DFDS A/S

CPSE:DFDS 주식 리포트

시가총액: DKK 7.8b

DFDS 경영진

경영진 기준 점검 3/4

DFDS CEO는 Karen Boesen, Jul2024 에 임명되었습니다 의 임기는 1.83 년입니다. 총 연간 보상은 DKK9.91M, 51.5% 급여 및 48.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 DKK782.19K 가치에 해당하는 회사 주식의 0.01% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.7 년과 4.2 년입니다.

핵심 정보

Karen Boesen

최고경영자

DKK 9.9m

총 보수

CEO 급여 비율51.46%
CEO 재임 기간1.8yrs
CEO 지분 보유율0.01%
경영진 평균 재임 기간2.7yrs
이사회 평균 재임 기간4.2yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 21

DFDS: Execution Risks Around 2026 EBIT Outlook Will Pressure Future Returns

Analysts have lifted the DFDS fair value estimate from DKK 80.00 to DKK 91.00. This reflects updated assumptions around discount rates, expected revenue growth, profit margins, and future P/E levels.
분석 기사 May 08

Analysts Are Updating Their DFDS A/S (CPH:DFDS) Estimates After Its First-Quarter Results

As you might know, DFDS A/S ( CPH:DFDS ) recently reported its first-quarter numbers. Revenues were kr.7.4b, with DFDS...
내러티브 업데이트 May 03

DFDS: Refined EBIT Outlook And Leadership Transition Will Support Future Upside

The analyst price target for DFDS has been adjusted from DKK 150 to DKK 160. Analysts attribute this change to updated assumptions on revenue growth, profit margins, discount rate and future P/E following recent revisions to their research views.
내러티브 업데이트 Apr 18

DFDS: Future Returns Will Depend On Execution Risk Under New Leadership

DFDS’s analyst price target rises from DKK 105 to about DKK 120. Analysts point to updated views on fair value, discount rate, revenue growth, profit margin and forward P/E as key drivers of the change.
내러티브 업데이트 Apr 04

DFDS: Future Returns Will Reflect Reset Expectations And Leadership Transition Execution

Analysts have trimmed their price target on DFDS by DKK 3.33 to DKK 105, reflecting updated views on revenue growth, profit margins, and a lower assumed future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts view the revised DKK 105 price target as still offering upside potential if DFDS delivers on revenue and margin expectations embedded in their models.
내러티브 업데이트 Mar 21

DFDS: Future Returns Will Balance Earnings Uncertainty And Cost Execution Under New Leadership

Analysts have lifted their DFDS price target from DKK 107 to about DKK 108, reflecting modest adjustments to fair value, discount rate, revenue growth, profit margin and a higher assumed future P/E in their models. What's in the News DFDS reported operating results for February 2026, with freight lane metres of 3,525,000 compared with 3,424,000 a year earlier, and passengers of 177,000 compared with 286,000 a year earlier (company announcement of operating results).
내러티브 업데이트 Mar 07

DFDS: Modest Freight Progress And Leadership Transition Will Support Future Upside

Analysts are keeping their DKK 150.00 price target for DFDS unchanged, pointing to slightly higher projected revenue growth and profit margins, along with a modestly lower assumed future P/E multiple as the key drivers behind their updated view. What's in the News DFDS reported operating results for January 2026, with freight lane metres at 3,324,000 compared with 3,283,000 a year earlier, and passengers at 221,000 compared with 263,000 a year earlier (company announcement of operating results).
내러티브 업데이트 Feb 21

DFDS: New Leadership And Earnings Reset Will Support Future Upside Potential

Analysts have kept their DKK 150.00 price target for DFDS unchanged, citing revised assumptions that now reflect lower revenue growth, a tighter profit margin profile, and a higher future P/E multiple in their models. What's in the News DFDS reported operating results for January 2026, with freight lane metres at 3,324,000 versus 3,283,000 a year earlier and passengers at 221,000 versus 263,000.
내러티브 업데이트 Feb 07

