STG.VN South Logistics JSC
- Market cap
- VND 3.19T
- P/E
- 9.6x
- P/B
- 1.31x
- ROE
- 13.9%
- Dividend yield
- 0.49%
- Fundamental score
- 3.2/5
Ratios use the latest price and the current fiscal year annualized from 2 quarters up to Jun 2026.
Is STG.VN undervalued?
Graham numberSTG.VN trades 25.3% below its Graham number.
Graham number = √(22.5 × EPS × book value per share): the most a defensive investor should pay according to Benjamin Graham. An estimate, not a recommendation to buy or sell. How is it calculated?
South Logistics JSC fundamental analysis
16 of 22 checks passedROE 1/2
Moderate return on equity (13.9%), between 10% and 20%.
ROA 1/1
Return on assets (9.5%) is above the industry median (3.6%).
Profit Consistency 2/2
Profitable for 6 consecutive years.
Earnings Growth 5Y 1/1
Earnings per share grew over the past 5 years.
Earnings Acceleration 1/1
Last year's EPS growth (52.5%) is above the 5-year average (22.5% a year).
Earnings Growth vs Industry 1/1
Last year's EPS growth (52.5%) is above the industry median (17.5%).
Revenue Growth 0/2
Revenue shrank 0.6% a year over the past 3 years.
Short-term Liquidity 1/1
Current assets cover short-term liabilities.
Long-term Liabilities 1/1
Current assets cover long-term liabilities.
Debt to Equity 2/2
Low debt to equity (17.1%), 40% or less.
Debt Trend 0/1
Debt to equity has risen over the past 5 years.
Debt Coverage 0/1
Operating cash flow does not cover 20% of total debt.
Interest Coverage 1/1
EBIT is 16.9x against interest expense, well covered.
PE vs Market 1/1
PE (8.9x) is below the market median (11.2x).
PE vs Industry 1/1
PE (8.9x) is below the industry median (11.2x).
PBV 0/1
Price to book (1.2x) is above the industry median (1.2x).
Graham Number 1/1
The price is below the Graham number (PE x PB = 10.8, limit 22.5).
PEG 1/1
PEG on 5-year earnings growth is 0.40, growth is cheap.
Dividend Yield 0/2
Dividend yield (0.5%) is in the bottom 25% of dividend payers in the market.
Dividend Stability 0/2
Dividends were not paid steadily for the past 5 years.
Dividend Growth 1/1
Dividends paid grew over the past 5 years.
Payout Ratio 1/1
Payout ratio is 5.3%, covered by earnings.
Each check is worth 1 or 2 points by how much it says about the quality of the company. The score is the share of points earned, out of 5. Ask AI to explain this score
South Logistics JSC stock price
Prices on the chart can differ slightly from the closing prices StockSummer uses for its ratios.
About South Logistics JSC
South Logistics Joint Stock Company provides logistics services in Vietnam and internationally. The company offers inland cargo transport, warehousing and bonded warehousing, port, factories, office, cargo handling, international freight forwarding by sea, air, and multimodal transport, shipping agency, trans-shipment, customs services, courier services, CFS (collection and delivery), ICD (inland port), logistics centre operations, forwarding for goods in transit and trans-s…
Full company profileSouth Logistics JSC financial statements
2026 annualized: Fiscal year 2026 is not finished. Income statement and cash flow are annualized from 2 quarters up to Jun 30, 2026, the balance sheet is the latest quarter. Figures change when the annual report is published.
South Logistics JSC annual financial statements (VND; K = thousand, M = million, B = billion, T = trillion)
| Item | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 Anlz |
|---|---|---|---|---|---|---|---|---|
| Income Statement | ||||||||
| Revenue | - | 2.03T | 2.89T | 2.64T | 1.80T | 2.45T | 2.59T | 3.09T |
| Gross Profit | - | 433B | 488B | 452B | 288B | 394B | 521B | 591B |
| Operating Income | - | 176B | 262B | 242B | 94.1B | 171B | 283B | 361B |
| EBITDA | - | - | - | 445B | 364B | 414B | 558B | 659B |
| Net Income | - | 107B | 233B | 238B | 142B | 193B | 294B | 381B |
| EPS | - | 1,085 | 2,369 | 2,426 | 1,448 | 1,960 | 2,988 | 3,882 |
| Balance Sheet | ||||||||
| Total Assets | - | 2.34T | 2.68T | 2.78T | 2.87T | 3.05T | 3.62T | 4.03T |
| Total Liabilities | - | 695B | 799B | 660B | 614B | 652B | 930B | 1.16T |
| Shareholders' Equity | - | 1.56T | 1.79T | 2.01T | 2.14T | 2.27T | 2.56T | 2.74T |
| Cash & Short-term Investments | - | 250B | 276B | 347B | 607B | 508B | 463B | 517B |
| Cash Flow | ||||||||
| Operating Cash Flow | 148B | 208B | 260B | 296B | 224B | 74.2B | 189B | -26.4B |
| Capital Expenditure | 88.0B | 139B | 268B | 290B | 62.0B | 165B | 447B | 219B |
| Free Cash Flow | - | 69.2B | -8.49B | 9.16B | 162B | -91.2B | -258B | -245B |
| Ratios | ||||||||
| ROE | - | 6.8% | 13.0% | 11.8% | 6.7% | 8.5% | 11.5% | 13.9% |
| ROA | - | 4.6% | 8.7% | 8.6% | 5.0% | 6.3% | 8.1% | 9.5% |
| Net Profit Margin | - | 5.2% | 8.1% | 9.0% | 7.9% | 7.8% | 11.3% | 12.4% |
What these items mean
- Revenue
- Total sales of goods and services in the period.
