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Logistics & Supply Chain
Alle Analysen in Logistics & Supply Chain — 4 Analysen.
38/100
75Buffett
DHL AG: Express Supplies 60% of H1 Group EBIT on 31% of Revenue and German Mail Volume Falls 15%, but EUR 55.02 Sits 30% Above the EUR 42.2 Conservative Value
DHL AG, renamed from Deutsche Post AG on 1 September 2026, runs five different logistics economics under one balance sheet: global Express, freight forwarding, contract logistics, eCommerce parcels and Germany's regulated postal network. Express supplied roughly 60% of H1 2026 group EBIT of EUR 3.335bn from only about 31% of revenue, with divisional EBIT up 43.5% to EUR 1.999bn at a 15.2% margin, while German mail volumes fell 15.0% and letters alone 8.5%, and 2025 dividends plus buybacks of EUR 3.569bn exceeded EUR 2.295bn of reported free cash flow. Rating Hold: a lease-inclusive sum-of-the-parts puts base value at EUR 61.5 per share against a conservative EUR 42.2, so EUR 55.02 sits 30% above the conservative case and the margin of safety is none.
44/100
83Buffett
Expeditors International Deep-Dive Value Research
An asset-light freight-forwarding leader with no long-term debt, sustained buybacks that shrink the share count, and ROIC around 73.7%; at roughly $158.96 and a TTM P/E near 25.7x, the stock sits between fair and optimistic value with an insufficient margin of safety, so we rate it Watch.
40/100
72Buffett
J.B. Hunt Deep Value Investment Research
One of the largest ground transportation companies in North America, with intermodal plus dedicated contract services as the core profit engine. Rating: Watch — a good company at a bad price, with the current $267 implying nearly 40x owner earnings, above the optimistic range, versus an ideal buy price of $100-135.
40/100
76Buffett
C.H. Robinson: A Long-Term Value Investing Analysis
North America's largest asset-light logistics intermediary, C.H. Robinson brokered 37 million shipments and served 75,000 customers in 2025; at the current price of $174.23 and a P/E of 35.3x, the stock already prices in an optimistic Lean AI margin-improvement story, leaving essentially no margin of safety. Rating Watch: a good business, but not a good price.