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Companies Industrials SFWL.O
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SFWL.O NASDAQ Courier, Postal, Air Freight & Land-based Logistics

Shengfeng Development Ltd

$0,96
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Mcap
79,6M USD
P/E
6,0x
EV / Rev
Div yield
Op margin
ROE
Net margin
Debt / equity
Beta
52w range
Volume
Day range
Prev close
$0,89
Open
Next earnings
2026-10-28
Ex-dividend
TR 1Y
About

SHENGFENG DEVELOPMENT Ltd operates in the transportation industry, specializing in courier, postal, air freight, and land-based logistics services.

Business. SHENGFENG DEVELOPMENT Ltd (SFWL.O) is a transportation company operating in the courier, postal, air freight, and land-based logistics industry. The firm generates service revenue through its logistics activities within the broader Industrials sector. Specific details regarding operating segments and geographic presence are not available. The company is primarily listed on the NASDAQ stock exchange.

Classification99 %
SectorIndustrials
Industry groupCourier, Postal, Air Freight & Land-based Logistics
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
  • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
See all catalysts →

At a glance

Score
not yet scored
Valuation
6,0x
P/E
Analysts
not yet wired
Ownership
Geode Capital Management, L.L.C.
largest disclosed fund holder
Profitability
not yet wired
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning SFWL.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to SFWL.O. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    SHENGFENG DEVELOPMENT Ltd (SFWL.O) is a transportation company operating in the courier, postal, air freight, and land-based logistics industry. The firm generates service revenue through its logistics activities within the broader Industrials sector. Specific details regarding operating segments and geographic presence are not available. The company is primarily listed on the NASDAQ stock exchange.

    Classification99 %
    SectorIndustrials
    Industry groupCourier, Postal, Air Freight & Land-based Logistics
    AI synthesis
    GENERATED
    — missing data
    Key takeaways
    • SHENGFENG DEVELOPMENT Ltd operates in the logistics and transportation sector with a market cap of $71.77 million.
    • The company has no dilution from stock options or convertible instruments, as basic and diluted shares are equal.
    • Liquidity risk could not be assessed due to missing balance-sheet data and no going-concern language in source documents.
    • No profitability metrics or industry-specific KPIs are available for comparison to cohort medians.
    • No growth trajectory or revenue outlook data is provided in the available financials.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation FY

    Market price
    $0,96
    Market cap
    $71.8M
    Enterprise value
    P/E
    6.0x
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    Net cash
    Current ratio
    Debt / equity
    ROA
    ROE
    Cash conversion
    CapEx / revenue
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    INDUSTRYSEGMENTCOMPANYIndustrialsIndustryCourier, Postal, Air Freight & Land-based Logistics199,6B node revenueUPS 44,4%FDX 44,0%GXO 6,6%ZTO 3,6%RLGT 0,5%FLX 0,3%SFWL 0,3%AIRT 0,1%Other 0,1%
    Source: company disclosures · own-taxonomy revenue-covered setSFWL 0,3% · rank #7 of 15

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    Peer comparison7 peers · vs SFWL · multiples and returns
    UP
    UPS
    United Parcel Service
    $106,96
    90,9B USD
    P/E
    17,2x
    vs self
    Div yield
    5,8 %
    vs self
    ROE
    35,4 %
    vs self
    FD
    FDX
    Fedex Corp
    $309,24
    73,9B USD
    P/E
    17,0x
    vs self
    Div yield
    1,7 %
    vs self
    ROE
    14,0 %
    vs self
    GX
    GXO
    Gxo Logistics Inc
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    ZT
    ZTO
    Zto Express Cayman Inc
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    RL
    RLGT
    Radiant Logistics Inc
    $8,29
    388,2M USD
    P/E
    22,2x
    vs self
    Div yield
    vs self
    ROE
    7,6 %
    vs self
    FL
    FLX
    Bingex Ltd
    $2,21
    161,6M USD
    P/E
    2,9x
    vs self
    Div yield
    vs self
    ROE
    17,6 %
    vs self
    AI
    AIRT
    Air T Inc
    $30,99
    83,8M USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    190,9 %
    vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskUnknown

    Benchmarks vs cohort

    No cohort benchmark data available for this issuer yet.

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • SHENGFENG DEVELOPMENT Ltd Market data — financials · 2026-05-29

    Ownership & reference

    Top holders

    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$0M

    Insider activity

    — missing data

    Short positioning

    43.7Kshares short-4.3% vs prior
    3.64days to cover
    2.3%short of daily vol
    53fails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    SFWL.OCanonical
    NASDAQ · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskUnknown

    Evidence & claims

    From filings & derived data
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 12.6%Derived (calculated)
    • Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 1.8%Derived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): 9.6%Derived (calculated)
    • Net margin (FY 2025-12-31): 2.1%Derived (calculated)
    • Gross margin (FY 2025-12-31): 9.3%Derived (calculated)
    • Return on equity (FY 2025-12-31): 9.0%Derived (calculated)
    • Return on assets (FY 2025-12-31): 3.4%Derived (calculated)
    • Current ratio (FY 2025-12-31): 1.27xDerived (calculated)
    • Debt-to-equity (FY 2025-12-31): 1.58xDerived (calculated)
    • Capex (YoY) (2025-12-31 vs 2024-12-31): -35.6%Derived (calculated)
    • Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 13.4%Derived (calculated)
    • Gross profit (YoY) (2025-12-31 vs 2024-12-31): 14.7%Derived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 7.3%Derived (calculated)
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): 15.1%Derived (calculated)
    • Revenue (YoY) (2025-12-31 vs 2024-12-31): 13.6%Derived (calculated)
    • Long-term debt (YoY) (2025-12-31 vs 2024-12-31): 45.6%Derived (calculated)
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): 11.9%Derived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 11.5%Derived (calculated)
    • Cash & equivalents (annual): USD 35.29MSEC XBRL filing
    • Capex (annual): USD 18.98MSEC XBRL filing
    • Long-term debt (annual): USD 81.25MSEC XBRL filing
    • Total liabilities (annual): USD 208.1MSEC XBRL filing
    • Current liabilities (annual): USD 170.61MSEC XBRL filing
    • Cost of revenue (annual): USD 519.39MSEC XBRL filing
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-07-03 00:00 UTCTRANSCRIPTEarnings call — Q3 2026
    2026-07-03 00:00 UTCEARNINGSUpcomingEarnings scheduled →
    2026-07-03EVENTQ3 2026 earnings (expected) estimated date
    2026-06-26 00:00 UTCEARNINGSUpcomingEarnings scheduled →
    2026-06-26EVENTQ2 2026 earnings (expected) estimated date
    2026-03-27FILINGANNUAL REPORT →
    2025-03-28FILINGANNUAL REPORT →
    2024-03-29FILINGANNUAL REPORT →
    2023-05-01FILINGANNUAL REPORT →
    2023-04-03FILINGPROSPECTUS →
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage