Valuation South Logistics

Stocks

End-of-day quote Ho Chi Minh S.E. Other stock markets 02/07/2026			5-day change	1st Jan Change
27,700.00 ^VND	+6.95%		-0.18%	-28.79%

28/04	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	14,93,451	28,49,347	39,30,134	48,04,589	37,53,278	38,22,056
Change	-	90.79%	37.93%	22.25%	-21.88%	1.83%
Enterprise Value (EV) ¹	14,02,083	27,69,571	37,39,830	42,46,033	33,57,830	37,61,637
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	20,31,889	28,86,512	26,39,255	17,95,636	24,54,337	25,89,233
EBITDA ¹	2,67,660	3,64,749	3,62,726	2,10,782	2,93,707	4,24,087
EBIT ¹	1,75,870	2,61,750	2,42,192	83,826	1,60,594	2,72,865
Net income ¹	1,06,636	2,32,784	2,38,406	1,42,234	1,92,558	2,93,619
Net Debt ¹	-91,368	-79,776	-1,90,304	-5,58,556	-3,95,449	-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	31/03/21	25/03/22	30/03/23	01/04/24	01/04/25	30/03/26