 4.4%
    (filed with 3 related holders)
    Since 31 December 2024
  • at least 3.2%−2.5 pts
    (filed with 1 related holder)
    Since 30 September 2025
  • More Provident Funds & Pension Ltd.
    at least 2.9%0.0 pts
    (filed with 33 related holders)
    Since 16 December 2025
    What they said

    On December 16, 2025, the Group reached an agreement with the Issuer regarding the composition of the Issuer's Board of Directors ahead of ZIM's upcoming Annual and Extraordinary General Meeting of Shareholders scheduled to be held on December 26, 2025 (the "Annual Meeting").…

    Read the filing
  • Kenon Holdings Ltd.
    Passive investor
    Sold down below 5%
    Since 31 December 2024

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought shares on the open market in the last 12 months. 8 sold $3m.

  • Tiran Assaf
    EVP Cross Suez & Atlantic BU
    Sold
    Date
    15 September 2026
    Shares
    4,727
    Price
    $29.51
    Value
    $139,499
  • Dotan Saar
    EVP Countries & BD
    Sold
    Date
    14 September 2026
    Shares
    26,544
    Price
    $29.85
    Value
    $792,338
  • Jubran Sami
    EVP Chief Finance Officer
    Sold
    Date
    8 September 2026
    Shares
    3,020
    Price
    $29.91
    Value
    $90,328
  • Elimelech Arik
    EVP HR & Organization
    Sold
    Date
    8 September 2026
    Shares
    458
    Price
    $29.99
    Value
    $13,734
  • Tiran Assaf
    EVP Cross Suez & Atlantic BU
    Sold
    Date
    8 September 2026
    Shares
    2,312
    Price
    $30.21
    Value
    $69,837
  • Dotan Saar
    EVP Countries & BD
    Sold
    Date
    8 September 2026
    Shares
    3,690
    Price
    $30.32
    Value
    $111,887
  • Meyer-Gloeckner Birger Johannes
    Director
    Sold
    Date
    4 September 2026
    Shares
    1,531
    Price
    $28.50
    Value
    $43,634
  • Yochai Nissim
    EVP ZIM USA President
    Sold
    Date
    24 August 2026
    Shares
    7,535
    Price
    $28.83
    Value
    $217,238
  • Ben-Amram Eyal
    EVP Chief Information Officer
    Sold
    Date
    24 August 2026
    Shares
    4,000
    Price
    $28.57
    Value
    $114,280
  • Destriau Xavier
    EVP Chief Finance Officer
    Sold
    Date
    24 August 2026
    Shares
    12,084
    Price
    $28.80
    Value
    $348,019

From Form 4 filings: insiders must report trades in their own company's shares within two days.

What could go wrong

Cheap for a reason is the question the numbers cannot answer.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.