DFDS: Cost Controls And New Leadership Will Support Future Earnings Quality

Analysts have maintained their fair value estimate for DFDS at €150.00. They have applied a slightly higher discount rate and updated assumptions for revenue growth, profit margin and future P/E, reflecting revised views on the company’s risk profile and earnings potential.
분석 기사 Feb 04

Does DFDS (CPH:DFDS) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 Jan 24

DFDS: Weaker Passenger Trends And Lower Guidance Will Pressure Future Returns

Analysts have revised their price target for DFDS from €98 to €80, reflecting updated assumptions for slightly higher discount rates, more measured revenue growth, a lower profit margin, and a modestly higher future P/E multiple. What's in the News DFDS reported operating results for December 2025, with freight lane metres of 2,961,000 versus 2,925,000 a year earlier, and passengers at 340,000 versus 387,000 a year earlier.
내러티브 업데이트 Jan 08

DFDS: Cost Controls Will Support Earnings Quality Despite Recent Guidance Cut

Narrative Update on DFDS Analysts have cut their DFDS price target to DKK 87, citing updated expectations for more moderate revenue growth, slightly higher profit margins, and a marginally lower future P/E multiple. Analyst Commentary Recent research points to a more cautious stance on DFDS, with the latest published target sitting at DKK 87 and accompanied by a downgrade to Sell.
내러티브 업데이트 Dec 24

DFDS: Cost Controls And Route Optimization Will Drive Medium-Term Upside Potential

Analysts have reduced their fair value estimate for DFDS from DKK 170 to DKK 150, citing more cautious assumptions on growth and valuation following recent bearish Street research and a lower DKK 87 target from the sell-side. Analyst Commentary Recent Street commentary has introduced a more cautious tone around DFDS, particularly following a downgrade and a materially lower target price of DKK 87, which now serves as a reference point for downside scenarios in valuation work.
내러티브 업데이트 Dec 10

DFDS: Future Returns Will Reflect Balanced Earnings Risks And Cost Execution Opportunities

Analysts have lowered their price target on DFDS to DKK 87 from DKK 107, reflecting a more cautious outlook on the company’s risk reward profile, despite largely unchanged long term fundamental assumptions. Analyst Commentary Bearish analysts highlight that the reduced price target reflects concerns about the balance between potential upside and downside, even though long term assumptions on volumes, margins and strategic positioning remain broadly intact.
내러티브 업데이트 Nov 26

DFDS: Improved Margins And Cost Cuts Will Drive Stronger Earnings Ahead

The analyst price target for DFDS has been revised downward from DKK 113.33 to DKK 107.00. Analysts cite lower earnings expectations, even though there are slightly improved revenue growth and profit margin projections.
내러티브 업데이트 Nov 07

DFDS: Expanded Ferry Routes And Logistics Deals Will Drive Long-Term Upside

Analysts have revised DFDS's fair value estimate downward from DKK 126.33 to DKK 113.33. They cite lower profit margins, slower revenue growth, and a higher discount rate as primary drivers of this change.
분석 기사 Oct 11

Take Care Before Diving Into The Deep End On DFDS A/S (CPH:DFDS)

DFDS A/S' ( CPH:DFDS ) price-to-sales (or "P/S") ratio of 0.2x may look like a pretty appealing investment opportunity...
분석 기사 Aug 23

DFDS A/S Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

The second-quarter results for DFDS A/S ( CPH:DFDS ) were released last week, making it a good time to revisit its...
내러티브 업데이트 Aug 22

Advancing Mediterranean And Logistics Projects Will Unlock Future Value

DFDS’s consensus price target has been notably revised upward, driven by a significant improvement in net profit margin alongside a reduced future P/E, indicating enhanced profitability and more attractive valuation; the fair value is now DKK141.33. What's in the News DFDS reported year-to-date freight lane metres growth, reaching 41,591,000 vs 40,309,000 prior year, with passengers at 5,846,000 vs 5,757,000.
분석 기사 Aug 03

Here's Why DFDS (CPH:DFDS) Is Weighed Down By Its Debt Load

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Jul 08

Is It Time To Consider Buying DFDS A/S (CPH:DFDS)?

