Kuehne+Nagel KNIN.SW
Kuehne+Nagel is a Swiss integrated logistics company that manages sea, air, and land freight, as well as supply chain services for industrial and consumer clients. Kuehne+Nagel shows solid growth (revenue +7.6%, earnings +11.4%) supported by strategic contracts like Amazon and improved guidance in air logistics, though its demanding valuation (P/E 31.14) and weak cash conversion (23.06%) limit appeal.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Kuehne+Nagel is a Swiss integrated logistics company that manages sea, air, and land freight, as well as supply chain services for industrial and consumer clients. Kuehne+Nagel shows solid growth (revenue +7.6%, earnings +11.4%) supported by strategic contracts like Amazon and improved guidance in air logistics, though its demanding valuation (P/E 31.14) and weak cash conversion (23.06%) limit appeal.
Score by category
| Category | Score |
|---|---|
| Financial health | 4.5 |
| Quality / Moat | 6.8 |
| Valuation | 3.8 |
| Growth | 6.6 |
| Dividend | 5.2 |
| Momentum | 7.8 |
| Risk & Context | 7.4 |
OVERALL SCORE: 5.8/10
Context and risks
Exposure to shipping routes affected by tensions in Ormuz and Bab el-Mandeb, with risk of disruptions and additional costs. However, tanker shortage and rising freight rates partially mitigate the impact.
News considered in the analysis
- Kuehne+Nagel takes logistics lead for Amazon data center expansion — Contrato estratégico con Amazon para expansión de centros de datos, refuerza ingresos y posicionamiento en logística tecnológica.
- Tanker Shortage Sends Oil-Shipping Rates Soaring — La escasez de petroleros eleva las tarifas de flete marítimo, beneficiando la división de logística marítima de Kuehne+Nagel.
- Kuehne+Nagel Strikes Deal With Amazon For Supply Chain, Cloud Capabilities — Acuerdo con Amazon para capacidades de cadena de suministro y nube, amplía la relación comercial y diversifica servicios.
- Are Transportation Stocks Lagging Kuehne & Nagel International (KHNGY) This Year? — Artículo comparativo genérico sin información nueva relevante.
- Kuehne + Nagel Lifts Earnings Guidance Again on Strength in Air Logistics — Mejora de guidance por fortaleza en logística aérea, señal positiva de demanda y márgenes.
Verdict: Hold; operational strength and key deals justify the premium, but valuation and cash generation warrant caution.
Main risk: Dependence on shipping routes in conflict zones (Ormuz, Bab el-Mandeb) that could disrupt operations and raise costs, impacting margins in a volatile rate environment.
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