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TickerTalks›$SFWL
SFSFWL

Shengfeng Development Limited

$SFWL·$69M·Integrated Freight & Logistics·Industrials
$0.77-8.4%
Mentions · last 7 days
2026-07-21: 1 posts2026-07-22: 0 posts2026-07-23: 22 posts2026-07-24: 0 posts2026-07-25: 1 posts2026-07-26: 0 posts2026-07-27: 0 posts24
Price updated 7m ago·X counts updated 23h ago
SFSFWL
$SFWLShengfeng Development Limited
$0.77-8.44%24 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

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. The company serves clients in various industries, including manufacturing, new 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.

Industry overviewAI analysisGenerated by AI from underlying data

Where Integrated Freight & Logistics sits in its cycle right now — and what that implies for $SFWL.

Integrated Freight & Logistics · Industrials

No material change from last week — the FedEx Freight spin-off starts trading this week, creating a pure-play LTL company while allowing FedEx to concentrate capital on parcel and express network..

Top industry ETF

$IYTiShares U.S. Transportation ETF
+16.5%YTD
+22.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
5.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
9.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q4 2025Mar 27, 2026$0.07——

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$309.0M+41.0%9.4%2.9%$0.07$19.5M
Q2 FY25$263.4M+42.4%9.1%3.0%$0.07$-22.4M
Q4 FY24$277.0M+35.9%9.1%2.9%$0.07$11.6M
Q2 FY24$227.1M+36.4%9.3%2.9%$0.06$-35.1M

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.38%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β-1.875-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsApr 133
3New insider — initial holdingsMar 303
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 113
3New insider — initial holdingsMar 113
+ 3 other (2 13Gs · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Financial Analysis: PowerFleet (NASDAQ:AIOT) vs. Shengfeng Development (NASDAQ:SFWL)defenseworld.net·93d ago

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Voices on X · last 7 days

No standout posts about $SFWL on X in the last 7 days.

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