DSV A/S

Informe acción CPSE:DSV

Capitalización de mercado: DKK 359.0b

DSV Dirección

Dirección controles de criterios 2/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Jens Lund

Chief Executive Officer (CEO)

DKK 35.5m

Compensación total

Porcentaje del salario del CEO45.63%
Permanencia del CEO24.2yrs
Participación del CEOn/a
Permanencia media de la dirección2.1yrs
Promedio de permanencia en la Junta Directiva2.7yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis May 02

DSV A/S (CPH:DSV) Just Released Its First-Quarter Earnings: Here's What Analysts Think

DSV A/S ( CPH:DSV ) shareholders are probably feeling a little disappointed, since its shares fell 6.4% to kr.1,571 in...
Actualización de narrativa Apr 27

DSV: Schenker Synergies And 2026 Guidance Will Drive Repricing Higher

The analyst price target for DSV has been adjusted slightly lower by around DKK 8, as analysts balance recent target increases from firms such as Morgan Stanley, Citi and JPMorgan with reduced targets from others like Wolfe Research and Deutsche Bank. Analyst Commentary Recent research shows a clear split in how analysts view DSV, with some lifting price targets and ratings while others trim targets at the same time.
Nueva narrativa Apr 18

DSV profits will jump by 7.4% thanks to growth trends

DSV A/S (CPH:DSV) — My Investment Thesis Hey everyone I'm Bejgal , and I want to share why I believe DSV is one of the most compelling logistics plays in Europe right now. My model points to a fair value of DKK 2,190 — a 22% discount to where it trades today.
Actualización de narrativa Apr 10

DSV: Schenker Synergies And 2026 Guidance Will Support Rebalanced Market Expectations

Analysts have trimmed the DSV fair value estimate by about DKK 12 to DKK 2,045.89, reflecting a slightly higher discount rate, a modestly lower revenue growth outlook, and a small adjustment to the expected future P/E, with recent target cuts and raises across firms contributing to a more balanced view on the shares. Analyst Commentary Recent Street research on DSV shows a mix of higher and lower price targets, along with at least one rating upgrade.
Actualización de narrativa Mar 27

DSV: Schenker Synergies And 2026 Guidance Will Support Stronger Earnings Power

DSV's analyst price targets have edged higher, with recent upward revisions of up to DKK 414 as analysts adjust fair value assumptions slightly, including a marginally higher projected profit margin and P/E multiple. Analyst Commentary Recent research updates cluster around higher price targets for DSV, with several banks adjusting their fair value assumptions and published target ranges.
Actualización de narrativa Mar 12

DSV: Schenker Synergies Will Support Higher Earnings Power Over Time

Analysts have in aggregate lifted their DSV price targets by several hundred DKK, with updates from firms such as Citi, Morgan Stanley, Deutsche Bank and Wolfe Research, while only making slight adjustments to assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent research updates cluster around higher price targets for DSV, with analysts fine tuning their valuation and execution assumptions rather than overhauling their broader view of the business.
Actualización de narrativa Feb 26

DSV: Schenker Synergies And Resilient Margins Will Shape Future Returns

The updated analyst price target for DSV moves slightly higher to reflect a fair value adjustment from DKK 2,030.45 to DKK 2,062.05, with analysts pointing to modestly higher profit margin expectations and a steady long term P/E outlook, despite more muted revenue growth assumptions. Analyst Commentary Recent research updates cluster around higher price targets for DSV, pointing to a reassessment of what analysts see as fair value rather than a shift in the underlying rating stance.
Artículo de análisis Feb 12

DSV's (CPH:DSV) Soft Earnings Are Actually Better Than They Appear

DSV A/S' ( CPH:DSV ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...
Actualización de narrativa Feb 11

DSV: Higher Freight Cycle Hopes And Synergies Will Shape Future Returns

The analyst price target for DSV has been raised from DKK 1,901.25 to DKK 2,030.45. This reflects updated assumptions on revenue growth, profit margins and long-term P/E, along with recent price target increases from multiple research houses, according to analysts.
Actualización de narrativa Jan 27

DSV: Freight Cycle Recovery Hopes And Margin Discipline Will Shape Future Returns

Analysts have raised their fair value estimate for DSV from DKK 1,825.84 to DKK 1,901.25. This revision reflects higher Street price targets and updated assumptions for the discount rate, revenue growth, profit margins, and future P/E multiples.
Actualización de narrativa Jan 12

DSV: Margin Discipline And Freight Cycle Trends Will Shape Future Upside Potential

Analysts have nudged their fair value estimate for DSV higher from DKK 1,805.61 to DKK 1,825.84, reflecting recent price target increases from several firms and updated views on transport cycle trends and future P/E assumptions. Analyst Commentary Recent price target moves around DSV point to a generally constructive stance, with some caution around the freight cycle and earnings visibility.
Artículo de análisis Jan 12

DSV A/S' (CPH:DSV) Popularity With Investors Is Clear

With a price-to-earnings (or "P/E") ratio of 41.9x DSV A/S ( CPH:DSV ) may be sending very bearish signals at the...
Actualización de narrativa Dec 24

DSV Margin Discipline Will Support Upside Despite Slight Price Objective Cut

Analysts have trimmed their price target on DSV slightly, to DKK 1,915 from DKK 1,925. This reflects marginally slower expected revenue growth, offset by a modest improvement in profit margins and valuation multiples.
Artículo de análisis Dec 11

DSV (CPH:DSV) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Actualización de narrativa Dec 09

DSV Will Benefit From Margin Strength Despite Softer Freight Demand

DSV's analyst price target has been modestly reduced to around DKK 1,900 from closer to DKK 1,950, as analysts factor in slower expected revenue growth, offset by slightly improved profit margins and a marginally lower future P E multiple. Analyst Commentary Recent Street research on DSV reflects a nuanced view, with price targets being trimmed but ratings remaining supportive, indicating confidence in the company’s medium term earnings power despite near term headwinds.
Artículo de análisis Oct 03

At kr.1,305, Is DSV A/S (CPH:DSV) Worth Looking At Closely?

