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J&T Global Express LimitedSEHK:1519 Stock Report

Market Cap HK$83.0b
Share Price
HK$9.35
HK$12.83
27.1% undervalued intrinsic discount
1Y49.8%
7D-5.4%
Portfolio Value
View

J&T Global Express Limited

SEHK:1519 Stock Report

Market Cap: HK$83.0b

J&T Global Express (1519) Stock Overview

An investment holding company, offers integrated express delivery services in the People’s Republic of China, Indonesia, the Philippines, Malaysia, Thailand, Vietnam, Saudi Arabia, the United Arab Emirates, Mexico, Brazil, and Egypt. More details

1519 fundamental analysis
Snowflake Score
Valuation3/6
Future Growth5/6
Past Performance4/6
Financial Health6/6
Dividends0/6

1519 Community Fair Values

Create Narrative

See what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.

J&T Global Express Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for J&T Global Express
Historical stock prices
Current Share PriceHK$9.35
52 Week HighHK$12.20
52 Week LowHK$6.11
Beta0.86
1 Month Change-10.01%
3 Month Change-12.70%
1 Year Change49.84%
3 Year Changen/a
5 Year Changen/a
Change since IPO-22.08%

Recent News & Updates

Narrative Update Apr 30

1519: Rising International Parcel Mix And Governance Revisions Will Support Higher Earnings Multiple

Analysts have slightly trimmed their price target for J&T Global Express to HK$14.99 from HK$15.10 as they factor in updated assumptions for revenue growth, profit margins, discount rate and future P/E. What's in the News J&T Global Express reported first quarter 2026 operating results, with total parcel volume of 8.326 billion and average daily parcel volume of 92.5 million for the period ended March 31, 2026 (Key Developments).
Narrative Update Apr 15

1519: Global Parcel Mix Shift And Governance Changes Will Support Balanced Risk Profile

Analysts now set a higher price target for J&T Global Express at about HK$9.95, compared with roughly HK$9.65 previously. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E levels.
Analysis Article Apr 07

J&T Global Express' (HKG:1519) Earnings May Just Be The Starting Point

When companies post strong earnings, the stock generally performs well, just like J&T Global Express Limited's...
Narrative Update Apr 01

1519: Governance Revisions And Dividend Outlook Will Support Higher Future Earnings Multiple

Analysts have nudged their price target for J&T Global Express slightly higher to HK$15.10, reflecting updated assumptions around revenue growth, profit margins, and a modestly lower future P/E multiple. What's in the News A board meeting is scheduled for March 30, 2026 to review J&T Global Express Limited's annual results for the year ended December 31, 2025 and to consider a recommendation on payment of a final dividend, if any (Key Developments).

Recent updates

Narrative Update Apr 30

1519: Rising International Parcel Mix And Governance Revisions Will Support Higher Earnings Multiple

Analysts have slightly trimmed their price target for J&T Global Express to HK$14.99 from HK$15.10 as they factor in updated assumptions for revenue growth, profit margins, discount rate and future P/E. What's in the News J&T Global Express reported first quarter 2026 operating results, with total parcel volume of 8.326 billion and average daily parcel volume of 92.5 million for the period ended March 31, 2026 (Key Developments).
Narrative Update Apr 15

1519: Global Parcel Mix Shift And Governance Changes Will Support Balanced Risk Profile

Analysts now set a higher price target for J&T Global Express at about HK$9.95, compared with roughly HK$9.65 previously. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E levels.
Analysis Article Apr 07

J&T Global Express' (HKG:1519) Earnings May Just Be The Starting Point

When companies post strong earnings, the stock generally performs well, just like J&T Global Express Limited's...
Narrative Update Apr 01

1519: Governance Revisions And Dividend Outlook Will Support Higher Future Earnings Multiple

Analysts have nudged their price target for J&T Global Express slightly higher to HK$15.10, reflecting updated assumptions around revenue growth, profit margins, and a modestly lower future P/E multiple. What's in the News A board meeting is scheduled for March 30, 2026 to review J&T Global Express Limited's annual results for the year ended December 31, 2025 and to consider a recommendation on payment of a final dividend, if any (Key Developments).
Narrative Update Mar 18

1519: Board Governance Changes And Steady Margins Will Support Balanced Risk Profile

