Schenker Integration Will Streamline Global Logistics And Digital Systems

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

07 Nov 24

Updated

04 Sep 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

0.6%

7D

4.5%

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1Y

0.6%

7D

4.5%

You can edit this narrative until Sep 5 10:15 AM. Then, changes will post as Updates.

Author's Valuation

DKK 1.78k13.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 04 Sep 25

Analysts maintain an Overweight rating on DSV but have adopted short-term caution due to integration uncertainties following the Schenker acquisition, anticipating a nuanced Q2 and modestly reducing the price target to DKK1779. Analyst Commentary JPMorgan reduces price target in anticipation of a "nuanced quarter" due to the first-time consolidation of Schenker following the recent acquisition.

Shared on 01 May 25

Fair value Increased 3.73%

Shared on 23 Apr 25

Fair value Decreased 1.59%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.1% to 0.0%.

Shared on 17 Apr 25

Fair value Decreased 2.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.05%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 0.35%

AnalystConsensusTarget has increased profit margin from 6.3% to 7.3%.

AnalystConsensusTarget Fair Value

DKK 1.78k

13.8% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

10.28%

Logistics revenue growth rate

0.23%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.24%

Calculation

DKK 20.95b

Earnings '28

x

24.27x

PE Ratio '28

=

DKK 508.28b

Market Cap '28

DKK 508.28b

Market Cap '28

/

240.67m

No. shares '28

=

DKK 2.11k

Share Price '28

DKK 2.11k Share Price '28

Discounted to 2025 @ 5.98% p.a.

=

DKK 1.77k

Fair Value '25