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PT Logisticsplus International Tbk (LOPI) Fair Value & Analysis

Industrials · ID · Market cap 63.8B IDR

PL PT Logisticsplus International Tbk LOPI · JK
Price84.00 IDR
Fair Value60.08 IDR
Upside-28.5%
Quality46/100
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Expensive Growth
Thin margins · 2.6% net margin
Low debt
Mixed vs. peers (4/8)
Narrow moat 31/100
Evidence: Medium Range 43.66 IDR – 76.50 IDR Share as image

Fair value as of: Jul 12, 2026

From 13 valuation models · updated 29 days ago

Fair value updated Jul 12, 2026, revised from 65.34 IDR to 60.08 IDR (−8.1%) since Jun 24, 2026. Share price +44.8% over the past month.

Below-average quality, and screening another 28% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (76.50 IDR). The favourable scenario is already priced in.
  • Solid but not exceptional quality (46/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (3 years)

196.00 IDR 17.00 IDR Fair Value 60.08 IDR Oct 2023 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.

How to read this chart

34‑month range 17.00 IDR – 196.00 IDR · fair‑value band 43.66 IDR – 76.50 IDR · the 84.00 IDR price screens above the 60.08 IDR fair value. Dashed = 300-day average. As of Jul 12, 2026.

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Analysis

PT Logisticsplus International Tbk (LOPI) currently trades at 84.00 IDR, while our model-based Fair Value estimate is 60.08 IDR, implying the stock looks roughly 28.5% overvalued today. The Quality Score stands at 46/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, PT Logisticsplus International Tbk generated revenue of 130B IDR at a net margin of 2.6%. Revenue grew 45.8% year over year. It earns a return on equity of 5.8%. Fundamentals as of Jul 12, 2026

Our scenario range runs from 43.66 IDR (bear case) to 76.50 IDR (bull case); at 84.00 IDR, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 61% below its 52-week high and 147% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -11% fair-value upside, at -28%, LOPI screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
ROIC Compounder 37.02 IDR 42.30 IDR 46.92 IDR 72
Growth-Adj P/E 68.28 IDR 97.55 IDR 126.81 IDR 68
P/E Multiple 49.01 IDR 65.34 IDR 81.68 IDR 63
All 13 models by family
Earnings-Based
Graham-Dodd 21.16 IDR 147.55 IDR 207.07 IDR 54
Lynch FV 52.73 IDR 75.33 IDR 97.93 IDR 50
PEG = 1.0 52.73 IDR 75.33 IDR 97.93 IDR 46
EPV 37.02 IDR 42.30 IDR 46.92 IDR 59
Multiples
P/E Multiple 49.01 IDR 65.34 IDR 81.68 IDR 63
P/S Multiple 39.67 IDR 52.90 IDR 66.12 IDR 58
P/B Multiple 39.67 IDR 52.90 IDR 66.12 IDR 55
EV/EBIT 59.02 IDR 76.92 IDR 94.82 IDR 53
EV/Revenue 43.66 IDR 60.08 IDR 76.50 IDR 43
Asset-Based
NCAV (Graham) 27.50 IDR 36.85 IDR 55.00 IDR 50
Economic Profit
Residual Income 42.95 IDR 44.00 IDR 43.75 IDR 61
ROIC Compounder 37.02 IDR 42.30 IDR 46.92 IDR 72
Growth Earnings
Growth-Adj P/E 68.28 IDR 97.55 IDR 126.81 IDR 68

Widest divergence: Growth Earnings (97.55 IDR) versus Asset-Based (36.85 IDR). Highest evidence: ROIC Compounder (72).

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Key figures & financial health

Revenue (TTM) 130B IDR
Revenue growth (YoY) +45.8%
Net margin 2.6%
Return on equity 5.8%
Operating margin 2.6%
EPS growth (YoY) -34.4%

Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 46/100

Of which business quality 46 · Market factors (momentum, volatility) 33

Profitability 43
Margins and returns on capital today
Quality Growth 68
Are margins and returns improving?
Cashflow 1
Earnings quality: real cash, not paper profit
Fin. Strength 63
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 12
Price trend over the last 3–12 months (market factor)
52W Momentum 50
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

PT Logisticsplus International Tbk provides transportation management services in Indonesia and internationally. The company also provides warehousing and distribution, fulfillment, logistics, business intelligence, technology, and supply chain solutions.

