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Spanish distributor of tobacco, pharmaceuticals, books/press and convenience products, majority owned by Imperial Brands.
Spanish distributor of tobacco, pharmaceuticals, books/press and convenience products, majority owned by Imperial Brands.
Paid a fee per delivery by tobacco makers and others for getting products to small shops, kiosks and pharmacies, and the headline sales figure includes tobacco taxes it passes on, so the fee is the real income. Tobacco carries it, with pharma and convenience goods using the same trucks. Imperial Brands holds a majority.
In one line: A Spanish McKesson-style distributor for tobacco/convenience goods.
Moat: narrow (scale, distribution, regulatory licence). Extensive last-mile distribution network across Southern Europe, entrenched via long Imperial Brands ties.
Headquarters: Madrid, Spain · Employees: 7,695
Size Logista Integral (LOG.MC) is a Spain Industrials company (Air Freight/Couriers) with a market value of $5.42B, the 27th largest of 97 Spain companies the cockpit tracks. Shares closed at €36.60 on 6 Nov 2026.
Performance Over six months the shares gained 14.5%, against -7.3% for the median peer and +8.2% for the Spain market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 3.8% over the last twelve months (peer median +7.6%); the operating margin is 2.2% (peer median 4.2%).
Valuation It trades at 15.8× forward earnings against a peer median of 12.4× (7th most expensive of 18).
Price implies For today's price to make sense, revenue must grow about -6% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -11 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 24.4 points above its cost of capital (5.8% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | €13.7B | €13.5B | €13.0B | €12.4B | €11.5B |
| Revenue growth | — | +4% | +4% | +8% | — |
| Gross profit | €1.14B | €481M | €481M | €446M | €387M |
| EBITDA | €475M | €485M | €487M | €461M | €382M |
| Net income | €266M | €281M | €308M | €272M | €199M |
| Free cash flow | €596M | €556M | €359M | €272M | €614M |
| Capital expenditure | €48.6M | €54.4M | €47.1M | €44.2M | €36.8M |
| Total debt | n/a | €275M | €299M | €315M | €145M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Logista Integral LOG.MC | $5.42B | +15% | +4% | 2% | 15.8× | -5.9% |
| McKesson MCK | $124B | +44% | +9% | 2% | 21.8× | -4.8% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | LOG.MC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.8% | +4.2% | 11th highest of 21 |
| 6-month return | +14.5% | -7.3% | 5th highest of 21 |
| Distance from 52-week high | -3.1% | -18.1% | 2nd highest of 21 |
| Revenue growth (TTM) | +3.8% | +7.6% | 8th lowest of 21 |
| Operating margin | 2.2% | 4.2% | 7th lowest of 20 |
| Forward P/E | 15.8× | 12.4× | 7th most expensive of 18 |
| Growth the price implies (Req g, 7 yrs) | -5.9% | 3.7% | 5th least demanding of 17 |
| Growth delivered (Del g) | +5.4% | +8.7% | 8th lowest of 17 |
| Hurdle (Req g minus delivered) | -11.3 pp | -3.9 pp | 7th least demanding of 17 |
| ROIC minus cost of capital | +24.4 pp | -1.2 pp | 2nd highest of 20 |
| Net debt / EBITDA | 0.4× | 2.3× | 4th least indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Logista Integral LOG.MC | Spain | $5.42B | +15% | +4% | 2% | 15.8× | -5.9% | +5.4% |
| SG Holdings Co., Ltd. 9143.T | Japan | $5.56B | +1% | +14% | 5% | 14.0× | -2.6% | +4.6% |
| Swiggy SWIGGY.NS | India | $5.61B | -32% | +42% | -15% | n/a | n/a | n/a |
| Yamato 9064.T | Japan | $4.83B | +26% | +2% | 2% | 34.5× | 8.9% | +1.9% |
| Compagnie de l'Odet ODET.PA | France | $4.74B | -30% | -83% | -8% | n/a | 24.3% | -29.4% |
| Eastern Air Logistics 601156.SS | China | $4.70B | +23% | +20% | 14% | 10.9× | -16.0% | +9.9% |
| GXO Logistics GXO | United States | $6.33B | +7% | +7% | 3% | 16.0× | 20.2% | +16.3% |
| Sinotrans 0598.HK | Hong Kong | $6.57B | -8% | +4% | 0% | 8.6× | 9.4% | +2.0% |
| Yunnan Yuntianhua 600096.SS | China | $7.17B | -28% | -19% | 11% | 9.3× | -1.7% | -1.5% |
| Shanghai Zhonggu Logistics 603565.SS | China | $3.97B | +16% | +4% | 27% | 10.4× | -14.4% | +0.4% |
| Antong 600179.SS | China | $3.81B | -7% | +9% | 16% | n/a | -4.0% | +13.5% |
| Xiamen C&D 600153.SS | China | $3.77B | -8% | -6% | 1% | 12.4× | 21.2% | +9.3% |
| Nippon Express Hldgs 9147.T | Japan | $8.22B | +35% | +2% | 3% | 17.6× | 7.9% | +4.4% |
| Delhivery DELHIVERY.NS | India | $3.40B | -11% | +24% | 0% | 81.8× | n/a | n/a |
| Huaihe Energy 600575.SS | China | $3.38B | -12% | +38% | n/a | 12.2× | n/a | n/a |
| Jd Logistics 2618.HK | Hong Kong | $9.10B | -29% | +29% | 3% | 6.9× | -0.4% | +23.4% |
| YTO Express 600233.SS | China | $9.63B | -13% | +8% | 9% | 10.3× | -12.2% | +16.6% |
| Aegis Vopak Terminals AEGISVOPAK.NS | India | $2.89B | +14% | +17% | 53% | 61.3× | n/a | n/a |
| Ryder System R | United States | $10.2B | +11% | +3% | 8% | 15.2× | 7.9% | +8.5% |
| ID Logistics IDL.PA | France | $2.80B | +7% | +16% | 4% | 30.3× | 10.4% | +17.9% |
| Yunda 002120.SZ | China | $2.74B | -20% | +7% | 4% | 9.7× | -13.2% | +9.0% |