SCGJWD LOGISTICS PCL NON-VOTING (SJWD) fair value: what the stock is really worth
As of Sep 24, 2026: fair value of SCGJWD LOGISTICS PCL NON-VOTING THB 12.91, price THB 9.80, upside +31.8%, quality 39 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 24, 2026.
How to read this chart
60‑month range 5.42 THB – 19.87 THB · fair‑value band 6.59 THB – 19.57 THB · the 9.80 THB price screens below the 12.91 THB fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 24, 2026.
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SCGJWD Logistics Public Company Limited, together with its subsidiaries, engages in the integrated in-land and oversea logistics business in Thailand and internationally. It operates in two segments, Logistics and Supply Chain Business, and Other Businesses.
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SCGJWD Logistics Public Company Limited, together with its subsidiaries, engages in the integrated in-land and oversea logistics business in Thailand and internationally. It operates in two segments, Logistics and Supply Chain Business, and Other Businesses. The company provides freight and transportation, warehouse management, port, storage, fine art storage carriage, and packing and handling of goods and cargo container services; buildings and other constructions rental, record and information storage and related services, yard management services, and household and office moving services, as well as IT solutions for logistics software management; and food and cold chain logistics and supply chain services. It is also involved in transport and distribution, as well as other business. The company was formerly known as JWD InfoLogistics Public Company Limited and changed its name to SCGJWD Logistics Public Company Limited in February 2023. SCGJWD Logistics Public Company Limited was founded in 1993 and is headquartered in Bangkok, Thailand.
Stock analysis
SCGJWD LOGISTICS PCL NON-VOTING DR (SJWD) currently trades at 9.80 THB, while our model-based Fair Value estimate is 12.91 THB, implying the stock looks roughly 24.1% undervalued today.
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Valuation
Bull case: the Growth Earnings group reads highest at a median of 23.45 THB per share, and 19 of the 26 models we run sit above the 9.80 THB price.
Bear case: the Economic Profit group reads lowest at 3.07 THB, and 7 of the 26 models stay below the price. Evidence for this calculation is low.
Scenario range: 6.59 THB (bear) to 19.57 THB (bull), the price of 9.80 THB sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 39/100 (below-average quality), in the Industrials sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
SCGJWD LOGISTICS PCL NON-VOTING DR reported revenue of 25.2B THB in FY2025 versus 5.1B THB in FY2021, a compound +49.0%/yr. Reported net income was 1.2B THB in FY2025, compounding +19.7%/yr from FY2021.
Key figures
Market cap 17.6B THB (≈ $527M) · P/E ratio 16.3 · P/S ratio 0.76 · EPS (TTM) 0.6000 THB · Dividend yield 4.1% · Net margin 4.7% · Return on equity 4.9% · Return on assets (EBIT) 4.0%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 46 out of 100 (low confidence).
What moves the price
The share trades about 6% below its 52-week high and 58% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Industrials peers we cover trades at 12% fair-value upside, at 32%, SJWD screens cheaper than that median.
Fair Value models
Bear 6.59 THBFair Value 12.91 THBBull 19.57 THB
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 9 months old). Earnings retained since then (0.1468 THB per share) are deliberately not added.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 ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.85/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Revenue growth 1 year
+2.7%
Revenue growth 3 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+62.1%
Revenue growth 5 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+45.5%
Start year 2020 (pandemic). Over 10 years: +26.8% a year
Revenue growth 13 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+23.2%
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What shareholders gained per year (last 5 years), in THB ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Measured in THB: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+17.1%
Earnings growth per share plus dividend.
Earnings per share, growth per year+13.0%
Dividend (yield on the price)4.1%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.13% vs 6%, picking up
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.10% → 6%
Start year 2020 (pandemic)
Growth Forecast
A lot of optimism in the price
The price assumes less growth than the company has delivered so far and more than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+12.1%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+2.9%
Yearly sales growth analysts expect, extended to five years.
After inflation (Thailand: IMF forecast 1.2% a year to 2030, 1.1% from 2016 to 2025) that is about +10.8% a year for the price and +1.6% for the forecasts.
