XTRA:DPW

Stock Analysis Report

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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. More Details


Snowflake Analysis

Established dividend payer with proven 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

Stable Share Price: DPW has not had significant price volatility in the past 3 months.


Market Performance


7 Day Return

1.2%

DPW

-0.6%

DE Logistics

-2.9%

DE Market


1 Year Return

24.6%

DPW

27.5%

DE Logistics

2.6%

DE Market

Return vs Industry: DPW underperformed the German Logistics industry which returned 27.5% over the past year.

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


Shareholder returns

DPWIndustryMarket
7 Day1.2%-0.6%-2.9%
30 Day-0.2%2.3%-3.2%
90 Day17.3%20.2%1.4%
1 Year28.3%24.6%30.2%27.5%5.1%2.6%
3 Year10.7%0.09%22.7%12.3%0.2%-7.9%
5 Year76.4%49.5%81.2%55.7%32.2%14.1%

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

Valuation

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

17.2%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: DPW (€38.17) is trading below our estimate of fair value (€46.11)

Significantly Below Fair Value: DPW is trading below fair value, but not by a significant amount.


Price To Earnings Ratio

PE vs Industry: DPW is poor value based on its PE Ratio (21x) compared to the XE Logistics industry average (18.1x).

PE vs Market: DPW is good value based on its PE Ratio (21x) compared to the German market (22x).


Price to Earnings Growth Ratio

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


Price to Book Ratio

PB vs Industry: DPW is overvalued based on its PB Ratio (3.3x) compared to the XE Logistics industry average (2x).


Next Steps

Future Growth

How is Deutsche Post forecast to perform in the next 1 to 3 years based on estimates from 17 analysts?

13.1%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: DPW's forecast earnings growth (13.1% per year) is above the savings rate (0.2%).

Earnings vs Market: DPW's earnings (13.1% per year) are forecast to grow slower than the German market (27.6% per year).

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

Revenue vs Market: DPW's revenue (3.7% per year) is forecast to grow slower than the German market (6.2% per year).

High Growth Revenue: DPW's revenue (3.7% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: DPW's Return on Equity is forecast to be low in 3 years time (18.6%).


Next Steps

Past Performance

How has Deutsche Post performed over the past 5 years?

4.6%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: DPW has high quality earnings.

Growing Profit Margin: DPW's current net profit margins (3.5%) are higher than last year (3.5%).


Past Earnings Growth Analysis

Earnings Trend: DPW's earnings have grown by 4.6% per year over the past 5 years.

Accelerating Growth: DPW's earnings growth over the past year (3.6%) is below its 5-year average (4.6% per year).

Earnings vs Industry: DPW earnings growth over the past year (3.6%) exceeded the Logistics industry -22.3%.


Return on Equity

High ROE: DPW's Return on Equity (16.5%) is considered low.


Next Steps

Financial Health

How is Deutsche Post's financial position?


Financial Position Analysis

Short Term Liabilities: DPW's short term assets (€17.7B) exceed its short term liabilities (€16.4B).

Long Term Liabilities: DPW's short term assets (€17.7B) do not cover its long term liabilities (€23.4B).


Debt to Equity History and Analysis

Debt Level: DPW's debt to equity ratio (59.5%) is considered high.

Reducing Debt: DPW's debt to equity ratio has increased from 46.8% to 59.5% over the past 5 years.

Debt Coverage: DPW's debt is well covered by operating cash flow (79.7%).

Interest Coverage: DPW's interest payments on its debt are well covered by EBIT (7.6x coverage).


Balance Sheet


Next Steps

Dividend

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

3.01%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: DPW's dividend (3.01%) is higher than the bottom 25% of dividend payers in the German market (1.18%).

High Dividend: DPW's dividend (3.01%) is low compared to the top 25% of dividend payers in the German market (3.7%).


Stability and Growth of Payments

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

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


Current Payout to Shareholders

Dividend Coverage: With its reasonable payout ratio (63.3%), DPW's dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: DPW's dividends in 3 years are forecast to be covered by earnings (51.4% payout ratio).


Next Steps

Management

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

3.3yrs

Average management tenure


CEO

Frank Appel (59 yo)

12.58yrs

Tenure

€7,650,644

Compensation

Dr. Frank Appel had been Member of Supervisory Board at adidas AG since May 09, 2018 until May 9, 2019. He has been the Chief Executive Officer of Deutsche Post AG since February 2008. Dr. Appel serves as ...


CEO Compensation Analysis

Compensation vs Market: Frank's total compensation ($USD8.89M) is above average for companies of similar size in the German market ($USD5.17M).

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


Leadership Team

NamePositionTenureCompensationOwnership
Frank Appel
Chairman of Management Board & CEO12.58yrs€7.65mno data
Melanie Kreis
CFO & Member of Management Board4yrs€3.33mno data
Kenneth Allen
Member of Management Board11.58yrs€3.69mno data
Tim Scharwath
Member of Management Board3.25yrs€2.95mno data
Thomas Ogilvie
Member of Human Resource3yrs€2.71mno data
John Pearson
Member of Management Board1.67yrs€2.64mno data
Tobias Meyer
Member of Management Board1.42yrs€2.18mno data
Oscar de Bok
Member of Management Board0.92yr€871.50kno data
Henrik Hänche
Executive Vice President of Corporate Financeno datano datano data
Martin Ziegenbalg
Head of Investor Relationsno datano datano data
Christof Ehrhart
Executive Vice President of Corporate Communications & Corporate Responsibilityno datano datano data
Thomas Kipp
Head of Strategy & Business Development for Post - Ecommerce - Parcel (Pep) Division4.25yrsno datano data

3.3yrs

Average Tenure

54yo

Average Age

Experienced Management: DPW's management team is considered experienced (3.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Roland K. Oetker
Independent Member of Supervisory Board16yrs€152.00kno data
Stefanie Weckesser
Independent Employee Representatives Member of Supervisory Boardno data€116.00kno data
Mario Daberkow
Independent Member of Supervisory Board2.42yrs€74.00kno data
Stefan Schulte
Independent Member of Supervisory Board11.42yrs€151.00kno data
Stephan Teuscher
Independent Employee Representatives Member of Supervisory Board7.92yrs€116.00kno data
Nikolaus von Bomhard
Independent Chairman of Supervisory Board2.42yrs€332.00kno data
Andrea Kocsis
Independent Employee Representative Deputy Chair of the Supervisory Board13.33yrs€261.00kno data
Rolf Bauermeister
Independent Employee Representatives Member of Supervisory Board12.58yrs€152.00kno data
Thomas Koczelnik
Independent Employee Representatives Member of Supervisory Board12.33yrs€194.00kno data
Katja Windt
Independent Member of Supervisory Board2.42yrs€74.00kno data
Simone Menne
Independent Member of Supervisory Board6.33yrs€116.00kno data
Jörg von Dosky
Independent Employee Representatives Member of Supervisory Board5.75yrs€74.00kno data

7.9yrs

Average Tenure

60yo

Average Age

Experienced Board: DPW's board of directors are considered experienced (7.9 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

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: €47.197b
  • Shares outstanding: 1.24b
  • Website: https://www.dpdhl.com

Number of Employees


Location

  • Deutsche Post AG
  • Platz der Deutschen Post
  • Bonn
  • North Rhine-Westphalia
  • 53113
  • Germany

Listings

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


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/09/28 04:12
End of Day Share Price2020/09/25 00:00
Earnings2020/06/30
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.