Valuation South Logistics

Stocks

End-of-day quote Ho Chi Minh S.E. Other stock markets 11/06/2026			5-day change	1st Jan Change
30,050.00 ^VND	-1.96%		-7.54%	-22.75%

29/04	South Logistics Joint Stock Company Reports Earnings Results for the First Quarter Ended March 31, 2026	CI
24/04	South Logistics Joint Stock Company Provides Separate and Consolidated Earnings Guidance for the Fiscal Year 2026	CI

Data adjusted to current consolidation scope

Fiscal Period: December	2020	2021	2022	2023	2024	2025
Market Cap ¹	1,493,451	2,849,347	3,930,134	4,804,589	3,753,278	3,822,056
Change	-	90.79%	37.93%	22.25%	-21.88%	1.83%
Enterprise Value (EV) ¹	1,402,083	2,769,571	3,739,830	4,246,033	3,357,830	3,761,637
Change	-	97.53%	35.03%	13.54%	-20.92%	12.03%
P/E Ratio	14x	12.2x	16.5x	33.8x	19.5x	13x
PBR	0.96x	1.59x	1.95x	2.25x	1.65x	1.49x
PEG	-	0x	6.86x	-0.8x	0.6x	0.2x
Capitalization / Revenue	0.74x	0.99x	1.49x	2.68x	1.53x	1.48x
EV / Revenue	0.69x	0.96x	1.42x	2.36x	1.37x	1.45x
EV / EBITDA	5.24x	7.59x	10.3x	20.1x	11.4x	8.87x
EV / EBIT	7.97x	10.6x	15.4x	50.7x	20.9x	13.8x
EV / FCF	-18.6x	-41.6x	-51.4x	19.8x	-143x	-11.6x
FCF Yield	-5.37%	-2.41%	-1.95%	5.05%	-0.7%	-8.6%
Dividend per Share ²	-	-	-	-	-	-
Rate of return	-	-	-	-	-	-
EPS ²	1,085	2,369	2,426	1,448	1,960	2,988
Distribution rate	-	-	-	-	-	-
Net sales ¹	2,031,889	2,886,512	2,639,255	1,795,636	2,454,337	2,589,233
EBITDA ¹	267,660	364,749	362,726	210,782	293,707	424,087
EBIT ¹	175,870	261,750	242,192	83,826	160,594	272,865
Net income ¹	106,636	232,784	238,406	142,234	192,558	293,619
Net Debt ¹	-91,368	-79,776	-190,304	-558,556	-395,449	-60,419
Reference price ²	15,200.00	29,000.00	40,000.00	48,900.00	38,200.00	38,900.00
Nbr of stocks (in thousands)	98,253	98,253	98,253	98,253	98,253	98,253
Announcement Date	31/3/21	25/3/22	30/3/23	1/4/24	1/4/25	30/3/26