DSV A/S
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+ FollowMarket Cap$52.16B
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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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$123.24
12.7% upside
Current Fair Value
12.7% upsideUndervalued by 12.7% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $52.16 Billion |
|---|---|
| Enterprise Value | $133.39 Billion |
| Annual dividend | $0.54 |
| Dividend yield | 0.47% |
| Earnings per Share | $16.51 |
| Beta | 0.96 |
| Outstanding Shares | 477,142,000 |
Return
| Return on Equity | 6.07% |
|---|---|
| Return on Assets | 2.56% |
| Return on Invested Capital | 8.80% |
Valuation & Multiples
| P/E Ratio | 45.14 |
|---|---|
| PEG | 5.4 |
| Price to Sales | 0.18 |
| Price to Book Ratio | 0.4 |
| Enterprise Value to Revenue | 0.46 |
| Enterprise Value to EBIT | 7.11 |
| Enterprise Value to Net Income | 17 |
| Total Debt to Enterprise | 0.71 |
| Debt to Equity | 0.73 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 22, 2026
EPS Estimate
$1.31
Consensus analyst estimateRevenue Estimate
$11.64 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 3, 2027
EPS Estimate
$1.37
Consensus analyst estimateRevenue Estimate
$11.94 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.00000% |
|---|---|
| Total Calls | - |
| Total Puts | - |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.00%▼ 0.02% |
|---|---|
| Total Invested | $218,083▼ 98.44% |
| Investors Holding | 7▼ 8.00% |
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 ...