DSV A/S ( CPH:DSV ) received a lot of attention from a substantial price movement on the CPSE over the last few months...
Actualización de narrativa Sep 04

Schenker Integration Will Streamline Global Logistics And Digital Systems

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.
Artículo de análisis Aug 23

DSV A/S' (CPH:DSV) Earnings Haven't Escaped The Attention Of Investors

When close to half the companies in Denmark have price-to-earnings ratios (or "P/E's") below 15x, you may consider DSV...
Artículo de análisis Aug 08

DSV's (CPH:DSV) Weak Earnings May Only Reveal A Part Of The Whole Picture

The market wasn't impressed with the soft earnings from DSV A/S ( CPH:DSV ) recently. We did some further digging and...
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Nueva narrativa Nov 07

Tactical Acquisitions And Efficiency Initiatives Drive Optimistic Future Growth

The acquisition of Schenker and focus on operational efficiency are likely to improve revenue growth and net margins through increased market share and cost reduction.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Jens Lund en comparación con los beneficios de DSV?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

DKK 7b

Dec 31 2025DKK 36mDKK 16m

DKK 8b

Sep 30 2025n/an/a

DKK 9b

Jun 30 2025n/an/a

DKK 10b

Mar 31 2025n/an/a

DKK 11b

Dec 31 2024DKK 26mDKK 16m

DKK 10b

Sep 30 2024n/an/a

DKK 11b

Jun 30 2024n/an/a

DKK 11b

Mar 31 2024n/an/a

DKK 11b

Dec 31 2023DKK 22mDKK 13m

DKK 12b

Sep 30 2023n/an/a

DKK 13b

Jun 30 2023n/an/a

DKK 15b

Mar 31 2023n/an/a

DKK 16b

Dec 31 2022DKK 20mDKK 13m

DKK 18b

Sep 30 2022n/an/a

DKK 17b

Jun 30 2022n/an/a

DKK 16b

Mar 31 2022n/an/a

DKK 13b

Dec 31 2021DKK 17mDKK 11m

DKK 11b

Sep 30 2021n/an/a

DKK 9b

Jun 30 2021n/an/a

DKK 7b

Mar 31 2021n/an/a

DKK 6b

Dec 31 2020DKK 16mDKK 11m

DKK 4b

Sep 30 2020n/an/a

DKK 3b

Jun 30 2020n/an/a

DKK 3b

Mar 31 2020n/an/a

DKK 3b

Dec 31 2019DKK 16mDKK 9m

DKK 4b

Compensación vs. Mercado: La compensación total ($USD5.52M) de Jens está en línea con el promedio de empresas de tamaño similar en el mercado Danish ($USD5.51M).

Compensación vs. Ingresos: La compensación de Jens ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.


CEO

Jens Lund (56 yo)

24.2yrs
Permanencia
DKK 35,500,000
Compensación

Mr. Jens Hesselberg Lund serves as Group CEO at DSV A/S since February 01, 2024. He served as Group Chief Operating Officer of DSV A/S (formerly known as DSV Panalpina A/S) since October 2021 until Februar...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Jens Lund
Group CEO & Member of the Executive Board24.2yrsDKK 35.50msin datos
Michael Ebbe
Group CFO & Member of Executive Board4.6yrsDKK 22.70msin datos
Brian Ejsing
Group COO & Member of Executive Board2.3yrsDKK 17.20msin datos
Jesper Riis
Group Chief Information Officer7.4yrssin datossin datos
Vishal Sharma
Group Chief Commercial Officer1yrsin datossin datos
Helmut Schweighofer
Chief Executive Officer of Road Division1yrsin datossin datos
Saskia Blochberger
Group CPO1yrsin datossin datos
Maciej Walenda
CEO of Contract Logistics Divisionless than a yearsin datossin datos
Michael Marlow
President of DSV Solutions North America9.6yrssin datossin datos
Frank Sobotka
Chief Executive Officer of Air & Sea Division2yrssin datossin datos
2.1yrs
Permanencia media
55.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de DSV se considera experimentado (2.1 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Sabine Bendiek
Independent Director1.2yrsDKK 1.10msin datos
Lars Rasmussen
Deputy Chairmanless than a yearsin datossin datos
Tarek Abdulaziz Al-Essa
Independent Director4.7yrsDKK 800.00ksin datos
Thomas Plenborg
Chairman of the Board15.3yrsDKK 3.20msin datos
Chong Meng Tan
Directorless than a yearsin datossin datos
Beat Walti
Independent Director6.7yrsDKK 1.20msin datos
Benedikte Leroy
Independent Director4.2yrsDKK 1.40msin datos
Natalie Riise-Knudsen
Independent Director1.2yrsDKK 1.25msin datos
2.7yrs
Permanencia media
58.5yo
Promedio de edad

Junta con experiencia: La junta directiva de DSV no se considera experimentada (2.7 años de permanencia promedio), lo que sugiere una nueva junta directiva.


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 23:52
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

DSV A/S está cubierta por 39 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullABG Sundal Collier
David FintzenBarclays
Marco LimiteBarclays