View ValuationSAL Saudi Logistics Services 향후 성장Future 기준 점검 3/6SAL Saudi Logistics Services (는) 각각 연간 9.7% 및 12.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 36.9% 로 예상됩니다.핵심 정보9.7%이익 성장률8.88%EPS 성장률Logistics 이익 성장13.9%매출 성장률12.1%향후 자기자본이익률36.93%애널리스트 커버리지Low마지막 업데이트12 Aug 2026최근 향후 성장 업데이트Price Target Changed • Jul 23Price target increased by 8.3% to ر.س193Up from ر.س178, the current price target is an average from 5 analysts. New target price is 18% above last closing price of ر.س164. Stock is down 4.2% over the past year. The company is forecast to post earnings per share of ر.س9.17 for next year compared to ر.س8.72 last year.Price Target Changed • Jun 17Price target decreased by 13% to ر.س184Down from ر.س211, the current price target is an average from 5 analysts. New target price is 10% above last closing price of ر.س167. Stock is down 42% over the past year. The company is forecast to post earnings per share of ر.س8.80 for next year compared to ر.س8.27 last year.Major Estimate Revision • May 28Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.68b to ر.س1.74b. EPS estimate increased from ر.س7.80 to ر.س8.80 per share. Net income forecast to grow 19% next year vs 18% growth forecast for Logistics industry in Saudi Arabia. Consensus price target down from ر.س211 to ر.س207. Share price was steady at ر.س176 over the past week.분석 기사 • May 24SAL Saudi Logistics Services Company Just Missed Revenue By 7.7%: Here's What Analysts Think Will Happen NextSAL Saudi Logistics Services Company ( TADAWUL:4263 ) missed earnings with its latest quarterly results, disappointing...Price Target Changed • Mar 29Price target decreased by 15% to ر.س224Down from ر.س263, the current price target is an average from 5 analysts. New target price is 13% above last closing price of ر.س198. Stock is down 23% over the past year. The company is forecast to post earnings per share of ر.س8.12 for next year compared to ر.س8.27 last year.분석 기사 • Mar 06SAL Saudi Logistics Services Company Just Missed EPS By 7.8%: Here's What Analysts Think Will Happen NextSAL Saudi Logistics Services Company ( TADAWUL:4263 ) just released its latest full-year report and things are not...모든 업데이트 보기Recent updates공고 • Aug 01SAL Saudi Logistics Services Company to Report Q2, 2026 Results on Aug 03, 2026SAL Saudi Logistics Services Company announced that they will report Q2, 2026 results on Aug 03, 2026공고 • Jul 30SAL Saudi Logistics Services Company announces Quarterly dividend, payable on August 20, 2026SAL Saudi Logistics Services Company announced Quarterly dividend of SAR 1.7900 per share payable on August 20, 2026, ex-date on August 06, 2026 and record date on August 09, 2026.Price Target Changed • Jul 23Price target increased by 8.3% to ر.س193Up from ر.س178, the current price target is an average from 5 analysts. New target price is 18% above last closing price of ر.س164. Stock is down 4.2% over the past year. The company is forecast to post earnings per share of ر.س9.17 for next year compared to ر.س8.72 last year.공고 • May 27SAL Saudi Logistics Services Company announces Quarterly dividend, payable on June 11, 2026SAL Saudi Logistics Services Company announced Quarterly dividend of SAR 1.4700 per share payable on June 11, 2026, ex-date on May 19, 2026 and record date on May 20, 2026.Reported Earnings • May 07First quarter 2026 earnings released: EPS: ر.س1.96 (vs ر.س1.91 in 1Q 2025)First quarter 2026 results: EPS: ر.س1.96 (up from ر.س1.91 in 1Q 2025). Revenue: ر.س445.8m (up 16% from 1Q 2025). Net income: ر.س156.6m (up 2.3% from 1Q 2025). Profit margin: 35% (down from 40% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Logistics industry in Asia.공고 • Apr 29SAL Saudi Logistics Services Company, Annual General Meeting, May 18, 2026SAL Saudi Logistics Services Company, Annual General Meeting, May 18, 2026, at 19:30 Arab Standard Time. Location: jeddah Saudi ArabiaUpcoming Dividend • Mar 26Upcoming dividend of ر.س1.89 per shareEligible shareholders must have bought the stock before 02 April 2026. Payment date: 16 April 2026. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Saudi dividend payers (5.9%). Higher than average of industry peers (2.7%).공고 • Mar 12SAL Saudi Logistics Services Company, Annual General Meeting, Mar 30, 2026SAL Saudi Logistics Services Company, Annual General Meeting, Mar 30, 2026, at 19:00 Arab Standard Time.공고 • Mar 07SAL Saudi Logistics Services Company (SASE:4263) acquired AviaPartner Liege NV from Aviapartner Belgium NV for €28 million.SAL Saudi Logistics Services Company (SASE:4263) Agreed to acquire AviaPartner Liege NV from Aviapartner Belgium NV for €28 million on March 4, 2026. A cash consideration of €28 million (approximately SAR 123 million/$32.8M) will be paid by SAL Saudi Logistics Services Company. The transaction is subject to customary closing conditions and regulatory approvals.Reported Earnings • Feb 19Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ر.