Professional
Added to YB: 2024-09-11
Pitch date: 2024-09-09
DSV.CO [bullish]
DSV A/S
+27.93%
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 transport and logistics services in Europe, the Middle East, Africa, North America, South America, Asia, Australia, and the Pacific.
Market Cap
DKK 330.7B
Pitch Price
DKK 1.2K
Price Target
N/A
Dividend
0.50%
EV/EBITDA
15.37
P/E
29.94
EV/Sales
1.98
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)