DFDS A/S ( CPH:DFDS ), is not the largest company out there, but it saw a significant share price rise of 51% in the...
분석 기사 May 21

A Piece Of The Puzzle Missing From DFDS A/S' (CPH:DFDS) 26% Share Price Climb

DFDS A/S ( CPH:DFDS ) shareholders would be excited to see that the share price has had a great month, posting a 26...
분석 기사 May 19

DFDS' (CPH:DFDS) Problems Go Beyond Weak Profit

Despite DFDS A/S' ( CPH:DFDS ) recent earnings report having lackluster headline numbers, the market responded...
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새로운 내러티브 Feb 14

Launching Italy-Egypt Route Will Improve Future Logistics Efficiency

DFDS’s investments in strategic logistics and fleet management focus on improving operational efficiency and driving revenue growth through new routes and capacity adjustments.
분석 기사 Feb 04

DFDS A/S (CPH:DFDS) Not Doing Enough For Some Investors As Its Shares Slump 27%

DFDS A/S ( CPH:DFDS ) shareholders that were waiting for something to happen have been dealt a blow with a 27% share...
분석 기사 Jan 27

Is There Now An Opportunity In DFDS A/S (CPH:DFDS)?

DFDS A/S ( CPH:DFDS ), might not be a large cap stock, but it saw significant share price movement during recent months...
분석 기사 Nov 10

DFDS A/S (CPH:DFDS) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year

DFDS A/S ( CPH:DFDS ) came out with its quarterly results last week, and we wanted to see how the business is...
분석 기사 Nov 02

Not Many Are Piling Into DFDS A/S (CPH:DFDS) Just Yet

When close to half the companies in Denmark have price-to-earnings ratios (or "P/E's") above 15x, you may consider DFDS...
분석 기사 Oct 04

Is Now An Opportune Moment To Examine DFDS A/S (CPH:DFDS)?

DFDS A/S ( CPH:DFDS ), might not be a large cap stock, but it saw significant share price movement during recent months...
분석 기사 Aug 21

We Think That There Are More Issues For DFDS (CPH:DFDS) Than Just Sluggish Earnings

A lackluster earnings announcement from DFDS A/S ( CPH:DFDS ) last week didn't sink the stock price. We think that...
분석 기사 Aug 17

DFDS A/S Just Missed EPS By 18%: Here's What Analysts Think Will Happen Next

DFDS A/S ( CPH:DFDS ) last week reported its latest quarterly results, which makes it a good time for investors to dive...
분석 기사 Jul 04

Investors Aren't Entirely Convinced By DFDS A/S' (CPH:DFDS) Earnings

When close to half the companies in Denmark have price-to-earnings ratios (or "P/E's") above 16x, you may consider DFDS...
분석 기사 May 12

DFDS A/S Just Missed Earnings; Here's What Analysts Are Forecasting Now

DFDS A/S ( CPH:DFDS ) came out with its quarterly results last week, and we wanted to see how the business is...
분석 기사 Apr 05

Is Now An Opportune Moment To Examine DFDS A/S (CPH:DFDS)?

DFDS A/S ( CPH:DFDS ), might not be a large cap stock, but it received a lot of attention from a substantial price...
분석 기사 Mar 09

It's Probably Less Likely That DFDS A/S' (CPH:DFDS) CEO Will See A Huge Pay Rise This Year

Key Insights DFDS will host its Annual General Meeting on 15th of March Salary of kr.9.00m is part of CEO Torben...
분석 기사 Mar 08

DFDS' (CPH:DFDS) Shareholders Will Receive A Smaller Dividend Than Last Year

DFDS A/S ( CPH:DFDS ) has announced that on 20th of March, it will be paying a dividend ofDKK3.00, which a reduction...
분석 기사 Feb 23

DFDS' (CPH:DFDS) Dividend Is Being Reduced To DKK3.00

DFDS A/S' ( CPH:DFDS ) dividend is being reduced from last year's payment covering the same period to DKK3.00 on the...
분석 기사 Feb 14

DFDS A/S Just Missed EPS By 8.9%: Here's What Analysts Think Will Happen Next

DFDS A/S ( CPH:DFDS ) shareholders are probably feeling a little disappointed, since its shares fell 7.4% to kr.215 in...