س8.72 (up from ر.س8.27 in FY 2024). Revenue: ر.س1.71b (up 4.6% from FY 2024). Net income: ر.س697.9m (up 5.5% from FY 2024). Profit margin: 41% (in line with FY 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Logistics industry in Asia.공고 • Feb 12SAL Saudi Logistics Services Company announces Quarterly dividend, payable on April 16, 2026SAL Saudi Logistics Services Company announced Quarterly dividend of SAR 1.8900 per share payable on April 16, 2026, ex-date on April 02, 2026 and record date on April 05, 2026.분석 기사 • Feb 01SAL Saudi Logistics Services Company's (TADAWUL:4263) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 22.6x SAL Saudi Logistics Services Company ( TADAWUL:4263 ) may be sending...분석 기사 • Jan 05Is Now An Opportune Moment To Examine SAL Saudi Logistics Services Company (TADAWUL:4263)?SAL Saudi Logistics Services Company ( TADAWUL:4263 ), might not be a large cap stock, but it saw significant share...분석 기사 • Dec 10Returns on Capital Paint A Bright Future For SAL Saudi Logistics Services (TADAWUL:4263)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: ر.س2.26 (vs ر.س1.94 in 3Q 2024)Third quarter 2025 results: EPS: ر.س2.26 (up from ر.س1.94 in 3Q 2024). Revenue: ر.س421.2m (up 15% from 3Q 2024). Net income: ر.س180.9m (up 16% from 3Q 2024). Profit margin: 43% (in line with 3Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Logistics industry in Asia.분석 기사 • Nov 07SAL Saudi Logistics Services (TADAWUL:4263) Is Paying Out A Larger Dividend Than Last YearSAL Saudi Logistics Services Company ( TADAWUL:4263 ) will increase its dividend from last year's comparable payment on...Declared Dividend • Nov 06Second quarter dividend of ر.س1.70 announcedShareholders will receive a dividend of ر.س1.70. Ex-date: 17th November 2025 Payment date: 1st December 2025 Dividend yield will be 3.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 88% per year over the past 2 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Nov 05SAL Saudi Logistics Services Company announces Quarterly dividend, payable on December 01, 2025SAL Saudi Logistics Services Company announced Quarterly dividend of SAR 1.7000 per share payable on December 01, 2025, ex-date on November 17, 2025 and record date on November 18, 2025.Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Non-Executive Director Wajdy Ghabban was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Sep 04New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.분석 기사 • Aug 18There May Be Some Bright Spots In SAL Saudi Logistics Services' (TADAWUL:4263) EarningsSASE:4263 1 Year Share Price vs Fair Value Explore SAL Saudi Logistics Services's Fair Values from the Community and...Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ر.س2.03 (vs ر.س1.94 in 2Q 2024)Second quarter 2025 results: EPS: ر.س2.03 (up from ر.س1.94 in 2Q 2024). Revenue: ر.س394.0m (down 2.8% from 2Q 2024). Net income: ر.س162.2m (up 4.4% from 2Q 2024). Profit margin: 41% (up from 38% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Logistics industry in Asia.분석 기사 • Aug 10SAL Saudi Logistics Services (TADAWUL:4263) Is Paying Out A Larger Dividend Than Last YearSAL Saudi Logistics Services Company ( TADAWUL:4263 ) has announced that it will be increasing its dividend from last...Declared Dividend • Aug 09First quarter dividend of ر.س1.52 announcedShareholders will receive a dividend of ر.س1.52. Ex-date: 24th August 2025 Payment date: 9th September 2025 Dividend yield will be 3.3%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (68% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Aug 08SAL Saudi Logistics Services Company announces Quarterly dividend, payable on September 09, 2025SAL Saudi Logistics Services Company announced Quarterly dividend of SAR 1.5200 per share payable on September 09, 2025, ex-date on August 24, 2025 and record date on August 25, 2025.분석 기사 • Jul 16Shareholders Would Enjoy A Repeat Of SAL Saudi Logistics Services' (TADAWUL:4263) Recent Growth In ReturnsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Price Target Changed • Jun 17Price target decreased by 13% to ر.س184Down from ر.س211, the current price target is an average from 5 analysts. New target price is 10% above last closing price of ر.س167. Stock is down 42% over the past year. The company is forecast to post earnings per share of ر.س8.80 for next year compared to ر.س8.27 last year.공고 • Jun 04SAL Saudi Logistics Services Company, Annual General Meeting, Jun 24, 2025SAL Saudi Logistics Services Company, Annual General Meeting, Jun 24, 2025, at 19:00 Arab Standard Time. Location: jeddah Saudi ArabiaMajor Estimate Revision • May 28Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.68b to ر.س1.74b. EPS estimate increased from ر.س7.80 to ر.