Update shared on 27 Nov 2025
Fair value Increased 1.29%Deutsche Post’s analyst fair value target increased modestly from €43.25 to €43.81, as analysts cited improved cost efficiency and incremental earnings resilience in recent research updates.
Analyst Commentary
Bullish Takeaways- Bullish analysts have increased fair value targets for Deutsche Post, with several raising their estimates due to demonstrated progress in cost control and execution.
- Signs of sequential improvement in peak season trading have prompted upgrades in outlook, suggesting resilience in core operations despite ongoing market challenges.
- The company's more defensive business segments, such as Supply Chain and P&P, are providing stability and supporting overall group earnings during periods of slower growth in Freight Forwarding and Express divisions.
- Recent price target increases reflect continued confidence in Deutsche Post's ability to generate earnings growth while delivering efficiencies across its operations.
- Bearish analysts caution that much of the benefit from cost-cutting has already been reflected in the share price, which may limit further upside potential in the near term.
- Despite recent rerating, sector peers' sluggish volume trends continue to weigh on the performance of key divisions, particularly affecting growth expectations for the logistics business.
- With group shares outperforming the broader European logistics sector, some research notes point to a more balanced risk-reward outlook and have moved to more neutral stances.
What's in the News
- Deutsche Post AG has been added to the Germany DAX Index (Performance) (Key Developments).
- Deutsche Post AG has been removed as an index constituent (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from €43.25 to €43.81, reflecting updated fair value assessments.
- Discount Rate increased marginally from 6.43 percent to 6.44 percent, indicating a small adjustment in risk assumptions.
- Revenue Growth forecasts edged down from 3.00 percent to 2.99 percent, which signals modestly lower projected top-line expansion.
- Net Profit Margin estimates have increased fractionally from 4.84 percent to 4.84 percent, which suggests a slight improvement in profitability outlook.
- Future P/E ratio has risen from 11.4x to 12.2x, pointing to higher expected valuation multiples on projected earnings.
Disclaimer
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