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

6 star 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

3.5%

DPW

2.9%

DE Logistics

2.4%

DE Market


1 Year Return

4.9%

DPW

4.6%

DE Logistics

2.3%

DE Market

Return vs Industry: DPW matched the German Logistics industry which returned 4.6% over the past year.

Return vs Market: DPW exceeded the German Market which returned 2.3% over the past year.


Shareholder returns

DPWIndustryMarket
7 Day3.5%2.9%2.4%
30 Day-4.3%-3.3%-0.2%
90 Day0.7%-1.0%0.6%
1 Year9.2%4.9%7.8%4.6%5.5%2.3%
3 Year19.9%8.1%25.1%14.1%18.9%8.6%
5 Year52.0%28.9%57.2%35.5%44.8%25.1%

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?

16.96x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Undervalued: DPW (€29.76) is trading above our estimate of fair value (€21.61)

Significantly Undervalued: DPW is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: DPW is poor value based on its PE Ratio (17x) compared to the Logistics industry average (15.2x).

PE vs Market: DPW is good value based on its PE Ratio (17x) compared to the German market (19.5x).


Price to Earnings Growth Ratio

Low PEG Ratio: DPW is poor value based on its PEG Ratio (2.1x)


Price to Book Ratio

PB vs Industry: DPW is overvalued based on its PB Ratio (3x) compared to the XE Logistics industry average (2.4x).


Next Steps

Future Growth

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

8.0%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: DPW's forecast earnings growth (8% per year) is above the savings rate (0.2%).

Earnings vs Market: DPW's earnings (8% per year) are forecast to grow slower than the German market (12.6% 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 (5% 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

High Future ROE: DPW's Return on Equity is forecast to be low in 3 years time (17.9%).


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

Earnings Trend: DPW's earnings have grown by 4.7% per year over the past 5 years.

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

Earnings vs Industry: DPW had negative earnings growth (-16.6%) over the past year, making it difficult to compare to the Logistics industry average (11.2%).


Return on Equity

High ROE: DPW's Return on Equity (18.5%) is considered low.


Return on Assets

ROA vs Industry: DPW has a higher Return on Assets than the Logistics industry average last year.


Return on Capital Employed

ROCE Improving: DPW's Return on Capital Employed has declined over the past 3 years.


Next Steps

Financial Health

How is Deutsche Post's financial position?


Financial Position Analysis

Short Term Liabilities: DPW's short term assets (€14.6B) do not cover its short term liabilities (€16.2B)

Long Term Liabilities: DPW's short term assets (14.6B) do not cover its long term liabilities (21.4B)


Debt to Equity History and Analysis

Debt Level: DPW's debt to equity ratio (59.2%) is considered high

Reducing Debt: DPW's debt to equity ratio has increased from 56.3% to 59.2% over the past 5 years.

Debt Coverage: DPW's debt is well covered by operating cash flow (75.7%).

Interest Coverage: DPW's interest payments on its debt are well covered by EBIT (5.7x coverage).


Balance Sheet

Inventory Level: DPW has a high level of physical assets or inventory.

Debt Coverage by Assets: DPW's debt is covered by short term assets (assets are 1.979140x debt).


Next Steps

Dividend

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

3.86%

Current Dividend Yield


Dividend Yield vs Market

company3.9%marketbottom25%1.4%markettop25%3.9%industryaverage3.0%forecastin3Years4.4%

Current dividend yield vs market & industry


Stability and Growth of Payments

Notable Dividend: DPW's dividend (3.86%) is higher than the bottom 25% of dividend payers in the German market (1.43%).

High Dividend: DPW's dividend (3.86%) is in the top 25% of dividend payers in the German market (3.86%)

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 (65.5%), 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 (54.4% payout ratio).


Next Steps

Management

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

2.3yrs

Average management tenure


CEO

Frank Appel (58yo)

11.7yrs

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

Compensation vs. Market: Frank's total compensation ($USD7.09M) is about average for companies of similar size in the German market ($USD4.48M).

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


Management Age and Tenure

2.3yrs

Average Tenure

53yo

Average Age

Experienced Management: DPW's management team is considered experienced (2.3 years average tenure).


Board Age and Tenure

11.4yrs

Average Tenure

61yo

Average Age

Experienced Board: DPW's board of directors are seasoned and experienced ( 11.4 years average tenure).


Insider Trading

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


Ownership Breakdown


Management Team

  • Melanie Kreis (48yo)

    CFO & Member of Management Board

    • Tenure: 3.1yrs
    • Compensation: €2.88m
  • Frank Appel (58yo)

    Chairman of Management Board & CEO

    • Tenure: 11.7yrs
    • Compensation: €6.43m
  • John Pearson (56yo)

    Member of Management Board

    • Tenure: 0.8yrs
  • Martin Ziegenbalg

    Head of Investor Relations

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

    Member of Management Board

    • Tenure: 10.7yrs
    • Compensation: €3.18m
  • 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: 2.1yrs
    • Compensation: €2.15m
  • Tobias Meyer (44yo)

    Member of Management Board

    • Tenure: 0.5yrs
  • Oscar de Bok (52yo)

    Member of Management Board

    • Tenure: 0yrs

Board Members

  • Roland K. Oetker (70yo)

    Member of Supervisory Board

    • Tenure: 15.1yrs
    • Compensation: €159.00k
  • Stefanie Weckesser

    Member of Supervisory Board

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

    Member of Supervisory Board

    • Tenure: 10.5yrs
    • Compensation: €158.00k
  • Stephan Teuscher

    Member of Supervisory Board

    • Tenure: 7yrs
    • Compensation: €123.00k
  • Nikolaus von Bomhard (63yo)

    Chairman of Supervisory Board

    • Tenure: 1.5yrs
    • Compensation: €279.75k
  • Andrea Kocsis

    Deputy Chair of the Supervisory Board

    • Tenure: 12.4yrs
    • Compensation: €271.00k
  • Rolf Bauermeister

    Member of Supervisory Board

    • Tenure: 11.7yrs
    • Compensation: €162.00k
  • Werner Gatzer (61yo)

    Member of Supervisory Board

    • Tenure: 13.4yrs
    • Compensation: €159.00k
  • Thomas Koczelnik

    Member of Supervisory Board

    • Tenure: 11.4yrs
    • Compensation: €202.00k
  • Katja Windt (50yo)

    Member of Supervisory Board

    • Tenure: 1.5yrs
    • 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: €36.708b
  • 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 Analysis2019/10/14 20:52
End of Day Share Price2019/10/14 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.