0.13%
-4.51%
-10.34%
5.45%
9.45%
130.97%
-13.82%
AI Spotlight on INPST
Company Description
InPost S.A., together with its subsidiaries, operates as an out-of-home e-commerce enablement platform providing parcel locker services in Europe.It operates through four segments: APM (automated parcel machines), To-Door, Mondial Relay, and International Other.The APM segment focuses on the delivery of parcels to automated parcel machines.
The To-Door segment delivers parcels using door-to-door couriers.The Mondial Relay segment delivers parcels to automated parcel machines; and operates pick-up drop-off (PUDO) points in France, Spain, Belgium, Netherlands, and Portugal.The International Other segment delivers parcels to automated parcel machines in the United Kingdom and Italy.
The company also provides fulfilment services, including comprehensive warehousing, packaging, and logistics services to e-commerce merchants; operates self-service parcel dispatch and collection points; and e-Grocery, a delivery service for food and FMCG products through InPost Fresh app to dedicated machines and to the recipient.As of December 31, 2021, it handled 517 million parcel deliveries, and installed approximately 2.4 million lockers across its network of 16,445 APMs. The company also had approximately 38,000 integrated merchants and 8 million active mobile users on its mobile application.InPost S.A. was founded in 1999 and is based in Luxembourg, Luxembourg.
Market Data
| Last Price | 15.87 |
| Change Percentage | 0.13% |
| Open | 15.03 |
| Previous Close | 15.85 |
| Market Cap ( Millions) | 7934 |
| Volume | 313211 |
| Year High | 19.02 |
| Year Low | 13.52 |
| M A 50 | 16.39 |
| M A 200 | 16.58 |
Financial Ratios
| FCF Yield | 4.10% |
| Dividend Yield | 0.00% |
| ROE | 57.70% |
| Debt / Equity | 223.89% |
| Net Debt / EBIDTA | 149.45% |
| Price To Book | 15.43 |
| Price Earnings Ratio | 33.59 |
| Price To FCF | 24.38 |
| Price To sales | 3.28 |
| EV / EBITDA | 13.75 |
News
- Dec -24 - Should You Investigate InPost S.A. (AMS:INPST) At β¬16.30?
- Nov -13 - Earnings Miss: InPost S.A. Missed EPS By 31% And Analysts Are Revising Their Forecasts
- Nov -10 - InPost Third Quarter 2024 Earnings: EPS Misses Expectations
- Sep -09 - InPost shares rally on strong earnings beat
- Sep -08 - InPost Second Quarter 2024 Earnings: Beats Expectations
- Sep -06 - InPost beats earnings estimates, shares jump
- Jun -28 - Arcadis And Two More Stocks On Euronext Amsterdam That May Be Priced Below Estimated Value
- Jun -21 - Alfen And Two Other Euronext Amsterdam Stocks That May Offer Value Opportunities
- Jun -19 - Exploring Hidden Gems: Three Stocks On Euronext Amsterdam That May Be Trading Below Their Estimated Value
- Jun -18 - Co-op and InPost expand parcel locker partnership in UK
- Jun -18 - Exploring Undervalued Opportunities: Three Euronext Amsterdam Stocks With Intrinsic Discounts Ranging From 45.9% to 48.7%
- Jun -17 - Exploring Three Potentially Undervalued Stocks On Euronext Amsterdam
- Jun -06 - What Is InPost S.A.'s (AMS:INPST) Share Price Doing?
- May -10 - private companies who own 41% along with institutions invested in InPost S.A. (AMS:INPST) saw increase in their holdings value last week
- Apr -06 - Return Trends At Givaudan (VTX:GIVN) Aren't Appealing
- Mar -29 - InPost Full Year 2023 Earnings: EPS Misses Expectations
- Mar -19 - Should You Be Adding BΓ’loise Holding (VTX:BALN) To Your Watchlist Today?
- Mar -17 - Does APG|SGA (VTX:APGN) Deserve A Spot On Your Watchlist?
- Jan -19 - Bell Food Group's (VTX:BELL) Returns Have Hit A Wall
- Jan -13 - Are Investors Undervaluing InPost S.A. (AMS:INPST) By 50%?
Business Breakdown
Expected Mid-Term Growth
Segment nΒ°1 -> Automated Parcel Machines
Expected Growth : 9.78 %
What the company do ?
Automated Parcel Machines from InPost S.A. are self-service kiosks allowing 24/7 parcel pickup and drop-off, enhancing convenience and efficiency in logistics.
Why we expect these perspectives ?
InPost S.A.'s Automated Parcel Machines growth is driven by increasing e-commerce adoption, convenience-seeking consumers, and cost savings for logistics companies. Additionally, the machines' 24/7 availability, ease of use, and reduced labor costs contribute to their popularity. Furthermore, InPost's strategic partnerships and expanding network of machines across Poland and abroad fuel growth.
