-1.71%
-2.54%
-7.26%
-10.16%
-10.85%
-8.00%
50.33%

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.Γ‘ r.l.

Market Data

Last Price 230
Change Percentage -1.71%
Open 226
Previous Close 234
Market Cap ( Millions) 662
Volume 5
Year High 276
Year Low 224
M A 50 236.64
M A 200 248.63

Financial Ratios

FCF Yield 13.53%
Dividend Yield 6.09%
ROE 26.04%
Debt / Equity 20.60%
Net Debt / EBIDTA -136.70%
Price To Book 1.94
Price Earnings Ratio 7.35
Price To FCF 7.39
Price To sales 0.44
EV / EBITDA 2.2

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> Air + Ocean

Expected Growth : 1 %

What the company do ?

Air + Ocean is a hybrid transportation service from Logwin AG, combining the benefits of air and ocean freight for efficient and cost-effective global logistics.

Why we expect these perspectives ?

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.

Segment nΒ°2 -> Solutions

Expected Growth : 2 %

What the company do ?

Logwin AG offers customized logistics solutions for industries like automotive, aerospace, and healthcare, providing services like warehousing, transportation, and supply chain management.

Why we expect these perspectives ?

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.

Segment nΒ°3 -> Other

Expected Growth : 3 %

What the company do ?

Logwin AG's 'Other' segment includes logistics services for industries like automotive, aerospace, and industrial manufacturing, providing customized solutions.

Why we expect these perspectives ?

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.

Logwin Ag Products

Product Range What is it ?
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.

Logwin AG's Porter Forces

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.

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

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.

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

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.

Capital Structure

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

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

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Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
230.0$
Current Price
230$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

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