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002352 CS​

S.F. Holding Co., Ltd. Class A(002352 CS)

$31.49+1.023.35%(Market Closed · 07:04:27 UTC · (15 min delay))

Overview

Profile

Financials & Metrics

FinancialsChartingEmployees

S.F. Holding Co., Ltd. Class A — Company Profile

S.F. Holding Co., Ltd., together with its subsidiaries, provides integrated logistics services in China, Hong Kong, Macau, Taiwan, and internationally. The company operates through three segments: Express and Large Items, Same-City Instant Delivery, and Supply Chain and International. It offers time-sensitive and economy express deliveries, as well as international, bulk, cold chain, and pharmaceutical shipping; same-city instant and last-mile delivery services; international express delivery, international freight forwarding, agency, and supply chain services, as well as warehousing and distribution services. The company also provides technology services, including smart express delivery, smart life, smart business, and smart supply chain software, as well as smart hardware; and supply chain solutions for automotive, technology, industrial equipment, consumer goods, retail food and catering, life sciences and pharmaceuticals, finance and insurance, and government and enterprise services sectors. In addition, it is involved in air cargo and mail transportation; technical maintenance and development services; business information and enterprise management consulting; value-added telecommunications services; management of e-commerce industrial parks; driving services; factoring business; financing and wealth management; retail; leasing; property management; scientific research and technical services; postal services; and asset, capital, and investment management. The company was founded in 1993 and is headquartered in Shenzhen, China.

Sector
Industrials
Industry
Air Freight & Logistics
Exchange
CS
CEO
Wei Wang
Headquarters
Shenzhen, GD, CN
IPO Date
Feb 5, 2010
Employees
158,761
Website
www.sf-express.com

Key Metrics

Price
$30.67
Market Cap
$147.20B
Revenue (TTM)
$74.14B
Net Income (TTM)
$2.53B
EPS (TTM)
0.51
P/E (TTM)
13.53
P/B (TTM)
1.43
Dividend Yield
2.52%
ROE (TTM)
2.52%
ROA (TTM)
1.18%
Operating Margin
5.12%
Beta
-0.10

Dividends

Last Dividend
$0.43
Last Yield
0.03%

Summary

S.F. Holding Co., Ltd., together with its subsidiaries, provides integrated logistics services in China, Hong Kong, Macau, Taiwan, and internationally. The company operates through three segments: Express and Large Items, Same-City Instant Delivery, and Supply Chain and International. It offers time-sensitive and economy express deliveries, as well as international, bulk, cold chain, and pharmaceutical shipping; same-city instant and last-mile delivery services; international express delivery, international freight forwarding, agency, and supply chain services, as well as warehousing and distribution services. The company also provides technology services, including smart express delivery, smart life, smart business, and smart supply chain software, as well as smart hardware; and supply chain solutions for automotive, technology, industrial equipment, consumer goods, retail food and catering, life sciences and pharmaceuticals, finance and insurance, and government and enterprise services sectors. In addition, it is involved in air cargo and mail transportation; technical maintenance and development services; business information and enterprise management consulting; value-added telecommunications services; management of e-commerce industrial parks; driving services; factoring business; financing and wealth management; retail; leasing; property management; scientific research and technical services; postal services; and asset, capital, and investment management. The company was founded in 1993 and is headquartered in Shenzhen, China.

Website
www.sf-express.com
Location
Shenzhen, GD, CN
Phone86 755 3639 5338
Employees158,761
CEOWei Wang
Sector
Industrials
Industry
Air Freight & Logistics
IPO DateFeb 5, 2010

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Leadership and capital allocation history.

Key Stats

Trading

Px/Chg 1D$30.67 / +0.52%
Avg Volume21.95M
Beta-0.10
Mkt Cap147.20B
FD Mkt Cap160.35B

Float

Shrs Out/Float4.80B / 2.29B
Short Float0.00%
Days to Cover0.00
Stock Repurchased$0.00

Current Valuation

EV190.04B
EV/EBITDA6.71
EV/Sales0.60
P/B1.43
P/S0.46
FCF Yield3.30%
ROE2.52%
ROA1.18%
Current Ratio1.28

Dividend

Cash$0.43
Yield2.52%
Yield (TTM)2.52%

Estimates

P/E13.53
Est P/EN/A
Est EPSN/A
Est PEGN/A

Valuation

Metric5Yr AvgMar '23Mar '24Mar '25Mar '26Sep '26
PRICE-BASED RATIOS
Price / Earnings40.0443.5321.4119.9265.8549.46
Price / Sales1.291.000.680.712.231.81
Price / Book Value2.103.121.902.201.861.43
Price / Free Cash Flow19.7514.5112.518.8732.5330.33
ENTERPRISE VALUE METRICS
Enterprise Value223,050.2287,530.3201,244.3227,269.3209,165.2190,041.7
Enterprise Value / Sales1.501.070.780.802.522.34
Enterprise Value / EBITDA16.1914.179.619.5424.4523.20
Enterprise Value / EBIT30.7925.8518.8915.5846.8346.83

Financials

Full Financials
Millions CNY5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue10.4%207,186.6267,490.4258,409.4284,420.1308,226.6
Gross Income12.5%25,665.833,422.633,133.539,614.541,048.4
EBITDA29.8%11,625.620,297.320,950.723,830.533,042.8
EBIT32%5,488.911,123.610,653.014,591.216,670.2
Net Income27%4,269.16,173.88,234.510,170.411,117.2
EPS (Diluted)24.2%0.931.271.702.112.21
BALANCE SHEET
Cash & ST Inv-5.2%45,699.548,448.148,784.245,182.336,934.6
Total Assets77.3%209,900.0216,842.7221,490.7213,824.2216,469.0
Total Liabilities-1.3%111,984.7118,556.7118,207.0111,489.0106,144.3
Total Shareholder Equity4.6%82,943.286,263.792,790.391,993.399,309.5
CASH FLOW
Net Operating Cash Flow16.7%15,357.632,702.926,569.832,186.428,484.6
Cap Ex-16.1%-19,195.6-14,183.8-12,471.9-9,344.8-9,505.5
Free Cash Flow—-3,838.018,519.214,097.922,841.618,979.1

Enterprise Value Bridge

Millions CNY23 Oct '26
Price (As of 23 Oct '26)30.27
Basic Shares4,799.43
Market Cap145,278.8
Diluted Shares5,007.03
Fully Diluted Shares Outstanding5,007.03
Fully Diluted Market Cap151,562.7
+Consolidated Debt57,711.3
−In-the-Money Convertible Debt—
+Capital Leases9,682.0
+Operating Leases—
−Cash & Equivalents-26,349.8
−Short-term Investments-21,017.2
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest11,481.7
+Pension Liabilities—
Enterprise Value188,121.9

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