Added to YB: 2025-03-13
Pitch date: 2025-01-23
DSV.CO [bullish]
DSV A/S
-18.56%
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 1.5K
Price Target
2.5K (+113%)
Dividend
0.60%
EV/EBITDA
11.39
P/E
38.74
EV/Sales
1.25
Sector
Air Freight and Logistics
Category
value
DSV A/S - $DSV.CO
DSV.CO: Acquiring Schenker to become #1 global 3PL. Deal doubles size, 6-7% market share. €14.3bn cash, 7.5x EBITDA. Synergies to lower multiple to 5x EBITDA. EPS accretive year 2. Strong M&A history. 70% upside at historical multiples. Risks: integration, Euro exposure, tariffs. Catalyst: deal close, synergies.
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