س8.80 per share. Net income forecast to grow 19% next year vs 18% growth forecast for Logistics industry in Saudi Arabia. Consensus price target down from ر.س211 to ر.س207. Share price was steady at ر.س176 over the past week.분석 기사 • May 24SAL Saudi Logistics Services Company Just Missed Revenue By 7.7%: Here's What Analysts Think Will Happen NextSAL Saudi Logistics Services Company ( TADAWUL:4263 ) missed earnings with its latest quarterly results, disappointing...Reported Earnings • May 22First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ر.س1.91 (down from ر.س2.61 in 1Q 2024). Revenue: ر.س384.1m (down 15% from 1Q 2024). Net income: ر.س153.1m (down 27% from 1Q 2024). Profit margin: 40% (down from 46% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) also missed analyst estimates by 3.0%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Logistics industry in Asia.분석 기사 • Apr 14Investors Shouldn't Overlook SAL Saudi Logistics Services' (TADAWUL:4263) Impressive Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Price Target Changed • Mar 29Price target decreased by 15% to ر.س224Down from ر.س263, the current price target is an average from 5 analysts. New target price is 13% above last closing price of ر.س198. Stock is down 23% over the past year. The company is forecast to post earnings per share of ر.س8.12 for next year compared to ر.س8.27 last year.New Risk • Mar 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Saudi stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.분석 기사 • Mar 10SAL Saudi Logistics Services Company (TADAWUL:4263) Stocks Pounded By 31% But Not Lagging Market On Growth Or PricingThe SAL Saudi Logistics Services Company ( TADAWUL:4263 ) share price has fared very poorly over the last month...분석 기사 • Mar 06SAL Saudi Logistics Services Company Just Missed EPS By 7.8%: Here's What Analysts Think Will Happen NextSAL Saudi Logistics Services Company ( TADAWUL:4263 ) just released its latest full-year report and things are not...Reported Earnings • Mar 04Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ر.س8.27 (up from ر.س6.37 in FY 2023). Revenue: ر.س1.63b (up 12% from FY 2023). Net income: ر.س661.4m (up 30% from FY 2023). Profit margin: 41% (up from 35% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 7.8%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Logistics industry in Asia.Buy Or Sell Opportunity • Mar 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to ر.س198. The fair value is estimated to be ر.س251, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 9.3% per annum over the same time period.Declared Dividend • Feb 21Third quarter dividend of ر.س1.33 announcedShareholders will receive a dividend of ر.س1.33. Ex-date: 27th February 2025 Payment date: 1st January 1970 Dividend yield will be 2.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (64% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Feb 20SAL Saudi Logistics Services Company announces Quarterly dividendSAL Saudi Logistics Services Company announced Quarterly dividend of SAR 1.3300 per share, ex-date on February 27, 2025 and record date on March 02, 2025.Board Change • Feb 17Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Non Executive Non Independent Director Ibraheem bin Adel Ibraheem Sheerah was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.분석 기사 • Jan 23SAL Saudi Logistics Services Company's (TADAWUL:4263) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 31.7x SAL Saudi Logistics Services Company ( TADAWUL:4263 ) may be sending...Buy Or Sell Opportunity • Jan 06Now 23% overvaluedOver the last 90 days, the stock has fallen 1.2% to ر.س277. The fair value is estimated to be ر.س225, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 9.9% per annum over the same time period.Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: ر.س1.94 (vs ر.س1.45 in 3Q 2023)Third quarter 2024 results: EPS: ر.س1.94 (up from ر.س1.45 in 3Q 2023). Revenue: ر.س367.3m (flat on 3Q 2023). Net income: ر.س155.5m (up 34% from 3Q 2023). Profit margin: 42% (up from 32% in 3Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Logistics industry in Asia.Declared Dividend • Nov 06Second quarter dividend of ر.س1.45 announcedShareholders will receive a dividend of ر.س1.45. Ex-date: 11th November 2024 Payment date: 1st January 1970 Dividend yield will be 2.2%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but not covered by cash flows (105% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Oct 31SAL Saudi Logistics Services (TADAWUL:4263) Is Achieving High Returns On Its CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Buy Or Sell Opportunity • Oct 25Now 20% overvaluedOver the last 90 days, the stock has fallen 11% to ر.س277. The fair value is estimated to be ر.س230, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last year. Earnings per share has grown by 62%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Buy Or Sell Opportunity • Oct 08Now 21% overvaluedOver the last 90 days, the stock has fallen 10.0% to ر.