Added to YB: 2025-04-01
Pitch date: 2025-03-31
TGHN.DE [neutral]
Logwin AG
-0.85%
current return
Author Info
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Company Info
Logwin AG provides logistics and transport solutions in Germany, Austria, other European countries, Asia/Pacific, and internationally.
Market Cap
EUR 679.5M
Pitch Price
EUR 236.00
Price Target
N/A
Dividend
5.93%
Sector
Air Freight and Logistics
Category
value
Monday Delight: 31/03/25 - Logwin AG
TGHN.DE (quick overview): Global logistics co. 87% owned by Stefan Quandt (BMW). 10-yr rev CAGR 2.5%, EBIT CAGR 12.6%. ROIC high-teens to low-20s. Op margin 2.2% to 5.7% (2014-2024). 5.8% div yield. Undervalued at 10.4 P/E, 4.3 EV/EBIT, 4.4 EV/FCF. Low coverage, high insider ownership create opportunity.
Read full article (1 min)