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XPO Logistics Europe

DB:98N
Snowflake Description

Adequate balance sheet and slightly overvalued.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
98N
DB
€3B
Market Cap
  1. Home
  2. DE
  3. Transportation
Company description

XPO Logistics Europe SA provides transport, logistics, and supply chain services in Europe, the Americas, Asia, and internationally. The last earnings update was 63 days ago. More info.


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98N Share Price and Events
7 Day Returns
-1.4%
DB:98N
1.5%
Europe Logistics
-0.3%
DE Market
1 Year Returns
-15.5%
DB:98N
18.1%
Europe Logistics
10.4%
DE Market
98N Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
XPO Logistics Europe (98N) -1.4% -4.1% -5.3% -15.5% 48.3% 142.8%
Europe Logistics 1.5% 9.1% 13.8% 18.1% 26.7% 35.3%
DE Market -0.3% 4.2% 12.4% 10.4% 13.9% 17.1%
1 Year Return vs Industry and Market
  • 98N underperformed the Logistics industry which returned 18.1% over the past year.
  • 98N underperformed the Market in Germany which returned 10.4% over the past year.
Price Volatility
98N
Industry
5yr Volatility vs Market

98N Value

 Is XPO Logistics Europe undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of XPO Logistics Europe to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for XPO Logistics Europe.

DB:98N Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Extrapolated from most recent financials. See below
Discount Rate (Cost of Equity) See below 9.1%
Perpetual Growth Rate 10-Year DE Government Bond Rate 0.2%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for DB:98N
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year DE Govt Bond Rate 0.2%
Equity Risk Premium S&P Global 6.7%
Logistics Unlevered Beta Simply Wall St/ S&P Global 1
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.995 (1 + (1- 33%) (76.43%))
1.338
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
1.34
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 0.23% + (1.338 * 6.65%)
9.13%

Discounted Cash Flow Calculation for DB:98N using 2 Stage Free Cash Flow to Equity Model

The calculations below outline how an intrinsic value for XPO Logistics Europe is arrived at by discounting future cash flows to their present value using the 2 stage method. We try to start with analysts estimates of free cash flow, however if these are not available we use the most recent financial results. In the 1st stage we continue to grow the free cash flow over a 10 year period, with the growth rate trending towards the perpetual growth rate used in the 2nd stage. The 2nd stage assumes the company grows at a stable rate into perpetuity.

Note: Free cash flow to equity valuations ignore the company's cash or debt.

DB:98N DCF 1st Stage: Next 10 year cash flow forecast
Levered FCF (EUR, Millions) Source Present Value
Discounted (@ 9.13%)
2020 463.41 Est @ 35.47% 424.65
2021 578.79 Est @ 24.9% 486.01
2022 680.06 Est @ 17.5% 523.27
2023 763.81 Est @ 12.32% 538.55
2024 830.18 Est @ 8.69% 536.38
2025 881.25 Est @ 6.15% 521.75
2026 919.79 Est @ 4.37% 499.02
2027 948.59 Est @ 3.13% 471.59
2028 970.02 Est @ 2.26% 441.90
2029 986.03 Est @ 1.65% 411.62
Present value of next 10 years cash flows €4,854.00
DB:98N DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value = FCF2029 × (1 + g) ÷ (Discount Rate – g)
= €986.03 × (1 + 0.23%) ÷ (9.13% – 0.23%)
€11,103.16
Present Value of Terminal Value = Terminal Value ÷ (1 + r)10
= €11,103.16 ÷ (1 + 9.13%)10
€4,635.01
DB:98N Total Equity Value
Calculation Result
Total Equity Value = Present value of next 10 years cash flows + Terminal Value
= €4,854.00 + €4,635.01
€9,489.01
Equity Value per Share
(EUR)
= Total value / Shares Outstanding
= €9,489.01 / 9.79
€969.08
DB:98N Discount to Share Price
Calculation Result
Non-primary Listing Adjustment Factor 1 share in DB:98N represents 1.00709x of ENXTPA:XPO
(This could be a different class, a depositary receipt, a different currency, or all of these things.)
1.00709x
Value per Share
(Listing Adjusted, EUR)
= Value per Share (EUR) x Listing Adjustment Factor
= € 969.08 x 1.00709
€975.95
Value per share (EUR) From above. €975.95
Current discount Discount to share price of €284.00
= -1 x (€284.00 - €975.95) / €975.95
70.9%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

