WBAG:POST

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Österreichische Post

Executive Summary

Österreichische Post AG, together with its subsidiaries, provides postal and parcel services in Austria, Germany, and internationally. More Details


Snowflake Analysis

Established dividend payer and good value.


Similar Companies

Share Price & News

How has Österreichische Post's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: POST is less volatile than 75% of Austrian stocks over the past 3 months, typically moving +/- 3% a week.

Volatility Over Time: POST's weekly volatility (3%) has been stable over the past year.


Market Performance


7 Day Return

6.1%

POST

1.4%

AT Logistics

3.4%

AT Market


1 Year Return

-7.3%

POST

20.9%

AT Logistics

-13.0%

AT Market

Return vs Industry: POST underperformed the Austrian Logistics industry which returned 20.9% over the past year.

Return vs Market: POST exceeded the Austrian Market which returned -13% over the past year.


Shareholder returns

POSTIndustryMarket
7 Day6.1%1.4%3.4%
30 Day12.3%5.6%23.4%
90 Day7.0%8.4%14.0%
1 Year-0.7%-7.3%23.7%20.9%-10.7%-13.0%
3 Year-5.1%-20.4%24.6%13.8%-5.4%-13.8%
5 Year19.2%-10.2%81.9%56.3%37.7%18.9%

Long-Term Price Volatility Vs. Market

How volatile is Österreichische Post's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Österreichische Post undervalued compared to its fair value and its price relative to the market?

27.5%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: POST (€30.55) is trading below our estimate of fair value (€42.11)

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


Price To Earnings Ratio

PE vs Industry: POST is good value based on its PE Ratio (17.8x) compared to the XE Logistics industry average (19.8x).

PE vs Market: POST is good value based on its PE Ratio (17.8x) compared to the Austrian market (18.7x).


Price to Earnings Growth Ratio

PEG Ratio: POST is poor value based on its PEG Ratio (1.6x)


Price to Book Ratio

PB vs Industry: POST is overvalued based on its PB Ratio (3.5x) compared to the XE Logistics industry average (2.4x).


Next Steps

Future Growth

How is Österreichische Post forecast to perform in the next 1 to 3 years based on estimates from 7 analysts?

11.1%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: POST's forecast earnings growth (11.1% per year) is above the savings rate (0.5%).

Earnings vs Market: POST's earnings (11.1% per year) are forecast to grow slower than the Austrian market (29.7% per year).

High Growth Earnings: POST's earnings are forecast to grow, but not significantly.

Revenue vs Market: POST's revenue (2.4% per year) is forecast to grow slower than the Austrian market (5.4% per year).

High Growth Revenue: POST's revenue (2.4% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: POST's Return on Equity is forecast to be high in 3 years time (20.6%)


Next Steps

Past Performance

How has Österreichische Post performed over the past 5 years?

5.6%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: POST has high quality earnings.

Growing Profit Margin: POST's current net profit margins (5.6%) are lower than last year (6.8%).


Past Earnings Growth Analysis

Earnings Trend: POST's earnings have grown by 5.6% per year over the past 5 years.

Accelerating Growth: POST's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: POST had negative earnings growth (-16.2%) over the past year, making it difficult to compare to the Logistics industry average (-23.3%).


Return on Equity

High ROE: POST's Return on Equity (17.9%) is considered low.


Next Steps

Financial Health

How is Österreichische Post's financial position?


Financial Position Analysis

Short Term Liabilities: POST's short term assets (€1.0B) do not cover its short term liabilities (€1.1B).

Long Term Liabilities: POST's short term assets (€1.0B) exceed its long term liabilities (€682.0M).


Debt to Equity History and Analysis

Debt Level: POST's debt to equity ratio (3.1%) is considered satisfactory.

Reducing Debt: POST's debt to equity ratio has increased from 2.1% to 3.1% over the past 5 years.

Debt Coverage: POST's debt is well covered by operating cash flow (3220.4%).

Interest Coverage: POST's interest payments on its debt are well covered by EBIT (25.1x coverage).


Balance Sheet


Next Steps

Dividend

What is Österreichische Post current dividend yield, its reliability and sustainability?

6.81%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: POST's dividend (6.81%) is higher than the bottom 25% of dividend payers in the Austrian market (1.39%).

High Dividend: POST's dividend (6.81%) is in the top 25% of dividend payers in the Austrian market (4.25%)


Stability and Growth of Payments

Stable Dividend: POST's dividends per share have been stable in the past 10 years.

