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Added to YB: 2025-02-18

Pitch date: 2025-02-17

DHL.DE [bullish]

Deutsche Post AG

+33.65%

current return

Author Info

No bio for this author

Company Info

Deutsche Post AG operates as a mail and logistics company in Germany, rest of Europe, the Americas, the Asia Pacific, the Middle East, and Africa.

Market Cap

EUR 42.2B

Pitch Price

EUR 35.11

Price Target

50.00 (+7%)

Dividend

5.05%

EV/EBITDA

6.45

P/E

13.58

EV/Sales

0.76

Sector

Air Freight and Logistics

Category

value

Show full summary:
Generation PMCA New Position: Deutsche Post AG

DHL.DE: Global logistics leader, 50%+ mkt share in EU/Asia. Asset-light model: high teens ROIC, strong FCF for dividends/buybacks. Flat EBIT Q4 due to EU economy. 3-5% LT sales growth from Express, eCommerce, Supply Chain. US trade stance may boost EAFE ties. €50 price target.

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