Valuation South Logistics

Stocks

End-of-day quote Ho Chi Minh S.E. 29/10/2026			5-day change	1st Jan Change
34,850.00 ^VND	+2.65%		+7.23%	-10.41%

31/07	South Logistics Joint Stock Company Reports Earnings Results for the Second Quarter and Six Months Ended June 30, 2026	CI
29/04	South Logistics Joint Stock Company Reports Earnings Results for the First Quarter Ended March 31, 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	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

¹VND in Million²VND

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
SOUTH LOGISTICS	-	-	-	-	133M
AP MOLLER MAERSK	6.83x	0.69x	3.2x	5.54%	49.3B
COSCO SHIPPING HOLDINGS CO., LTD.	6.34x	0.62x	2.58x	8.3%	36.66B
HAPAG-LLOYD AG	26.63x	1.32x	7.03x	1.87%	26.35B
CHINA MERCHANTS ENERGY SHIPPING CO., LTD.	8.47x	3.73x	6.95x	4.64%	20.83B
NIPPON YUSEN KABUSHIKI KAISHA	10.59x	1.43x	10.39x	4.3%	18.28B
EVERGREEN MARINE CORPORATION (TAIWAN) LTD.	6.03x	1.17x	3.34x	7.77%	17.34B
SITC INTERNATIONAL HOLDINGS COMPANY LIMITED	11.65x	4.06x	9.86x	7.36%	16.45B
MITSUI O.S.K. LINES, LTD.	8.19x	2.12x	13.69x	2.76%	16.23B
HMM CO.,LTD	9.23x	0.9x	3.65x	3.16%	15.69B
Average	10.44x	1.78x	6.74x	5.08%	21.73B
Weighted average by Cap.	10.20x	1.52x	5.86x	5.31%