Professional
Added to YB: 2024-09-11
Pitch date: 2024-09-09
DSV.CO [bullish]
DSV A/S
-2.15%
current return
Author Info
Sweet Stocks is a former portfolio manager at an international small cap fund who shares pitches for international equities. Sign up for his blog.
Company Info
DSV A/S offers freight forwarding and logistics services in Europe, the Middle East, Africa, North America, South America, Asia, Australia, and the Pacific.
Market Cap
DKK 278.5B
Pitch Price
DKK 1.2K
Price Target
N/A
Dividend
0.60%
EV/EBITDA
11.39
P/E
38.74
EV/Sales
1.25
Sector
Air Freight and Logistics
Category
growth
DSV – the Wise forwarder
DSV.CO: Top freight forwarder. 20x P/E, 1.8x sales. CargoWise IT advantage drives M&A success (UTi, Panalpina, Agility). Highest margins vs peers. DB Schenker bid finalist. Risks: cycle normalizing post-2021-22 spike, integration challenges. Bull case: further M&A upside, margin expansion.
Read full article (12 min)