InPost (ENXTAM:INPST) just crossed a major milestone. A consortium led by Advent International and FedEx has completed a roughly €7b cash acquisition that will take the parcel locker operator private.
Short term trading has been softer, with the share price down 3.4% over the past week and 3.2% over the last month. However, InPost still sits on a 44.8% year to date share price return and a 45.4% one year total shareholder return, which signals strong longer term momentum behind the now completed €7b take private deal.
Scan how private equity interest in InPost compares with other parcel, logistics and infrastructure plays by reviewing the hand picked 43 power grid technology and infrastructure stocks now.
InPost now has heavyweight backers and a completed €7b take private on the table. The real puzzle is whether that track record and €15.60 offer level reflect fair value for the underlying business.
Most Popular Narrative: 13% Undervalued
On the most followed view of InPost, a fair value of €17.28 sits above the last close of €15.06. This puts the €15.60 take private offer under the spotlight.
Ongoing expansion and network densification across key European markets, especially via M&A (Yodel, Sending) and rapid APM (locker) deployment including battery-powered units from Bloq.it, are allowing InPost to capture outsized parcel volume growth and extend its out-of-home leadership, supporting sustained double-digit revenue growth and operating leverage.
See why 25 investors see InPost as 13% undervalued .
Result: Fair Value of €17.28 (UNDERVALUED)
Still, that upbeat InPost narrative collides with real risks around heavy investment needs and tougher competition from large e commerce partners, which could weaken volumes and profits.
Find out about the key risks to this InPost narrative .
Another Look At InPost's Valuation
The first view paints InPost as about 13% undervalued at €17.28 per share. A different lens tells a tougher story. At a P/E of 75.1x versus 21.7x for the European logistics group and a fair ratio of 39x, the stock screens as expensive. Is the growth case strong enough to justify that premium?
For a closer read on what this rich earnings multiple could mean for future returns and downside risk, take a look at See what the numbers say about this price — find out in our valuation breakdown. .
Next Steps
Sentiment around InPost is split, with clear strengths sitting right beside meaningful hazards, so act while the data is fresh and decide where you land. To weigh both sides in one place, start with the 1 key reward and 2 important warning signs .
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include INPST.AS .
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