Growing Dividend: POST's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its high payout ratio (121%), POST's dividend payments are not well covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: POST's dividends in 3 years are forecast to be covered by earnings (89.8% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

9.6yrs

Average management tenure


CEO

Georg Pölzl (63 yo)

11.08yrs

Tenure

€2,643,637

Compensation

Mr. Georg Pölzl has been the Chief Executive Officer and Chairman of Management Board at Oesterreichische Post AG (also known as, Austrian Post) since October 1, 2009. Mr. Pölzl has been Spokesman of the M...


CEO Compensation Analysis

Compensation vs Market: Georg's total compensation ($USD3.16M) is above average for companies of similar size in the Austrian market ($USD1.73M).

Compensation vs Earnings: Georg's compensation has been consistent with company performance over the past year.


Leadership Team

NamePositionTenureCompensationOwnership
Georg Pölzl
Chairman of Management Board & CEO11.08yrs€2.64mno data
Walter Oblin
CFO and Deputy Chairman of the Management Board and Deputy CEO of Mail & Finance1.83yrs€1.73mno data
Peter Umundum
Director of Parcel & Logistics Division and Member of Management Board9.58yrs€1.59mno data
Gabriela Zraunig
Head of Finance and Accountingno datano datano data
Harald Hagenauer
Head of Investor Relationsno datano datano data
Anneliese Ettmayer
Head of the Legal Departmentno datano datano data
Manuela Bruck
Head of Corporate Communicationsno datano datano data
Franz Nigl
Head of Human Resources Managementno datano datano data
Robert Modliba
Head of Production & Logistics - Mail and Branch Network Divisionno datano datano data
Thomas Auböck
Head of Salesno datano datano data
Stefan Heiglauer
Head of CEE - Parcel & Logistics Divisionno datano datano data
Carsten Wallmann
Head of Strategy & Group Developmentno datano datano data

9.6yrs

Average Tenure

56yo

Average Age

Experienced Management: POST's management team is seasoned and experienced (9.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Edith Hlawati
Independent Chairwoman of the Supervisory Board5.58yrs€50.60kno data
Peter Kruse
Independent Member of Supervisory Board6.58yrs€50.00kno data
Manfred Wiedner
Employee Representative Member of Supervisory Board21.67yrs€5.40kno data
Martin Palensky
Employee Representative Member of Supervisory Board18.75yrs€3.00kno data
Helmut Köstinger
Employee Representative Member of Supervisory Board15.58yrs€9.00kno data
Stefan Szyszkowitz
Independent Member of Supervisory Board2.58yrs€26.52kno data
Chris Muntwyler
Independent Member of Supervisory Board10.58yrs€45.00kno data
Felicia Kölliker
Independent Member of Supervisory Board0.42yrno datano data
Maria Klima
Employee Representative Member of Supervisory Board2.08yrs€3.00kno data
Huberta Gheneff
Independent Member of Supervisory Board2.58yrs€26.52kno data
Maximilian Schnödl
Independent Deputy Chairman of Supervisory Board0.42yrno datano data
Sigrid Stagl
Independent Member of Supervisory Board0.42yrno datano data

4.1yrs

Average Tenure

56.5yo

Average Age

Experienced Board: POST's board of directors are considered experienced (4.1 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Österreichische Post AG's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Österreichische Post AG
  • Ticker: POST
  • Exchange: WBAG
  • Founded:
  • Industry: Air Freight and Logistics
  • Sector: Transportation
  • Market Cap: €2.064b
  • Shares outstanding: 67.55m
  • Website: https://www.post.at

Number of Employees


Location

  • Österreichische Post AG
  • Rochusplatz 1
  • Vienna
  • Vienna
  • 1030
  • Austria

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
POSTWBAG (Wiener Boerse AG)YesBearer SharesATEURMay 2006
O3PDB (Deutsche Boerse AG)YesBearer SharesDEEURMay 2006
OERC.FOTCPK (Pink Sheets LLC)YesBearer SharesUSUSDMay 2006
0NTMLSE (London Stock Exchange)YesBearer SharesGBEURMay 2006
POSTVBATS-CHIXE (BATS 'Chi-X Europe')YesBearer SharesGBEURMay 2006
POSTSWX (SIX Swiss Exchange)YesBearer SharesCHCHFMay 2006
OSTI.YOTCPK (Pink Sheets LLC)ADRUSUSDMar 2013

Biography

Österreichische Post AG, together with its subsidiaries, provides postal and parcel services in Austria, Germany, and internationally. The company operates in two divisions, Mail & Branch Network and Parce...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/11/28 20:43
End of Day Share Price2020/11/27 00:00
Earnings2020/09/30
Annual Earnings2019/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.