Company Valuation: JWD InfoLogistics

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 22,440 21,216 27,890 19,378 13,146 17,055 - -
Change - -5.45% 31.46% -30.52% -32.16% 29.73% - -
Enterprise Value (EV) 1 28,395 26,694 34,775 32,948 27,055 29,795 30,205 30,610
Change - -5.99% 30.28% -5.25% -17.89% 10.13% 1.38% 1.34%
P/E 39.3x 42.4x 35x 17.3x 11.4x 13.3x 12.6x 12.3x
PBR 5.64x 6.18x 1.25x 0.85x 0.59x 0.73x 0.72x 0.71x
PEG - -3.4x -3.4x 0.4x 2.36x 1.2x 2.28x 5.47x
Capitalization / Revenue 4.4x 3.59x 1.16x 0.78x 0.52x 0.64x 0.62x 0.58x
EV / Revenue 5.57x 4.52x 1.45x 1.33x 1.07x 1.11x 1.09x 1.03x
EV / EBITDA 25.5x 21.5x 13.3x 14x 9.31x 8.29x 7.93x 7.34x
EV / EBIT 70x 60.1x 34x 39.8x 19.5x 16.2x 16x 15.5x
EV / FCF -35.8x 189x 18x 28.2x 15x 17.2x 19.8x 19.6x
FCF Yield -2.79% 0.53% 5.56% 3.55% 6.68% 5.81% 5.05% 5.09%
Dividend per Share 2 0.25 0.78 0.25 0.28 0.3 0.37 0.3886 0.3925
Rate of return 1.14% 3.75% 1.62% 2.62% 4.05% 3.85% 4.05% 4.09%
EPS 2 0.56 0.49 0.44 0.62 0.65 0.7229 0.7629 0.78
Distribution rate 44.6% 159% 56.8% 45.2% 46.2% 51.2% 50.9% 50.3%
Net sales 1 5,101 5,902 23,979 24,705 25,380 26,726 27,589 29,606
EBITDA 1 1,112 1,242 2,617 2,350 2,906 3,592 3,810 4,170
EBIT 1 405.8 444.3 1,024 827.3 1,386 1,841 1,890 1,979
Net income 1 556.6 504.3 761.3 1,119 1,172 1,318 1,383 1,452
Net Debt 1 5,955 5,478 6,885 13,570 13,908 12,740 13,150 13,555
Reference price 2 22.000 20.800 15.400 10.700 7.400 9.600 9.600 9.600
Nbr of stocks (in thousands) 1,020,000 1,020,000 1,811,020 1,811,020 1,776,526 1,776,526 - -
Announcement Date 2/27/22 2/28/23 2/29/24 2/28/25 2/25/26 - - -
1THB in Million2THB
Estimates

P/E, Detailed evolution



P/E (N) EV / Sales (N) EV / EBITDA (N) Dividend Yield (N) Capi.($)
31.34x1.31x11.13x0.53% 49.04B
23.94x1.13x11.86x3.2% 31.14B
9.12x0.4x4.41x3.08% 11.35B
17.73x0.71x6.3x1.88% 8.38B
17x1.13x4.2x5.91% 5.45B
19.95x2.18x16.98x2.77% 3.38B
16.44x1.58x9.36x4.35% 3.11B
13.38x - - 3.75% 2.88B
Average 18.61x 1.21x 9.18x 3.18% 14.34B
Weighted average by Cap. 24.27x 1.15x 10.08x 2.11%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA



Year-on-year evolution of the Yield

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