4.22%
12.87%
9.33%
-0.67%
-7.00%
-1.70%
49.58%
AI Spotlight on DHL
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Company Description
Deutsche Post AG operates as a mail and logistics company in Germany, rest of Europe, the Americas, the Asia Pacific, the Middle East, and Africa.The company operates through five segments: Express; Global Forwarding, Freight; Supply Chain; eCommerce Solutions; and Post & Parcel Germany.The Express segment offers time-definite courier and express services to business and private customers.
The Global Forwarding, Freight segment provides air, ocean, and overland freight forwarding services; and offers multimodal and sector-specific solutions.This segment's business model is based on brokering transport services between customers and freight carriers.The Supply Chain segment delivers customized supply chain solutions to its customers based on modular components, including warehousing and transport services; and value-added services, such as e-fulfilment, omnichannel solutions and returns management, lead logistics partner, real estate solutions, service logistics, and packaging solutions for various industrial sectors.
The eCommerce Solutions segment provides parcel delivery and cross-border non-time definite international services.The Post & Parcel Germany segment transports and delivers mail communication, parcels, physical and hybrid letters, and special products for the delivery of goods; and offers additional services, such as registered mail, cash on delivery, and insured items.Deutsche Post AG was founded in 1490 and is headquartered in Bonn, Germany.
Market Data
| Last Price | 38.77 |
| Change Percentage | 4.22% |
| Open | 38.05 |
| Previous Close | 37.2 |
| Market Cap ( Millions) | 45314 |
| Volume | 4421990 |
| Year High | 42.44 |
| Year Low | 33.03 |
| M A 50 | 35.35 |
| M A 200 | 37.28 |
Financial Ratios
| FCF Yield | 10.18% |
| Dividend Yield | 4.77% |
| ROE | 14.22% |
| Debt / Equity | 105.15% |
| Net Debt / EBIDTA | 196.21% |
| Price To Book | 2.04 |
| Price Earnings Ratio | 14.13 |
| Price To FCF | 9.82 |
| Price To sales | 0.55 |
| EV / EBITDA | 6.25 |
News
- Mar -04 - Deutsche Post, Trade Union Reach Agreement on Wage Dispute
- Feb -26 - Italy seizes $49 million from DHL unit in labour supply probe
- Jan -20 - Should You Think About Buying Deutsche Post AG (ETR:DHL) Now?
- Dec -29 - Is Deutsche Post AG (DHL.DE) a Good German Dividend Stock to Invest In Now?
- Dec -03 - How DHL is handling this year's holiday delivery demand
- Nov -07 - Deutsche Post AG Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
- Nov -05 - DHL Owner Net Profit Falls on Costs
- Oct -30 - Deutsche Post AG's (ETR:DHL) largest shareholders are retail investors with 49% ownership, institutions own 33%
- Oct -07 - Deutsche Post AG (DHLGY): Analysts Recommend This Warehouse Stock Now
- Sep -24 - Deutsche Post on Track to Meet Guidance After Unveiling New Strategy
- Sep -21 - Deutsche Post AG's (ETR:DHL) Stock Has Been Sliding But Fundamentals Look Strong: Is The Market Wrong?
- Sep -19 - Deutsche Post Gets Sole Sell Rating as Exane Flags Profit Risk
- Sep -14 - Deutsche Post AG (DPSTF): This Humanoid Robot Stock Will Ride a $30 Trillion Opportunity According to Morgan Stanley
- Aug -12 - Should You Think About Buying Deutsche Post AG (ETR:DHL) Now?
- May -23 - Deutsche Post AG (ETR:DHL) most popular amongst individual investors who own 50% of the shares, institutions hold 32%
- May -10 - Stocks to watch this week: Burberry, Vodafone, BT and Walmart
- May -07 - Deutsche Post Backs Guidance on Expected Economic Improvement
- May -01 - Deutsche Post AG (ETR:DHL) Passed Our Checks, And It's About To Pay A €1.85 Dividend
- Apr -27 - Are Investors Undervaluing Deutsche Post AG (ETR:DHL) By 50%?
- Apr -26 - Stocks to watch this week: Amazon, Apple, Anglo American and Novo Nordisk
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Express
Expected Growth : 6 %
What the company do ?
Express from Deutsche Post AG is a fast and reliable shipping service that provides door-to-door delivery of parcels and documents within Germany and internationally.
Why we expect these perspectives ?
Deutsche Post AG's Express segment growth is driven by increasing e-commerce demand, expansion in emerging markets, and strategic acquisitions. Additionally, investments in digitalization, automation, and network optimization enhance operational efficiency, further fueling growth. The company's strong brand reputation, diversified customer base, and focus on sustainable logistics solutions also contribute to its growth momentum.
Segment n°2 -> Global Forwarding Freight
Expected Growth : 4 %
What the company do ?
Global Forwarding Freight from Deutsche Post AG is a logistics service that manages international freight forwarding, customs clearance, and supply chain management for businesses.
Why we expect these perspectives ?
Deutsche Post AG's Global Forwarding Freight segment growth is driven by increasing e-commerce demand, rising trade volumes, and strategic acquisitions. Additionally, investments in digitalization and process optimization have improved operational efficiency, enabling the company to capitalize on growing demand for air and ocean freight services.
Segment n°3 -> Supply Chain
Expected Growth : 5 %
What the company do ?
Deutsche Post AG's supply chain connects customers, suppliers, and logistics providers, ensuring efficient flow of goods, services, and information from procurement to delivery.