Current Discount
Amount off the current price XPO Logistics Europe is available for.
Intrinsic value
>50%
Share price is €284 vs Future cash flow value of €975.95
Current Discount Checks
For XPO Logistics Europe to be considered undervalued it must be available for at least 20% below the current price. Less than 40% is even better.
  • XPO Logistics Europe's share price is below the future cash flow value, and at a moderate discount (> 20%).
  • XPO Logistics Europe's share price is below the future cash flow value, and at a substantial discount (> 40%).
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for XPO Logistics Europe's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are XPO Logistics Europe's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
DB:98N PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-06-30) in EUR €9.53
ENXTPA:XPO Share Price ** ENXTPA (2019-11-19) in EUR €282
Europe Logistics Industry PE Ratio Median Figure of 24 Publicly-Listed Logistics Companies 16.4x
Germany Market PE Ratio Median Figure of 402 Publicly-Listed Companies 19.74x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of XPO Logistics Europe.

DB:98N PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= ENXTPA:XPO Share Price ÷ EPS (both in EUR)

= 282 ÷ 9.53

29.6x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • XPO Logistics Europe is overvalued based on earnings compared to the Europe Logistics industry average.
  • XPO Logistics Europe is overvalued based on earnings compared to the Germany market.
Price based on expected Growth
Does XPO Logistics Europe's expected growth come at a high price?
Raw Data
DB:98N PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 29.6x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 0 Analysts
Not available
Europe Logistics Industry PEG Ratio Median Figure of 14 Publicly-Listed Logistics Companies 1.73x
Germany Market PEG Ratio Median Figure of 258 Publicly-Listed Companies 1.36x

*Line of best fit is calculated by linear regression .

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to calculate PEG ratio for XPO Logistics Europe, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on XPO Logistics Europe's assets?
Raw Data
DB:98N PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-06-30) in EUR €98.63
ENXTPA:XPO Share Price * ENXTPA (2019-11-19) in EUR €282
Europe Logistics Industry PB Ratio Median Figure of 28 Publicly-Listed Logistics Companies 2.57x
Germany Market PB Ratio Median Figure of 578 Publicly-Listed Companies 1.88x
DB:98N PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= ENXTPA:XPO Share Price ÷ Book Value per Share (both in EUR)

= 282 ÷ 98.63

2.86x

* Primary Listing of XPO Logistics Europe.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • XPO Logistics Europe is overvalued based on assets compared to the Europe Logistics industry average.
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Value checks
We assess XPO Logistics Europe's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Logistics industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Logistics industry average (and greater than 0)? (1 check)
  5. XPO Logistics Europe has a total score of 2/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

98N Future Performance

 How is XPO Logistics Europe expected to perform in the next 1 to 3 years based on estimates from 0 analysts?

In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as XPO Logistics Europe has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by Simply Wall St do have past financial data. You can see them here.

Show me the analysis anyway

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
13.2%
Expected Logistics industry annual growth in earnings.
Earnings growth vs Low Risk Savings
Is XPO Logistics Europe expected to grow at an attractive rate?
  • Unable to compare XPO Logistics Europe's earnings growth to the low risk savings rate as no estimate data is available.
Growth vs Market Checks
  • Unable to compare XPO Logistics Europe's earnings growth to the Germany market average as no estimate data is available.
  • Unable to compare XPO Logistics Europe's revenue growth to the Germany market average as no estimate data is available.
Annual Growth Rates Comparison
Raw Data
DB:98N Future Growth Rates Data Sources
Data Point Source Value (per year)
Europe Logistics Industry Earnings Growth Rate Market Cap Weighted Average 13.2%
Europe Logistics Industry Revenue Growth Rate Market Cap Weighted Average 2.4%
Germany Market Earnings Growth Rate Market Cap Weighted Average 12.5%
Germany Market Revenue Growth Rate Market Cap Weighted Average 4.8%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
DB:98N Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below
All numbers in EUR Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
DB:98N Future Estimates Data
Date (Data in EUR Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
DB:98N Past Financials Data
Date (Data in EUR Millions) Revenue Cash Flow Net Income *
2019-06-30 6,367 510 93
2019-03-31 6,280 417 90
2018-12-31 6,192 324 87
2018-09-30 6,057 317 110
2018-06-30 5,921 310 133
2018-03-31 5,822 309 126
2017-12-31 5,723 307 120
2017-09-30 5,648 292 117
2017-06-30 5,573 278 115
2017-03-31 5,499 305 100
2016-12-31 5,425 333 85
2016-09-30 5,436 306 56

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Unable to determine if XPO Logistics Europe is high growth as no earnings estimate data is available.
  • Unable to determine if XPO Logistics Europe is high growth as no revenue estimate data is available.
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
DB:98N Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below

All data from XPO Logistics Europe Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

DB:98N Future Estimates Data
Date (Data in EUR Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
DB:98N Past Financials Data
Date (Data in EUR Millions) EPS *
2019-06-30 9.53
2019-03-31 9.19
2018-12-31 8.85
2018-09-30 11.23
2018-06-30 13.61
2018-03-31 12.92
2017-12-31 12.22
2017-09-30 11.97
2017-06-30 11.72
2017-03-31 10.22
2016-12-31 8.73
2016-09-30 5.75

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Unable to establish if XPO Logistics Europe will efficiently use shareholders’ funds in the future without estimates of Return on Equity.

