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LaSalle LOGIPORT REIT (TSE:3466) has just wrapped up a buyback of its investment units, aiming to streamline its capital structure and boost shareholder value. The company intends to cancel these repurchased units in the coming months.

See our latest analysis for LaSalle LOGIPORT REIT.

After a steady string of buyback announcements and the recent completion of its investment unit repurchase, LaSalle LOGIPORT REIT’s share price has climbed 5% over the past three months, with its 1-year total shareholder return reaching 5.3%. This gradual momentum suggests renewed investor confidence as the company reinforces its capital structure and focuses on longer-term value creation.

If you’re inspired by this strategic move, it might be the perfect moment to expand your search and discover fast growing stocks with high insider ownership

With shares trading nearly 29% below estimated intrinsic value while maintaining steady returns, investors are left to wonder if LaSalle LOGIPORT REIT is undervalued and presenting a compelling entry point, or if future growth is already priced in.

LaSalle LOGIPORT REIT is trading at a price-to-earnings (P/E) ratio of 20.9x, which positions its valuation above the Asian Industrial REITs sector average of 18.9x. Compared to its peers, the market appears to be assigning a premium to LaSalle LOGIPORT REIT’s earnings at the last close price of ¥145,800 per unit.

The price-to-earnings ratio measures how much investors are willing to pay for each yen of a company’s earnings. For real estate investment trusts, this metric helps assess whether the current market price accurately reflects future earning potential and sector trends.

Despite being pricier than the sector average, this P/E ratio remains beneath the peer group’s preferred average of 25.8x. This suggests the market sees moderate upside yet remains cautious. Additionally, the fair P/E for LaSalle LOGIPORT REIT is estimated at 22.4x, signaling that the current multiple could move higher if confidence in future earnings picks up.

Explore the SWS fair ratio for LaSalle LOGIPORT REIT

Result: Price-to-Earnings of 20.9x (ABOUT RIGHT)

However, weaker annual revenue and net income growth may weigh on LaSalle LOGIPORT REIT’s future returns and challenge the current bullish outlook.

Find out about the key risks to this LaSalle LOGIPORT REIT narrative.

While the price-to-earnings approach sees LaSalle LOGIPORT REIT as fairly valued, the SWS DCF model offers a contrasting perspective. This methodology puts fair value at ¥204,455 per unit, almost 29% above the recent price. Could the market be missing an opportunity, or does this signal caution?

Look into how the SWS DCF model arrives at its fair value.

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out LaSalle LOGIPORT REIT for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match – so you never miss a potential opportunity.

Keep in mind, you can always dig deeper into the data and build your own perspective on LaSalle LOGIPORT REIT’s outlook in just a few minutes. Take the opportunity to Do it your way.

A great starting point for your LaSalle LOGIPORT REIT research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.

Broaden your investment horizons today and stay steps ahead of the market by tapping into innovative, sector-defining opportunities just a click away.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include 3466.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

• At the 2025 OCP Global Summit, NVIDIA announced a collaboration with Power Integrations to accelerate the adoption of 800 VDC architectures for next-generation AI data centers, highlighting the role of Power Integrations’ PowiGaN gallium-nitride technology.

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To be a shareholder in Power Integrations, you need to believe that advanced power conversion technologies like high-voltage GaN can unlock meaningful long-term growth by enabling the shift toward higher-efficiency AI data centers and electric vehicles. The new partnership with NVIDIA could accelerate customer adoption in these promising markets and, in the short term, has boosted sentiment, but ongoing exposure to trade risks and tariffs still represents the most immediate challenge for the business.

Of the company’s recent announcements, the published white paper detailing PowiGaN technology for 800 VDC AI data centers stands out. This is directly relevant to the NVIDIA collaboration and highlights how Power Integrations is positioning itself in emerging, higher-margin growth markets, which could influence both near-term demand and the longer-term outlook for revenue diversification.

However, unlike the optimism prompted by this breakthrough, investors should also be aware that…

Read the full narrative on Power Integrations (it’s free!)

Power Integrations’ narrative projects $634.3 million revenue and $96.7 million earnings by 2028. This requires 12.8% yearly revenue growth and a $63.1 million earnings increase from $33.6 million today.

Uncover how Power Integrations’ forecasts yield a $60.80 fair value, a 29% upside to its current price.

Fair value estimates from the Simply Wall St Community range widely, from US$23.59 to US$60.80, based on three distinct analyses. Despite this diversity, the most important near-term issue remains the company’s sensitivity to global tariffs, which could affect future sales momentum and profitability in key markets.

Explore 3 other fair value estimates on Power Integrations – why the stock might be worth as much as 29% more than the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include POWI.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com