س280. The fair value is estimated to be ر.س232, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last year. Earnings per share has grown by 62%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Major Estimate Revision • Aug 28Consensus EPS estimates increase by 12%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ر.س1.78b to ر.س1.76b. EPS estimate rose from ر.س7.95 to ر.س8.90. Net income forecast to grow 13% next year vs 26% growth forecast for Logistics industry in Saudi Arabia. Consensus price target up from ر.س227 to ر.س243. Share price fell 3.3% to ر.س293 over the past week.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ر.س1.94 (vs ر.س1.36 in 2Q 2023)Second quarter 2024 results: EPS: ر.س1.94 (up from ر.س1.36 in 2Q 2023). Revenue: ر.س405.5m (up 20% from 2Q 2023). Net income: ر.س155.5m (up 43% from 2Q 2023). Profit margin: 38% (up from 32% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Logistics industry in Asia.New Risk • Jul 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 105% Dividend yield: 2.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.공고 • Jun 08SAL Saudi Logistics Services Company, Annual General Meeting, Jun 27, 2024SAL Saudi Logistics Services Company, Annual General Meeting, Jun 27, 2024, at 20:00 Arab Standard Time. Location: jedah Saudi ArabiaMajor Estimate Revision • May 15Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س1.66b to ر.س1.87b. EPS estimate increased from ر.س7.59 to ر.س8.51 per share. Net income forecast to grow 34% next year vs 26% growth forecast for Logistics industry in Saudi Arabia. Consensus price target up from ر.س176 to ر.س213. Share price was steady at ر.س279 over the past week.분석 기사 • Apr 19Investor Optimism Abounds SAL Saudi Logistics Services Company (TADAWUL:4263) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 41.1x SAL Saudi Logistics Services Company ( TADAWUL:4263 ) may be sending...Reported Earnings • Mar 14Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ر.س6.37 (up from ر.س4.53 in FY 2022). Revenue: ر.س1.46b (up 19% from FY 2022). Net income: ر.س509.7m (up 41% from FY 2022). Profit margin: 35% (up from 30% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Logistics industry in Asia.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ر.س274, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 13x in the Logistics industry in Asia. Simply Wall St's valuation model estimates the intrinsic value at ر.س121 per share.Valuation Update With 7 Day Price Move • Dec 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ر.س179, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Logistics industry in Asia. Simply Wall St's valuation model estimates the intrinsic value at ر.س109 per share.Buying Opportunity • Nov 03Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ر.س161, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 12%.Board Change • Nov 01High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Non-Executive Independent Chairman Fawaz Bin Fawaz Alfawwaz is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.이익 및 매출 성장 예측SASE:4263 - 애널리스트 향후 추정치 및 과거 재무 데이터 (SAR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,4218949491,090412/31/20272,139815454975412/31/20261,984718-1084126/30/20261,888731727976N/A3/31/20261,7707019011,100N/A12/31/20251,708698814957N/A9/30/20251,608638751869N/A6/30/20251,554613779843N/A3/31/20251,565606621673N/A12/31/20241,634661724791N/A9/30/20241,636700768842N/A6/30/20241,634660565647N/A3/31/20241,568614550638N/A12/31/20231,456510623696N/A9/30/20231,398442516589N/A6/30/20231,312407564646N/A3/31/20231,268383565653N/A12/31/20221,223362458556N/A12/31/2021962276239387N/A12/31/2020678190170352N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 4263 의 연간 예상 수익 증가율(9.7%)이 saving rate(15.2%) 미만입니다.수익 vs 시장: 4263 의 연간 수익(9.7%)이 SA 시장(4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 4263 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 4263 의 수익(연간 12.1%)이 SA 시장(연간 0.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 4263 의 수익(연간 12.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 4263의 자본 수익률은 3년 후 36.9%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/22 22:26종가2026/08/20 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스SAL Saudi Logistics Services Company는 11명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jassim Al-JubranAljazira Capital Companynull nullAl Rajhi CapitalMuhammad SaadAl Rajhi Capital8명의 분석가 더 보기
Price Target Changed • Jul 23Price target increased by 8.3% to ر.س193Up from ر.س178, the current price target is an average from 5 analysts. New target price is 18% above last closing price of ر.س164. Stock is down 4.2% over the past year. The company is forecast to post earnings per share of ر.س9.17 for next year compared to ر.س8.72 last year.