Next steps:

  1. Examine XPO Logistics Europe's financial health to determine how well-positioned it is against times of financial stress by looking at its level of debt over time and how much cash it has left.
  2. XPO Logistics Europe's future outlook can be gauged by looking at industry trends and market size, and determining how well-positioned the company is compared to its competitors. Take a look at other high-growth Transportation companies here
  3. XPO Logistics Europe's competitive advantages and company strategy can generally be found in its financial reports archived here.
  4. Use fundamentals to screen for another stock to analyse from our database of over 75,000 companies worldwide
X
Future performance checks
We assess XPO Logistics Europe's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the Europe market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the Europe market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
XPO Logistics Europe has a total score of 0/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

98N Past Performance

  How has XPO Logistics Europe performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare XPO Logistics Europe's growth in the last year to its industry (Logistics).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • XPO Logistics Europe's year on year earnings growth rate has been positive over the past 5 years.
  • XPO Logistics Europe's 1-year earnings growth is negative, it can't be compared to the 5-year average.
  • XPO Logistics Europe's 1-year earnings growth is negative, it can't be compared to the Europe Logistics industry average.
Earnings and Revenue History
XPO Logistics Europe's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from XPO Logistics Europe Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

DB:98N Past Revenue, Cash Flow and Net Income Data
Date (Data in EUR Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-06-30 6,367.17 93.29
2019-03-31 6,279.79 89.98
2018-12-31 6,192.41 86.66
2018-09-30 6,056.73 109.99
2018-06-30 5,921.04 133.31
2018-03-31 5,822.09 126.48
2017-12-31 5,723.14 119.66
2017-09-30 5,648.22 117.20
2017-06-30 5,573.30 114.74
2017-03-31 5,499.11 100.10
2016-12-31 5,424.93 85.46
2016-09-30 5,435.73 56.28
2016-06-30 5,446.54 27.10
2016-03-31 5,455.71 5.68
2015-12-31 5,415.28 16.70
2015-09-30 5,271.97 39.66
2015-06-30 5,128.65 62.63
2015-03-31 4,883.62 89.66
2014-12-31 4,668.85 75.90
2014-09-30 4,479.54 72.48
2014-06-30 4,290.24 69.06
2014-03-31 4,151.37 65.40
2013-12-31 4,031.86 70.10
2013-09-30 3,955.12 68.46
2013-06-30 3,878.39 66.82
2013-03-31 3,879.33 68.25
2012-12-31 3,880.27 69.67

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • XPO Logistics Europe has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • XPO Logistics Europe used its assets less efficiently than the Europe Logistics industry average last year based on Return on Assets.
  • XPO Logistics Europe has significantly improved its use of capital last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess XPO Logistics Europe's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Logistics industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
XPO Logistics Europe has a total score of 2/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

98N Health

 How is XPO Logistics Europe's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up XPO Logistics Europe's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • XPO Logistics Europe's short term (1 year) commitments are greater than its holdings of cash and other short term assets.
  • XPO Logistics Europe's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of XPO Logistics Europe's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • High level of physical assets or inventory.
  • Debt is covered by short term assets, assets are 2.4x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from XPO Logistics Europe Company Filings, last reported 4 months ago.

DB:98N Past Debt and Equity Data
Date (Data in EUR Millions) Total Equity Total Debt Cash & Short Term Investments
2019-06-30 995.46 936.75 321.65
2019-03-31 995.46 936.75 321.65
2018-12-31 1,031.78 981.65 356.87
2018-09-30 1,031.78 981.65 356.87
2018-06-30 1,007.32 996.69 208.10
2018-03-31 1,007.32 996.69 208.10
2017-12-31 929.52 1,007.13 226.03
2017-09-30 929.52 1,007.13 226.03
2017-06-30 804.04 1,006.15 98.22
2017-03-31 804.04 1,006.15 98.22
2016-12-31 785.88 1,104.94 115.44
2016-09-30 785.88 1,020.43 115.44
2016-06-30 711.28 1,100.90 91.81
2016-03-31 711.28 1,100.90 91.81
2015-12-31 710.25 1,188.08 89.66
2015-09-30 710.25 1,144.06 89.66
2015-06-30 708.79 1,207.47 122.50
2015-03-31 764.00 1,265.48 163.07
2014-12-31 691.24 1,226.16 227.86
2014-09-30 691.24 1,224.41 227.86
2014-06-30 607.47 836.51 329.57
2014-03-31 571.72 852.59 396.62
2013-12-31 571.72 861.92 396.62
2013-09-30 571.72 816.30 396.62
2013-06-30 543.15 824.52 268.41
2013-03-31 543.15 824.52 268.41
2012-12-31 522.36 744.44 255.88
  • XPO Logistics Europe's level of debt (94.1%) compared to net worth is high (greater than 40%).
  • The level of debt compared to net worth has been reduced over the past 5 years (138.2% vs 94.1% today).
  • Debt is well covered by operating cash flow (54.4%, greater than 20% of total debt).
  • Interest payments on debt are well covered by earnings (EBIT is 3.4x coverage).
X
Financial health checks
We assess XPO Logistics Europe's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. XPO Logistics Europe has a total score of 4/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

98N Dividends

 What is XPO Logistics Europe's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
0.28%
Current annual income from XPO Logistics Europe dividends.
If you bought €2,000 of XPO Logistics Europe shares you are expected to receive €6 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • XPO Logistics Europe's pays a lower dividend yield than the bottom 25% of dividend payers in Germany (1.35%).
  • XPO Logistics Europe's dividend is below the markets top 25% of dividend payers in Germany (3.72%).
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
DB:98N Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below
Europe Logistics Industry Average Dividend Yield Market Cap Weighted Average of 19 Stocks 2.7%
Germany Market Average Dividend Yield Market Cap Weighted Average of 335 Stocks 2.9%
Germany Minimum Threshold Dividend Yield 10th Percentile 0.7%
Germany Bottom 25% Dividend Yield 25th Percentile 1.3%
Germany Top 25% Dividend Yield 75th Percentile 3.7%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

DB:98N Future Dividends Estimate Data
Date (Data in €) Dividend per Share (annual) Avg. No. Analysts
DB:98N Past Annualized Dividends Data
Date (Data in €) Dividend per share (annual) Avg. Yield (%)
2019-04-18 0.800 0.271
2018-04-30 0.800 0.260
2018-04-03 0.800 0.263
2016-09-30 0.000 0.000
2016-04-29 0.000 0.000
2015-05-21 1.800 0.888
2014-04-24 1.600 1.302
2014-02-26 1.600 1.350
2013-02-27 1.500 2.045
2012-08-01 1.250 2.338
2012-04-17 1.250 2.309
2012-02-29 1.250 1.914
2011-04-21 1.100 1.696
2011-03-01 1.100 1.495
2010-04-30 0.900 1.522
2010-03-10 0.900 1.713
2009-05-20 0.700 1.773
2009-03-24 0.700 2.908

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • XPO Logistics Europe is not paying a notable dividend for Germany, therefore no need to check if the payments are stable.
  • XPO Logistics Europe is not paying a notable dividend for Germany, therefore no need to check if the payments are increasing.
Current Payout to shareholders
What portion of XPO Logistics Europe's earnings are paid to the shareholders as a dividend.
  • No need to calculate the sustainability of XPO Logistics Europe's dividends as it is not paying a notable one for Germany.
Future Payout to shareholders
  • Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.
X
Income/ dividend checks
We assess XPO Logistics Europe's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 0.7%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can XPO Logistics Europe afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. XPO Logistics Europe has a total score of 0/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

98N Management

 What is the CEO of XPO Logistics Europe's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Malcolm Wilson
COMPENSATION €1,873,144
AGE 61
TENURE AS CEO 2.2 years
CEO Bio

Mr. Malcolm Wilson has been the Chief Executive Officer - Europe at XPO Logistics, Inc. since January 2018 and served as its Managing Director of Logistics for Europe from June 2015 to January 2018. Mr. Wilson has been the Chief Executive Officer at XPO Logistics Europe SA ( formerly known as Norbert Dentressangle S.A.) since September 18, 2017 and served as its Managing Director of the Supply Chain Business Unit until September 18, 2017 and served as its Member of the Executive Board since 2012. Mr. Wilson served as the Managing Director for UK at Norbert Dentressangle SA. He previously served in a similar role with Norbert Dentressangle SA, which he joined in 2007. He served as Managing Director of NYK Logistics. He served as the Managing Director of Dedicated Logistics service at Christian Salvesen plc, a subsidiary of Norbert Dentressangle SA since June 24, 2006.

