Österreichische Post AG

WBAG:POST Stock Report

Market Cap: €2.0b

Österreichische Post Valuation

Is POST undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of POST when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: POST (€28.75) is trading below our estimate of fair value (€72.6)

Significantly Below Fair Value: POST is trading below fair value by more than 20%.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for POST?

Key metric: As POST is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for POST. This is calculated by dividing POST's market cap by their current earnings.
What is POST's PE Ratio?
PE Ratio13.4x
Earnings€145.00m
Market Cap€1.97b

Price to Earnings Ratio vs Peers

How does POST's PE Ratio compare to its peers?

The above table shows the PE ratio for POST vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average28.6x
FLU Flughafen Wien
22.5x8.7%€4.5b
526612 Blue Dart Express
62.7x23.4%₹177.4b
603056 DEPPON LOGISTICS
18.9x22.5%CN¥14.9b
9065 Sankyu
10.5x2.8%JP¥274.7b
POST Österreichische Post
13.4x-1.7%€2.0b

Price-To-Earnings vs Peers: POST is good value based on its Price-To-Earnings Ratio (13.4x) compared to the peer average (28.6x).


Price to Earnings Ratio vs Industry

How does POST's PE Ratio compare vs other companies in the European Logistics Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
POST 13.4xIndustry Avg. 13.2xNo. of Companies6PE0816243240+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: POST is expensive based on its Price-To-Earnings Ratio (13.4x) compared to the European Logistics industry average (13.2x).


Price to Earnings Ratio vs Fair Ratio

What is POST's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

POST PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio13.4x
Fair PE Ratio15x

Price-To-Earnings vs Fair Ratio: POST is good value based on its Price-To-Earnings Ratio (13.4x) compared to the estimated Fair Price-To-Earnings Ratio (15x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst POST forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€28.75
€29.35
+2.1%
10.4%€33.70€26.00n/a4
Nov ’25€29.20
€29.60
+1.4%
9.5%€33.70€27.00n/a4
Oct ’25€29.70
€29.78
+0.3%
9.0%€33.70€26.70n/a4
Sep ’25€29.45
€29.68
+0.8%
8.6%€33.30€26.70n/a4
Aug ’25€30.30
€29.53
-2.6%
9.2%€33.30€26.10n/a4
Jul ’25€30.10
€29.53
-1.9%
9.2%€33.30€26.10n/a4
Jun ’25€30.60
€29.53
-3.5%
9.2%€33.30€26.10n/a4
May ’25€29.90
€29.08
-2.8%
10.6%€33.30€26.00n/a4
Apr ’25€31.65
€29.08
-8.1%
10.6%€33.30€26.00n/a4
Mar ’25€30.00
€29.28
-2.4%
9.9%€33.30€26.00n/a4
Feb ’25€31.20
€30.18
-3.3%
12.4%€35.00€26.00n/a4
Jan ’25€32.70
€30.18
-7.7%
12.4%€35.00€26.00n/a4
Dec ’24€31.50
€29.93
-5.0%
13.5%€35.00€25.00n/a4
Nov ’24€29.95
€29.50
-1.5%
14.9%€35.00€25.00€29.204
Oct ’24€31.05
€29.50
-5.0%
14.9%€35.00€25.00€29.704
Sep ’24€31.90
€29.65
-7.1%
14.3%€35.00€25.00€29.454
Aug ’24€33.05
€29.28
-11.4%
14.2%€35.00€25.00€30.304
Jul ’24€32.70
€29.40
-10.1%
13.8%€35.00€25.00€30.104
Jun ’24€33.20
€29.40
-11.4%
13.8%€35.00€25.00€30.604
May ’24€35.00
€30.50
-12.9%
11.8%€35.00€25.00€29.904
Apr ’24€34.05
€30.50
-10.4%
11.8%€35.00€25.00€31.654
Mar ’24€33.45
€29.86
-10.7%
11.6%€35.00€25.00€30.005
Feb ’24€33.05
€29.66
-10.3%
10.7%€34.00€25.00€31.205
Jan ’24€29.40
€29.13
-0.9%
9.7%€34.00€25.00€32.706
Dec ’23€32.75
€29.13
-11.0%
9.7%€34.00€25.00€31.506
Nov ’23€28.55
€29.13
+2.0%
9.7%€34.00€25.00€29.956

Analyst Forecast: Target price is less than 20% higher than the current share price.


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