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Deutsche Post AGXTRA:DHL Stock Report

Market Cap €52.2b
Share Price
€46.86
€48.28
2.9% undervalued intrinsic discount
1Y24.9%
7D-3.9%
Portfolio Value
View

Deutsche Post AG

XTRA:DHL Stock Report

Market Cap: €52.2b

Deutsche Post (DHL) Stock Overview

Operates as a mail and logistics company in Germany, rest of Europe, the Americas, the Asia Pacific, the Middle East, and Africa. More details

DHL fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance4/6
Financial Health4/6
Dividends5/6

DHL Community Fair Values

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See what 169 others think this stock is worth. Follow their fair value or set your own to get alerts.

Deutsche Post AG Competitors

Price History & Performance

Summary of share price highs, lows and changes for Deutsche Post
Historical stock prices
Current Share Price€46.86
52 Week High€51.72
52 Week Low€36.34
Beta1.13
1 Month Change4.81%
3 Month Change-0.043%
1 Year Change24.93%
3 Year Change6.89%
5 Year Change-7.90%
Change since IPO118.97%

Recent News & Updates

DHL: Airfreight Tailwinds And Capital Returns Will Support Fairly Valued Shares

Narrative Update: Deutsche Post (DHL Group) Analysts have lifted the price target for Deutsche Post by €2.48, with updates citing a higher fair value estimate, a slightly lower discount rate, modestly adjusted revenue growth and margin assumptions, and Street research pointing to a more supportive airfreight environment and upgraded ratings. Analyst Commentary Recent Street research around Deutsche Post focuses on how changes in airfreight conditions and updated price targets feed into expectations for valuation, growth and execution over the next few years.

DHL: Airfreight Support Will Later Expose Fragile Earnings Assumptions

Analysts have lifted their price targets on Deutsche Post, with recent moves such as a €1.50 increase at one major firm and a shift to an Overweight rating from another, citing a supportive airfreight supply and demand setup and potential upside to fiscal 2026 assumptions. Analyst Commentary Recent research updates on Deutsche Post, trading as DHL Group, reflect a mix of optimism around specific business drivers and caution around execution and growth risks.

DHL: Airfreight Tailwind Will Mask Fragile Earnings And Rich Pricing

Narrative Update on Deutsche Post (DHL Group) Analysts lifted the fair value estimate for Deutsche Post from €34.00 to €38.00, citing a more supportive airfreight supply and demand backdrop and potential upside to medium term earnings that has also fed through to a higher assumed future P/E multiple. Analyst Commentary Recent research reflects a split view on DHL Group, with some analysts highlighting supportive airfreight conditions and others dialing back expectations and ratings.

Recent updates

DHL: Airfreight Tailwinds And Capital Returns Will Support Fairly Valued Shares

Narrative Update: Deutsche Post (DHL Group) Analysts have lifted the price target for Deutsche Post by €2.48, with updates citing a higher fair value estimate, a slightly lower discount rate, modestly adjusted revenue growth and margin assumptions, and Street research pointing to a more supportive airfreight environment and upgraded ratings. Analyst Commentary Recent Street research around Deutsche Post focuses on how changes in airfreight conditions and updated price targets feed into expectations for valuation, growth and execution over the next few years.

DHL: Airfreight Support Will Later Expose Fragile Earnings Assumptions

Analysts have lifted their price targets on Deutsche Post, with recent moves such as a €1.50 increase at one major firm and a shift to an Overweight rating from another, citing a supportive airfreight supply and demand setup and potential upside to fiscal 2026 assumptions. Analyst Commentary Recent research updates on Deutsche Post, trading as DHL Group, reflect a mix of optimism around specific business drivers and caution around execution and growth risks.

DHL: Airfreight Tailwind Will Mask Fragile Earnings And Rich Pricing

Narrative Update on Deutsche Post (DHL Group) Analysts lifted the fair value estimate for Deutsche Post from €34.00 to €38.00, citing a more supportive airfreight supply and demand backdrop and potential upside to medium term earnings that has also fed through to a higher assumed future P/E multiple. Analyst Commentary Recent research reflects a split view on DHL Group, with some analysts highlighting supportive airfreight conditions and others dialing back expectations and ratings.

