Deutsche Post AG

BRSE:DHL Stock Report

Market Cap: CHF 48.6b

Deutsche Post Valuation

Is DHL 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 DHL when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: DHL (CHF44.19) is trading below our estimate of fair value (CHF84.66)

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


Key Valuation Metric

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

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

The above table shows the Price to Earnings ratio for DHL. This is calculated by dividing DHL's market cap by their current earnings.
What is DHL's PE Ratio?
PE Ratio14.8x
Earnings€3.54b
Market Cap€52.32b

Price to Earnings Ratio vs Peers

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

The above table shows the PE ratio for DHL vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average22.8x
KNIN Kuehne + Nagel International
19.9x5.71%CHF 20.3b
DSV DSV
40.2x24.40%DKK 381.3b
FDX FedEx
15.8x9.07%US$68.9b
UPS United Parcel Service
15.4x7.61%US$84.6b
DHL Deutsche Post
14.8x5.77%CHF 52.3b

Price-To-Earnings vs Peers: DHL is good value based on its Price-To-Earnings Ratio (14.8x) compared to the peer average (22.9x).


Price to Earnings Ratio vs Industry

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

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
DHL 14.8xIndustry Avg. 14.9xNo. of Companies5PE0816243240+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: DHL is good value based on its Price-To-Earnings Ratio (14.8x) compared to the European Logistics industry average (14.8x).


Price to Earnings Ratio vs Fair Ratio

What is DHL'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.

DHL PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio14.8x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate DHL's Price-To-Earnings Fair Ratio for valuation analysis.


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 DHL forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Currentn/a
CHF 41.76
0%
12.69%CHF 55.88CHF 31.67n/a17
Dec ’26CHF 41.82
CHF 41.26
-1.34%
13.49%CHF 56.06CHF 31.77n/a17
Nov ’26CHF 36.89
CHF 39.62
+7.42%
13.90%CHF 55.67CHF 31.54n/a17
Oct ’26CHF 35.57
CHF 39.94
+12.28%
13.90%CHF 56.11CHF 31.80n/a17
Sep ’26CHF 36.52
CHF 40.80
+11.72%
13.29%CHF 56.16CHF 31.82n/a17
Aug ’26CHF 38.10
CHF 40.73
+6.91%
13.43%CHF 55.85CHF 31.65n/a17
Jul ’26CHF 37.44
CHF 40.79
+8.96%
13.31%CHF 56.05CHF 30.83n/a18
Jun ’26CHF 36.55
CHF 40.42
+10.57%
12.92%CHF 56.14CHF 30.88n/a18
May ’26CHF 34.82
CHF 40.30
+15.73%
13.24%CHF 56.20CHF 30.91n/a18
Apr ’26CHF 39.31
CHF 42.79
+8.86%
12.69%CHF 57.12CHF 31.42n/a18
Mar ’26CHF 34.87
CHF 38.84
+11.39%
10.39%CHF 47.13CHF 31.11n/a17
Feb ’26CHF 34.11
CHF 38.90
+14.04%
10.39%CHF 47.20CHF 31.15n/a17
Jan ’26CHF 31.90
CHF 38.97
+22.17%
10.11%CHF 46.59CHF 33.54n/a17
Dec ’25CHF 32.28
CHF 39.52
+22.42%
10.59%CHF 46.59CHF 33.54CHF 41.8217
Nov ’25CHF 35.32
CHF 40.61
+14.96%
10.42%CHF 46.96CHF 33.81CHF 36.8917
Oct ’25CHF 36.40
CHF 41.08
+12.86%
11.06%CHF 47.87CHF 33.79CHF 35.5716
Sep ’25n/a
CHF 41.24
0%
9.97%CHF 47.92CHF 33.83CHF 36.5215
Aug ’25CHF 39.06
CHF 42.31
+8.32%
7.34%CHF 48.08CHF 37.71CHF 38.1015
Jul ’25CHF 37.14
CHF 43.72
+17.69%
7.81%CHF 50.42CHF 38.79CHF 37.4415
Jun ’25CHF 38.06
CHF 44.58
+17.15%
7.81%CHF 51.42CHF 39.56CHF 36.5515
May ’25CHF 38.69
CHF 45.44
+17.45%
9.19%CHF 53.97CHF 39.25CHF 34.8214
Apr ’25CHF 38.94
CHF 44.53
+14.36%
10.76%CHF 53.44CHF 36.34CHF 39.3114
Mar ’25CHF 40.82
CHF 46.59
+14.14%
11.09%CHF 56.39CHF 39.19CHF 34.8715
Feb ’25CHF 41.50
CHF 45.01
+8.46%
11.02%CHF 55.00CHF 38.22CHF 34.1115
Jan ’25CHF 41.97
CHF 45.72
+8.93%
11.46%CHF 58.71CHF 38.82CHF 31.9015
Dec ’24CHF 41.69
CHF 44.85
+7.58%
12.74%CHF 59.80CHF 33.56CHF 32.2815
CHF 42.46
Fair Value
4.1% overvalued intrinsic discount
17
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.


Discover undervalued companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/30 05:34
End of Day Share Price 2025/12/15 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Deutsche Post AG is covered by 39 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Arancha PiñeiroBanco de Sabadell. S.A.
Susanna InvernizziBarclays
Marco LimiteBarclays