XTRA:DPW

Stock Analysis Report

Executive Summary

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.

Snowflake

Fundamentals

Established dividend payer with questionable track record.


Similar Companies

Share Price & News

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


Latest Share Price and Events


Market Performance


7 Day Return

-3.0%

DPW

-2.2%

DE Logistics

-0.2%

DE Market


1 Year Return

-4.5%

DPW

-7.0%

DE Logistics

-5.0%

DE Market

DPW outperformed the Logistics industry which returned -7% over the past year.

DPW matched the Germany Market (-4.5%) over the past year.


Share holder returns

DPWIndustryMarket
7 Day-3.0%-2.2%-0.2%
30 Day3.8%2.0%4.9%
90 Day6.3%2.7%1.4%
1 Year-0.5%-4.5%-3.3%-7.0%-2.0%-5.0%
3 Year19.0%7.2%10.6%-0.3%17.1%7.0%
5 Year40.4%19.0%19.6%2.8%33.9%15.7%

Price Volatility Vs. Market

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


Simply Wall St News

3 weeks ago | Simply Wall St

How Should Investors React To Deutsche Post AG's (ETR:DPW) CEO Pay?

Valuation

Is Deutsche Post undervalued based on future cash flows and its price relative to the stock market?

17.2x

Price to Earnings (PE) ratio


Intrinsic Value Based on Future Cash Flows

Deutsche Post's share price is above the future cash flow value, it's not available at a moderate discount (< 20%).

Deutsche Post's share price is above the future cash flow value, it's not available at a substantial discount (< 40%).


Price Based on Earnings

Deutsche Post is overvalued based on earnings compared to the Europe Logistics industry average.

Deutsche Post is good value based on earnings compared to the Germany market.


Price Based on Expected Growth

Deutsche Post is poor value based on expected growth next year.


Price Based on Value of Assets

Deutsche Post is overvalued based on assets compared to the Europe Logistics industry average.


Next Steps

Future Growth

How is Deutsche Post expected to perform in the next 1 to 3 years based on estimates from 22 analysts?

7.5%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

Deutsche Post's revenue is expected to grow by 3.5% yearly, however this is not considered high growth (20% yearly).

Deutsche Post's earnings are expected to grow by 7.5% yearly, however this is not considered high growth (20% yearly).

Deutsche Post's revenue growth is positive but not above the Germany market average.

Deutsche Post's earnings growth is positive but not above the Germany market average.

Deutsche Post's earnings growth is expected to exceed the low risk savings rate of 0.2%.


Earnings per Share Growth Estimates


Future Return on Equity

Deutsche Post is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).


Next Steps

Past Performance

How has Deutsche Post performed over the past 5 years?

4.7%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

Deutsche Post's year on year earnings growth rate has been positive over the past 5 years.

Deutsche Post's 1-year earnings growth is negative, it can't be compared to the 5-year average.

Deutsche Post's 1-year earnings growth is negative, it can't be compared to the Europe Logistics industry average.


Return on Equity

Deutsche Post has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).


Return on Assets

Deutsche Post used its assets more efficiently than the Europe Logistics industry average last year based on Return on Assets.


Return on Capital Employed

Deutsche Post's use of capital deteriorated last year versus 3 years ago (Return on Capital Employed).


Next Steps

Financial Health

How is Deutsche Post's financial position?


Financial Position Analysis

Deutsche Post's short term (1 year) commitments are greater than its holdings of cash and other short term assets.

Deutsche Post's long term commitments exceed its cash and other short term assets.


Debt to Equity History and Analysis

Deutsche Post's level of debt (59.2%) compared to net worth is high (greater than 40%).

The level of debt compared to net worth has increased over the past 5 years (56.3% vs 59.2% today).

Debt is well covered by operating cash flow (75.7%, greater than 20% of total debt).

Interest payments on debt are well covered by earnings (EBIT is 5.7x coverage).


Balance Sheet

High level of physical assets or inventory.

Debt is covered by short term assets, assets are 2x debt.


Next Steps

Dividend

What is Deutsche Post's current dividend yield, its reliability and sustainability?

4.31%

Expected Dividend Yield


Dividend Yield and Payments Analysis

Deutsche Post's pays a higher dividend yield than the bottom 25% of dividend payers in Germany (1.38%).

Deutsche Post's dividend is below the markets top 25% of dividend payers in Germany (3.88%).

Dividends per share have been stable in the past 10 years.

Dividends per share have increased over the past 10 years.


Current Payout to Shareholders

Dividends paid are covered by earnings (1.5x coverage).


Future Payout to Shareholders

Dividends after 3 years are expected to be covered by earnings (1.9x coverage).


Next Steps

Management

What is the CEO of Deutsche Post's salary, the management and board of directors tenure and is there insider trading?

2.6yrs

Average management tenure


CEO

Frank Appel (58yo)

11.6yrs

Tenure

€6,429,588

Compensation

Dr. Frank Appel had been Member of Supervisory Board at adidas AG since May 09, 2018 until 2019. He has been the Chief Executive Officer of Deutsche Post AG since February 2008. Dr. Appel serves as the Chi ...


CEO Compensation Analysis

Frank's remuneration is higher than average for companies of similar size in Germany.