DHL: Tighter Airfreight Conditions Will Support Future Earnings Resilience

Analysts have lifted their price target for Deutsche Post to €59.09 from €56.22, citing updated views on fair value, revenue growth, profit margins and P/E assumptions, as well as recent research highlighting potential benefits from tighter airfreight supply and demand conditions. Analyst Commentary Recent research has sharpened the bullish case around Deutsche Post, with some price targets moving higher and pointing to what bullish analysts see as a more supportive backdrop for execution and earnings quality.

DHL: Cost Execution And Seasonal Trends Will Support Fairly Valued Shares

Analysts have nudged their fair value estimate for Deutsche Post slightly higher from about €45.24 to roughly €45.79. This reflects updated views on discount rates, modest revenue growth assumptions, and a broadly steady profit margin outlook, informed in part by recent mixed research that includes cost execution improvements and peak season trends.

DHL: Cost Execution And Defensive Segments Will Steady Rerated Share Outlook

Analysts have nudged their fair value estimate for Deutsche Post higher to €45.24 from €44.84, reflecting recent price target increases from several firms and a shift in focus toward cost execution, steadying peak season trends, and a slightly higher assumed future P/E multiple despite mixed rating changes. Analyst Commentary Bullish Takeaways Bullish analysts highlight better cost execution, which they see as supporting earnings resilience and justifying higher price targets such as €42.50 and €47.

DHL: Cost Discipline And Defensive Divisions Will Support Future Earnings Resilience

Analysts have nudged their fair value estimate for Deutsche Post slightly lower to €56.22 from €56.65, reflecting a modest reset in price targets after mixed research moves that highlight better cost execution and seasonal improvement on one hand, and concerns about limited incremental upside after strong rerating on the other. Analyst Commentary Recent research on Deutsche Post, which operates as DHL Group, shows a split tape, with some firms trimming ratings after a strong rerating and others highlighting improving execution and seasonal trends.

DHL: Cost Execution And Peak Season Recovery Will Support Earnings Quality

Analysts have lifted their fair value estimate for Deutsche Post to €56.65 from €55.18, reflecting updated views on cost execution, sequential peak season trends, and revised revenue growth, margin, and future P/E assumptions following recent research moves on DHL Group. Analyst Commentary Recent Street research on DHL Group points to a more balanced but still constructive stance on Deutsche Post, with several bullish analysts highlighting improved execution and refined expectations around earnings quality and valuation.

Deutsche Post's (ETR:DHL) Returns On Capital Are Heading Higher

Jan 05
Deutsche Post's (ETR:DHL) Returns On Capital Are Heading Higher

DHL: Cost Execution And Defensive Segments Will Support Balanced Near-Term Outlook

The analyst price target for Deutsche Post has edged higher to EUR 44.84 from EUR 44.66, as analysts point to improving cost execution, sequentially better peak season trends and resilient earnings from more defensive segments, even as some see limited incremental upside after the recent rerating. Analyst Commentary Recent research updates on Deutsche Post highlight a mixed but generally constructive view, with price targets edging higher and ratings converging towards a more balanced stance after a period of strong share price performance.

DHL: Cost Discipline And Defensive Segments Will Support Balanced Earnings Outlook

Analysts have nudged their fair value estimate for Deutsche Post DHL Group slightly higher to EUR 44.66 from EUR 43.81. This reflects a modest rerating as they point to improving cost execution, resilient defensive segments and early signs of peak season strength despite cautious views on incremental upside.

Deutsche Post AG (ETR:DHL) Looks Inexpensive But Perhaps Not Attractive Enough

Dec 10
Deutsche Post AG (ETR:DHL) Looks Inexpensive But Perhaps Not Attractive Enough

DHL: Operational Efficiencies And Balance Sheet Strength Will Support Earnings Resilience

Deutsche Post’s analyst fair value target increased modestly from €43.25 to €43.81, as analysts cited improved cost efficiency and incremental earnings resilience in recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts have increased fair value targets for Deutsche Post, with several raising their estimates due to demonstrated progress in cost control and execution.

Are Investors Undervaluing Deutsche Post AG (ETR:DHL) By 47%?

Nov 27
Are Investors Undervaluing Deutsche Post AG (ETR:DHL) By 47%?