Price Target Changed • Jun 17Price target decreased by 13% to ر.س184Down from ر.س211, the current price target is an average from 5 analysts. New target price is 10% above last closing price of ر.س167. Stock is down 42% over the past year. The company is forecast to post earnings per share of ر.س8.80 for next year compared to ر.س8.27 last year.
Major Estimate Revision • May 28Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.68b to ر.س1.74b. EPS estimate increased from ر.س7.80 to ر.س8.80 per share. Net income forecast to grow 19% next year vs 18% growth forecast for Logistics industry in Saudi Arabia. Consensus price target down from ر.س211 to ر.س207. Share price was steady at ر.س176 over the past week.
분석 기사 • May 24SAL Saudi Logistics Services Company Just Missed Revenue By 7.7%: Here's What Analysts Think Will Happen NextSAL Saudi Logistics Services Company ( TADAWUL:4263 ) missed earnings with its latest quarterly results, disappointing...
Price Target Changed • Mar 29Price target decreased by 15% to ر.س224Down from ر.س263, the current price target is an average from 5 analysts. New target price is 13% above last closing price of ر.س198. Stock is down 23% over the past year. The company is forecast to post earnings per share of ر.س8.12 for next year compared to ر.س8.27 last year.
분석 기사 • Mar 06SAL Saudi Logistics Services Company Just Missed EPS By 7.8%: Here's What Analysts Think Will Happen NextSAL Saudi Logistics Services Company ( TADAWUL:4263 ) just released its latest full-year report and things are not...
공고 • Aug 01SAL Saudi Logistics Services Company to Report Q2, 2026 Results on Aug 03, 2026SAL Saudi Logistics Services Company announced that they will report Q2, 2026 results on Aug 03, 2026
공고 • Jul 30SAL Saudi Logistics Services Company announces Quarterly dividend, payable on August 20, 2026SAL Saudi Logistics Services Company announced Quarterly dividend of SAR 1.7900 per share payable on August 20, 2026, ex-date on August 06, 2026 and record date on August 09, 2026.
Price Target Changed • Jul 23Price target increased by 8.3% to ر.س193Up from ر.س178, the current price target is an average from 5 analysts. New target price is 18% above last closing price of ر.س164. Stock is down 4.2% over the past year. The company is forecast to post earnings per share of ر.س9.17 for next year compared to ر.س8.72 last year.
공고 • May 27SAL Saudi Logistics Services Company announces Quarterly dividend, payable on June 11, 2026SAL Saudi Logistics Services Company announced Quarterly dividend of SAR 1.4700 per share payable on June 11, 2026, ex-date on May 19, 2026 and record date on May 20, 2026.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: ر.س1.96 (vs ر.س1.91 in 1Q 2025)First quarter 2026 results: EPS: ر.س1.96 (up from ر.س1.91 in 1Q 2025). Revenue: ر.س445.8m (up 16% from 1Q 2025). Net income: ر.س156.6m (up 2.3% from 1Q 2025). Profit margin: 35% (down from 40% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Logistics industry in Asia.
