A.P. Møller - Mærsk

China's Export Share Decline Will Drag Down Shipping Volumes

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

26 Feb 25

Updated

20 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

6.8%

7D

3.0%

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1Y

6.8%

7D

3.0%

You can edit this narrative until Nov 21 9:15 AM. Then, changes will post as Updates.

Author's Valuation

DKK 11.99k10.6% overvalued

AnalystConsensusTarget Fair Value

Shared on 20 Nov 25

Fair value Increased 0.56%

MAERSK B: Profit Margins Will Offset Volatile Shipping Demand Ahead

The analyst price target for A.P. Møller Mærsk has increased slightly from DKK 11,925 to DKK 11,992, as analysts point to improved profit margin expectations and moderating revenue decline in their revised outlook. Analyst Commentary Recent updates from major financial institutions and analysts provide a nuanced outlook for A.P. Møller Mærsk, reflecting both optimism around certain operational strengths and caution regarding ongoing challenges.

Shared on 06 Nov 25

Fair value Increased 1.04%

MAERSK B: Downside Risk Will Intensify Amid Global Freight Market Pressure

The analyst price target for A.P. Møller Mærsk has been modestly increased to DKK 11,925 from DKK 11,802, as analysts adjust forecasts in response to updated projections for revenue decline and shifting market expectations. Analyst Commentary Recent analyst updates reflect diverging views on A.P. Møller Mærsk's prospects amid evolving market conditions.

Shared on 31 Aug 25

Fair value Decreased 0.68%

A.P. Møller - Mærsk’s consensus price target was modestly lowered to DKK11,762 as analysts remain cautious due to persistent container shipping demand softness, ongoing supply/demand imbalances, and constrained pricing power, despite some resilience in logistics and improving spot rates. Analyst Commentary Mixed outlook on global shipping rates, with weak performance in February and March offset by strength in June, leading to selective upward price target adjustments focused on Q3 recovery.

Shared on 17 Aug 25

Fair value Increased 7.40%

Amid ongoing sector volatility and divided analyst sentiment—balancing improved booking activity and freight rates against muted demand and persistent macro headwinds—the consensus analyst price target for A.P. Møller - Mærsk has been raised from DKK11064 to DKK11768. Analyst Commentary Mixed revisions reflect ongoing market uncertainty and sector volatility, with both price target raises and cuts occurring among major brokerages.

Shared on 01 May 25

Fair value Increased 7.60%

Shared on 23 Apr 25

Fair value Decreased 0.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 0.16%

AnalystConsensusTarget has decreased revenue growth from -2.2% to -2.5%, increased profit margin from 1.6% to 2.1% and decreased future PE multiple from 34.4x to 26.0x.

Shared on 02 Apr 25

Fair value Decreased 1.40%

AnalystConsensusTarget has decreased revenue growth from -1.9% to -2.2% and increased future PE multiple from 31.0x to 34.4x.

Shared on 26 Mar 25

Fair value Increased 0.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 5.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Increased 3.48%

AnalystConsensusTarget Fair Value

DKK 11.99k

10.6% overvalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

-1.84%

Marine and Shipping revenue growth rate

-0.02%

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

6.20%

Calculation

US$226.03m

Earnings '28

x

126.87x

PE Ratio '28

=

US$28.68b

Market Cap '28

US$28.68b

Market Cap '28

/

12.91m

No. shares '28

=

US$2.22k

Share Price '28

US$2.22k Share Price '28

Discounted to 2025 @ 6.22% p.a.

=

US$1.85k

Fair Value '25

US$1.85k Fair Value '25

Converted to DKK @ 6.4725 USD/DKK Exchange Rate

=

DKK 11.99k

Fair Value '25