Österreichische Post AG (POST.VI) | Investment Case

1. Company Snapshot

1.a. Company Description

Österreichische Post AG, together with its subsidiaries, provides postal and parcel services in Austria, Turkey, Germany, and internationally.It operates in three divisions: Mail, Parcel & Logistics, and Retail & Bank.The Mail division engages in the collection, sorting, and delivery of letters and document shipments, addressed and unaddressed direct mail, and newspapers and magazines, as well as online services, such as e-letter and cross-media solutions; and physical and digital services in customer communications and document processing.

The Parcel & Logistics division offers solutions for parcel and express mail items; and value-added services, including food delivery, warehousing, order picking, returns management, and web shop logistics and infrastructure, as well as cash transportation services.The Retail & Bank division is involved in the provision of telecommunication products and merchandise; postal, financial, and payment transaction services; and self-service solutions, such as pick-up and drop-off stations at various locations.It operates a network of 1,757 postal service points, including 395 company-operated postal branches and 1,362 postal partners.

The company is headquartered in Vienna, Austria.Oesterreichische Post AG is a subsidiary of Österreichische Beteiligungs AG.

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1.b. Last Insights on POST

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1.c. Company Highlights

Last Price	31
Change Percentage	-0.32%
Open	31.1
Previous Close	31.1
Market Cap ( Millions)	2094
Volume	31883
Year High	33.25
Year Low	27.9
M A 50	30.04
M A 200	30.19

FCF Yield	-8.76%
Dividend Yield	5.90%
ROE	18.49%
Debt / Equity	19.88%
Net Debt / EBIDTA	-114.69%
Price To Book	3.2
Price Earnings Ratio	16.2
Price To FCF	-11.41
Price To sales	0.67
EV / EBITDA	4.23

2. Transcript Summary

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3. NewsRoom

Oesterreichische Post AG (OSTIY) Q3 2025 Earnings Call Highlights: Navigating Growth Amidst ...

Nov -20

Source:

Is There an Opportunity in Austrian Post After Strong Three-Year Performance?

Sep -24

Source:

Oesterreichische Post AG (WBO:POST) (H1 2025) Earnings Call Highlights: Navigating Challenges ...

Aug -09

Source:

Oesterreichische Post AG (OERCF) Q1 2025 Earnings Call Highlights: Navigating Challenges with ...

May -09

Source:

Oesterreichische Post AG (WBO:POST) (Q4 2024) Earnings Call Highlights: Record Revenue and ...

Mar -08

Source:

Oesterreichische Post AG (OSTIY) Q3 2024 Earnings Call Highlights: Strong Revenue Growth Amid ...

Nov -06

Source:

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (1.02%)

6. Segments

Parcel & Logistics

Expected Growth: 1.2%

Österreichische Post AG's Parcel & Logistics segment growth of 1.2% is driven by increasing e-commerce demand, strategic partnerships, and investments in digitalization and automation. Additionally, the company's focus on sustainable logistics and expansion into new markets contribute to its growth momentum.

Mail

Expected Growth: 0.8%

Österreichische Post AG's 0.8% growth is driven by increasing e-commerce parcel volumes, steady mail volumes in the Austrian market, and cost savings from operational efficiency initiatives. Additionally, the company's focus on digitalization and expansion into new markets, such as logistics and retail, contribute to its growth momentum.

Retail & Bank

Expected Growth: 1.1%

Österreichische Post AG's Retail & Bank segment growth of 1.1% is driven by increasing demand for online shopping and parcel delivery, expansion of financial services, and strategic partnerships. Additionally, investments in digitalization and process optimization contribute to efficiency gains, while a strong brand presence and customer loyalty also support growth.

Corporate

Expected Growth: 0.9%

Österreichische Post AG's 0.9% growth is driven by its strong market position in Austria, increasing parcel volumes due to e-commerce growth, and cost savings from operational efficiency initiatives. Additionally, the company's diversification into logistics and retail services contributes to its steady growth.

