Shengfeng Development Limited(SFWL)Earnings, Financials & Key Ratios
SFWL•NASDAQ
$0.90
6.4× P/E·Price updated Jun 27, 2026
SectorIndustrialsIndustryFreight & LogisticsSub-IndustryContract Logistics and Specialized Warehousing
AboutShengfeng Development Limited, through its subsidiaries, provides contract logistics services in the People's Republic of China. The company offers business-to-business freight transportation services, such as full truckload and less than truckload; cloud storage services, including warehouse management, order fulfillment, delivery process management, in-warehouse processing, and inventory optimization management services; and value-added services comprising collection on delivery, delivery upstairs, packaging, pay-at-arrival, return proof of delivery, and shipment protection. It serves clients in various industries, including manufacturing, energy, telecommunications, internet, fashion, fast moving consumer goods, publishing, agriculture, and e-commerce. Shengfeng Development Limited was founded in 2001 and is based in Fuzhou, the People's Republic of China.Show more
- Revenue$572M+13.6%
- EBITDA$28M+1.8%
- Net Income$12M+9.6%
- EPS (Diluted)0.14+7.7%
- Gross Margin9.13%-0.5%
- EBITDA Margin4.9%-10.4%
- Operating Margin2.95%+1.4%
- Net Margin2.08%-3.5%
- ROE9.09%-1.5%
SFWL Price & Volume
Shengfeng Development Limited (SFWL) stock price & volume — 10-year historical chart
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Persistent Margin Compression Limits Scalable Freight Growth
Investment Thesis • Updated 2025Q4
VerdictNeutral
Growth:Expanding
Profitability:Strained
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Margin compression from competition
Key Thesis Takeaways
- Shengfeng Development Limited demonstrates consistent top-line expansion with revenue reaching $309.0M in 2025Q4, yet the company struggles to convert this growth into meaningful profitability due to structural margin compression.
- The reliance on a capital-intensive model, evidenced by a 3.6% CapEx/Revenue ratio, necessitates continuous debt financing, which keeps the debt-to-equity ratio at 0.70.
- Investors should remain cautious as the razor-thin 2.0% net margin leaves the firm highly vulnerable to competitive pricing pressures and operational volatility.
Verdict Logic
while the stock trades at a low 6.43 P/E TTM, the lack of operating leverage and the persistent 2.0% net margin suggest that the company's fundamental profitability remains too fragile to justify a long-term position.
SFWL Growth Metrics
Shengfeng Development Limited (SFWL) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years14.77%
3 Years15.63%
TTM39.02%
Profit CAGR
10 Years-
5 Years14.38%
3 Years15.27%
TTM26.12%
EPS CAGR
10 Years-
5 Years13.63%
3 Years14%
TTM24.34%
Return on Capital
10 Years8.27%
5 Years9.72%
3 Years10.81%
Last Year10.43%
Peers Comparison
Key metrics vs top competitors for Shengfeng Development Limited (SFWL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $0.90 | $74.25M | 6.43 | 13.55% | 2.08% | 9.09% | — | |
| $7.72 | $8.07B | 12.48 | 11.13% | 34.41% | 10.89% | — | |
| $21.91 | $17.35B | 13.64 | 7.86% | 18.81% | 13.85% | — | |
| $50.19 | $5.77B | 179.25 | 12.55% | 0.95% | 4.27% | — | |
| $201.46 | $23.65B | 76.31 | 1.05% | 4.19% | 19.04% | — | |
| $218.79 | $45.5B | 45.30 | -5.48% | 18.46% | 23.42% | — |
Compare SFWL vs Peers
Shengfeng Development Limited (SFWL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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SFWL Frequently Asked Questions
Shengfeng Development Limited (SFWL) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Shengfeng Development Limited's revenue?
Shengfeng Development Limited (SFWL) reported $1.08B in revenue for fiscal year 2025. This represents a 363% increase from $232.6M in 2019.
How fast is Shengfeng Development Limited growing?
Shengfeng Development Limited (SFWL) grew revenue by 13.6% over the past year. This is steady growth.
Is SFWL profitable?
Yes, Shengfeng Development Limited (SFWL) is profitable, generating $22.8M in net income for fiscal year 2025 (2.1% net margin).
Dividend & Returns
What is SFWL's return on equity?
Shengfeng Development Limited (SFWL) has a return on equity (ROE) of 9.1%. This is below average, suggesting room for improvement.
What is Shengfeng Development Limited's free cash flow?
Shengfeng Development Limited (SFWL) had negative free cash flow of $26.4M in fiscal year 2025, likely due to heavy capital investments.