Deutsche Post: Long-Term Buy Despite Tariffs Uncertainties

  • DHL Group offers an attractive medium- to long-term investment, supported by solid Q1 2025 results and a 4.5% dividend yield. The DHL Group Strategy 2030 targets >5% annual revenue growth, with Life Sciences and eCommerce as key growth drivers. The valuation is compelling at 13.7x forward earnings, below historical averages, implying a potential 24% upside by 2026.