Added to YB: 2025-09-24
Pitch date: 2025-09-22
LOG.MC [neutral]
Logista Integral, S.A.
+0.99%
current return
Author Info
Patches AKF is an investor discussing global small and medium cap companies - ideally those with minimal coverage on the internet. Sign up for the newsletter.
Company Info
Logista Integral, S.A., through its subsidiaries, operates as a distributor and logistics operator in Spain, France, Italy, Portugal, and Poland.
Market Cap
EUR 3.9B
Pitch Price
EUR 28.22
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.17
P/E
N/A
EV/Sales
0.10
Sector
Air Freight and Logistics
Category
dividend
Patches AKF | Portfolio Holdings - Valuation Analysis - Logista Integral, S.A.
LOG.MC (update): Spanish distributor trades at 13x P/E vs MSCI Europe 14.5x despite superior stability. 90% dividend payout policy yields ~7.5%, growing LSD-MSD annually. Purchase price amortization ends FY27, boosting dividend €0.27/share to ~8.5% yield. Attractive risk-adjusted return in high-valuation market.
Read full article (1 min)