Logwin AG (TGHN) Fair Value & Analysis
Industrials · DE · Market cap €818M
Fair value as of: Jul 16, 2026
From 24 valuation models · updated 24 days ago
Fair value updated Jul 16, 2026, revised from €487.76 to €328.05 (−32.7%) since Jun 24, 2026. Share price −2.1% over the past month.
A solid business, screening 18% undervalued on our models.
What matters now
- Our model range runs from €246.04 (bear) to €410.07 (bull), base €328.05. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 68/100 (solid quality) with high evidence: the data supports the verdict.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range €102.65 – €296.00 · fair‑value band €246.04 – €410.07 · the €278.00 price screens below the €328.05 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.
Analysis
Logwin AG (TGHN) currently trades at €278.00, while our model-based Fair Value estimate is €328.05, implying the stock looks roughly 18.0% undervalued today. The Quality Score stands at 68/100 (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: high), always confirm before acting.
Over the trailing twelve months, Logwin AG generated revenue of €1.4B at a net margin of 4.5%. Revenue declined 16.2% year over year. It earns a return on equity of 16.0%. The balance sheet holds a net cash position of €325M. Fundamentals as of Jul 16, 2026
Our scenario range runs from €246.04 (bear case) to €410.07 (bull case); at €278.00, the current price sits within 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 6% below its 52-week high and 28% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -11% fair-value upside, at 18%, TGHN 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 24 models by family
Widest divergence: DCF Models (€470.28) versus Asset-Based (€92.02). Highest evidence: Residual Income (76).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 68 · Market factors (momentum, volatility) 67
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
Logwin AG provides logistics and transport solutions in Germany, Austria, rest of European Union, the Asia/Pacific, and internationally. It operates in two segments, Air + Ocean and Solution. The Air + Ocean segment offers logistics and forwarding solutions, such as intercontinental air and ocean freight, and upstream and downstream value-added services.
Full company description
Logwin AG provides logistics and transport solutions in Germany, Austria, rest of European Union, the Asia/Pacific, and internationally. It operates in two segments, Air + Ocean and Solution. The Air + Ocean segment offers logistics and forwarding solutions, such as intercontinental air and ocean freight, and upstream and downstream value-added services. The Solutions segment is involved in contract logistics and supply chain management; develops customized logistics solutions for companies in the consumer goods, retail, and fashion sectors, as well as for industrial contract logistics, including chemicals and hazardous goods. This segment also provides supply chain services comprising transport and freight forwarding solutions, warehousing, value added logistics services, and the implementation of outsourcing projects. In addition, the company offers project logistics, air charter OBC, ship parts logistics, and China rail services. It serves Industrial engineering, automotive, chemicals, electronics and high tech, FMCG, pharma, healthcare, medical devices, and food and wine logistics industries. Logwin AG was founded in 1877 and is headquartered in Grevenmacher, Luxembourg. Logwin AG operates as a subsidiary of DELTON Logistics S.á r.l.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Logwin AG reported revenue of €1.4B in FY2025 versus €1.9B in FY2021, a compound −7.4%/yr. Reported net income was €60.9M in FY2025, compounding −0.8%/yr from FY2021.
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Peer Group
Integrated Freight & Logistics · 219 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 16, 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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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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