DSV A/S

DSV A/S

DSDVY

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Market Cap$59.47B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
DSV A/SDSV A/S550.43%4%0.30.8

Earnings Call Q4 2025

February 4, 2026 - AI Summary

Financial Outlook: DSV provides guidance for 2026, projecting EBIT between DKK 23 billion to DKK 25.5 billion. This indicates potential negative growth for the organic business compared to previous years due to challenging market conditions. The forecast reflects headwinds from foreign exchange rates and pressure on yields in the Air & Sea segments.
Integration of Schenker: The integration of Schenker is expected to be completed by the end of 2026, with projected synergies of DKK 9 billion. However, the realization of these synergies may be back-end loaded, with their full financial impact anticipated in 2027. The process aims to enhance operational efficiency via a focus on technology and productivity improvements.
Pressure on Gross Profit Yields: In Q4, the company reported lower GP yields in Air & Sea, attributed to a mismatch in contract durations and declining freight rates in the ocean freight market. Yields are expected to remain pressured, with short-term forecasts indicating they may not return to pre-deal levels of around DKK 8,000 but can rise modestly.

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$132.60

Current Fair Value

6.4% upside

Undervalued by 6.4% based on the discounted cash flow analysis.

Share Statistics

Market cap$59.47 Billion
Enterprise Value$143.70 Billion
Dividend Yield$0.54 (0.43%)
Earnings per Share$16.51
Beta0.97
Outstanding Shares472,984,000

Return

Return on Equity4.27%ROE
Return on Assets1.76%
Return on Invested Capital5.96%

Valuation & Multiples

P/E Ratio55.04P/E Ratio
PEG-134.33PEG
Price to Sales0.29Price to Sales
Price to Book Ratio0.48Price to Book Ratio
Enterprise Value to Revenue0.7
Enterprise Value to EBIT11.77
Enterprise Value to Net Income27
Total Debt to Enterprise0.66
Debt to Equity0.77Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 29, 2026
EPS Estimate
$0.81
Average shareholder expectation
Revenue Estimate
$10.89 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 30, 2026
EPS Estimate
$1.21
Average shareholder expectation
Revenue Estimate
$11.51 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.00000%
Total Calls-
Total Puts-

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %0.02% 0.00%
Total Invested$13.75M 4.10%
Investors Holding12 6.00%

ESG Score

No data

About DSV A/S

73,402 employees
CEO: Mr. Jens Hesselberg Lund

DSV A/S provides transport and logistics services in Europe, the Middle East, Africa, North America, South America, Asia, Australia, and the Pacific. It operates through three segments: Air & Sea, Road, and Solutions. The company offers ...

Relevant Senate Committees

Finance

As a global company, DSV is profoundly impacted by taxation policies, international trade agreements, and tariffs, all of which fall under the direct purview of this powerful committee, affecting profitability and operational costs.

Appropriations

This committee directly allocates federal discretionary spending. Its decisions impact funding for infrastructure projects (benefiting road freight), defense programs (government logistics), and other sectors requiring transport, directly affecting DSV's potential contracts and revenue streams.

Commerce, Science, and Transportation

With vast jurisdiction over interstate commerce, the FCC, FTC, and FAA, this committee directly impacts DSV's core operations, including air freight safety and regulations (FAA) and broader interstate transport regulations.

Foreign Relations

As a global transport and logistics provider operating across multiple continents, DSV's business is highly sensitive to U.S. foreign policy, sanctions, and international trade agreements, all of which are guided by this committee.

Homeland Security and Governmental Affairs

This committee's oversight of federal contracting, the Department of Homeland Security, and government procurement directly impacts DSV's 'government logistics' services and its international freight operations due to customs and border security regulations.