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1. Company Snapshot

1.a. Company Description

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 freight activities.


The Solutions segment offers individual customer and industry-oriented solutions, including supply chain management, transportation, warehousing, logistical value-added services, and outsourcing projects.The company serves various industries, such as industrial engineering, automotive, chemical, electronics and high tech, consumer goods, retail, and fashion.In addition, it provides transport services, such as sea and air freight, retail network, project, bike, ship parts logistics, air charter OBC, and china rail services, as well as e-fulfillment and transport management.


Logwin AG was founded in 1877 and is headquartered in Grevenmacher, Luxembourg.Logwin AG is a subsidiary of DELTON Logistics S.á r.l.

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1.b. Last Insights on TGHN

Logwin AG faced challenges due to turbulent market conditions, with the pan-European STOXX Europe 600 Index dropping nearly 2% recently amid concerns over the independence of the U.S. Federal Reserve and renewed tariff uncertainties. Although no recent earnings release data is available, the company's fundamentals may be impacted by these market headwinds. Additionally, no information on share buybacks or new product launches was found. Rating upgrades or downgrades from analysts were also not identified. The company's business conditions appear to be influenced by broader market trends.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Top European Dividend Stocks For December 2025

Dec -03

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Logwin AG (ETR:TGHN) On An Uptrend: Could Fundamentals Be Driving The Stock?

Oct -22

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European Dividend Stocks And 2 More Top Income Picks

Sep -03

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3 European Dividend Stocks Yielding Up To 5.7%

Aug -05

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Logwin AG's (ETR:TGHN) Stock Been Rising: Are Strong Financials Guiding The Market?

May -15

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Logwin's (ETR:TGHN) Dividend Is Being Reduced To €12.80

Apr -18

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Logwin Full Year 2024 Earnings: Revenues Beat Expectations, EPS In Line

Mar -23

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Exploring 3 Undiscovered European Gems with Strong Potential

Mar -13

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (1.27%)

6. Segments

Air + Ocean

Expected Growth: 1%

Logwin AG's Air + Ocean segment growth is driven by increasing e-commerce demand, rising global trade, and strategic expansion into emerging markets. Additionally, investments in digitalization and process optimization enhance operational efficiency, further fueling growth.

Solutions

Expected Growth: 2%

Logwin AG's 2% growth is driven by increasing e-commerce demand, strategic expansion into emerging markets, and investments in digitalization and automation, enhancing operational efficiency and customer experience. Additionally, the company's focus on sustainable logistics solutions and diversification into new industries, such as healthcare and technology, contribute to its growth momentum.

Other

Expected Growth: 3%

Logwin AG's 'Other' segment growth is driven by increasing demand for e-commerce logistics, expansion into new markets, and strategic acquisitions. Additionally, investments in digitalization and process optimization have improved operational efficiency, contributing to the segment's growth.

7. Detailed Products

Air Freight

Logwin AG's air freight services provide fast and reliable transportation of goods by air, offering customized solutions for time-critical and high-value shipments.

Ocean Freight

Logwin AG's ocean freight services offer cost-effective and efficient transportation of goods by sea, with a range of containerized and break-bulk shipping options.

Land Transport

Logwin AG's land transport services provide door-to-door transportation of goods by road and rail, offering flexible and reliable solutions for domestic and international shipments.

Contract Logistics

Logwin AG's contract logistics services provide customized warehousing, inventory management, and distribution solutions for businesses with complex supply chain needs.

Supply Chain Management

Logwin AG's supply chain management services provide end-to-end logistics solutions, including procurement, production planning, and distribution management.

8. Logwin AG's Porter Forces

Forces Ranking

Threat Of Substitutes

Logwin AG operates in a niche market, and substitutes are limited. However, the company's focus on logistics and transportation services makes it vulnerable to substitutes in specific markets.

Bargaining Power Of Customers

Logwin AG's customers have significant bargaining power due to their large volumes and ability to switch to alternative logistics providers.

Bargaining Power Of Suppliers

Logwin AG has a diversified supplier base, which reduces the bargaining power of individual suppliers. The company's scale and reputation also give it negotiating power.

Threat Of New Entrants

The logistics industry has high barriers to entry, including significant capital requirements and regulatory hurdles. This limits the threat of new entrants.

Intensity Of Rivalry

The logistics industry is highly competitive, with many established players competing for market share. Logwin AG faces intense rivalry from companies like DHL, DB Schenker, and Kuehne + Nagel.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 17.67%
Debt Cost 5.03%
Equity Weight 82.33%
Equity Cost 5.03%
WACC 5.03%
Leverage 21.46%

11. Quality Control: Logwin AG passed 9 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

Stock-Card
Logwin

A-Score: 7.0/10

Value: 8.1

Growth: 5.2

Quality: 6.1

Yield: 5.6

Momentum: 7.5

Volatility: 9.3

1-Year Total Return ->

Stock-Card
Hargreaves Services

A-Score: 6.1/10

Value: 7.4

Growth: 5.0

Quality: 5.6

Yield: 6.9

Momentum: 8.5

Volatility: 3.3

1-Year Total Return ->

Stock-Card
Prosegur Cash

A-Score: 5.9/10

Value: 7.1

Growth: 4.1

Quality: 4.8

Yield: 4.4

Momentum: 8.0

Volatility: 7.0

1-Year Total Return ->

Stock-Card
Clasquin

A-Score: 5.8/10

Value: 5.1

Growth: 9.0

Quality: 6.1

Yield: 4.4

Momentum: 5.0

Volatility: 5.0

1-Year Total Return ->

Stock-Card
STEF

A-Score: 5.4/10

Value: 6.5

Growth: 5.8

Quality: 2.4

Yield: 6.9

Momentum: 3.0

Volatility: 8.0

1-Year Total Return ->

Stock-Card
bpost

A-Score: 3.7/10

Value: 9.8

Growth: 2.8

Quality: 1.1

Yield: 4.4

Momentum: 2.5

Volatility: 1.7

1-Year Total Return ->

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

248.0$

Current Price

248$

Potential

-0.00%

Expected Cash-Flows