CEO 보수 분석

Karen Boesen의 보수는 DFDS의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-DKK 276m

Dec 31 2025DKK 10mDKK 5m

-DKK 427m

Sep 30 2025n/an/a

-DKK 413m

Jun 30 2025n/an/a

-DKK 121m

Mar 31 2025n/an/a

DKK 255m

Dec 31 2024DKK 6mDKK 2m

DKK 534m

보상 대 시장: Karen의 총 보수(USD1.54M)는 Danish 시장에서 비슷한 규모 기업의 평균(USD2.71M)보다 낮습니다.

보상과 수익: Karen의 보상은 회사가 적자임에도 증가했습니다.


CEO

Karen Boesen (54 yo)

1.8yrs
재임 기간
DKK 9,910,000
보수

Ms. Karen Dyrskjot Boesen is Independent Director of Ørsted A/S from April 9, 2026. She serves as Director at Green Hydrogen Systems A/S since July 18, 2022. She serves as Chief Financial Officer of DFDS A...


리더십 팀

이름직위재임 기간보수지분
Karen Boesen
Interim CEO1.8yrsDKK 9.91m0.010%
DKK 782.2k
Rune Keldsen
Executive VP of Technology & Innovation Division and CTO6.3yrs데이터 없음데이터 없음
Soren Nielsen
Vice President of IR & Corporate Boardno data데이터 없음데이터 없음
Erika Markvardsen
Executive VP of People Division & Chief People Officer1.3yrs데이터 없음데이터 없음
Niklas Andersson
Executive VP & Head of Logistics Divisionno data데이터 없음데이터 없음
Mathieu Girardin
Executive Vice President & Head of Ferry Division3.6yrs데이터 없음데이터 없음
Jesper Aagesen
Head of Sustainable Fleet Projectsno data데이터 없음데이터 없음
Sophie-Kim Chapman
Head of Decarbonizationno data데이터 없음데이터 없음
Helle Jensen
Secretaryno data데이터 없음데이터 없음
2.7yrs
평균 재임 기간
52yo
평균 나이

경험이 풍부한 관리: DFDS의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.7 년).


이사회 구성원

이름직위재임 기간보수지분
Dirk Reich
Independent Director6.8yrsDKK 575.00k0.019%
DKK 1.4m
Anders Gotzsche
Independent Director8.2yrsDKK 625.00k0.0065%
DKK 503.3k
Jill Melby
Director25.1yrsDKK 500.00k0.0088%
DKK 681.2k
Claus Michael Hemmingsen
Independent Chairman14.2yrsDKK 1.23m0.019%
DKK 1.4m
Kristian Morch
Vice Chair of the Board1.2yrsDKK 562.50k0.015%
DKK 1.2m
Minna Aila
Independent Director4.2yrsDKK 475.00k0.00031%
DKK 24.1k
Kent Vildbaek
Deputy Director4.2yrs데이터 없음데이터 없음
Lars Skjold-Hansen
Staff Representative Director13.2yrsDKK 375.00k0.0019%
DKK 148.4k
Jesper Nielsen
Deputy Director4.2yrsDKK 94.00k데이터 없음
Jesper Bern
Deputy Director4.2yrs데이터 없음데이터 없음
Marianne Henriksen
Staff Representative Director4.2yrsDKK 375.00k0.00032%
DKK 24.9k
Otto Ingstrup
Staff Representative Directorless than a year데이터 없음데이터 없음
4.2yrs
평균 재임 기간
60.5yo
평균 나이

경험이 풍부한 이사회: DFDS의 이사회경험이 있음으로 간주됩니다(평균 재임 4.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 23:42
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

DFDS A/S는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Marcus BellanderCarnegie Investment Bank AB
Ulrik BakDanske Bank
Dan JensenDNB Carnegie