공고 • Apr 29SAL Saudi Logistics Services Company, Annual General Meeting, May 18, 2026SAL Saudi Logistics Services Company, Annual General Meeting, May 18, 2026, at 19:30 Arab Standard Time. Location: jeddah Saudi Arabia
Upcoming Dividend • Mar 26Upcoming dividend of ر.س1.89 per shareEligible shareholders must have bought the stock before 02 April 2026. Payment date: 16 April 2026. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Saudi dividend payers (5.9%). Higher than average of industry peers (2.7%).
공고 • Mar 12SAL Saudi Logistics Services Company, Annual General Meeting, Mar 30, 2026SAL Saudi Logistics Services Company, Annual General Meeting, Mar 30, 2026, at 19:00 Arab Standard Time.
공고 • Mar 07SAL Saudi Logistics Services Company (SASE:4263) acquired AviaPartner Liege NV from Aviapartner Belgium NV for €28 million.SAL Saudi Logistics Services Company (SASE:4263) Agreed to acquire AviaPartner Liege NV from Aviapartner Belgium NV for €28 million on March 4, 2026. A cash consideration of €28 million (approximately SAR 123 million/$32.8M) will be paid by SAL Saudi Logistics Services Company. The transaction is subject to customary closing conditions and regulatory approvals.
Reported Earnings • Feb 19Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ر.س8.72 (up from ر.س8.27 in FY 2024). Revenue: ر.س1.71b (up 4.6% from FY 2024). Net income: ر.س697.9m (up 5.5% from FY 2024). Profit margin: 41% (in line with FY 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Logistics industry in Asia.
공고 • Feb 12SAL Saudi Logistics Services Company announces Quarterly dividend, payable on April 16, 2026SAL Saudi Logistics Services Company announced Quarterly dividend of SAR 1.8900 per share payable on April 16, 2026, ex-date on April 02, 2026 and record date on April 05, 2026.
분석 기사 • Feb 01SAL Saudi Logistics Services Company's (TADAWUL:4263) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 22.6x SAL Saudi Logistics Services Company ( TADAWUL:4263 ) may be sending...
분석 기사 • Jan 05Is Now An Opportune Moment To Examine SAL Saudi Logistics Services Company (TADAWUL:4263)?SAL Saudi Logistics Services Company ( TADAWUL:4263 ), might not be a large cap stock, but it saw significant share...
분석 기사 • Dec 10Returns on Capital Paint A Bright Future For SAL Saudi Logistics Services (TADAWUL:4263)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: ر.س2.26 (vs ر.س1.94 in 3Q 2024)Third quarter 2025 results: EPS: ر.س2.26 (up from ر.س1.94 in 3Q 2024). Revenue: ر.س421.2m (up 15% from 3Q 2024). Net income: ر.س180.9m (up 16% from 3Q 2024). Profit margin: 43% (in line with 3Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Logistics industry in Asia.
분석 기사 • Nov 07SAL Saudi Logistics Services (TADAWUL:4263) Is Paying Out A Larger Dividend Than Last YearSAL Saudi Logistics Services Company ( TADAWUL:4263 ) will increase its dividend from last year's comparable payment on...
Declared Dividend • Nov 06Second quarter dividend of ر.س1.70 announcedShareholders will receive a dividend of ر.س1.70. Ex-date: 17th November 2025 Payment date: 1st December 2025 Dividend yield will be 3.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 88% per year over the past 2 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Nov 05SAL Saudi Logistics Services Company announces Quarterly dividend, payable on December 01, 2025SAL Saudi Logistics Services Company announced Quarterly dividend of SAR 1.7000 per share payable on December 01, 2025, ex-date on November 17, 2025 and record date on November 18, 2025.
Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Non-Executive Director Wajdy Ghabban was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Sep 04New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
분석 기사 • Aug 18There May Be Some Bright Spots In SAL Saudi Logistics Services' (TADAWUL:4263) EarningsSASE:4263 1 Year Share Price vs Fair Value Explore SAL Saudi Logistics Services's Fair Values from the Community and...
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ر.س2.03 (vs ر.س1.94 in 2Q 2024)Second quarter 2025 results: EPS: ر.س2.03 (up from ر.س1.94 in 2Q 2024). Revenue: ر.س394.0m (down 2.8% from 2Q 2024). Net income: ر.س162.2m (up 4.4% from 2Q 2024). Profit margin: 41% (up from 38% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Logistics industry in Asia.