7. Detailed Products

Letter Mail

Standard mail delivery service for sending letters and postcards within Austria and internationally

Parcel Service

Reliable and fast delivery of parcels and packages within Austria and internationally

Express Mail Service (EMS)

Fast and secure delivery of time-sensitive documents and packages

Logistics Services

Customized logistics solutions for businesses, including warehousing, transportation, and supply chain management

Financial Services

Range of financial services, including payment services, money transfers, and insurance products

Retail Services

Convenient retail services, including postal banking, bill payment, and ticketing

Digital Services

Digital solutions for businesses, including e-commerce platforms, online shipping, and digital mailboxes

8. Österreichische Post AG's Porter Forces

Forces Ranking

Threat Of Substitutes

Österreichische Post AG faces moderate threat from substitutes, as customers have alternative options for sending parcels and mail, such as private courier services.

Bargaining Power Of Customers

Customers have limited bargaining power, as Österreichische Post AG is the dominant player in the Austrian postal market, and customers have limited alternatives.

Bargaining Power Of Suppliers

Suppliers of Österreichische Post AG, such as fuel and transportation providers, have moderate bargaining power, as the company relies on them for its operations.

Threat Of New Entrants

The threat of new entrants is low, as the Austrian postal market is heavily regulated, and new entrants would face significant barriers to entry.

Intensity Of Rivalry

The intensity of rivalry is high, as Österreichische Post AG faces competition from private courier services and other postal operators in the Austrian market.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	34.97%
Debt Cost	3.95%
Equity Weight	65.03%
Equity Cost	6.14%
WACC	5.37%
Leverage	53.78%

11. Quality Control: Österreichische Post AG passed 4 out of 9 key points

Strong Liquidity

Low Deb

Strong Interest Coverage

Healthy Cash Flow

Operating Efficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Logista

A-Score: 7.4/10

Value: 7.0

Growth: 5.9

Quality: 5.8

Yield: 10.0

Momentum: 6.0

Volatility: 10.0

1-Year Total Return ->

Bouygues

A-Score: 6.9/10

Value: 8.2

Growth: 5.3

Quality: 3.7

Yield: 8.1

Momentum: 8.0

Volatility: 8.3

1-Year Total Return ->

Österreichische Post

A-Score: 6.8/10

Value: 7.5

Growth: 3.2

Quality: 6.1

Yield: 8.8

Momentum: 5.0

Volatility: 10.0

1-Year Total Return ->

Strabag

A-Score: 6.6/10

Value: 8.1

Growth: 4.7

Quality: 6.2

Yield: 8.1

Momentum: 10.0

Volatility: 2.7

1-Year Total Return ->

Wallenius Wilhelmsen

A-Score: 5.8/10

Value: 9.2

Growth: 8.2

Quality: 7.9

Yield: 6.2

Momentum: 1.0

Volatility: 2.3

1-Year Total Return ->

Serco

A-Score: 5.6/10

Value: 4.6

Growth: 5.1

Quality: 3.0

Yield: 3.1

Momentum: 9.0

Volatility: 9.0

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

19.92%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

5.37%

Österreichische Post AG - AT0000APOST4

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on POST

Have nothing to say about that one ...

1.c. Company Highlights

Higher Yield

Less Volatile

Lower Growth

Earnings Beats

Revenues Beats

Weak Momentum

Earnings Miss

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (1.02%)

6. Segments

Parcel & Logistics

Expected Growth: 1.2%

Mail

Expected Growth: 0.8%

Retail & Bank

Expected Growth: 1.1%

Corporate

Expected Growth: 0.9%

7. Detailed Products

Letter Mail

Parcel Service

Express Mail Service (EMS)

Logistics Services

Financial Services

Retail Services

Digital Services

8. Österreichische Post AG's Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: Österreichische Post AG passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

31.0$

Current Price

31$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA