O3P.DE
HoldSecond WindÖsterreichische Post AG · Industrials · Austria · $2.4B · Avg Vol: $14K/d
Second Wind: Cheap and rising again, but the business does not yet earn the optimism.
ABOUT ÖSTERREICHISCHE POST AG
Read
Österreichische Post AG is the national postal and logistics service provider in Austria, dominating the domestic letter and parcel delivery markets. The company leverages its unparalleled nationwide distribution network and state-mandated postal monopoly to maintain a highly defensive market position. It operates as a stable, high-dividend-paying utility-like logistics provider with expanding parcel operations across Central and Eastern Europe.
FINANCIAL SUMMARY (EUR)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.5B | 2.7B | 3.1B | 3.0B | 6.5% | 3.1B | 3.1B | 3.3B | 3.6% |
| EPS (EUR) | 1.86 | 1.96 | 2.04 | 1.96 | 1.8% | 1.30 | — | — | — |
| Shares | 67.6M | 67.6M | 67.6M | 67.6M | 0.0% | 67.6M | — | — | — |
| Debt | 679.7M | 693.5M | 745.3M | 837.2M | 7.2% | 919.4M | — | — | — |
| Equity | 679.7M | 683.3M | 717.9M | 726.0M | 2.2% | — | — | — | — |
| Op CF | -80.0M | 254.5M | 121.7M | 362.4M | 19.3% | 346.9M | — | — | — |
| Inv CF | -190.4M | -95.7M | -150.5M | -127.1M | — | — | — | — | — |
| Fin CF | -90.3M | -149.8M | -152.7M | -212.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of O3P.DE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| O3P.DE | Österreichische Post AG(you) | $2.4B | 54 | Hold |
| POS.VI | PORR AG | $1.4B | 65 | Buy |
| FLU.VI | Flughafen Wien Aktiengesellschaft | $5.1B | 64 | Hold |
| PAL.VI | Palfinger AG | $1.3B | 69 | Buy |
| DOC.VI | DO & CO Aktiengesellschaft | $2.3B | 90 | Strong Buy |
| FACC.VI | FACC AG | $808M | 69 | Buy |
| RHIM.L | RHI Magnesita N.V. | $1.8B | 87 | Strong Buy |
| ROS.VI | Rosenbauer International AG | $739M | 76 | Buy |
| ANDR.VI | Andritz AG | $9.6B | 91 | Strong Buy |
| ZAG.VI | Zumtobel Group AG | $195M | 79 | Buy |
Peer medians: ROE 16.0% · P/E 17.7x · Gross margin 34.9%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.