Transportation Portuguese Community
Our community narratives are driven by numbers and valuation.
Transportation Portuguese Investing Ideas
CTT - A Fundamental Valuation
Business Overview Key Metrics Total: 1/17 +1 ✅ Projected Operating Margin: 10.00% +0 ⚠️ Projected 5-Year Revenue CAGR: 8.60% +0 ⚠️ Last 5-Year ROIC: 5.12% -2 ❌❌ Estimated Cost of Capital: 7.46% (greater than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -2.84% +2 ✅✅ Projected 5-Year EPS CAGR: 23.74% +0 ⚠️ Projected 5-Year Dividend CAGR: 7.72% +1 ✅ Estimated Debt Rating: A3 -1 ❌ Morningstar Moat: Narrow -1 ❌ Morningstar Uncertainty: High CTT has spent decades building an unrivalled logistics operation in Portugal — density, efficiency, and customer trust that took years to develop. It is now exporting that model into Spain, a larger and underpenetrated market.Read more
Parcels Expansion And Financial Services Will Drive Stronger Long Term Earnings Quality
Catalysts About CTT - Correios De Portugal CTT - Correios De Portugal is a diversified postal, parcels, financial services and retail banking group serving individuals, businesses and public entities in Portugal and selected international markets. What are the underlying business or industry changes driving this perspective?Read more