Full company description

PT Logisticsplus International Tbk provides transportation management services in Indonesia and internationally. The company also provides warehousing and distribution, fulfillment, logistics, business intelligence, technology, and supply chain solutions. In addition, it offers ocean freight FCL/LCL, RORO, breakbulk and charter vessel/NVOCC, air freight and charter, import and export custom clearance, project cargo and heavy lift, and LC document administration services. Further, the company provides intermodal transport, inter island LCL/FCL, rail freight LCL and FCL, truck load LTL and FTL, and small package delivery services; picking, labeling and packing, TMS, WMS, and other logistics technology solutions; and manpower services. PT Logisticsplus International Tbk was founded in 2013 and is based in Jakarta Selatan, Indonesia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

PT Logisticsplus International Tbk reported revenue of 130B IDR in FY2025 versus 71.4B IDR in FY2022, a compound +22.1%/yr. Reported net income was 3.4B IDR in FY2025, compounding +21.1%/yr from FY2022.

Growth Quality 58/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
130B IDR
Latest YoY
+50.6%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+22.1%
Revenue +22.1%/yr
FY22 71.4B IDR
FY23 82.6B IDR
FY24 86.4B IDR
FY25 130B IDR
Net income +21.1%/yr
FY22 1.9B IDR
FY23 1.8B IDR
FY24 2.7B IDR
FY25 3.4B IDR

LOPI screens 28% overvalued. Compare with United Parcel Service, Inc →

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Cite: Fair Value Calculator (2026). "PT Logisticsplus International Tbk Fair Value". https://www.fairvalue-calculator.com/stock/LOPI

Peer Group

Integrated Freight & Logistics · 218 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 46 · Below median
Fair Value upside −29% · Below median
Return on equity (TTM) 6% · Below median
Return on assets 3% · Above median
Net margin (TTM) 3% · Above median
Operating margin (TTM) 3% · Below median
Revenue growth 46% · Top 25%
Debt / equity 0.06× · Lower than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 46
FUTURE 100 · sector 8
PAST 23 · sector 26
HEALTH 97 · sector 94
DIVIDEND 0 · sector 56

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Integrated Freight & Logistics stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).

Stock Price Fair Value vs Fair Value
United Parcel Service, Inc UPS $117.72 $104.58 -11%
FedEx Corporation FDX $314.69 $347.68 +10%
Deutsche Post AG DHL €57.22 €53.18 -7%
DSV A/S DSV kr 1,660 kr 712.57 -57%
Kuehne + Nagel International AG KNIN CHF 209.90 CHF 147.92 -30%
J.B. Hunt Transport Services, Inc JBHT $291.41 $133.80 -54%
S.F. Holding 002352 ¥31.91 ¥48.64 +52%
C.H. Robinson Worldwide, Inc CHRW $193.50 $86.56 -55%
Expeditors International of Washington, Inc EXPD $172.02 $115.95 -33%
ZTO Express (Cayman) Inc 2057 HK$181.40 HK$241.93 +33%

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Frequently asked questions

Is PT Logisticsplus International Tbk (LOPI) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of 60.08 IDR versus a price of 84.00 IDR, about −28% (overvalued).
What is the fair value of LOPI?
Our model-based fair value for PT Logisticsplus International Tbk is 60.08 IDR (as of Jul 12, 2026), built from audited fundamentals. The current price is 84.00 IDR.
What is the quality score of LOPI?
PT Logisticsplus International Tbk has a Quality Score of 46/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of PT Logisticsplus International Tbk (LOPI)?
PT Logisticsplus International Tbk reported trailing-twelve-month revenue of about 130B IDR (latest available figure, as of Jul 12, 2026).
What is the net profit margin of LOPI?
The net profit margin of PT Logisticsplus International Tbk is about 2.6%, meaning it keeps roughly 2.6% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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