분석 기사 • Aug 10SAL Saudi Logistics Services (TADAWUL:4263) Is Paying Out A Larger Dividend Than Last YearSAL Saudi Logistics Services Company ( TADAWUL:4263 ) has announced that it will be increasing its dividend from last...
Declared Dividend • Aug 09First quarter dividend of ر.س1.52 announcedShareholders will receive a dividend of ر.س1.52. Ex-date: 24th August 2025 Payment date: 9th September 2025 Dividend yield will be 3.3%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (68% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Aug 08SAL Saudi Logistics Services Company announces Quarterly dividend, payable on September 09, 2025SAL Saudi Logistics Services Company announced Quarterly dividend of SAR 1.5200 per share payable on September 09, 2025, ex-date on August 24, 2025 and record date on August 25, 2025.
분석 기사 • Jul 16Shareholders Would Enjoy A Repeat Of SAL Saudi Logistics Services' (TADAWUL:4263) Recent Growth In ReturnsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Price Target Changed • Jun 17Price target decreased by 13% to ر.س184Down from ر.س211, the current price target is an average from 5 analysts. New target price is 10% above last closing price of ر.س167. Stock is down 42% over the past year. The company is forecast to post earnings per share of ر.س8.80 for next year compared to ر.س8.27 last year.
공고 • Jun 04SAL Saudi Logistics Services Company, Annual General Meeting, Jun 24, 2025SAL Saudi Logistics Services Company, Annual General Meeting, Jun 24, 2025, at 19:00 Arab Standard Time. Location: jeddah Saudi Arabia
Major Estimate Revision • May 28Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from ر.س1.68b to ر.س1.74b. EPS estimate increased from ر.س7.80 to ر.س8.80 per share. Net income forecast to grow 19% next year vs 18% growth forecast for Logistics industry in Saudi Arabia. Consensus price target down from ر.س211 to ر.س207. Share price was steady at ر.س176 over the past week.
분석 기사 • May 24SAL Saudi Logistics Services Company Just Missed Revenue By 7.7%: Here's What Analysts Think Will Happen NextSAL Saudi Logistics Services Company ( TADAWUL:4263 ) missed earnings with its latest quarterly results, disappointing...
Reported Earnings • May 22First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ر.س1.91 (down from ر.س2.61 in 1Q 2024). Revenue: ر.س384.1m (down 15% from 1Q 2024). Net income: ر.س153.1m (down 27% from 1Q 2024). Profit margin: 40% (down from 46% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) also missed analyst estimates by 3.0%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Logistics industry in Asia.
분석 기사 • Apr 14Investors Shouldn't Overlook SAL Saudi Logistics Services' (TADAWUL:4263) Impressive Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Price Target Changed • Mar 29Price target decreased by 15% to ر.س224Down from ر.س263, the current price target is an average from 5 analysts. New target price is 13% above last closing price of ر.س198. Stock is down 23% over the past year. The company is forecast to post earnings per share of ر.س8.12 for next year compared to ر.س8.27 last year.
New Risk • Mar 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Saudi stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
분석 기사 • Mar 10SAL Saudi Logistics Services Company (TADAWUL:4263) Stocks Pounded By 31% But Not Lagging Market On Growth Or PricingThe SAL Saudi Logistics Services Company ( TADAWUL:4263 ) share price has fared very poorly over the last month...
분석 기사 • Mar 06SAL Saudi Logistics Services Company Just Missed EPS By 7.8%: Here's What Analysts Think Will Happen NextSAL Saudi Logistics Services Company ( TADAWUL:4263 ) just released its latest full-year report and things are not...
Reported Earnings • Mar 04Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ر.س8.27 (up from ر.س6.37 in FY 2023). Revenue: ر.س1.63b (up 12% from FY 2023). Net income: ر.س661.4m (up 30% from FY 2023). Profit margin: 41% (up from 35% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 7.8%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Logistics industry in Asia.
Buy Or Sell Opportunity • Mar 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 24% to ر.س198. The fair value is estimated to be ر.س251, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 9.3% per annum over the same time period.
Declared Dividend • Feb 21Third quarter dividend of ر.س1.33 announcedShareholders will receive a dividend of ر.س1.33. Ex-date: 27th February 2025 Payment date: 1st January 1970 Dividend yield will be 2.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (64% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Feb 20SAL Saudi Logistics Services Company announces Quarterly dividendSAL Saudi Logistics Services Company announced Quarterly dividend of SAR 1.3300 per share, ex-date on February 27, 2025 and record date on March 02, 2025.
