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 16,699 - -
Change - -5.45% 31.46% -30.52% -32.16% 27.03% - -
Enterprise Value (EV) 1 28,395 26,694 34,775 32,948 27,055 29,129 29,850 30,254
Change - -5.99% 30.28% -5.25% -17.89% 7.67% 2.47% 1.36%
P/E 39.3x 42.4x 35x 17.3x 11.4x 13.5x 12.4x 12.1x
PBR 5.64x 6.18x 1.25x 0.85x 0.59x 0.71x 0.7x 0.69x
PEG - -3.4x -3.4x 0.4x 2.36x 1.95x 1.33x 5.25x
Capitalization / Revenue 4.4x 3.59x 1.16x 0.78x 0.52x 0.61x 0.6x 0.56x
EV / Revenue 5.57x 4.52x 1.45x 1.33x 1.07x 1.06x 1.08x 1.02x
EV / EBITDA 25.5x 21.5x 13.3x 14x 9.31x 7.89x 7.88x 7.23x
EV / EBIT 70x 60.1x 34x 39.8x 19.5x 14.9x 16.7x 15.1x
EV / FCF -35.8x 189x 18x 28.2x 15x 14.2x 18.3x 20.5x
FCF Yield -2.79% 0.53% 5.56% 3.55% 6.68% 7.07% 5.48% 4.87%
Dividend per Share 2 0.25 0.78 0.25 0.28 0.3 0.336 0.38 0.39
Rate of return 1.14% 3.75% 1.62% 2.62% 4.05% 3.57% 4.04% 4.15%
EPS 2 0.56 0.49 0.44 0.62 0.65 0.695 0.76 0.7775
Distribution rate 44.6% 159% 56.8% 45.2% 46.2% 48.3% 50% 50.2%
Net sales 1 5,101 5,902 23,979 24,705 25,380 27,357 27,713 29,619
EBITDA 1 1,112 1,242 2,617 2,350 2,906 3,691 3,789 4,186
EBIT 1 405.8 444.3 1,024 827.3 1,386 1,956 1,792 1,999
Net income 1 556.6 504.3 761.3 1,119 1,172 1,268 1,378 1,446
Net Debt 1 5,955 5,478 6,885 13,570 13,908 12,430 13,150 13,555
Reference price 2 22.000 20.800 15.400 10.700 7.400 9.400 9.400 9.400
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 (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
37.75x1.61x13.47x0.43% 60.83B
25.22x1.17x12.22x3.07% 30.68B
8.35x0.38x3.95x3.28% 9.61B
22.12x0.74x6.78x1.85% 8.15B
16.4x1.08x4.04x6.07% 5.18B
21.1x2.25x17.22x2.75% 3.36B
17.51x1.72x10.15x4.06% 3.14B
15.77x0.54x6.48x3.94% 2.7B
Average 20.53x 1.19x 9.29x 3.18% 15.45B
Weighted average by Cap. 28.99x 1.32x 11.45x 1.87%

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