Shibusawa Logistics Corporation (SWRHF) Fair Value & Analysis
Industrials · US · Market cap $264M
Shibusawa Logistics Corporation
SWRHF · US
Fair value as of: Jul 24, 2026
From 14 valuation models · updated 17 days ago
Fair value updated Jul 24, 2026, revised from $8.94 to $7.50 (−16.1%) since Jun 25, 2026.
A solid business, screening 64% undervalued on our models.
What matters now
- The price is below even our cautious bear case ($5.62). The market is more pessimistic than our downside scenario.
- Solid quality (56/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (20 months)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 24, 2026.
How to read this chart
20‑month range $3.12 – $760,760 · fair‑value band $5.62 – $9.37 · the $4.57 price screens below the $7.50 fair value. Dashed = 300-day average. As of Jul 24, 2026.
Analysis
Shibusawa Logistics Corporation (SWRHF) currently trades at $4.57, while our model-based Fair Value estimate is $7.50, implying the stock looks roughly 64.3% undervalued today. The Quality Score stands at 56/100 (solid quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, Shibusawa Logistics Corporation generated revenue of $79.7B at a net margin of 7.9%. Revenue grew 2.6% year over year. It earns a return on equity of 9.6%. Net debt stands at $18.2B. Fundamentals as of Jul 24, 2026
Our scenario range runs from $5.62 (bear case) to $9.37 (bull case); at $4.57, the current price sits below 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. For context, the median of 10 Industrials peers we cover trades at -11% fair-value upside, at 64%, SWRHF screens cheaper 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.
All 14 models by family
Widest divergence: Growth Earnings ($9.08) versus Economic Profit ($1.68). Highest evidence: ROIC Compounder (72).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 24, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 54 · Market factors (momentum, volatility) 48
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
Shibusawa Logistics Corporation provides logistics and warehousing services in Japan and internationally. The company provides strategic logistics services, such as warehousing and distribution processing for various types of cargo; truck transportation services, including consolidated transportation, chartered transportation, and ocean freight container …
Full company description
Shibusawa Logistics Corporation provides logistics and warehousing services in Japan and internationally. The company provides strategic logistics services, such as warehousing and distribution processing for various types of cargo; truck transportation services, including consolidated transportation, chartered transportation, and ocean freight container transportation for customer's logistics; ocean and air import and export handling services comprising customs clearance, overland transport, and warehouse storage at departure and arrival ports and airports; document storage and trunk room storage; and moving &household goods storage. It is also involved in EC fulfillment services; customs clearance; trade/intermediary business/management/leading of real estate; packaging/indication/storage of pharmaceuticals/quasi-drugs/cosmetics and medical equipment; planning/development/sales/operation management of information systems; employment agency; and life support of non-covered long-term care insurance. The company was formerly known as The Shibusawa Warehouse Co., Ltd. and changed its name to Shibusawa Logistics Corporation in January 2025. Shibusawa Logistics Corporation was founded in 1897 and is headquartered in Koto, Japan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Shibusawa Logistics Corporation reported revenue of $78.6B in FY2025 versus $65.3B in FY2021, a compound +4.7%/yr. Reported net income was $4.9B in FY2025, compounding +15.6%/yr from FY2021.
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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.
Valuation Multiples vs Integrated Freight & Logistics median · lower = cheaper
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.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
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 24, 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
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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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