Analysts have adjusted their fair value estimate for J&T Global Express from HK$8.73 to HK$9.65, citing updated assumptions that include slightly lower discount rates, modestly higher revenue growth, improved profit margins and a higher future P/E multiple. What's in the News Board meeting scheduled for March 30, 2026, to review and consider the annual results for the year ended December 31, 2025, and to discuss a potential final dividend recommendation, if any (Key Developments).
Narrative Update Mar 03

1519: Governance Changes And Share Policies Will Support Future Upside

Analysts have trimmed their HK$ price target for J&T Global Express slightly, reflecting a marginally lower fair value estimate alongside modest tweaks to the discount rate, profit margin assumptions, and a higher future P/E multiple. What's in the News The board has proposed amendments to the seventh amended and restated memorandum and articles of association to align with the latest regulatory requirements, including updated Listing Rules on hybrid meetings and electronic voting.
Narrative Update Feb 17

1519: Governance Revisions Will Support Stronger Outlook For Future Earnings Multiple

Analysts have raised their price target for J&T Global Express to about HK$15.05 from roughly HK$14.20, citing updated assumptions for revenue growth, profit margins and future P/E that feed into their valuation models. What's in the News J&T Global Express Limited has proposed amendments to its seventh amended and restated memorandum and articles of association to reflect and align with updated regulatory requirements, including Listing Rules related to hybrid meetings, electronic voting, and the duties and composition of the nomination committee (Key Developments).
Narrative Update Feb 03

1519: Governance Amendments And Share Policies Will Support Future Earnings Upside

Analysts have revised their price target for J&T Global Express from $11.51 to $12.85, citing updated assumptions for revenue growth, profit margins, and future P/E that together support a higher fair value estimate despite a slightly different discount rate. What's in the News J&T Global Express Limited has proposed amendments to its seventh amended and restated memorandum and articles of association to align with updated regulatory requirements, including Listing Rules on hybrid meetings and electronic voting.
Narrative Update Jan 20

1519: Weaker Margins And Lower P/E Assumptions Will Sustain Overvaluation Risk

Analysts have lifted their fair value estimate for J&T Global Express from $8.53 to $8.73, citing updated assumptions for revenue growth, profit margins, and a lower forward P/E multiple as the key drivers of the change. What's in the News Proposed amendments to the seventh amended and restated memorandum and articles of association to align with the latest regulatory requirements, including Listing Rules on hybrid meetings and electronic voting.
Narrative Update Jan 06

1519: Higher Margins And Parcel Volumes Will Likely Not Resolve Overvaluation Risk

Analysts have lifted their price target for J&T Global Express to US$8.53 from US$8.39, reflecting updated views that combine slightly adjusted revenue growth expectations with higher projected profit margins and a lower assumed future P/E multiple. What's in the News J&T Global Express reported operating results for the third quarter ended September 30, 2025, giving investors fresh company level data to work with (Key Developments).
Narrative Update Dec 14

1519: Share Repurchase Program Will Likely Fail To Offset Overvaluation Risk

Analysts have raised their price target for J&T Global Express from approximately $7.38 to $8.39 per share, citing expectations for faster revenue growth, improving profit margins, and a still attractive, though slightly higher, discount rate despite a modestly lower projected future P&E multiple. What's in the News Reported third quarter 2025 operating results with total parcel volume of about 7.68 billion, up 23.1% year on year, driven by double-digit growth across all major markets, especially Southeast Asia and New Markets (Key Developments).
Narrative Update Nov 29

1519: Share Repurchases Will Support Earnings Upside Following Index Exit

Analysts have maintained their fair value estimate for J&T Global Express at $11.51 per share. This decision is based on minimal changes in revenue growth and profit margin assumptions, along with a slightly higher discount rate that reflects current market conditions.
Analysis Article Nov 17

J&T Global Express (HKG:1519) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Narrative Update Nov 15

1519: Share Buybacks Will Drive Stronger Returns Amid Index Removal

Analysts have raised their price target for J&T Global Express from $11.35 to $11.51, citing steady improvements in revenue growth and profit margin projections. What's in the News Reported a 23.1% year-on-year increase in parcel volume for Q3 2025, reaching 7.68 billion parcels and averaging 83.4 million parcels daily across all major markets.
Narrative Update Oct 31