- Gross Profit
- Revenue minus the direct cost of producing what was sold.
- Operating Income
- Profit from the core business after operating expenses.
- EBITDA
- Earnings before interest, taxes, depreciation and amortization.
- Net Income
- Profit left for shareholders after all expenses, interest and taxes.
- EPS
- Net income divided by shares outstanding.
- Total Assets
- Everything the company owns.
- Total Liabilities
- Everything the company owes.
- Shareholders' Equity
- Assets minus liabilities: the book value that belongs to shareholders.
- Cash & Short-term Investments
- Cash and investments that can be turned into cash quickly.
- Operating Cash Flow
- Cash generated by the core business.
- Capital Expenditure
- Cash spent on property, plant and equipment.
- Free Cash Flow
- Operating cash flow minus capital expenditure: cash left for dividends, buybacks or debt repayment.
- ROE
- Return on equity: net income divided by shareholders' equity.
- ROA
- Return on assets: net income divided by total assets.
- Net Profit Margin
- Net income as a share of revenue.
South Logistics JSC dividends
- Dividend yield
- 0.49%
- Forward dividend
- -
- Payout ratio
- 5.3%
- Ex-dividend date
- Jul 29, 2014
| Fiscal year | Dividends paid | Per share | Payout ratio |
|---|---|---|---|
| 2025 | VND 15.7B | 159 | 5.3% |
| 2024 | - | - | - |
| 2023 | VND 60.7M | 0.62 | 0.0% |
| 2022 | VND 793M | 8.07 | 0.3% |
| 2021 | VND 793M | 8.07 | 0.3% |
| 2020 | VND 793M | 8.07 | 0.7% |
| 2019 | VND 11.5M | - | - |
From the cash flow statement: dividends paid in the fiscal year, divided by that year's shares outstanding. Payout ratio = dividends paid / net income.
Last stock split: 115:100 on Dec 27, 2018.
Who owns South Logistics JSC
- Insiders 99.41%
- Institutions 0.00%
- Public & others 0.59%
- Shares outstanding 98.3M
- Free float 587K
South Logistics JSC company profile
- Company name
- South Logistics JSC
- Ticker
- STG.VN
- ISIN
- VN000000STG3
- Exchange
- Vietnam Stocks
- Sector
- Industrials
- Industry
- Integrated Freight & Logistics
- Employees
- 1,196
- Fiscal year end
- December
- Address
- 1B Hoang Dieu Street, Ho Chi Minh City, Vietnam
- Phone
- 84 28 6268 5858
- Website
- sotrans.com.vn
About South Logistics JSC
South Logistics Joint Stock Company provides logistics services in Vietnam and internationally. The company offers inland cargo transport, warehousing and bonded warehousing, port, factories, office, cargo handling, international freight forwarding by sea, air, and multimodal transport, shipping agency, trans-shipment, customs services, courier services, CFS (collection and delivery), ICD (inland port), logistics centre operations, forwarding for goods in transit and trans-shipment, fuel agent services, oil/gasoline and chemical trading (excluding noxious chemicals), trading, renewing and repairing iron or plastic barrels, and trading in transport equipment. The company also engages in the construction and renovation of warehouses and ports, shipbuilding and float container production, building civil engineering works, and port services. The Company was founded in 1975 and is headquartered in Ho Chi Minh City, Vietnam.
South Logistics JSC management
4- Mr. Thanh Vu DangCEO & Director
- Mr. Chia Siong LimDeputy CEO & Director
- Mr. Trinh Mai Khanh NguyenCFO, Chief Accountant, Head of Finance & Accounting Department
- Ms. Tu Thi Cam TranIn Charge of Corporate Governance & Secretary