Frank's compensation has been consistent with company performance over the past year, both up more than 20%.


Management Age and Tenure

2.6yrs

Average Tenure

55yo

Average Age

The tenure for the Deutsche Post management team is about average.


Board Age and Tenure

11.3yrs

Average Tenure

61yo

Average Age

The average tenure for the Deutsche Post board of directors is over 10 years, this suggests they are a seasoned and experienced board.


Insider Trading

No 3 month open market individual insider trading information.


Ownership Breakdown


Management Team

  • Melanie Kreis (48yo)

    CFO & Member of Management Board

    • Tenure: 3yrs
    • Compensation: €2.88m
  • Frank Appel (58yo)

    Chairman of Management Board & CEO

    • Tenure: 11.6yrs
    • Compensation: €6.43m
  • John Pearson (56yo)

    Member of Management Board

    • Tenure: 0.7yrs
  • Martin Ziegenbalg

    Head of Investor Relations

    • Tenure: 0yrs
  • Ken Allen (64yo)

    Member of Management Board

    • Tenure: 10.6yrs
    • Compensation: €3.18m
  • John Gilbert (56yo)

    Member of Board of Management

    • Tenure: 5.5yrs
    • Compensation: €3.10m
  • Tim Scharwath (54yo)

    Member of Management Board

    • Tenure: 2.3yrs
    • Compensation: €2.23m
  • Henrik Hänche

    Executive Vice President of Corporate Finance

    • Tenure: 0yrs
  • Thomas Ogilvie (43yo)

    Member of Human Resource & Labor Director and Member of Management Board

    • Tenure: 2yrs
    • Compensation: €2.15m
  • Tobias Meyer (44yo)

    Member of Management Board

    • Tenure: 0.4yrs

Board Members

  • Roland K. Oetker (70yo)

    Member of Supervisory Board

    • Tenure: 15yrs
    • Compensation: €159.00k
  • Stefanie Weckesser

    Member of Supervisory Board

    • Tenure: 0yrs
    • Compensation: €135.21k
  • Stefan Schulte (59yo)

    Member of Supervisory Board

    • Tenure: 10.4yrs
    • Compensation: €158.00k
  • Stephan Teuscher

    Member of Supervisory Board

    • Tenure: 6.9yrs
    • Compensation: €123.00k
  • Nikolaus von Bomhard (63yo)

    Chairman of Supervisory Board

    • Tenure: 1.4yrs
    • Compensation: €279.75k
  • Andrea Kocsis

    Deputy Chair of the Supervisory Board

    • Tenure: 12.3yrs
    • Compensation: €271.00k
  • Rolf Bauermeister

    Member of Supervisory Board

    • Tenure: 11.6yrs
    • Compensation: €162.00k
  • Werner Gatzer (61yo)

    Member of Supervisory Board

    • Tenure: 13.3yrs
    • Compensation: €159.00k
  • Thomas Koczelnik

    Member of Supervisory Board

    • Tenure: 11.3yrs
    • Compensation: €202.00k
  • Katja Windt (50yo)

    Member of Supervisory Board

    • Tenure: 1.4yrs
    • Compensation: €80.00k

Company Information

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


Key Information

  • Name: Deutsche Post AG
  • Ticker: DPW
  • Exchange: XTRA
  • Founded:
  • Industry: Air Freight and Logistics
  • Sector: Transportation
  • Market Cap: €37.232b
  • Shares outstanding: 1.23b
  • Website: https://www.deutschepost.de

Number of Employees


Location

  • Deutsche Post AG
  • Charles-de-Gaulle-Strasse 20
  • Bonn
  • North Rhine-Westphalia
  • 53113
  • Germany

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
DPST.FOTCPK (Pink Sheets LLC)YesRegistered SharesUSUSDNov 2000
DPWSWX (SIX Swiss Exchange)YesRegistered SharesCHCHFNov 2000
0H3QLSE (London Stock Exchange)YesRegistered SharesGBEURNov 2000
DPWXTRA (XETRA Trading Platform)YesRegistered SharesDEEURNov 2000
DPWBIT (Borsa Italiana)YesRegistered SharesITEURNov 2000
DPWWBAG (Wiener Boerse AG)YesRegistered SharesATEURNov 2000
DPWDB (Deutsche Boerse AG)YesRegistered SharesDEEURNov 2000
DPWDBATS-CHIXE (BATS 'Chi-X Europe')YesRegistered SharesGBEURNov 2000
DPW NBMV (Bolsa Mexicana de Valores)YesRegistered SharesMXMXNNov 2000
DPWADB (Deutsche Boerse AG)SPONS ADR EA REPR 1 ORD SHSDEEUROct 2008
DPSG.YOTCPK (Pink Sheets LLC)SPONS ADR EA REPR 1 ORD SHSUSUSDOct 2008
DPWAXTRA (XETRA Trading Platform)SPONS ADR EA REPR 1 ORD SHSDEEUROct 2008

Biography

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. It operates through four divisions: Post-eCommerce-Parcel  ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/09/20 21:03
End of Day Share Price2019/09/20 00:00
Earnings2019/06/30
Annual Earnings2018/12/31


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.