1519: Share Repurchase Momentum Will Drive Renewed Confidence In 2025

Analysts have raised their price target for J&T Global Express from $10.93 to $11.35, citing a slight increase in projected revenue growth and updated market expectations. What's in the News J&T Global Express reported a third quarter parcel volume of approximately 7.68 billion, a 23.1% year-on-year increase as a result of strong growth in Southeast Asia and New Markets (Announcement of Operating Results).
Narrative Update Oct 17

E-commerce And Automation Will Reshape Asian And Latin American Logistics

Narrative Update: J&T Global Express Analyst Price Target Revision Analysts have slightly increased their price target for J&T Global Express, raising it from $10.84 to $10.93. They cite modest improvements in projected revenue growth and profit margins as the reason for the revision.
Narrative Update Oct 03

E-commerce And Automation Will Reshape Asian And Latin American Logistics

Analysts have raised their price target for J&T Global Express from $10.71 to $10.84, citing slight adjustments in core financial estimates and modest revisions to key performance metrics. What's in the News J&T Global Express Limited commenced a share repurchase program on September 17, 2025.
Narrative Update Sep 01

Southeast Asia And Emerging Markets Will Unlock Long-Term Value

Despite a notable decline in revenue growth forecasts and a sharp rise in the future P/E ratio, the consensus analyst price target for J&T Global Express has edged up from HK$9.48 to HK$9.95. What's in the News Board meeting scheduled to consider and approve interim results for the six months ended June 30, 2025.
User avatar
New Narrative Jul 16

Southeast Asia And Emerging Markets Will Unlock Long-Term Value

Expansion into technology-driven last-mile logistics and new international markets is enabling diversification and supporting long-term revenue growth.
Analysis Article Jul 10

Revenues Tell The Story For J&T Global Express Limited (HKG:1519) As Its Stock Soars 33%

Despite an already strong run, J&T Global Express Limited ( HKG:1519 ) shares have been powering on, with a gain of 33...

Shareholder Returns

1519HK LogisticsHK Market
7D-5.4%1.7%0.5%
1Y49.8%32.9%16.4%

Return vs Industry: 1519 exceeded the Hong Kong Logistics industry which returned 32.9% over the past year.

Return vs Market: 1519 exceeded the Hong Kong Market which returned 16.4% over the past year.

Price Volatility

Is 1519's price volatile compared to industry and market?
1519 volatility
1519 Average Weekly Movement5.5%
Logistics Industry Average Movement6.8%
Market Average Movement7.1%
10% most volatile stocks in HK Market15.3%
10% least volatile stocks in HK Market3.5%

Stable Share Price: 1519 has not had significant price volatility in the past 3 months compared to the Hong Kong market.

Volatility Over Time: 1519's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2015217,241Jet Liwww.jtexpress.com

J&T Global Express Limited, an investment holding company, offers integrated express delivery services in the People’s Republic of China, Indonesia, the Philippines, Malaysia, Thailand, Vietnam, Saudi Arabia, the United Arab Emirates, Mexico, Brazil, and Egypt. The company offers parcel sorting, line-haul transportation, dispatching services, and other related network management services; network services consist of system support and training, and general network arrangement and oversight services; and cash on delivery services. It also provides cross-border services, including cargo or parcel collection, transportation and warehousing, customs clearances, and other relevant services; and sells accessories, such as J&T-branded packing supplies and apparel.

J&T Global Express Limited Fundamentals Summary

How do J&T Global Express's earnings and revenue compare to its market cap?
1519 fundamental statistics
Market capHK$83.00b
Earnings (TTM)HK$1.55b
Revenue (TTM)HK$95.23b
53.4x
P/E Ratio
0.9x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
1519 income statement (TTM)
RevenueUS$12.16b
Cost of RevenueUS$10.70b
Gross ProfitUS$1.46b
Other ExpensesUS$1.26b
EarningsUS$198.41m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.022
Gross Margin12.03%
Net Profit Margin1.63%
Debt/Equity Ratio84.7%

How did 1519 perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/14 01:01
End of Day Share Price 2026/05/14 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

J&T Global Express Limited is covered by 29 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Fan TsoBofA Global Research
Rong LiCCB International Securities Limited
Gangxian LiuChina International Capital Corporation Limited