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Mejores acciones de calidad del sector Integrated Freight & Logistics

De las 60 acciones listadas aquí, solo una alcanza la nota de calidad máxima. La valoración mediana del grupo se sitúa en 9,8 veces su flujo de caja libre. Entre las que tienen la nota máxima, la más barata es SAL Saudi Logistics Services (4263.SR), a 15,7 veces su flujo de caja libre.

Las acciones del sector Integrated Freight & Logistics mejor puntuadas por nuestro análisis fundamental, ordenadas de mayor a menor calidad, con su valoración (P/FCF). Haz clic en una acción para su análisis completo.

#AcciónNota de calidadP/FCF
1SAL Saudi Logistics Services Company (4263.SR)10/1015.7x
2Pitney Bowes Inc (PBI)9/106.6x
3Hangzhou SF Intra-city Industrial Co., Ltd. (9699.HK)9/1024.3x
4Higashi Holdings Co., Ltd. (9029.T)9/105.5x
5ZTO Express (Cayman) Inc (ZTO)8/10n.d.
6Noibai Cargo Terminal Services Joint Stock Company (NCT.VN)8/106.2x
7Müller - Die lila Logistik SE (MLL.DE)8/101.2x
8Globe International Carriers Limited (GICL.NS)8/1016.8x
9Gateway Distriparks Limited (GATEWAY.NS)8/107.7x
10Asia Network International Public Company Limited (ANI.BK)8/108.9x
11Shanghai Zhonggu Logistics Co., Ltd. (603565.SS)8/109.8x
12JD Logistics, Inc. (2618.HK)8/104.8x
13FAR International Holdings Group Company Limited (2516.HK)8/102.9x
14J&T Global Express Limited (1519.HK)8/1019.3x
15Hyundai Glovis Co., Ltd. (086280.KS)8/108.3x
16Shimeng Supply Chain Management Co., Ltd. (001220.SZ)8/109.9x
17Wiseway Group Limited (WWG.AX)7/105.3x
18TVS Supply Chain Solutions Limited (TVSSCS.NS)7/1012.3x
19Santova Limited (SNV.JO)7/104.5x
20Shadowfax Technologies Limited (SHADOWFAX.NS)7/1089.2x
21Reysas Tasimacilik ve Lojistik Ticaret A.S. (RYSAS.IS)7/1011.8x
22RT&L S.p.A. (RTL.MI)7/10n.d.
23Eneco Energy Limited (R14.SI)7/107.9x
24Österreichische Post AG (POST.VI)7/109.5x
25Pasifik Eurasia Lojistik Dis Ticaret A.S. (PASEU.IS)7/10n.d.
26Logista Integral, S.A. (LOG.MC)7/1013.8x
27J B Hunt Transport Services Inc (JBHT)7/1021.2x
28PT Indonesia Kendaraan Terminal Tbk (IPCC.JK)7/105.0x
29Grindrod Limited (GNDP.JO)7/1064.4x
30Grindrod Limited (GND.JO)7/1015.4x
31FedEx Freight Holding Company, Inc. (FDXF)7/1019.4x
32Delhivery Limited (DELHIVERY.NS)7/1071.4x
33CTT - Correios De Portugal, S.A. (CTT.LS)7/107.5x
34Blue Dart Express Limited (BLUEDART.NS)7/1023.9x
35PT Trimitra Trans Persada Tbk (BLOG.JK)7/10n.d.
36Munawla Cargo Co. Ltd. (9571.SR)7/106.9x
37China Master Logistics Co., Ltd. (603967.SS)7/107.5x
38Guangdong Yueyun Transportation Company Limited (3399.HK)7/101.5x
39ALSCO Pooling Service Co., Ltd. (2649.HK)7/106.1x
40ZTO Express (Cayman) Inc. (2057.HK)7/1018.2x
41Changan Minsheng APLL Logistics Co., Ltd. (1292.HK)7/10n.d.
42San Yang Ma (Chongqing) Logistics Co.,Ltd. (001317.SZ)7/1029.1x
43YAKKYO (YKY.MI)6/10n.d.
44Wice Logistics Public Company Limited (WICE.BK)6/107.7x
45South Logistics Joint Stock Company (STG.VN)6/10n.d.
46Snowman Logistics Limited (SNOWMAN.NS)6/108.7x
47Sical Logistics Limited (SICALLOG.NS)6/10n.d.
48SHENGFENG DEVELOPMENT Ltd (SFWL)6/104.2x
49PT Satria Antaran Prima Tbk (SAPX.JK)6/10n.d.
50Navkar Corporation Limited (NAVKARCORP.NS)6/1065.2x
51Mahindra Logistics Limited (MAHLOG.NS)6/1031.2x
52Maheshwari Logistics Limited (MAHESHWARI.NS)6/10n.d.
53Lindbergh S.p.A. (LDB.MI)6/1094.4x
54ID Logistics Group SA (IDL.PA)6/107.0x
55Haoxin Holdings Limited (HXHX)6/10n.d.
56Glottis Limited (GLOTTIS.NS)6/10n.d.
57Expeditors International of Washington Inc (EXPD)6/1027.5x
58CH Robinson Worldwide Inc (CHRW)6/1022.4x
59A-Sonic Aerospace Limited (BTJ.SI)6/1023.9x
60AIT Corporation (9381.T)6/1015.3x

Nuestra nota de calidad juzga la solidez del negocio con 10 criterios financieros objetivos (rentabilidad, crecimiento del flujo de caja libre, recompras, deuda, rendimiento del capital). El P/FCF (precio respecto al flujo de caja libre) indica si la acción está cara o barata. Método completo: nuestra metodología.

Para situar estos múltiplos frente a las medias del sector, los datos sectoriales públicos de referencia son los de Aswath Damodaran (NYU Stern).

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