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1. Company Snapshot

1.a. Company Description

Jayud Global Logistics Limited, through its subsidiaries, provides a range of cross-border supply chain solution services worldwide.It offers freight forwarding services, including integrated cross-border logistics and fragmented logistics services; supply chain management services, such as international trading and agent services; and other value-added services comprising custom brokerage and intelligent logistic IT systems.Jayud Global Logistics Limited was founded in 2009 and is headquartered in Shenzhen, the People's Republic of China.

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1.b. Last Insights on JYD

Jayud Global Logistics' recent performance faced challenges due to a reverse stock split, which may indicate financial difficulties. The company's 1-for-50 share split aimed to boost stock price, but may deter investors. Despite new partnerships with Chongqing Chuandong Chemical and Yaxinke International Forging, concerns arise from a head-to-head comparison with Schneider National, highlighting Jayud's lower institutional ownership of 67.9%. The company's profitability achievement in H1 2025 is overshadowed by these developments.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Jayud Global Logistics Signs 3-Year Partnership with DBG Technology Subsidiary Guangdong Electronics

Feb -10

Source: globenewswire.com

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Jayud Global Logistics Certified as Alibaba Verified Supplier

Feb -03

Source: globenewswire.com

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INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Jayud Global Logistics Ltd. of Class Action Lawsuit and Upcoming Deadlines - JYD

Jan -20

Source: globenewswire.com

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DEADLINE ALERT for JYD, STUB, ARE, and SFM: The Law Offices of Frank R. Cruz Reminds Investors of Class Actions on Behalf of Shareholders

Jan -20

Source: globenewswire.com

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Jayud's Ezhou Huahu Airport Cross-Border E-Commerce Service Center Achieves New Operational Milestone

Jan -20

Source: globenewswire.com

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Shareholders who lost money in shares of Jayud Global Logistics Limited (NASDAQ : JYD) Should Contact Wolf Haldenstein Immediately

Jan -19

Source: globenewswire.com

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Deadline Soon: Jayud Global Logistics Limited (JYD) Shareholders Who Lost Money Urged to Contact The Law Offices of Frank R. Cruz About Securities Fraud Lawsuit

Jan -19

Source: businesswire.com

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JYD DEADLINE TOMORROW: ROSEN, SKILLED INVESTOR COUNSEL, Encourages Jayud Global Logistics Ltd. Investors to Secure Counsel Before Important January 20 Deadline in Securities Class Action - JYD

Jan -19

Source: globenewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (7.71%)

6. Segments

Freight Forwarding Services - Integrated Cross-border Logistics

Expected Growth: 8.5%

Growing international trade, increasing demand for seamless supply chain management, and rising adoption of digital logistics solutions drive the growth of Jayud Global Logistics' freight forwarding services.

Supply Chain Management - International Trading in Relation to Supply Chain Management

Expected Growth: 8.5%

Growing demand for efficient logistics, increasing globalization, and advancements in digital technologies are driving the growth of supply chain management in international trading, with Jayud Global Logistics Limited well-positioned to capitalize on these trends.

Freight Forwarding Services - Fragmented Logistics

Expected Growth: 4.5%

Growing e-commerce demand, increasing globalization, and need for efficient supply chain management drive the growth of freight forwarding services. Jayud Global Logistics Limited's fragmented logistics services, including transportation, warehousing, and customs clearance, cater to this demand, fostering growth in the market.

Other - Customs Brokerage

Expected Growth: 4.8%

Growing e-commerce and international trade, increasing complexity of customs regulations, and rising demand for efficient logistics services drive the growth of customs brokerage services.

Other - Software Development

Expected Growth: 12.5%

Growing demand for digital transformation, increasing adoption of automation and AI, and need for enhanced operational efficiency and customer experience drive the growth of software development services beyond logistics.

Supply Chain Management - Agent Services

Expected Growth: 8.5%

Growing e-commerce, increasing globalization, and rising demand for efficient logistics solutions drive the growth of Jayud Global Logistics' Supply Chain Management - Agent Services, facilitating seamless logistics operations and connecting suppliers, manufacturers, and customers.

7. Detailed Products

Air Freight

Jayud Global Logistics Limited provides air freight services, offering fast and reliable transportation of goods by air, ensuring timely delivery to destinations worldwide.

Ocean Freight

Jayud Global Logistics Limited offers ocean freight services, providing cost-effective and efficient transportation of goods by sea, catering to a wide range of cargo types.

Land Freight

Jayud Global Logistics Limited provides land freight services, ensuring seamless transportation of goods by road and rail, connecting businesses across the globe.

Customs Brokerage

Jayud Global Logistics Limited offers customs brokerage services, facilitating the clearance of goods through customs, ensuring compliance with regulations and minimizing delays.

Warehousing and Distribution

Jayud Global Logistics Limited provides warehousing and distribution services, offering secure storage, inventory management, and order fulfillment solutions.

Project Logistics

Jayud Global Logistics Limited offers project logistics services, specializing in the transportation and installation of oversized, heavy, and complex cargo.

Supply Chain Management

Jayud Global Logistics Limited provides supply chain management services, optimizing logistics operations, and improving efficiency and visibility.

8. Jayud Global Logistics Limited's Porter Forces

Forces Ranking

Threat Of Substitutes

Jayud Global Logistics Limited faces moderate threat from substitutes due to the presence of alternative logistics providers in the market.

Bargaining Power Of Customers

Jayud Global Logistics Limited has a high bargaining power of customers due to the presence of large and established customers who can negotiate better rates and services.

Bargaining Power Of Suppliers

Jayud Global Logistics Limited has a low bargaining power of suppliers due to the presence of multiple suppliers in the market, giving the company the upper hand in negotiations.

Threat Of New Entrants

Jayud Global Logistics Limited faces a moderate threat of new entrants due to the presence of barriers to entry, such as high capital requirements and regulatory hurdles.

Intensity Of Rivalry

Jayud Global Logistics Limited operates in a highly competitive market with many established players, leading to a high intensity of rivalry.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 155.34%
Debt Cost 3.95%
Equity Weight -55.34%
Equity Cost 3.95%
WACC 3.95%
Leverage -280.71%

11. Quality Control: Jayud Global Logistics Limited passed 3 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

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CBAK Energy Technology

A-Score: 5.9/10

Value: 9.3

Growth: 7.3

Quality: 5.2

Yield: 0.0

Momentum: 6.0

Volatility: 7.3

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APWC

A-Score: 5.4/10

Value: 8.2

Growth: 6.2

Quality: 5.2

Yield: 0.0

Momentum: 4.5

Volatility: 8.0

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Freightos

A-Score: 5.1/10

Value: 6.7

Growth: 5.3

Quality: 4.5

Yield: 0.0

Momentum: 9.0

Volatility: 5.3

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Shengfeng Development

A-Score: 5.1/10

Value: 8.2

Growth: 7.9

Quality: 4.8

Yield: 0.0

Momentum: 6.0

Volatility: 4.0

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PostNL

A-Score: 4.7/10

Value: 7.7

Growth: 1.6

Quality: 1.3

Yield: 10.0

Momentum: 3.0

Volatility: 4.3

1-Year Total Return ->

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Jayud Global Logistics

A-Score: 3.4/10

Value: 8.0

Growth: 2.2

Quality: 4.4

Yield: 0.0

Momentum: 4.0

Volatility: 1.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

2.77$

Current Price

2.77$

Potential

-0.00%

Expected Cash-Flows