Added to YB: 2026-10-14
Pitch date: 2026-10-11
DSV.CO [neutral]
DSV A/S
+2.57%
current return
Author Info
No bio for this author
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
turnaround
DSV: the giant of transport without ships or planes
DSV.CO (overview): DSV’s asset-light freight-forwarding model has compounded through acquisitions, but the investment case now hinges on integrating €14.3B Schenker after a 35% share-price decline to roughly DKK1,200. Cost reductions are lifting productivity, yet Road service levels fell to 89% and growth trails the market; restoring the network is essential to reaching management’s ambitious >35% conversion-rate target by 2030.
Read full article (11 min)