CEO Compensation
  • Malcolm's compensation has been consistent with company performance over the past year, both up more than 20%.
  • Malcolm's remuneration is about average for companies of similar size in Germany.
Management Team

Malcolm Wilson

TITLE
CEO & Member of The Executive Board
COMPENSATION
€2M
AGE
61
TENURE
2.2 yrs

Luis Gomez Izaguirre

TITLE
MD of the Transport Solutions Business Unit & Member of the Executive Board
COMPENSATION
€2M
AGE
47
TENURE
7.8 yrs

Matthieu Renollaud

TITLE
Chief Financial Officer

Jacopo Mazzolin

TITLE
Senior Vice President of Human Resources

Daniel-Elie Létard

TITLE
Managing Director of the Western Europe Area Business Unit
AGE
67

David Walkowiak

TITLE
Managing Director of the Bulk Business Unit
AGE
51

Richard Cawston

TITLE
Managing Director of Supply Chain
AGE
45

Eduardo Galilea

TITLE
Managing Director of Spain
AGE
53

Mauro Ungheretti

TITLE
Managing Director of Netherlands-Belgium-Germany
AGE
58

Stephen MacDonald

TITLE
Managing Director of Norbert Dentressangle Gerposa Business Unit
AGE
70
Board of Directors Tenure

Average tenure and age of the XPO Logistics Europe board of directors in years:

7.5
Average Tenure
62
Average Age
  • The tenure for the XPO Logistics Europe board of directors is about average.
Board of Directors

Bradley Jacobs

TITLE
Chairman of the Supervisory Board
COMPENSATION
€18M
AGE
62
TENURE
4.4 yrs

Gena Ashe

TITLE
Vice-Chairman of Supervisory Board
COMPENSATION
€139K
AGE
57

Clare Chatfield

TITLE
Member of Supervisory Board
COMPENSATION
€57K
AGE
62
TENURE
7.5 yrs

François-Marie Valentin

TITLE
Member of the Supervisory Board
COMPENSATION
€32K
AGE
74
TENURE
21.7 yrs

Henri Lachmann

TITLE
Member of the Supervisory Board
COMPENSATION
€32K
AGE
81
TENURE
21.5 yrs

Meghan Henson

TITLE
Member of Supervisory Board
COMPENSATION
€683K

Sarah Glickman

TITLE
Member of Supervisory Board
COMPENSATION
€460K
AGE
49

Gilles Yakich

TITLE
Member of Supervisory Board
COMPENSATION
€34K
TENURE
0.8 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month open market individual insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (€) Value (€)
X
Management checks
We assess XPO Logistics Europe's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. XPO Logistics Europe has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

98N News

Simply Wall St News

98N Company Info

Description

XPO Logistics Europe SA provides transport, logistics, and supply chain services in Europe, the Americas, Asia, and internationally. The company's supply chain services include warehousing, reverse logistics, order preparation, and distribution and managed transport services. Its transportation services comprise domestic and pallet distribution; bulk, multimodal, and temperature controlled transportation; sea and air cargo, time-critical shipment, and cross-border customs; last mile; freight brokerage; and 4PL services. The company provides its services to automotive, chemical, oil and gas, fashion and textile, healthcare and pharmaceutical, industrial and construction, retail and e-commerce, technology and electrical goods, and food and beverage sectors. The company was formerly known as Norbert Dentressangle S.A. and changed its name to XPO Logistics Europe SA in 2015. The company was incorporated in 1977 and is headquartered in Lyon, France. XPO Logistics Europe SA operates as a subsidiary of XPO Logistics, Inc.

Details
Name: XPO Logistics Europe SA
98N
Exchange: DB
Founded: 1977
€2,761,285,908
9,791,794
Website: http://europe.xpo.com
Address: XPO Logistics Europe SA
192 Avenue Thiers,
Cedex 6,
Lyon,
Rhône-Alpes, 69457,
France
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
ENXTPA XPO Ordinary Shares Euronext Paris FR EUR 15. Jun 1994
DB 98N Ordinary Shares Deutsche Boerse AG DE EUR 15. Jun 1994
LSE 0ELC Ordinary Shares London Stock Exchange GB EUR 15. Jun 1994
Number of employees
Current staff
Staff numbers
56,224
XPO Logistics Europe employees.
Industry
Air Freight and Logistics
Transportation
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/11/19 21:26
End of day share price update: 2019/11/19 00:00
Last estimates confirmation: 2019/03/31
Last earnings filing: 2019/09/17
Last earnings reported: 2019/06/30
Last annual earnings reported: 2018/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.