Shengfeng Development Limited
Company & revenue
About Shengfeng Development Limited
Financial breakdown: year ended 2025-12-31
Who they are
Shengfeng 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; and cloud storage services, including warehouse management, order fulfillment, delivery process management, in-warehouse processing, and inventory optimization management services. It also provides value-added services comprising collection on delivery, customs declaration, delivery upstairs, packaging, pay-at-arrival, return proof of delivery, and shipment protection; and software engineering, supply chain management, and technical and development services.
Brands & revenue mix
The primary brand under which the company provides integrated logistics solutions.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Disclosed major customersPREMIUM
Customer concentrationPREMIUM
As of December 31, 2025, the company reported a customer concentration risk of 20.00% for its largest customer.
Business relationships & partnershipsPREMIUM
- CATL — A multi-year strategic partnership to pioneer new energy logistics solutions.Source
Sources
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
78
Strong
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
67
Fair
Financial Strength
43
Business Quality / Moat
96
Management
85
Growth Quality
37
Risk / Durability
79
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
80
Attractive
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
80/100
Building Historical Record
Model Score 80/100 — estimates relative performance potential, distinct from WallStreetScore (company quality).
Probability unavailable — the model has not produced a calibrated probability yet.
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WSS View
The quick read
WSS currently rates the company as financially and fundamentally strong.
At today’s price, the WSS valuation framework currently reads as relatively attractive.
The model outlook is currently positive.
- •Strong overall Company Strength score
- •Revenue fundamentals score strongly
- •Asset quality scores strongly
- •Valuation scores attractively
- •MAJOR RED FLAG: Reverse split proposed / authorized
- •Reverse-split headline · Sep 2, 2026
- •Debt / balance-sheet profile needs attention
Company-specific research
Questions worth answering for SFWL
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can SFWL maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •How long can SFWL fund negative free cash flow using its current cash position before it may need more debt or new shares?
- •Is SFWL's debt load manageable relative to cash generation, interest costs and upcoming maturities?
- •Is SFWL's valuation discount tied to a temporary concern or to a longer-term business risk?
Essential Investment Snapshot
Wall Street Score
78
Opportunity Score
80
Market Cap
$45.9M
P/E Ratio
1.9
EPS
$4.40
52-Week High
$17.70
52-Week Low
$7.82
Beta
-1.95
Intrinsic Value
$169.44
Shares Outstanding
5.5M
Total Revenue
$1.16B
Total Debt
$99.8M
Dividend
No current dividend
Liquidation Value / Share
$27.26
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Strong downward momentum
Extreme movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for SFWL
Detected from reported data — verify before acting.MAJOR RED FLAG: Reverse split proposed / authorized
A reverse stock split (1:15) was recently effective or is pending. Reverse splits reduce share count to maintain listing requirements and are treated as a major red flag. Wall Street Score is capped below 30.
Reverse-split headline · Sep 2, 2026
Shengfeng Development Limited Announces 1-for-15 Reverse Stock Split with Marketplace Effective Date on September 8, 2026 — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
PRNewsWireCommunity Sentiment
0 active · 0 total callsNo personal call yet on SFWL.
What the Bulls Say
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Material partnership/catalyst: A multi-year strategic partnership to pioneer new energy logistics solutions.
- +Product opportunity: Shengfeng 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.
- +Product opportunity: and cloud storage services, including warehouse management, order fulfillment, delivery process management, in-warehouse processing, and inventory optimization management services. It also provides value-added services comprising collection on delive.
What the Bears Say
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Integrated Freight & Logistics industry.
- −Negative free cash flow may increase the need for outside financing and dilution.
Bull and bear cases summarize disclosed catalysts, growth opportunities and risks; they are not buy or sell recommendations.
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Scores
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One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
3 historical score records availablePrevious Score
78
Sep 19, 2026
Change
Unchanged
Current Score
78
Oct 1, 2026
Category Changes
SFWL score was unchanged.
Projected Score
Projected Score
79
Projected Change
+40.0%
Preliminary comparable-period financial changes suggest improvement of approximately 0.4 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
UndervaluedCurrent Price
$8.35
Intrinsic Value
$169.44
Difference
−$161.09
-95.1% vs IV
Margin of Safety
95.1%
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