DHL AG (MEX:DHL N) Tariff Resilience Score: 4/10 (As of Sep. 03, 2026)

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MEX:DHL N DHL AG MEX:DHL N
80 GF Score
Price MXN942.53
GF Value MXN730.24
! 11 Warning Signs
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What is DHL AG Tariff Resilience Score?

DHL AG MEX:DHL N 80 Tariff Resilience Score is 4 as of Sep. 03, 2026. GuruFocus rates MEX:DHL N with a GF Score™ of 80/100 and a GF Value™ of MXN730.24. The stock has 11 warning signs investors should review. Among 1,054 Transportation companies, DHL AG ranks better than 83.4% on this metric.

DHL AG has the Tariff Resilience Score of 4, which implies that the company might have Average Resilient.

DHL AG has DHLGY operates globally, with significant exposure to international trade. Tariffs can affect logistics costs and demand. However, its extensive network and strategic partnerships offer some mitigation.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes DHL AG might have Average Resilient.

DHL AG  (MEX:DHL N) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

DHL AG Tariff Resilience Score Related Terms

MEX:DHL N vs UPS, FDX, EXPD: Tariff Resilience Score Comparison

For the Integrated Freight & Logistics subindustry, DHL AG's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

DHL AG Tariff Resilience Score vs Transportation Industry

For the Transportation industry and Industrials sector, DHL AG's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where DHL AG's Tariff Resilience Score falls into.


MEX:DHL N
80GF Score
DHL AG MEX:DHL N
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 4 mean?
DHL AG (MEX:DHL N) has a Tariff Resilience Score of 4 as of Sep. 03, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, DHL AG ranks #175 out of 1054 companies in the Transportation industry, placing it in the top 16.6%.
Is DHL AG's Tariff Resilience Score too high?
DHL AG's current Tariff Resilience Score is 4. Based on the distribution chart, DHL AG ranks #175 out of 1054 companies in the Transportation industry, which is in the top quartile — a strong position relative to peers. Overall, DHL AG has a GF Score™ of 80/100, reflecting its overall financial health beyond just this single metric.
How does DHL AG's Tariff Resilience Score compare to UPS and FDX?
According to the Transportation industry distribution chart, DHL AG ranks #175 out of 1054 companies for Tariff Resilience Score. This places DHL AG in the top 17% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Transportation company?
A good Tariff Resilience Score depends on the Transportation industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. DHL AG's current Tariff Resilience Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is DHL AG stock overvalued right now?
DHL AG (MEX:DHL N) has a current Tariff Resilience Score of 4. The stock's GF Value™ is MXN730.24, compared to a current price of MXN942.53 — trading 29.1% above its estimated fair value. The current Tariff Resilience Score is 4. DHL AG's overall GF Score™ is 80/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For DHL AG (MEX:DHL N), the current Tariff Resilience Score is 4 as of Sep. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is DHL AG (MEX:DHL N) Overvalued in 2026?

Based on GuruFocus' analysis, DHL AG stock appears to be overvalued. The current stock price of MXN942.53 is trading 29.1% above its estimated GF Value™ of MXN730.24.

Key valuation signals for MEX:DHL N:

  • Tariff Resilience Score: 4
  • GF Value™: MXN730.24 vs. price of MXN942.53 (29.1% above fair value)
  • GF Score™: 80/100 with 11 warning signs

No single metric tells the full story. See the MEX:DHL N stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

DHL AG Business Description

Address Platz der Deutschen Post, Bonn, NW, DEU, 53250
Based in Germany, DHL Group ranks among the three dominant integrated global parcel-shipping providers, along with US-based FedEx and UPS. It's also a leading global third-party logistics provider in terms of air and ocean forwarding and outsourced contract logistics markets touching Europe. The DHL divisions (Express, Global Forwarding & Freight, eCommerce Solutions, and Supply Chain) generate roughly 80% of consolidated revenue. Roughly 20% comes from the Post & Parcel Germany division, which includes the legacy German postal operations and the faster growing domestic package delivery business in Germany.
80GF Score

Get the complete analysis for MEX:DHL N

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN942.53
Price
MXN730.24
GF Value