Logistics Development Group PLC

LSE:LDG UK Integrated Freight & Logistics
Market Cap
$740.15K
GBX6.08 Billion GBX
Market Cap Rank
#45513 Global
#884 in UK
Share Price
GBX14.70
Change (1 day)
-2.00%
52-Week Range
GBX13.25 - GBX17.00
All Time High
GBX125.03
About

Logistics Development Group plc operates as an investment company. The company invests in a portfolio of assets. Logistics Development Group plc was incorporated in 2014 and is based in London, the United Kingdom.

Logistics Development Group PLC (LDG) - Net Assets

Latest net assets as of May 2024: GBX99.03 Million GBX

Based on the latest financial reports, Logistics Development Group PLC (LDG) has net assets worth GBX99.03 Million GBX as of May 2024.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (GBX99.40 Million) and total liabilities (GBX375.00K). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets GBX99.03 Million
% of Total Assets 99.62%
Annual Growth Rate 5.61%
5-Year Change 251.26%
10-Year Change 50.43%
Growth Volatility 115.81

Logistics Development Group PLC - Net Assets Trend (2014–2024)

This chart illustrates how Logistics Development Group PLC's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Logistics Development Group PLC (2014–2024)

The table below shows the annual net assets of Logistics Development Group PLC from 2014 to 2024.

Year Net Assets Change
2024-12-31 GBX116.30 Million +18.05%
2023-11-30 GBX98.51 Million -12.59%
2022-11-30 GBX112.70 Million -15.86%
2021-11-30 GBX133.94 Million +304.55%
2020-11-30 GBX33.11 Million +133.97%
2019-11-30 GBX-97.47 Million -141.34%
2018-11-30 GBX235.76 Million +11.00%
2017-11-30 GBX212.39 Million +137.49%
2016-11-30 GBX89.43 Million +15.68%
2015-11-30 GBX77.31 Million +15.30%
2014-11-30 GBX67.05 Million --

Equity Component Analysis

This analysis shows how different components contribute to Logistics Development Group PLC's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 2744.6% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Retained Earnings GBX111.06 Million 95.49%
Common Stock GBX5.24 Million 4.51%
Total Equity GBX116.30 Million 100.00%

Logistics Development Group PLC Competitors by Market Cap

The table below lists competitors of Logistics Development Group PLC ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Logistics Development Group PLC's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 98,513,000 to 116,299,000, a change of 17,786,000 (18.1%).
  • Net income of 17,372,000 contributed positively to equity growth.
  • Share repurchases of 954 reduced equity.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income GBX17.37 Million +14.94%
Share Repurchases GBX954.00 -0.0%
Other Changes GBX414.95K +0.36%
Total Change GBX- 18.05%

Book Value vs Market Value Analysis

This analysis compares Logistics Development Group PLC's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 66.50x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 87.43x to 66.50x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2014-11-30 GBX0.17 GBX14.70 x
2015-11-30 GBX0.19 GBX14.70 x
2016-11-30 GBX0.22 GBX14.70 x
2017-11-30 GBX0.58 GBX14.70 x
2018-11-30 GBX0.58 GBX14.70 x
2019-11-30 GBX-0.23 GBX14.70 x
2020-11-30 GBX0.08 GBX14.70 x
2021-11-30 GBX0.19 GBX14.70 x
2022-11-30 GBX0.19 GBX14.70 x
2023-11-30 GBX0.18 GBX14.70 x
2024-12-31 GBX0.22 GBX14.70 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Logistics Development Group PLC utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 14.94%
  • The company shows good efficiency in utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 1359.31%
  • • Asset Turnover: 0.01x
  • • Equity Multiplier: 1.01x
  • Recent ROE (14.94%) is above the historical average (14.82%), indicating improving capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2014 6.60% 1.28% 0.84x 6.14x GBX-2.27 Million
2015 14.93% 2.32% 1.29x 4.97x GBX3.81 Million
2016 10.31% 1.58% 1.40x 4.66x GBX269.10K
2017 1.85% 0.63% 1.24x 2.36x GBX-17.31 Million
2018 -9.14% -2.55% 1.35x 2.65x GBX-45.12 Million
2019 0.00% -26.96% 2.17x 0.00x GBX-221.48 Million
2020 -58.51% 0.00% 0.00x 1.10x GBX-22.68 Million
2021 191.25% 0.00% 0.00x 1.00x GBX242.77 Million
2022 1.02% 664.16% 0.00x 1.01x GBX-10.12 Million
2023 -10.27% -884.62% 0.01x 1.00x GBX-19.97 Million
2024 14.94% 1359.31% 0.01x 1.01x GBX5.74 Million

Industry Comparison

This section compares Logistics Development Group PLC's net assets metrics with peer companies in the Integrated Freight & Logistics industry.

Industry Context

  • Industry: Integrated Freight & Logistics
  • Average net assets among peers: $-6,281,000,000
  • Average return on equity (ROE) among peers: 0.00%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Logistics Development Group PLC (LDG) GBX99.03 Million 6.60% 0.00x $7.05K
International Distributions Services PLC (IDS) $-6.28 Billion 0.00% 0.00x $421.06K