Company Overview
Posti Group Oyj is a Finnish postal and logistics company that provides a wide range of services to individuals and businesses alike. With its rich history dating back to 1851, Posti has established itself as a leading player in the Nordic market, offering innovative solutions for mail, parcel, and package delivery. The company's primary mission is to provide excellent customer experiences while maintaining a strong commitment to sustainability and social responsibility.
Posti's core values are built around its vision of being a leader in the postal and logistics industry, with a focus on innovation, customer satisfaction, and environmental responsibility. The company strives to create a positive impact on society by promoting digitalization, reducing carbon emissions, and supporting local communities.
Key Products/Services
Posti's product portfolio includes:
- Postal services: Posti offers a range of postal services, including mail, parcel, and package delivery, as well as digital solutions for businesses and individuals.
- e-commerce: Posti provides e-commerce and logistics services, enabling customers to easily send and receive packages online.
- Storage and logistics: The company offers storage and logistics solutions for businesses, ensuring efficient and secure transportation of goods.
The benefits of Posti's products and services include:
- Convenience: Posti's digital solutions enable customers to easily send and receive packages online, reducing the need for physical visits.
- Reliability: Posti's logistics services ensure efficient and secure transportation of goods, ensuring timely delivery and reduced risk of damage.
- Sustainability: Posti's commitment to sustainability includes reducing carbon emissions and promoting digitalization, making its services more environmentally friendly.
Investment Highlights
Posti Group Oyj is an attractive investment opportunity due to its:
- Strong brand recognition: Posti has a rich history and established itself as a leading player in the Nordic market, providing a solid foundation for growth.
- Growing demand for digital services: The increasing use of e-commerce and online shopping creates a growing demand for Posti's digital solutions, providing a promising growth opportunity.
- Commitment to sustainability: Posti's focus on reducing carbon emissions and promoting digitalization makes it an attractive investment option for environmentally conscious investors.
In conclusion, Posti Group Oyj is a well-established company with a strong brand recognition, growing demand for digital services, and a commitment to sustainability. As an investment opportunity, Posti presents a promising growth potential, making it an attractive choice for investors seeking a solid return on their investment.
Valuation
| 2025 | 2026 (e) | 2027 (e) | 2028 (e) | |
|---|---|---|---|---|
| Number of Shares (million) | 40.5 | 40.5 | 40.5 | 40.5 |
| Target Valuation (MEur) | 813.7 | 710.5 | 696.6 | 696.6 |
| Targer Price | 20.09 | 17.54 | 17.2 | 17.2 |
| Potential, % | 134.9 | 75.4 | 72.0 | 72.0 |
| Recommendation | Buy | Buy | Buy | Buy |
| MCAP (MEur) | 346.4 | 405.0 | 405.0 | 405.0 |
| Price | 8.55 | 10.0 | 10.0 | 10.0 |
| EV | 863.0 | 804.0 | 715.0 | 633.0 |
| P/S | 0.24 | 0.27 | 0.27 | 0.26 |
| EV/S | 0.6 | 0.54 | 0.48 | 0.41 |
| EV/EBIT | 13.73 | 11.84 | 10.26 | 9.44 |
| P/E | 10.47 | 8.18 | 7.26 | 7.55 |
| P/B | 1.25 | 1.24 | 1.06 | 0.93 |
| P/OCF | 3.12 | 1.95 | 2.16 | 2.26 |
| EV/OCF | 7.76 | 3.87 | 3.82 | 3.53 |
| P/FCF | 6.26 | 2.97 | 4.53 | 4.95 |
| EV/FCF | 15.61 | 5.89 | 7.99 | 7.74 |
Income Statement
| 2022 | 2023 | 2024 | 2025 | 2026 (e) | 2027 (e) | 2028 (e) | |
|---|---|---|---|---|---|---|---|
| Revenue | 1651.6 | 1586.1 | 1521.4 | 1447.6 | 1487.6 | 1495.3 | 1535.9 |
| Rev. Growth, % | 3.6 | -4.0 | -4.1 | -4.9 | 2.8 | 0.5 | 2.7 |
| Ebit | 51.0 | 57.6 | 70.4 | 62.9 | 68.0 | 69.7 | 67.0 |
| Ebit Growth, % | -7.3 | 12.9 | 22.2 | -10.7 | 8.1 | 2.5 | -3.9 |
| Ebit, % | 3.1 | 3.6 | 4.6 | 4.3 | 4.6 | 4.7 | 4.4 |
| Profit | 31.6 | 39.3 | 45.9 | 33.1 | 49.5 | 55.8 | 53.6 |
| EPS | 0.78 | 0.97 | 1.13 | 0.82 | 1.22 | 1.38 | 1.32 |
| Profit Growth, % | -18.3 | 24.4 | 16.8 | -27.9 | 49.5 | 12.7 | -3.9 |
| Profit, % | 1.9 | 2.5 | 3.0 | 2.3 | 3.3 | 3.7 | 3.5 |
Balance Sheet
| 2022 | 2023 | 2024 | 2025 | 2026 (e) | 2027 (e) | 2028 (e) | |
|---|---|---|---|---|---|---|---|
| Inventory | 3.9 | 3.9 | 3.6 | 4.1 | 3.9 | 4.0 | 4.0 |
| Acc. Receivable | 286.9 | 252.2 | 225.4 | 226.9 | 247.6 | 259.1 | 266.9 |
| Cash | 82.6 | 64.6 | 61.9 | 41.4 | 147.3 | 236.7 | 318.5 |
| Equity | 481.0 | 420.5 | 282.1 | 276.9 | 326.6 | 382.4 | 436.0 |
| ROE, % | 6.6 | 9.3 | 16.3 | 12.0 | 15.2 | 14.6 | 12.3 |
| ROCE, % | 6.6 | 7.9 | 11.7 | 7.5 | 7.8 | 7.5 | 6.8 |
| Net Debt | 208.5 | 240.0 | 257.5 | 517.0 | 399.3 | 309.9 | 228.1 |
| Gearing, % | 43.3 | 57.1 | 91.3 | 186.7 | 122.3 | 81.0 | 52.3 |
| Equity ratio, % | 39.1 | 36.7 | 24.8 | 24.3 | 27.2 | 31.1 | 35.1 |
| Acc. Payable | 322.0 | 291.8 | 422.4 | 243.5 | 245.8 | 103.5 | 197.3 |
| Total Assets | 1230.3 | 1146.4 | 1138.1 | 1140.0 | 1199.4 | 1230.3 | 1243.5 |
| ROA, % | 2.6 | 3.4 | 4.0 | 2.9 | 4.1 | 4.5 | 4.3 |
Cash Flow
| 2022 | 2023 | 2024 | 2025 | 2026 (e) | 2027 (e) | 2028 (e) | |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 150.8 | 155.1 | 148.6 | 111.2 | 207.9 | 187.2 | 179.6 |
| Investment Cash Flow | -72.5 | -74.2 | -77.3 | -55.9 | -71.4 | -97.8 | -97.8 |
| Free Cash Flow | 78.3 | 80.9 | 71.3 | 55.3 | 136.5 | 89.4 | 81.8 |
| OCF/CAPEX | 2.08 | 2.09 | 1.92 | 1.99 | 2.91 | 1.91 | 1.84 |
| Financial Cash Flow | -92.1 | -98.8 | -73.9 | -76.2 | -30.6 | 0.0 | 0.0 |
Disclaimer
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