Is OneClick Logisti overvalued or undervalued?

1 hour ago
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As of December 4, 2025, OneClick Logisti is fairly valued with a PE ratio of 52.85, an EV to EBITDA of 36.03, and a PEG ratio of 0.24, outperforming the Sensex with a 199.19% year-to-date return, while its valuation is more stable compared to peers like Transport Corp. and Delhivery.




Understanding OneClick Logisti’s Valuation Metrics


OneClick Logisti currently trades at a price of ₹313.85, down slightly from its previous close of ₹321.15. The stock’s 52-week range spans from ₹93.15 to ₹355.00, reflecting significant volatility and a strong upward trend over the past year. The company’s price-to-earnings (PE) ratio stands at 52.85, which is relatively high compared to many peers in the transport services sector. This elevated PE ratio often indicates that investors expect substantial future earnings growth.


However, the PEG ratio, which adjusts the PE ratio for expected earnings growth, is a modest 0.24. This low PEG ratio suggests that the stock’s price growth is not excessively outpacing its earnings growth potential, implying that the valuation may be justified given the company’s expansion prospects.


Comparative Analysis with Industry Peers


When compared with other companies in the transport services industry, OneClick Logisti’s valuation appears more balanced. Several peers such as Container Corporation and Delhivery are classified as very expensive or risky, with PE ratios and EV/EBITDA multiples that are either lower or significantly higher but accompanied by higher risk factors. For instance, Delhivery’s PE ratio exceeds 200, signalling extreme market expectations but also elevated risk.


OneClick Logisti’s EV/EBITDA multiple of 36.03 is on the higher side but remains within a reasonable range relative to its growth profile. Other companies with lower multiples often have less robust growth or profitability metrics. The company’s return on capital employed (ROCE) and return on equity (ROE) are modest at 5.81% and 4.47% respectively, indicating room for operational improvement but also reflecting the capital-intensive nature of the logistics sector.



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Stock Performance and Market Sentiment


OneClick Logisti’s stock has delivered exceptional returns over the past year, with a 1-year return of 222.89%, vastly outperforming the Sensex’s 6.40% return over the same period. Year-to-date, the stock has surged nearly 200%, underscoring strong investor confidence and robust business momentum. Even over shorter periods, such as one month, the stock’s 11.99% gain outpaces the broader market’s 1.70% rise.


However, the stock has experienced some recent volatility, with a weekly decline of 2.26% compared to the Sensex’s 0.69% drop. This suggests that while the long-term outlook remains positive, short-term fluctuations are to be expected in a high-growth stock.


Valuation Grade Shift: From Expensive to Fair


The recent change in OneClick Logisti’s valuation grade from expensive to fair as of 4 December 2025 is a critical indicator. This adjustment reflects a recalibration of market expectations, possibly due to improved earnings visibility, better operational metrics, or a moderation in price appreciation. The fair valuation grade implies that the stock is now more reasonably priced relative to its fundamentals and growth prospects.


Investors should note that while the stock is no longer considered expensive, it is not classified as undervalued either. The fair valuation status suggests a balanced risk-reward profile, where the current price reasonably reflects the company’s intrinsic value and future earnings potential.


Conclusion: Is OneClick Logisti Overvalued or Undervalued?


Taking into account the company’s high PE ratio, low PEG ratio, strong stock performance, and recent valuation grade adjustment, OneClick Logisti appears fairly valued rather than overvalued or undervalued. The stock’s premium multiples are justified by its impressive growth trajectory and market leadership within the transport services sector.


While the company’s returns on capital and equity indicate scope for operational enhancement, the market’s confidence is evident in the stock’s substantial outperformance relative to the Sensex. Investors seeking exposure to a high-growth logistics player may find OneClick Logisti’s current valuation reasonable, provided they are comfortable with the inherent volatility and capital-intensive nature of the industry.


In summary, OneClick Logisti is best characterised as fairly valued at present, offering a compelling growth story balanced by valuation metrics that reflect both opportunity and risk.





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