DSV A/S

CPSE:DSV 株式レポート

時価総額：DKK 359.6b

DSV 将来の成長

Future 基準チェック /36

DSV利益と収益がそれぞれ年間25.8%と3.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16% 28%なると予測されています。

主要情報

25.8%

収益成長率

27.99%

EPS成長率

Logistics 収益成長15.8%
収益成長率3.6%
将来の株主資本利益率15.96%
アナリストカバレッジ

Good

最終更新日06 May 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

分析記事 • 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...
ナラティブ更新 • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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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新しいナラティブ • 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.

業績と収益の成長予測

CPSE:DSV - アナリストの将来予測と過去の財務データ ( )DKK Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028311,52222,93328,04032,42016
12/31/2027299,86419,92625,06528,39918
12/31/2026291,81810,32123,21722,08417
3/31/2026276,0677,21314,16217,204N/A
12/31/2025247,3318,38618,89321,481N/A
9/30/2025219,1609,47815,99818,580N/A
6/30/2025191,27210,16014,59516,738N/A
3/31/2025170,44610,52912,35314,623N/A
12/31/2024167,10610,1099,22211,651N/A
9/30/2024160,12010,8088,36610,766N/A
6/30/2024151,60110,7637,5719,927N/A
3/31/2024148,17111,4269,57512,093N/A
12/31/2023150,78512,31514,08316,458N/A
9/30/2023165,48813,17419,21121,852N/A
6/30/2023190,47214,78622,77925,260N/A
3/31/2023215,49416,47425,60927,666N/A
12/31/2022235,66517,56825,05226,846N/A
9/30/2022245,73617,01323,89025,424N/A
6/30/2022234,73315,76118,62220,046N/A
3/31/2022209,81513,23113,51014,900N/A
12/31/2021182,30611,20510,71912,202N/A
9/30/2021152,7209,1888,0979,408N/A
6/30/2021131,2887,3919,13510,394N/A
3/31/2021122,2396,25610,15511,533N/A
12/31/2020115,9324,2508,93510,276N/A
9/30/2020114,3383,4897,4298,799N/A
6/30/2020110,7343,2896,3267,735N/A
3/31/2020102,0313,0575,5426,859N/A
12/31/201994,7013,700N/A6,879N/A
9/30/201985,5244,193N/A6,744N/A
6/30/201981,2404,159N/A6,119N/A
3/31/201980,6524,201N/A5,167N/A
12/31/201879,0534,000N/A4,301N/A
9/30/201877,1273,825N/A4,530N/A
6/30/201875,6253,538N/A4,559N/A
3/31/201875,0583,083N/A4,601N/A
12/31/201774,9012,981N/A4,664N/A
9/30/201773,4992,785N/A3,330N/A
6/30/201771,9692,516N/A2,425N/A
3/31/201770,6512,104N/A1,670N/A
12/31/201667,7471,668N/A1,273N/A
9/30/201662,7361,632N/A2,285N/A
6/30/201658,0661,658N/A2,730N/A
3/31/201653,5871,862N/A2,978N/A
12/31/201550,8692,056N/A3,160N/A
9/30/201550,8021,959N/A2,378N/A
6/30/201550,5461,865N/A2,095N/A

アナリストによる今後の成長予測

収入対貯蓄率: DSVの予測収益成長率 (年間25.8% ) は 貯蓄率 ( 2% ) を上回っています。

収益対市場: DSVの収益 ( 25.8% ) はDanish市場 ( 9.2% ) よりも速いペースで成長すると予測されています。

高成長収益: DSVの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: DSVの収益 ( 3.6% ) Danish市場 ( 3.7% ) よりも低い成長が予測されています。

高い収益成長: DSVの収益 ( 3.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: DSVの 自己資本利益率 は、3年後には低くなると予測されています ( 16 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/08 10:51
終値2026/05/08 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

DSV A/S 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39

アナリスト機関
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