Frasers Logistics & Industrial (BUOU) Fair Value & Analysis
Real Estate · SG · Market cap 3.6B SGD (≈ $2.9B) · ISIN SG1CI9000006
What is Frasers Logistics & Industrial really worth?
A solid business, currently priced close to our fair value of 0.8600 SGD.
Strengths
Risks
For context
Fair value as of: Aug 28, 2026
From 14 valuation models · updated 8 days ago
Share price −7.1% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
- As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 28, 2026.
How to read this chart
60‑month range 0.7160 SGD – 1.15 SGD · fair‑value band 0.6000 SGD – 1.07 SGD · the 0.9150 SGD price screens above the 0.8600 SGD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 28, 2026.
Analysis
Frasers Logistics & Industrial (BUOU) currently trades at 0.9150 SGD, while our model-based Fair Value estimate is 0.8600 SGD, implying the stock looks roughly 6.4% fairly valued today. The Quality Score stands at 61/100 (solid quality), in the Real Estate sector. Bull case: the DCF Models group reads highest at a median of 0.8700 SGD per share, and 4 of the 14 models we run sit above the 0.9150 SGD price. Bear case: the Growth DCF group reads lowest at 0.6300 SGD, and 10 of the 14 models stay below the price. Evidence for this calculation is low.
Over the trailing twelve months, Frasers Logistics & Industrial generated revenue of 478M SGD at a net margin of 44.5%. Revenue grew 2.8% year over year. It earns a return on equity of 5.2%. Net debt stands at 2.2B SGD. Fundamentals as of Aug 28, 2026
Our scenario range runs from 0.6000 SGD (bear case) to 1.07 SGD (bull case); at 0.9150 SGD, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 10% below its 52-week high and 19% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at −43% fair-value upside, at −6%, BUOU screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 11 months have passed since. In that time the company retained roughly 0.0009 SGD per share, which is 0.1 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 14 models by family
Widest divergence: DCF Models (0.8700 SGD) versus Growth DCF (0.6300 SGD). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 28, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 59 · Market factors (momentum, volatility) 59
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Frasers Logistics & Commercial Trust is a Singapore-listed real estate investment trust. With a portfolio comprising 113 industrial and commercial properties, worth approximately S7.0 billion dollars as at 31 March 2026, diversified across five major developed markets " Australia, Germany, Singapore, the United Kingdom and the Netherlands.
Full company description
Frasers Logistics & Commercial Trust is a Singapore-listed real estate investment trust. With a portfolio comprising 113 industrial and commercial properties, worth approximately S7.0 billion dollars as at 31 March 2026, diversified across five major developed markets " Australia, Germany, Singapore, the United Kingdom and the Netherlands. FLCT was listed on the Mainboard of Singapore Exchange Securities Trading Limited (SGX-ST) on 20 June 2016 as Frasers Logistics & Industrial Trust and was subsequently renamed Frasers Logistics & Commercial Trust on 29 April 2020 following the completion of a merger with Frasers Commercial Trust. FLCT's investment strategy is to invest globally in a diversified portfolio of income-producing properties used predominantly for logistics or industrial purposes located globally, or commercial purposes (comprising primarily CBD office space) or business park purposes (comprising primarily non-CBD office space and/or research and development space) located in the Asia-Pacific region or in Europe (including the United Kingdom). FLCT is sponsored by Frasers Property Limited. FLCT is a constituent of the FTSE EPRA Nareit Global Real Estate Index Series (Global Developed Index), Straits Times Index and Global Property Research (GPR) 250. Frasers Logistics & Commercial Trust was established on November 30, 2015 and incorporated in Singapore.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Frasers Logistics & Industrial reported revenue of 471M SGD in FY2025 versus 469M SGD in FY2021, a compound +0.1%/yr. Reported net income was 205M SGD in FY2025, compounding −27.2%/yr from FY2021.
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Peer Group
REIT - Industrial · 56 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs REIT - Industrial median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more REIT - Industrial stocks, each showing price versus our Fair Value estimate (as of Aug 28, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Prologis, Inc PLD | $140.70 | $61.28 | −56% |
| Public Storage, a member of the S&P 500, PSA | $311.20 | $162.43 | −48% |
| Extra Space Storage Inc EXR | $140.12 | $78.38 | −44% |
| EastGroup Properties, Inc EGP | $198.47 | $81.41 | −59% |
| Lineage, Inc LINE | $39.32 | $47.91 | +22% |
| CapitaLand Ascendas REIT (CLAR) A17U | 2.44 SGD | 2.00 SGD | −18% |
| CubeSmart CUBE | $39.73 | $25.06 | −37% |
| First Industrial Realty Trust, Inc FR | $62.39 | $20.72 | −67% |
| Rexford Industrial Realty, Inc REXR | $36.39 | $20.69 | −43% |
| STAG Industrial, Inc STAG | $37.18 | $21.64 | −42% |
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