Segment nΒ°2 -> Mondial Relay
Expected Growth : 9.33 %
What the company do ?
Mondial Relay is a parcel delivery service from InPost S.A. that offers fast and reliable shipping solutions for individuals and businesses.
Why we expect these perspectives ?
Mondial Relay's 9.33% growth is driven by increasing e-commerce adoption, strategic partnerships, and expansion into new markets. InPost S.A.'s acquisition has brought operational efficiencies, while investments in digitalization and logistics have enhanced customer experience. Strong demand for parcel delivery services, particularly in the B2C segment, has also contributed to the growth.
Segment nΒ°3 -> To-Door
Expected Growth : 9.27 %
What the company do ?
InPost's To-Door is a parcel delivery service where packages are delivered directly to customers' doors, providing convenience and flexibility.
Why we expect these perspectives ?
InPost S.A.'s To-Door service growth of 9.27% is driven by increasing e-commerce adoption, rising demand for convenient delivery options, and strategic partnerships with online retailers. Additionally, investments in technology and infrastructure have improved operational efficiency, enabling InPost to handle higher volumes and expand its customer base.
Segment nΒ°4 -> Other
Expected Growth : 8.33 %
What the company do ?
InPost S.A.'s 'Other' segment includes revenue from non-core activities, such as sale of merchandise, commission from financial services, and other miscellaneous income.
Why we expect these perspectives ?
InPost S.A.'s 8.33% growth is driven by increasing e-commerce adoption, strategic partnerships, and expansion into new markets. The company's innovative parcel locker network and efficient logistics operations have enabled it to capitalize on the growing demand for convenient and fast delivery services.
Inpost S.A. Products
| Product Range | What is it ? |
|---|---|
| InPost Lockers | Automated parcel lockers that allow customers to send and receive parcels at their convenience |
| InPost Courier | Door-to-door courier service for sending and receiving parcels and documents |
| InPost Fulfillment | E-commerce logistics and fulfillment services for online retailers |
| InPost Returns | Streamlined returns process for e-commerce customers |
| InPost Shipping | Cost-effective shipping solutions for businesses and individuals |
| InPost Logistics | Customized logistics solutions for businesses |
InPost S.A.'s Porter Forces
Threat Of Substitutes
InPost S.A. operates in a market with moderate threat of substitutes, as customers have alternative options for parcel delivery services.
Bargaining Power Of Customers
InPost S.A. has a large customer base, which reduces the bargaining power of individual customers, giving the company an upper hand in negotiations.
Bargaining Power Of Suppliers
InPost S.A. relies on a network of suppliers for its operations, but it has a moderate level of bargaining power due to the availability of alternative suppliers.
Threat Of New Entrants
The parcel delivery market has high barriers to entry, including significant capital investments and regulatory hurdles, making it difficult for new entrants to compete with InPost S.A.
Intensity Of Rivalry
The parcel delivery market is highly competitive, with several established players competing for market share, which increases the intensity of rivalry for InPost S.A.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 83.71% |
| Debt Cost | 8.00% |
| Equity Weight | 16.29% |
| Equity Cost | 10.10% |
| WACC | 8.34% |
| Leverage | 513.79% |
InPost S.A. : Quality Control
InPost S.A. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| ITRK.L | Intertek Group plc provides quality assurance solutions to various industries in the United Kingdom, the United States, and internationally. It operates in three segments: Products, Trade, and Resources. The Products β¦ |
| IDL.PA | ID Logistics Group SA provides contract logistics services in France and internationally. It provides warehousing and value-added, transport and flow organization, and supply chain optimization services. The company also offers β¦ |
| ISS.CO | ISS A/S provides workplace management and facility services. It offers office, hospital, laboratory, food hygiene, hospitality and events cleaning services; and hospitality, catering, fine dining and event catering, and micro-kitchens β¦ |
| ELIS.PA | Elis SA provides linen and work wear textile, hygiene, and well-being services in France, the United Kingdom, Ireland, Central Europe, Scandinavia, Eastern Europe, Southern Europe, Latin America, and internationally. The β¦ |
| SW.PA | Sodexo S.A. develops, manages, and delivers on-site, benefits and rewards, and personal and home services worldwide. It provides various on-site services, including business and administration, which covers corporate, energy and β¦ |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
π₯
Intertek
A-Score
1-Year Total Return ->
π₯
Sodexo
A-Score
1-Year Total Return ->
π₯
ISS
A-Score
1-Year Total Return ->
4
ID Logistics
A-Score
1-Year Total Return ->
5
Elis
A-Score
1-Year Total Return ->
6