Why we expect these perspectives ?
Deutsche Post AG's Supply Chain segment growth is driven by increasing e-commerce demand, strategic acquisitions, and expansion into high-growth markets. Additionally, investments in digitalization and automation enhance operational efficiency, while a strong focus on sustainability and customer-centric services further fuels growth.
Segment n°4 -> Post and Parcel Germany
Expected Growth : 3 %
What the company do ?
Post and Parcel Germany, a division of Deutsche Post AG, provides postal and logistics services, including mail, parcel, and express delivery solutions.
Why we expect these perspectives ?
Deutsche Post AG's Post and Parcel Germany segment growth is driven by increasing e-commerce demand, strategic investments in logistics infrastructure, and cost savings from operational efficiencies. Additionally, the company's focus on sustainable and environmentally friendly services, such as electric vehicles and carbon-neutral shipping, appeals to environmentally conscious consumers, contributing to the segment's growth.
Segment n°5 -> eCommerce Solutions
Expected Growth : 7 %
What the company do ?
Deutsche Post AG's eCommerce Solutions provide a range of services for online retailers, including parcel shipping, returns management, and e-fulfillment, ensuring efficient and customer-centric logistics.
Why we expect these perspectives ?
Deutsche Post AG's eCommerce Solutions segment growth is driven by increasing online shopping adoption, rising demand for fast and reliable delivery, and strategic partnerships with online retailers. Additionally, investments in digitalization, automation, and expansion into new markets contribute to the 7% growth rate.
Segment n°6 -> Group Functions
Expected Growth : 2 %
What the company do ?
Group Functions from Deutsche Post AG are centralized departments that provide support services to the entire organization, such as HR, Finance, and IT.
Why we expect these perspectives ?
Deutsche Post AG's Group Functions segment growth is driven by increasing demand for e-commerce logistics, expansion of digital services, and cost savings initiatives. Additionally, investments in technology and process optimization are enhancing operational efficiency, further contributing to growth.
Segment n°7 -> Consolidation
Expected Growth : 1 %
What the company do ?
Consolidation from Deutsche Post AG refers to the strategic merger of its logistics subsidiaries, including DHL, to enhance operational efficiency and competitiveness.
Why we expect these perspectives ?
Deutsche Post AG's consolidation drives growth through increased operational efficiency, reduced costs, and enhanced competitiveness. Key drivers include improved logistics network optimization, streamlined operations, and enhanced customer service. Additionally, the company's focus on e-commerce and parcel delivery growth, as well as its expansion into new markets, contribute to its consolidation success.
Deutsche Post Ag Products
| Product Range | What is it ? |
|---|---|
| Parcel and Packet Services | Deutsche Post AG offers a range of parcel and packet services for both private and business customers, including parcel shipping, packet shipping, and express shipping. |
| Mail Communication | Deutsche Post AG provides mail communication services, including letter mail, direct mail, and dialogue marketing. |
| Dialogue Marketing | Deutsche Post AG offers dialogue marketing services, including data-driven marketing, customer relationship management, and campaign management. |
| E-Commerce Logistics | Deutsche Post AG provides e-commerce logistics services, including warehousing, order fulfillment, and returns management. |
| Supply Chain Management | Deutsche Post AG offers supply chain management services, including procurement, production, and distribution logistics. |
| Freight Transport | Deutsche Post AG provides freight transport services, including air freight, ocean freight, and land transport. |
| Warehousing and Fulfillment | Deutsche Post AG offers warehousing and fulfillment services, including storage, picking, and packing. |
Deutsche Post AG's Porter Forces
Threat Of Substitutes
Deutsche Post AG faces moderate threat from substitutes due to the presence of alternative logistics and courier services.
Bargaining Power Of Customers
Deutsche Post AG has a large customer base, which reduces the bargaining power of individual customers.
Bargaining Power Of Suppliers
Deutsche Post AG has a moderate dependence on suppliers, particularly for fuel and transportation services.
Threat Of New Entrants
Deutsche Post AG operates in a highly regulated industry, making it difficult for new entrants to establish themselves.
Intensity Of Rivalry
Deutsche Post AG operates in a highly competitive market, with intense rivalry among logistics and courier service providers.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 28.86% |
| Debt Cost | 5.74% |
| Equity Weight | 71.14% |
| Equity Cost | 9.52% |
| WACC | 8.43% |
| Leverage | 40.57% |
Deutsche Post AG : Quality Control
Deutsche Post AG passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| LOG.MC | Compañía de Distribución Integral Logista Holdings, S.A., through its subsidiaries, operates as a distributor and logistics operator in Spain, France, Italy, and Portugal. It distributes a range of products and … |
| DSV.CO | DSV A/S offers transport and logistics services in Europe, the Middle East, Africa, North America, South America, Asia, Australia, and the Pacific. It operates through three segments: Air & Sea, … |
| TGHN.DE | Logwin AG provides logistics and transport solutions worldwide. It operates in two segments, Air + Ocean and Solutions. The Air + Ocean segment engages in the intercontinental air and ocean … |
| KNIN.SW | Kuehne + Nagel International AG, together with its subsidiaries, provides integrated logistics services worldwide. The company operates through Sea Logistics, Air Logistics, Road Logistics, and Contract Logistics segments. It provides … |
| BA.L | BAE Systems plc provides defense, aerospace, and security solutions worldwide. The company operates through five segments: Electronic Systems, Cyber & Intelligence, Platforms & Services (US), Air, and Maritime. The Electronic … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Deutsche Post
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