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Peer Groupⓘ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.Integrated Freight & Logistics · 217 stocks
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Cite: Fair Value Calculator (2026). "SCGJWD LOGISTICS PCL NON-VOTING DR Fair Value". https://www.fairvalue-calculator.com/stock/SJWD
Frequently asked questions
Is SCGJWD LOGISTICS PCL NON-VOTING (SJWD) overvalued or undervalued?
As of Sep 24, 2026, our model estimates a fair value of 12.91 THB versus a price of 9.80 THB, about +32% upside (undervalued).
What is the fair value of SJWD?
Our model-based fair value for SCGJWD LOGISTICS PCL NON-VOTING DR is 12.91 THB (as of Sep 24, 2026), built from audited fundamentals. The current price: 9.80 THB.
What is the quality score of SJWD?
SCGJWD LOGISTICS PCL NON-VOTING DR has a Quality Score of 39/100. 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 price target for SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
Our model-based price target is the fair value of 12.91 THB (as of Sep 24, 2026) from 26 valuation models. Cautious scenario 6.59 THB, optimistic scenario 19.57 THB. It is a calculation from audited fundamentals, not an analyst target.
What is the SCGJWD LOGISTICS PCL NON-VOTING DR stock forecast for 2026?
Our models put fair value at 12.91 THB, about +32% upside versus a price of 9.80 THB (undervalued). Cautious scenario 6.59 THB, optimistic scenario 19.57 THB. The calculation is refreshed regularly with new filings.
What is the revenue of SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
SCGJWD LOGISTICS PCL NON-VOTING DR reported trailing-twelve-month revenue of about 25.1B THB (latest available figure, as of Sep 24, 2026).
Does SCGJWD LOGISTICS PCL NON-VOTING DR pay a dividend?
SCGJWD LOGISTICS PCL NON-VOTING DR currently shows a dividend yield of about 4.08% relative to its recent price (as of Sep 24, 2026).
What growth is priced into SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
For today's price to be fair in a discounted-cash-flow model, SCGJWD LOGISTICS PCL NON-VOTING DR would have to grow free cash flow by +12.1 % per year for five years (discount rate 12.1 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +45.5 % per year. As of Sep 24, 2026.
What discount rate (WACC) does the fair value of SJWD use?
Our models discount SCGJWD LOGISTICS PCL NON-VOTING DR at 12.1 %: a base by market capitalisation (small), damped by beta 0.71, country premium for Thailand. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For SCGJWD LOGISTICS PCL NON-VOTING DR that is +12.1 % per year a year over ten years, using the same discount rate (12.1 %) and the same formula as our fair value.
How much growth has SCGJWD LOGISTICS PCL NON-VOTING (SJWD) delivered so far?
Over the past 5 years revenue at SCGJWD LOGISTICS PCL NON-VOTING DR grew +45.5 % a year. The price currently implies +12.1 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of SCGJWD LOGISTICS PCL NON-VOTING (SJWD) growing?
The median revenue growth in the sector is +4.6 % a year. That is the yardstick for the growth priced into SCGJWD LOGISTICS PCL NON-VOTING DR (+12.1 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
The free-cash-flow yield on the price is 9.60 %: that much free cash flow SCGJWD LOGISTICS PCL NON-VOTING DR produces per unit of market value. When it exceeds the discount rate of our models (12.1 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For SCGJWD LOGISTICS PCL NON-VOTING DR it is 12.91 THB per share (as of Sep 24, 2026), against a price of 9.80 THB. It is the blended result of 26 valuation models (cash flow, earnings, asset, dividend).
Is SCGJWD LOGISTICS PCL NON-VOTING DR stock overvalued or undervalued in 2026?
As of Sep 24, 2026, SJWD trades below its calculated fair value: price 9.80 THB, fair value 12.91 THB, a gap of about +32% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of SJWD?
No. The price is what the market pays today (9.80 THB); the fair value is what the company's own numbers justify (12.91 THB). For SCGJWD LOGISTICS PCL NON-VOTING DR the two are 3.11 THB per share apart. That gap is exactly why we show both numbers side by side.
How much is SCGJWD LOGISTICS PCL NON-VOTING DR worth?
The market values SCGJWD LOGISTICS PCL NON-VOTING DR at about 17.6B THB (market capitalisation, as of Sep 24, 2026). Per share that is 9.80 THB; our models calculate a fair value of 12.91 THB per share.
What do the bullish and bearish scenarios say about SJWD?