Board Change • Feb 17Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Non Executive Non Independent Director Ibraheem bin Adel Ibraheem Sheerah was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • Jan 23SAL Saudi Logistics Services Company's (TADAWUL:4263) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 31.7x SAL Saudi Logistics Services Company ( TADAWUL:4263 ) may be sending...
Buy Or Sell Opportunity • Jan 06Now 23% overvaluedOver the last 90 days, the stock has fallen 1.2% to ر.س277. The fair value is estimated to be ر.س225, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 9.9% per annum over the same time period.
Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: ر.س1.94 (vs ر.س1.45 in 3Q 2023)Third quarter 2024 results: EPS: ر.س1.94 (up from ر.س1.45 in 3Q 2023). Revenue: ر.س367.3m (flat on 3Q 2023). Net income: ر.س155.5m (up 34% from 3Q 2023). Profit margin: 42% (up from 32% in 3Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Logistics industry in Asia.
Declared Dividend • Nov 06Second quarter dividend of ر.س1.45 announcedShareholders will receive a dividend of ر.س1.45. Ex-date: 11th November 2024 Payment date: 1st January 1970 Dividend yield will be 2.2%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but not covered by cash flows (105% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Oct 31SAL Saudi Logistics Services (TADAWUL:4263) Is Achieving High Returns On Its CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Buy Or Sell Opportunity • Oct 25Now 20% overvaluedOver the last 90 days, the stock has fallen 11% to ر.س277. The fair value is estimated to be ر.س230, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last year. Earnings per share has grown by 62%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Buy Or Sell Opportunity • Oct 08Now 21% overvaluedOver the last 90 days, the stock has fallen 10.0% to ر.س280. The fair value is estimated to be ر.س232, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last year. Earnings per share has grown by 62%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Major Estimate Revision • Aug 28Consensus EPS estimates increase by 12%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ر.س1.78b to ر.س1.76b. EPS estimate rose from ر.س7.95 to ر.س8.90. Net income forecast to grow 13% next year vs 26% growth forecast for Logistics industry in Saudi Arabia. Consensus price target up from ر.س227 to ر.س243. Share price fell 3.3% to ر.س293 over the past week.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: ر.س1.94 (vs ر.س1.36 in 2Q 2023)Second quarter 2024 results: EPS: ر.س1.94 (up from ر.س1.36 in 2Q 2023). Revenue: ر.س405.5m (up 20% from 2Q 2023). Net income: ر.س155.5m (up 43% from 2Q 2023). Profit margin: 38% (up from 32% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Logistics industry in Asia.
New Risk • Jul 12New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 105% Dividend yield: 2.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
공고 • Jun 08SAL Saudi Logistics Services Company, Annual General Meeting, Jun 27, 2024SAL Saudi Logistics Services Company, Annual General Meeting, Jun 27, 2024, at 20:00 Arab Standard Time. Location: jedah Saudi Arabia
Major Estimate Revision • May 15Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from ر.س1.66b to ر.س1.87b. EPS estimate increased from ر.س7.59 to ر.س8.51 per share. Net income forecast to grow 34% next year vs 26% growth forecast for Logistics industry in Saudi Arabia. Consensus price target up from ر.س176 to ر.س213. Share price was steady at ر.س279 over the past week.
분석 기사 • Apr 19Investor Optimism Abounds SAL Saudi Logistics Services Company (TADAWUL:4263) But Growth Is LackingWith a price-to-earnings (or "P/E") ratio of 41.1x SAL Saudi Logistics Services Company ( TADAWUL:4263 ) may be sending...
Reported Earnings • Mar 14Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ر.س6.37 (up from ر.س4.53 in FY 2022). Revenue: ر.س1.46b (up 19% from FY 2022). Net income: ر.س509.7m (up 41% from FY 2022). Profit margin: 35% (up from 30% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Logistics industry in Asia.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ر.س274, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 13x in the Logistics industry in Asia. Simply Wall St's valuation model estimates the intrinsic value at ر.س121 per share.
Valuation Update With 7 Day Price Move • Dec 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ر.س179, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Logistics industry in Asia. Simply Wall St's valuation model estimates the intrinsic value at ر.س109 per share.
Buying Opportunity • Nov 03Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ر.س161, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last year. Earnings per share has grown by 12%.
Board Change • Nov 01High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Non-Executive Independent Chairman Fawaz Bin Fawaz Alfawwaz is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.