Solid Earnings May Not Tell The Whole Story For Deutsche Post (ETR:DHL)

Nov 14
Solid Earnings May Not Tell The Whole Story For Deutsche Post (ETR:DHL)

DHL: Revenue Gains And Margin Outlook Will Balance Competitive Risks Ahead

Deutsche Post's analyst price target has slightly increased to €43.25, with analysts citing strengthened revenue growth expectations and a modest improvement in profit margin outlook, even as some peer price targets have been reduced. Analyst Commentary Recent analyst activity regarding Deutsche Post reflects a mix of positive expectations and caution, influencing the latest price targets and recommendations.

E-commerce And Global Trade Trends Will Unlock Future Market Potential

Deutsche Post's consensus price target was modestly reduced to €42.82 as analysts grew more cautious on near-term earnings and shipping volatility, particularly after soft Q2 trends, though longer-term confidence remains from some bullish voices. Analyst Commentary Bearish analysts have lowered price targets due to concerns that DHL Group will struggle to achieve its fiscal 2025 outlook.

The Market Doesn't Like What It Sees From Deutsche Post AG's (ETR:DHL) Earnings Yet

Aug 24
The Market Doesn't Like What It Sees From Deutsche Post AG's (ETR:DHL) Earnings Yet

Is There Now An Opportunity In Deutsche Post AG (ETR:DHL)?

Jun 25
Is There Now An Opportunity In Deutsche Post AG (ETR:DHL)?

Is Deutsche Post (ETR:DHL) A Risky Investment?

Jun 12
Is Deutsche Post (ETR:DHL) A Risky Investment?

Are Investors Undervaluing Deutsche Post AG (ETR:DHL) By 47%?

May 30
Are Investors Undervaluing Deutsche Post AG (ETR:DHL) By 47%?

There's Been No Shortage Of Growth Recently For Deutsche Post's (ETR:DHL) Returns On Capital

May 16
There's Been No Shortage Of Growth Recently For Deutsche Post's (ETR:DHL) Returns On Capital
User avatar

E-commerce Expansion And Innovative Strategies Propel Growth Amidst Global Challenges

Deutsche Post anticipates growth in e-commerce and parcel segments, driven by last-mile delivery volume increases and effective yield management strategies.

Shareholder Returns

DHLDE LogisticsDE Market
7D-3.9%-4.2%-2.1%
1Y24.9%24.2%1.7%

Return vs Industry: DHL underperformed the German Logistics industry which returned 28.5% over the past year.

Return vs Market: DHL exceeded the German Market which returned 2.6% over the past year.

Price Volatility

Is DHL's price volatile compared to industry and market?
DHL volatility
DHL Average Weekly Movement4.2%
Logistics Industry Average Movement4.7%
Market Average Movement5.9%
10% most volatile stocks in DE Market13.2%
10% least volatile stocks in DE Market2.6%

Stable Share Price: DHL has not had significant price volatility in the past 3 months compared to the German market.

Volatility Over Time: DHL's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1995534,948Tobias Meyergroup.dhl.com

Deutsche Post AG operates as a mail and logistics company in Germany, rest of Europe, the Americas, the Asia Pacific, the Middle East, and Africa. The company operates through five segments: Express; Global Forwarding, Freight; Supply Chain; eCommerce; and Post & Parcel Germany. The Express segment offers time-definite courier and express services to business and private customers.

Deutsche Post AG Fundamentals Summary

How do Deutsche Post's earnings and revenue compare to its market cap?
DHL fundamental statistics
Market cap€52.22b
Earnings (TTM)€3.50b
Revenue (TTM)€83.43b
14.9x
P/E Ratio
0.6x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
DHL income statement (TTM)
Revenue€83.43b
Cost of Revenue€69.00b
Gross Profit€14.43b
Other Expenses€10.93b
Earnings€3.50b

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

Apr 30, 2026

Earnings per share (EPS)3.15
Gross Margin17.30%
Net Profit Margin4.20%
Debt/Equity Ratio56.1%

How did DHL perform over the long term?

See historical performance and comparison

Dividends

4.1%
Current Dividend Yield
62%
Payout Ratio

Does DHL pay a reliable dividends?

See DHL dividend history and benchmarks
When do you need to buy DHL by to receive an upcoming dividend?
Deutsche Post dividend dates
Ex Dividend DateMay 06 2026
Dividend Pay DateMay 08 2026
Days until Ex dividend6 days
Days until Dividend pay date8 days

Does DHL pay a reliable dividends?

See DHL dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/29 06:00
End of Day Share Price 2026/04/29 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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. 16 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