Our models span a range for SCGJWD LOGISTICS PCL NON-VOTING DR: cautious scenario 6.59 THB, base 12.91 THB, optimistic 19.57 THB per share (as of Sep 24, 2026, price 9.80 THB). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of SJWD?
SCGJWD LOGISTICS PCL NON-VOTING DR trades at a price-to-earnings ratio of 16.3 (as of Sep 24, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of 12.91 THB is built from several models across several years. Other multiples: P/B 0.8, P/S 0.7, EV/EBITDA 10.7.
How solid is the balance sheet of SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
Balance-sheet figures for SCGJWD LOGISTICS PCL NON-VOTING DR (as of Sep 24, 2026): return on equity 4.9%, debt of 0.32 per unit of equity. They feed the Quality Score of 39/100, which measures business quality independently of the share price.
How far is SJWD from its 52-week high?
SCGJWD LOGISTICS PCL NON-VOTING DR trades at 9.80 THB, about 6% below its 52-week high of 10.40 THB and 58% above the low of 6.21 THB (as of Sep 24, 2026). Distance from the high says nothing about value: that is what the fair value of 12.91 THB is for.
Which stocks are comparable to SCGJWD LOGISTICS PCL NON-VOTING DR?
From the same area (Industrials) we also value United Parcel Service, Inc, FedEx Corporation, Deutsche Post AG, DSV A/S, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is SCGJWD LOGISTICS PCL NON-VOTING DR stock attractive at the current price?
The data as of Sep 24, 2026: price 9.80 THB, calculated fair value 12.91 THB (+32%), Quality Score 39/100, from 26 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of SJWD calculated?
We run SCGJWD LOGISTICS PCL NON-VOTING DR through 26 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of 12.91 THB, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.2 % above its aggregate fair value. SCGJWD LOGISTICS PCL NON-VOTING DR currently trades 32 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
The closing price on Sep 24, 2026 was 9.80 THB. Our model-based fair value is 12.91 THB, about +32% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with SCGJWD LOGISTICS PCL NON-VOTING DR right now?
The large discount to fair value meets weak quality (39/100). That raises the risk this is a value trap rather than a bargain. The model range is unusually wide (6.59 THB to 19.57 THB). The outcome hinges heavily on assumptions, so read the point estimate with caution. The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
Where does the earnings growth of SCGJWD LOGISTICS PCL NON-VOTING (SJWD) come from?
Earnings per share at SCGJWD LOGISTICS PCL NON-VOTING DR grew +6.9 % a year from 2014 to 2025. Broken into its drivers: revenue per share +17.9 %, EBIT margin −8.8 %, tax rate +0.7 %, residual (interest, one-offs) −1.3 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of SCGJWD LOGISTICS PCL NON-VOTING DR
How large is the market capitalisation of SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
The market capitalisation of SCGJWD LOGISTICS PCL NON-VOTING DR is 17.6B THB (≈ $527M). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
The price-to-sales ratio of SCGJWD LOGISTICS PCL NON-VOTING DR is 0.76 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
Earnings per share at SCGJWD LOGISTICS PCL NON-VOTING DR are 0.6000 THB (price ÷ EPS = P/E 16.3). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
The dividend yield of SCGJWD LOGISTICS PCL NON-VOTING DR is 4.1% (payout 66.7%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
The net margin of SCGJWD LOGISTICS PCL NON-VOTING DR is 4.7% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
The return on equity (ROE) of SCGJWD LOGISTICS PCL NON-VOTING DR is 4.9% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
On an EBIT basis the return on assets of SCGJWD LOGISTICS PCL NON-VOTING DR is 4.0% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
The operating margin of SCGJWD LOGISTICS PCL NON-VOTING DR is 6.2% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
Revenue at SCGJWD LOGISTICS PCL NON-VOTING DR is growing −1.8% versus a year earlier (3y avg +62.1%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at SCGJWD LOGISTICS PCL NON-VOTING (SJWD)?
Earnings per share at SCGJWD LOGISTICS PCL NON-VOTING DR are growing −25.0% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does SCGJWD LOGISTICS PCL NON-VOTING (SJWD) carry?
The net debt of SCGJWD LOGISTICS PCL NON-VOTING DR is 16.1B THB (fiscal year 2025, ≈ 9.6 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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