DSV Gestione
Criteri Gestione verificati 2/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Jens Lund
Amministratore delegato
DKK 35.5m
Compenso totale
| Percentuale dello stipendio del CEO | 45.63% |
| Mandato del CEO | 24.2yrs |
| Proprietà del CEO | n/a |
| Durata media del management | 2.1yrs |
| Durata media del Consiglio di amministrazione | 2.7yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.
Nuova analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...
Nuova analisi • 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | DKK 7b |
| Dec 31 2025 | DKK 36m | DKK 16m | DKK 8b |
| Sep 30 2025 | n/a | n/a | DKK 9b |
| Jun 30 2025 | n/a | n/a | DKK 10b |
| Mar 31 2025 | n/a | n/a | DKK 11b |
| Dec 31 2024 | DKK 26m | DKK 16m | DKK 10b |
| Sep 30 2024 | n/a | n/a | DKK 11b |
| Jun 30 2024 | n/a | n/a | DKK 11b |
| Mar 31 2024 | n/a | n/a | DKK 11b |
| Dec 31 2023 | DKK 22m | DKK 13m | DKK 12b |
| Sep 30 2023 | n/a | n/a | DKK 13b |
| Jun 30 2023 | n/a | n/a | DKK 15b |
| Mar 31 2023 | n/a | n/a | DKK 16b |
| Dec 31 2022 | DKK 20m | DKK 13m | DKK 18b |
| Sep 30 2022 | n/a | n/a | DKK 17b |
| Jun 30 2022 | n/a | n/a | DKK 16b |
| Mar 31 2022 | n/a | n/a | DKK 13b |
| Dec 31 2021 | DKK 17m | DKK 11m | DKK 11b |
| Sep 30 2021 | n/a | n/a | DKK 9b |
| Jun 30 2021 | n/a | n/a | DKK 7b |
| Mar 31 2021 | n/a | n/a | DKK 6b |
| Dec 31 2020 | DKK 16m | DKK 11m | DKK 4b |
| Sep 30 2020 | n/a | n/a | DKK 3b |
| Jun 30 2020 | n/a | n/a | DKK 3b |
| Mar 31 2020 | n/a | n/a | DKK 3b |
| Dec 31 2019 | DKK 16m | DKK 9m | DKK 4b |
Compensazione vs Mercato: La retribuzione totale di Jens ($USD 5.59M ) è circa la media per le aziende di dimensioni simili nel mercato Danish ($USD 4.87M ).
Compensazione vs guadagni: La retribuzione di Jens è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Jens Lund (56 yo)
24.2yrs
Mandato
DKK 35,500,000
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group CEO & Member of the Executive Board | 24.2yrs | DKK 35.50m | Nessun dato | |
| Group CFO & Member of Executive Board | 4.6yrs | DKK 22.70m | Nessun dato | |
| Group COO & Member of Executive Board | 2.3yrs | DKK 17.20m | Nessun dato | |
| Group Chief Information Officer | 7.4yrs | Nessun dato | Nessun dato | |
| Group Chief Commercial Officer | 1yr | Nessun dato | Nessun dato | |
| Chief Executive Officer of Road Division | 1yr | Nessun dato | Nessun dato | |
| Group CPO | 1yr | Nessun dato | Nessun dato | |
| CEO of Contract Logistics Division | less than a year | Nessun dato | Nessun dato | |
| President of DSV Solutions North America | 9.6yrs | Nessun dato | Nessun dato | |
| Chief Executive Officer of Air & Sea Division | 2yrs | Nessun dato | Nessun dato |
2.1yrs
Durata media
55.5yo
Età media
Gestione esperta: Il team dirigenziale di DSV è considerato esperto (durata media dell'incarico 2.1 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Independent Director | 1.2yrs | DKK 1.10m | Nessun dato | |
| Deputy Chairman | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 4.7yrs | DKK 800.00k | Nessun dato | |
| Chairman of the Board | 15.3yrs | DKK 3.20m | Nessun dato | |
| Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 6.7yrs | DKK 1.20m | Nessun dato | |
| Independent Director | 4.2yrs | DKK 1.40m | Nessun dato | |
| Independent Director | 1.2yrs | DKK 1.25m | Nessun dato |
2.7yrs
Durata media
58.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di DSV non è considerato esperto (durata media del mandato 2.7 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/08 22:58 |
| Prezzo dell'azione a fine giornata | 2026/05/08 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
DSV A/S è coperta da 39 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| null null | ABG Sundal Collier |
| David Fintzen | Barclays |
| Marco Limite | Barclays |